Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 7/29/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/29/13	⇓ Δwk	10/29/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,415.720		1,232.030	183.690	14.91	USD	8.57
	S	Sony	12,325.000	8/09/24	0.28	2,092.000		937.000	1,155.000	123.27	JPY	74.30
		Panasonic	1,058.500	8/09/24	1.34	847.000		500.000	347.000	69.40	JPY	43.04
		Toyota	2,447.500	8/09/24	-0.14	1,182.000		608.000	574.000	94.41	JPY	42.92
	L	HP	33.780	8/12/24	0.72	11.658		6.290	5.368	85.34	USD	42.75
		Bridgestone	5,582.000	8/09/24	-1.33	3,411.000		1,814.000	1,597.000	88.04	JPY	41.55
	S	Ford Motor	9.860	8/12/24	-2.38	17.080		11.160	5.920	53.05	USD	40.11
	L	Morgan Stanley	94.840	8/12/24	0.13	27.310		17.380	9.930	57.13	USD	38.55
		Citigroup	57.840	8/12/24		51.640		37.390	14.250	38.11	USD	29.96
		Seven & i	1,672.500	8/09/24	-0.54	1,203.330		831.330	372.000	44.75	JPY	29.26
		Axa	32.350	8/12/24	-0.77	16.670		12.085	4.585	37.94	EUR	26.26
		UBS	24.850	8/12/24	0.44	17.740		13.120	4.620	35.21	CHF	25.24
	S	Mercedes-Benz	57.480	8/12/24	-0.57	52.650		36.025	16.625	46.15	EUR	24.86
		Aegon	5.562	8/12/24	0.22	5.770		4.158	1.612	38.77	EUR	24.33
	S	Johnson & Johnson	159.880	8/12/24	-0.46	93.210		70.820	22.390	31.62	USD	23.53
		JP Morgan Chase	206.190	8/12/24	0.19	55.690		41.680	14.010	33.61	USD	23.36
	L	Goldman Sachs	485.500	8/12/24	-0.97	163.170		122.390	40.780	33.32	USD	22.68
	L	Raytheon Tech	116.600	8/12/24	0.39	66.123		49.188	16.935	34.43	USD	22.26
		Prudential	635.400	8/12/24	0.41	1,149.000		834.500	314.500	37.69	GBP	22.00
	S	Nissan Motor	410.200	8/09/24	-0.56	1,039.000		678.000	361.000	53.24	JPY	21.62
	L	Texas Instruments	192.060	8/12/24	-0.08	38.590		28.090	10.500	37.38	USD	20.36
		Barclays	220.100	8/12/24	0.85	285.483		213.431	72.052	33.76	GBP	19.43
	S	Bristol-Myers	47.060	8/12/24	0.73	43.760		33.250	10.510	31.61	USD	19.19
	S	Kimberly-Clark	34.140	8/12/24	-1.01	41.510		33.060	8.450	25.56	MXN	18.82
		Honda Motor	1,420.000	8/09/24	-0.14	1,212.670		790.670	422.000	53.37	JPY	17.56
		⇓instrument	freshest		⇓ Δday	7/29/13	⇓ Δwk	10/29/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	3M	123.360	8/12/24	-0.65	116.610		87.600	29.010	33.12	USD	17.48
	L	Philips	26.060	8/12/24	-0.91	24.145		19.200	4.945	25.76	EUR	17.04
		Nike	74.640	8/12/24	0.40	31.355		22.845	8.510	37.25	USD	16.85
		Carrefour	13.730	8/12/24	-0.36	22.590		18.365	4.225	23.01	EUR	16.33
	L	Alphabet A	162.290	8/12/24	-0.84	22.125		17.060	5.065	29.69	USD	16.30
		ING Groep	15.232	8/12/24	0.21	7.648		6.663	0.985	14.78	EUR	15.73
	L	Bayer	25.960	8/12/24	-0.04	83.990		66.500	17.490	26.30	EUR	15.29
		Societe Generale	20.520	8/12/24	0.44	30.535		24.400	6.135	25.14	EUR	14.99
		Marsh & McLennan	217.350	8/12/24	-1.23	41.700		34.030	7.670	22.54	USD	14.81
		Allianz	255.900	8/12/24		116.650		92.950	23.700	25.50	EUR	14.22
		PepsiCo	171.420	8/12/24	-0.56	85.250		69.240	16.010	23.12	USD	13.94
		L´Oreal	376.650	8/12/24	-1.59	125.000		97.320	27.680	28.44	EUR	12.46
		GSK	1,572.000	8/12/24	0.42	1,687.320		1,421.380	265.940	18.71	GBP	12.19
		Saint-Gobain	73.560	8/12/24	-0.41	33.395		26.815	6.580	24.54	EUR	11.85
	L	Pfizer	28.450	8/12/24	-0.35	29.540		24.870	4.670	18.78	USD	11.51
	L	HSBC	643.900	8/12/24	0.22	728.400		610.900	117.500	19.23	GBP	11.34
		Aviva	484.200	8/12/24	0.35	372.000		328.400	43.600	13.28	GBP	10.49
	L	Münchener Rück	439.200	8/12/24	1.01	148.350		121.900	26.450	21.70	EUR	10.38
		General Electric	166.870	8/12/24	-0.16	195.920		168.480	27.440	16.29	USD	10.24
	L	Ericsson	71.080	8/12/24	1.14	76.800		59.450	17.350	29.18	SEK	10.08
	L	Fox A	38.830	8/12/24	-1.27	29.910		23.930	5.980	24.99	USD	10.07
	L	Procter & Gamble	166.810	8/12/24	-2.19	80.090		69.240	10.850	15.67	USD	9.95
		Repsol	12.765	8/12/24	0.67	17.710		15.110	2.600	17.21	EUR	9.89
	S	Volkswagen	93.500	8/12/24	-0.47	174.090		155.750	18.340	11.78	EUR	9.66
	L	Vodafone	74.440	8/12/24	0.87	194.400		169.550	24.850	14.66	GBP	9.56
		⇓instrument	freshest		⇓ Δday	7/29/13	⇓ Δwk	10/29/12	prc diff	⇓ Δ39	Curr	∅-RS
		Chevron	145.020	8/12/24	0.02	126.170		110.240	15.930	14.45	USD	9.49
		Deutsche Bank	13.308	8/12/24	0.14	30.564		28.343	2.222	7.84	EUR	9.39
		Sanofi	95.670	8/12/24	-0.60	79.620		67.650	11.970	17.69	EUR	8.77
		Merck (MSD)	113.480	8/12/24	-0.93	48.340		45.630	2.710	5.94	USD	8.14
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	60.080		52.480	7.600	14.48	USD	8.13
	L	Novartis	96.740	8/12/24	0.16	55.540		47.330	8.210	17.35	CHF	7.59
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.840		10.900	0.940	8.62	AUD	7.36
		Schneider Electric	211.250	8/12/24	0.38	57.950		47.615	10.335	21.71	EUR	7.31
		Swiss Re	104.000	8/12/24	0.10	72.950		63.250	9.700	15.34	CHF	7.12
	S	Diageo	2,451.500	8/12/24	1.03	1,996.500		1,780.000	216.500	12.16	GBP	6.96
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,273.000		2,908.000	365.000	12.55	GBP	6.60
	L	ABB	45.510	8/12/24	0.55	20.490		16.970	3.520	20.74	CHF	6.30
	L	Walmart	68.700	8/12/24	1.10	25.997		25.007	0.990	3.96	USD	6.08
		Microsoft	406.810	8/12/24	0.19	31.540		28.540	3.000	10.51	USD	5.99
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.071		6.231	0.840	13.48	EUR	5.79
	S	National Grid	978.400	8/12/24	-0.04	763.000		708.000	55.000	7.77	GBP	5.18
		Exxon Mobil	119.000	8/12/24	0.13	94.030		91.170	2.860	3.14	USD	4.93
	S	McDonald´s	269.460	8/12/24	0.58	97.870		86.800	11.070	12.75	USD	4.36
		BP	439.600	8/12/24	1.35	467.400		425.000	42.400	9.98	GBP	4.22
	S	Intel	19.360	8/12/24	-1.78	23.240		21.630	1.610	7.44	USD	3.81
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.201		8.784	0.417	4.75	EUR	3.62
	L	Coca-Cola	68.170	8/12/24	-0.74	40.280		37.180	3.100	8.34	USD	3.46
		TotalEnergies	61.720	8/12/24	0.60	39.855		38.390	1.465	3.82	EUR	3.09
		Siemens	157.200	8/12/24	0.01	79.460		74.733	4.727	6.33	EUR	2.96
	S	LVMH	635.100	8/12/24	-0.14	134.450		124.800	9.650	7.73	EUR	2.40
		⇓instrument	freshest		⇓ Δday	7/29/13	⇓ Δwk	10/29/12	prc diff	⇓ Δ39	Curr	∅-RS
		Telefónica	4.032	8/12/24	0.12	10.565		10.070	0.495	4.92	EUR	1.58
	L	Unilever	55.100	8/12/24	-0.36	30.085		28.315	1.770	6.25	EUR	1.51
		Vivendi	9.488	8/12/24	0.40	15.970		15.685	0.285	1.82	EUR	0.92
		Canon	4,525.000	8/09/24	1.64	3,092.000		2,507.000	585.000	23.33	JPY	0.48
	L	Nestlé	88.640	8/12/24	-0.40	62.050		59.650	2.400	4.02	CHF	-0.64
		IBM	189.480	8/12/24	-1.03	196.210		194.530	1.680	0.86	USD	-1.72
	L	Philip Morris	116.090	8/12/24	0.07	88.670		88.560	0.110	0.12	USD	-1.82
		Shell	33.025	8/12/24	0.93	25.590		26.135	-0.545	-2.09	EUR	-1.84
		BHP	2,094.000	8/12/24	-0.14	1,892.500		1,975.000	-82.500	-4.18	GBP	-3.01
		Banco Santander	4.089	8/12/24	-0.24	5.451		5.645	-0.194	-3.44	EUR	-3.12
	S	BASF	41.280	8/12/24	-0.22	66.520		63.570	2.950	4.64	EUR	-3.26
	S	Engie	15.335	8/12/24	0.49	15.820		17.375	-1.555	-8.95	EUR	-3.31
		Standard Chartered	722.000	8/12/24	0.92	1,485.500		1,497.500	-12.000	-0.80	GBP	-3.75
		Rio Tinto	4,942.000	8/12/24	0.56	2,939.500		3,080.000	-140.500	-4.56	GBP	-4.95
		Caterpillar	336.030	8/12/24	-0.66	83.020		84.810	-1.790	-2.11	USD	-5.09
		Samsung Electronics	75,500.000	8/12/24	1.07	25,660.000		26,540.000	-880.000	-3.32	KRW	-8.71
	L	Apple	217.530	8/12/24	0.71	15.992		21.261	-5.269	-24.78	USD	-10.87
	S	Orange	10.115	8/12/24	-0.25	7.449		8.652	-1.203	-13.90	EUR	-12.21
		E.on	12.325	8/12/24	0.78	11.473		15.991	-4.518	-28.25	EUR	-12.95
	L	Anglo American	2,232.500	8/12/24	0.29	1,422.000		1,917.000	-495.000	-25.82	GBP	-17.61
	L	RWE	32.360	8/12/24	1.70	22.980		34.725	-11.745	-33.82	EUR	-22.21
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 7/29/13 / 10/29/12 - 82 did rise, Market-Ratio(39) = 86.32 %

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