Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/17/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/17/13	⇓ Δwk	9/17/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,400.690		1,274.220	126.470	9.93	USD	9.72
	S	Sony	12,325.000	8/09/24	0.28	1,969.000		1,032.000	937.000	90.79	JPY	74.81
		Toyota	2,447.500	8/09/24	-0.14	1,142.000		650.000	492.000	75.69	JPY	48.78
	L	HP	33.780	8/12/24	0.72	11.426		8.270	3.156	38.17	USD	43.21
	L	Morgan Stanley	94.840	8/12/24	0.13	26.210		17.800	8.410	47.25	USD	43.09
		Bridgestone	5,582.000	8/09/24	-1.33	3,165.000		1,873.000	1,292.000	68.98	JPY	41.49
	S	Ford Motor	9.860	8/12/24	-2.38	15.550		10.390	5.160	49.66	USD	35.14
		Citigroup	57.840	8/12/24		49.360		34.060	15.300	44.92	USD	34.07
	L	Goldman Sachs	485.500	8/12/24	-0.97	164.110		119.900	44.210	36.87	USD	31.44
	S	Bristol-Myers	47.060	8/12/24	0.73	46.440		33.070	13.370	40.43	USD	29.92
	S	Kimberly-Clark	34.140	8/12/24	-1.01	42.240		29.300	12.940	44.16	MXN	28.15
		Panasonic	1,058.500	8/09/24	1.34	733.000		562.000	171.000	30.43	JPY	27.53
		Axa	32.350	8/12/24	-0.77	15.850		12.945	2.905	22.44	EUR	27.02
		Seven & i	1,672.500	8/09/24	-0.54	1,116.670		781.000	335.670	42.98	JPY	25.66
		JP Morgan Chase	206.190	8/12/24	0.19	53.850		41.190	12.660	30.74	USD	25.53
		UBS	24.850	8/12/24	0.44	16.580		12.400	4.180	33.71	CHF	23.41
		Barclays	220.100	8/12/24	0.85	274.028		210.613	63.415	30.11	GBP	23.23
	L	Alphabet A	162.290	8/12/24	-0.84	22.225		17.804	4.420	24.83	USD	23.03
	S	Nissan Motor	410.200	8/09/24	-0.56	992.000		741.000	251.000	33.87	JPY	20.86
		L´Oreal	376.650	8/12/24	-1.59	128.550		97.110	31.440	32.38	EUR	20.21
	L	Bayer	25.960	8/12/24	-0.04	83.490		65.570	17.920	27.33	EUR	20.20
	L	Fox A	38.830	8/12/24	-1.27	31.280		24.600	6.680	27.15	USD	20.15
		Prudential	635.400	8/12/24	0.41	1,075.000		841.000	234.000	27.82	GBP	19.79
		Microsoft	406.810	8/12/24	0.19	35.000		31.210	3.790	12.14	USD	19.36
		Carrefour	13.730	8/12/24	-0.36	21.935		17.085	4.850	28.39	EUR	19.35
		⇓instrument	freshest		⇓ Δday	6/17/13	⇓ Δwk	9/17/12	prc diff	⇓ Δ39	Curr	∅-RS
		Nike	74.640	8/12/24	0.40	30.970		24.493	6.478	26.45	USD	19.20
		Allianz	255.900	8/12/24		115.250		95.820	19.430	20.28	EUR	18.45
		Aegon	5.562	8/12/24	0.22	5.192		4.495	0.697	15.51	EUR	17.85
	S	Mercedes-Benz	57.480	8/12/24	-0.57	47.615		39.800	7.815	19.64	EUR	17.01
		Sanofi	95.670	8/12/24	-0.60	82.570		66.800	15.770	23.61	EUR	16.92
	S	Johnson & Johnson	159.880	8/12/24	-0.46	85.630		68.250	17.380	25.47	USD	16.89
		Societe Generale	20.520	8/12/24	0.44	28.940		25.030	3.910	15.62	EUR	16.54
	L	3M	123.360	8/12/24	-0.65	111.910		93.780	18.130	19.33	USD	15.86
		Honda Motor	1,420.000	8/09/24	-0.14	1,145.330		891.330	254.000	28.50	JPY	15.69
	L	Texas Instruments	192.060	8/12/24	-0.08	35.780		29.100	6.680	22.96	USD	15.23
		GSK	1,572.000	8/12/24	0.42	1,698.410		1,443.040	255.370	17.70	GBP	14.60
	L	Ericsson	71.080	8/12/24	1.14	77.900		62.850	15.050	23.95	SEK	14.46
		Marsh & McLennan	217.350	8/12/24	-1.23	40.310		34.800	5.510	15.83	USD	14.13
	L	Raytheon Tech	116.600	8/12/24	0.39	59.773		51.699	8.074	15.62	USD	13.97
		Repsol	12.765	8/12/24	0.67	17.480		16.560	0.920	5.56	EUR	12.99
	L	Pfizer	28.450	8/12/24	-0.35	29.160		24.020	5.140	21.40	USD	12.94
		PepsiCo	171.420	8/12/24	-0.56	82.550		70.390	12.160	17.28	USD	12.49
	L	Novartis	96.740	8/12/24	0.16	56.460		46.330	10.130	21.86	CHF	12.33
	L	Procter & Gamble	166.810	8/12/24	-2.19	78.960		69.250	9.710	14.02	USD	11.53
	L	ABB	45.510	8/12/24	0.55	20.710		18.450	2.260	12.25	CHF	11.33
		Schneider Electric	211.250	8/12/24	0.38	58.000		51.570	6.430	12.47	EUR	11.28
	L	Münchener Rück	439.200	8/12/24	1.01	144.500		124.350	20.150	16.20	EUR	11.15
	S	Intel	19.360	8/12/24	-1.78	25.100		23.310	1.790	7.68	USD	11.01
		ING Groep	15.232	8/12/24	0.21	7.010		6.811	0.199	2.92	EUR	11.01
	S	BASF	41.280	8/12/24	-0.22	73.720		66.650	7.070	10.61	EUR	10.45
		⇓instrument	freshest		⇓ Δday	6/17/13	⇓ Δwk	9/17/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Philips	26.060	8/12/24	-0.91	21.710		18.885	2.825	14.96	EUR	9.73
		General Electric	166.870	8/12/24	-0.16	190.160		176.400	13.760	7.80	USD	9.17
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	59.640		52.575	7.065	13.44	USD	8.94
		Merck (MSD)	113.480	8/12/24	-0.93	47.800		44.000	3.800	8.64	USD	8.58
		Saint-Gobain	73.560	8/12/24	-0.41	31.780		30.240	1.540	5.09	EUR	8.15
		Deutsche Bank	13.308	8/12/24	0.14	29.339		28.998	0.340	1.17	EUR	8.04
	L	HSBC	643.900	8/12/24	0.22	681.500		583.200	98.300	16.86	GBP	7.23
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,246.500		2,888.500	358.000	12.39	GBP	7.19
		Chevron	145.020	8/12/24	0.02	121.220		117.140	4.080	3.48	USD	7.07
	S	McDonald´s	269.460	8/12/24	0.58	98.740		92.140	6.600	7.16	USD	6.51
	S	Volkswagen	93.500	8/12/24	-0.47	163.180		151.100	12.080	7.99	EUR	5.76
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.804		6.672	0.132	1.98	EUR	5.28
	L	Coca-Cola	68.170	8/12/24	-0.74	40.680		38.350	2.330	6.08	USD	5.12
	L	Unilever	55.100	8/12/24	-0.36	30.595		27.470	3.125	11.38	EUR	5.11
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.360		10.230	1.130	11.05	AUD	5.10
		Swiss Re	104.000	8/12/24	0.10	69.450		62.700	6.750	10.77	CHF	4.33
	S	National Grid	978.400	8/12/24	-0.04	744.500		679.000	65.500	9.65	GBP	4.04
	S	Diageo	2,451.500	8/12/24	1.03	1,900.000		1,683.500	216.500	12.86	GBP	3.91
	L	Vodafone	74.440	8/12/24	0.87	182.700		173.650	9.050	5.21	GBP	3.50
		Canon	4,525.000	8/09/24	1.64	3,153.000		2,799.000	354.000	12.65	JPY	3.37
		Aviva	484.200	8/12/24	0.35	338.100		359.200	-21.100	-5.87	GBP	3.36
		Exxon Mobil	119.000	8/12/24	0.13	91.510		91.910	-0.400	-0.44	USD	3.19
		BP	439.600	8/12/24	1.35	458.200		451.500	6.700	1.48	GBP	3.10
		Siemens	157.200	8/12/24	0.01	77.585		76.887	0.698	0.91	EUR	2.96
	L	Walmart	68.700	8/12/24	1.10	24.983		24.663	0.320	1.30	USD	2.84
		⇓instrument	freshest		⇓ Δday	6/17/13	⇓ Δwk	9/17/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Philip Morris	116.090	8/12/24	0.07	92.470		90.690	1.780	1.96	USD	2.47
		IBM	189.480	8/12/24	-1.03	203.040		207.150	-4.110	-1.98	USD	1.90
	L	Nestlé	88.640	8/12/24	-0.40	62.400		58.550	3.850	6.58	CHF	0.91
	L	Deutsche Telekom	24.730	8/12/24	0.49	8.847		9.762	-0.915	-9.37	EUR	-0.01
		TotalEnergies	61.720	8/12/24	0.60	38.300		41.420	-3.120	-7.53	EUR	-0.02
		Telefónica	4.032	8/12/24	0.12	10.270		11.500	-1.230	-10.70	EUR	-0.89
		Samsung Electronics	75,500.000	8/12/24	1.07	27,320.000		26,040.000	1,280.000	4.92	KRW	-1.48
	S	LVMH	635.100	8/12/24	-0.14	127.150		124.600	2.550	2.05	EUR	-2.22
		Caterpillar	336.030	8/12/24	-0.66	83.920		91.990	-8.070	-8.77	USD	-3.93
		Vivendi	9.488	8/12/24	0.40	15.040		15.535	-0.495	-3.19	EUR	-4.65
		Banco Santander	4.089	8/12/24	-0.24	5.300		6.240	-0.940	-15.06	EUR	-4.91
	S	Engie	15.335	8/12/24	0.49	15.765		20.005	-4.240	-21.19	EUR	-5.28
		Shell	33.025	8/12/24	0.93	24.760		27.910	-3.150	-11.29	EUR	-5.92
		Standard Chartered	722.000	8/12/24	0.92	1,444.000		1,514.000	-70.000	-4.62	GBP	-5.96
		BHP	2,094.000	8/12/24	-0.14	1,815.500		2,025.500	-210.000	-10.37	GBP	-7.18
		Rio Tinto	4,942.000	8/12/24	0.56	2,795.500		3,216.000	-420.500	-13.08	GBP	-10.44
		E.on	12.325	8/12/24	0.78	11.996		17.482	-5.486	-31.38	EUR	-11.99
	S	Orange	10.115	8/12/24	-0.25	7.591		10.425	-2.834	-27.18	EUR	-13.88
	L	RWE	32.360	8/12/24	1.70	26.335		35.730	-9.395	-26.29	EUR	-14.17
	L	Apple	217.530	8/12/24	0.71	15.429		24.992	-9.564	-38.27	USD	-17.55
	L	Anglo American	2,232.500	8/12/24	0.29	1,407.000		2,036.500	-629.500	-30.91	GBP	-22.81
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 6/17/13 / 9/17/12 - 76 did rise, Market-Ratio(39) = 80.00 %

Technical Chart

	SP Global 100 RS = 39 - B/S = 55/40

1/03/22	scale up chart	7/01/24

Transactions SP Global 100 * A39 - 55/40 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/14/08	742		- cash -
short	1/14/08	7/06/09	539		Citigroup	100	34	USD	290.600	27.900	3,026.823	2,736.223	942	103,032	389
long	7/06/09	8/01/11	756		Ford Motor	100	17,918	USD	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	11,020	EUR	20.080	15.175	26.570	6.490	32	292,815	45
long	4/30/12	10/20/14	903		Apple	100	14,039	USD	20.856	24.940		4.084	20	350,146	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	16,251	EUR	21.545	22.134	20.956	-0.589	-3	340,572	-51
long	11/03/14	8/24/15	294		Apple	100	12,452	USD	27.350	25.788		-1.563	-6	321,116	-7
short	8/24/15	9/12/16	385		RWE	100	24,290	EUR	13.220	14.645	11.795	-1.425	-11	286,503	-10
long	9/12/16	7/02/18	658		Anglo American	100	34,960	GBP	8.195	16.440		8.245	101	574,748	47
short	7/02/18	7/15/19	378		Deutsche Bank	100	62,889	EUR	9.139	6.885	12.131	2.992	33	762,905	31
long	7/15/19	3/09/20	238		LVMH	100	2,007	EUR	380.050	338.000		-42.050	-11	678,511	-16
short	3/09/20	12/07/20	273		DuPont	100	19,303	USD	35.150	65.430	4.870	-30.280	-86	94,016	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,629	EUR	57.700	57.390		-0.310	-1	93,511	0
short	3/07/22	3/21/22	14		Vivendi	100	8,706	EUR	10.740	11.750	9.730	-1.010	-9	84,718	-92
long	3/21/22	6/13/22	84		Chevron	100	514	USD	164.640	167.330		2.690	2	86,101	7
short	6/13/22	12/05/22	175		Philips	100	4,050	EUR	21.255	14.250	31.704	10.449	49	128,417	130
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,167	USD	110.010	109.440		-0.570	-1	127,752	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,970	CHF	2.779	3.150	2.408	-0.371	-13	110,697	-78
long	1/23/23	10/23/23	273		Münchener Rück	100	339	EUR	325.700	372.100		46.400	14	126,427	19
short	10/23/23	12/11/23	49		Pfizer	100	4,099	USD	30.840	28.640	33.209	2.369	8	136,137	74
long	12/11/23	8/12/24	245		Intel	100	3,056	USD	44.540	19.360		-25.180	-57	59,187	-71
accum	1/14/08	8/12/24	6727	days out of 7469 invested (90%)								492		59,187	10

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	1/14/08	7/06/09	539	290.60	27.90	3,026.82	2,736.22	941.58	941.58
Ford Motor	long	7/06/09	8/01/11	756	5.75	12.35		6.60	114.78	114.78
Anglo American	long	9/12/16	7/02/18	658	8.20	16.44		8.25	100.61	100.61
Philips	short	6/13/22	12/05/22	175	21.26	14.25	31.70	10.45	49.16	49.16
Carrefour	short	8/01/11	4/30/12	273	20.08	15.18	26.57	6.49	32.32	32.32
Deutsche Bank	short	10/20/14	11/03/14	14	21.55	22.13	20.96	-0.59	-2.73
	short	7/02/18	7/15/19	378	9.14	6.89	12.13	2.99	32.74	29.11
Münchener Rück	long	1/23/23	10/23/23	273	325.70	372.10		46.40	14.25	14.25
Apple	long	4/30/12	10/20/14	903	20.86	24.94		4.08	19.58
	long	11/03/14	8/24/15	294	27.35	25.79		-1.56	-5.71	12.75
Pfizer	short	10/23/23	12/11/23	49	30.84	28.64	33.21	2.37	7.68	7.68
Chevron	long	3/21/22	6/13/22	84	164.64	167.33		2.69	1.63	1.63
Merck (MSD)	long	12/05/22	12/19/22	14	110.01	109.44		-0.57	-0.52	-0.52
Mercedes-Benz	long	12/07/20	3/07/22	455	57.70	57.39		-0.31	-0.54	-0.54
Vivendi	short	3/07/22	3/21/22	14	10.74	11.75	9.73	-1.01	-9.40	-9.40
RWE	short	8/24/15	9/12/16	385	13.22	14.65	11.80	-1.43	-10.78	-10.78
LVMH	long	7/15/19	3/09/20	238	380.05	338.00		-42.05	-11.06	-11.06
Credit Suisse	short	12/19/22	1/23/23	35	2.78	3.15	2.41	-0.37	-13.35	-13.35
Intel	long	12/11/23	8/12/24	245	44.54	19.36		-25.18	-56.53	-56.53
DuPont	short	3/09/20	12/07/20	273	35.15	65.43	4.87	-30.28	-86.15	-86.15

Annotations

2/28/24	Seven & i	stock split 1:3 (three for one)
2/26/24	Walmart	stock split 1:3 (three for one)
9/28/23	Honda Motor	stock split 1:3 (three for one)
7/18/22	Alphabet A	stock split 1:20 (twenty for one)
	GlaxoSmithKline	demergers OTC business -> Haleon
9/29/21	Toyota	stock split 1:5 (five for one)
8/02/21	General Electric	reverse stock split 8:1 (eight become one)
4/03/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
5/04/18	Samsung Electronics	stock split 1:50 (fifty for one)
10/04/16	SP Global 100	EMC² removed (acquired by Dell)
9/12/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
12/24/15	Nike	stock split 1:2 (two for one)
11/02/15	Hewlett-Packard	forward stock split 1000:2202 (two thousand two hundred and two for one thousand)
	Hewlett-Packard	spin-off of HP Enterprise
10/02/15	Google A	changes name to Alphabet
4/24/15	GDF Suez	changes name to Engie


	is taking down something concerning