Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 8/05/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/05/13	⇓ Δwk	11/05/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,429.710		1,240.610	189.100	15.24	USD	9.27
	S	Sony	12,325.000	8/09/24	0.28	2,086.000		913.000	1,173.000	128.48	JPY	71.52
	L	HP	33.780	8/12/24	0.72	12.275		6.362	5.913	92.93	USD	49.49
		Toyota	2,447.500	8/09/24	-0.14	1,250.000		646.000	604.000	93.50	JPY	49.15
		Bridgestone	5,582.000	8/09/24	-1.33	3,579.000		1,889.000	1,690.000	89.47	JPY	46.66
		Panasonic	1,058.500	8/09/24	1.34	870.000		392.000	478.000	121.94	JPY	45.70
	S	Ford Motor	9.860	8/12/24	-2.38	17.190		11.250	5.940	52.80	USD	39.32
	L	Morgan Stanley	94.840	8/12/24	0.13	27.850		17.750	10.100	56.90	USD	39.28
		UBS	24.850	8/12/24	0.44	18.930		14.400	4.530	31.46	CHF	32.37
		Seven & i	1,672.500	8/09/24	-0.54	1,239.000		808.330	430.670	53.28	JPY	32.20
		Citigroup	57.840	8/12/24		52.870		37.320	15.550	41.67	USD	31.27
		Axa	32.350	8/12/24	-0.77	17.375		12.470	4.905	39.33	EUR	30.26
		Societe Generale	20.520	8/12/24	0.44	34.425		24.770	9.655	38.98	EUR	28.27
		Aegon	5.562	8/12/24	0.22	6.000		4.345	1.655	38.09	EUR	28.19
	S	Mercedes-Benz	57.480	8/12/24	-0.57	53.790		36.925	16.865	45.67	EUR	26.95
		Prudential	635.400	8/12/24	0.41	1,190.000		856.000	334.000	39.02	GBP	25.40
	L	Goldman Sachs	485.500	8/12/24	-0.97	168.320		124.080	44.240	35.65	USD	25.33
	S	Johnson & Johnson	159.880	8/12/24	-0.46	93.800		70.790	23.010	32.50	USD	23.65
	L	Texas Instruments	192.060	8/12/24	-0.08	39.860		29.470	10.390	35.26	USD	23.49
	L	Raytheon Tech	116.600	8/12/24	0.39	67.111		49.025	18.087	36.89	USD	23.30
		JP Morgan Chase	206.190	8/12/24	0.19	56.100		42.270	13.830	32.72	USD	23.22
		Nike	74.640	8/12/24	0.40	33.200		23.815	9.385	39.41	USD	23.09
	L	Bayer	25.960	8/12/24	-0.04	89.600		67.620	21.980	32.51	EUR	22.22
	S	Kimberly-Clark	34.140	8/12/24	-1.01	43.040		32.620	10.420	31.94	MXN	22.18
	S	Nissan Motor	410.200	8/09/24	-0.56	1,037.000		683.000	354.000	51.83	JPY	20.63
		⇓instrument	freshest		⇓ Δday	8/05/13	⇓ Δwk	11/05/12	prc diff	⇓ Δ39	Curr	∅-RS
		Saint-Gobain	73.560	8/12/24	-0.41	36.150		27.665	8.485	30.67	EUR	20.39
		Carrefour	13.730	8/12/24	-0.36	23.555		18.770	4.785	25.49	EUR	20.21
		ING Groep	15.232	8/12/24	0.21	7.948		6.888	1.060	15.39	EUR	19.44
	L	Alphabet A	162.290	8/12/24	-0.84	22.695		17.127	5.568	32.51	USD	18.52
	S	Bristol-Myers	47.060	8/12/24	0.73	43.620		33.090	10.530	31.82	USD	18.37
	L	3M	123.360	8/12/24	-0.65	117.920		89.600	28.320	31.61	USD	18.26
	L	Philips	26.060	8/12/24	-0.91	24.450		20.040	4.410	22.01	EUR	17.84
		Allianz	255.900	8/12/24		119.739		95.311	24.428	25.63	EUR	16.37
		Honda Motor	1,420.000	8/09/24	-0.14	1,203.330		829.670	373.660	45.04	JPY	15.78
		Marsh & McLennan	217.350	8/12/24	-1.23	42.210		34.250	7.960	23.24	USD	15.76
	S	Volkswagen	93.500	8/12/24	-0.47	183.830		158.200	25.630	16.20	EUR	15.25
	L	Fox A	38.830	8/12/24	-1.27	31.360		23.920	7.440	31.10	USD	14.83
		L´Oreal	376.650	8/12/24	-1.59	127.650		98.560	29.090	29.52	EUR	14.33
		GSK	1,572.000	8/12/24	0.42	1,717.540		1,394.180	323.360	23.19	GBP	13.92
		Schneider Electric	211.250	8/12/24	0.38	61.340		49.720	11.620	23.37	EUR	13.13
		Repsol	12.765	8/12/24	0.67	18.330		15.425	2.905	18.83	EUR	13.11
	L	Münchener Rück	439.200	8/12/24	1.01	152.650		125.400	27.250	21.73	EUR	13.02
		PepsiCo	171.420	8/12/24	-0.56	84.480		69.000	15.480	22.43	USD	12.59
	S	Diageo	2,451.500	8/12/24	1.03	2,105.500		1,791.500	314.000	17.53	GBP	12.49
	L	Ericsson	71.080	8/12/24	1.14	78.650		58.700	19.950	33.99	SEK	12.35
	L	Vodafone	74.440	8/12/24	0.87	198.000		167.450	30.550	18.24	GBP	11.46
	L	Procter & Gamble	166.810	8/12/24	-2.19	81.400		68.670	12.730	18.54	USD	11.30
		Aviva	484.200	8/12/24	0.35	373.400		333.600	39.800	11.93	GBP	10.43
		General Electric	166.870	8/12/24	-0.16	196.160		171.280	24.880	14.53	USD	10.04
	L	Pfizer	28.450	8/12/24	-0.35	29.190		24.580	4.610	18.76	USD	9.72
		⇓instrument	freshest		⇓ Δday	8/05/13	⇓ Δwk	11/05/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	HSBC	643.900	8/12/24	0.22	721.700		618.000	103.700	16.78	GBP	9.66
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	60.980		52.615	8.365	15.90	USD	9.52
		Swiss Re	104.000	8/12/24	0.10	74.800		64.550	10.250	15.88	CHF	9.46
		Barclays	220.100	8/12/24	0.85	263.729		219.389	44.340	20.21	GBP	8.88
	L	Novartis	96.740	8/12/24	0.16	56.170		47.500	8.670	18.25	CHF	8.48
		Siemens	157.200	8/12/24	0.01	83.990		76.897	7.093	9.22	EUR	8.46
		Merck (MSD)	113.480	8/12/24	-0.93	48.530		45.670	2.860	6.26	USD	8.40
		Chevron	145.020	8/12/24	0.02	123.990		109.190	14.800	13.55	USD	7.32
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,298.500		2,892.000	406.500	14.06	GBP	7.25
	S	National Grid	978.400	8/12/24	-0.04	780.000		705.500	74.500	10.56	GBP	7.25
	L	Walmart	68.700	8/12/24	1.10	26.257		24.380	1.877	7.70	USD	7.06
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.180		6.332	0.848	13.39	EUR	6.80
	L	ABB	45.510	8/12/24	0.55	20.630		17.180	3.450	20.08	CHF	6.65
	S	LVMH	635.100	8/12/24	-0.14	140.100		129.000	11.100	8.60	EUR	6.54
		Microsoft	406.810	8/12/24	0.19	31.700		29.630	2.070	6.99	USD	6.41
	S	McDonald´s	269.460	8/12/24	0.58	99.310		87.460	11.850	13.55	USD	5.71
		TotalEnergies	61.720	8/12/24	0.60	40.475		38.840	1.635	4.21	EUR	4.57
		Sanofi	95.670	8/12/24	-0.60	76.710		68.090	8.620	12.66	EUR	4.40
		Telefónica	4.032	8/12/24	0.12	10.855		10.105	0.750	7.42	EUR	4.09
	S	Engie	15.335	8/12/24	0.49	16.900		17.495	-0.595	-3.40	EUR	3.57
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.191		8.581	0.610	7.11	EUR	3.51
	L	Coca-Cola	68.170	8/12/24	-0.74	40.290		36.770	3.520	9.57	USD	3.49
		Deutsche Bank	13.308	8/12/24	0.14	29.143		29.883	-0.741	-2.48	EUR	3.48
	L	Nestlé	88.640	8/12/24	-0.40	64.650		59.600	5.050	8.47	CHF	3.45
		UnibailRodaWestfield	5.550	8/12/24	0.73	11.440		10.820	0.620	5.73	AUD	3.41
		⇓instrument	freshest		⇓ Δday	8/05/13	⇓ Δwk	11/05/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	Unilever	55.100	8/12/24	-0.36	30.565		28.490	2.075	7.28	EUR	3.00
	S	Intel	19.360	8/12/24	-1.78	22.924		21.839	1.085	4.97	USD	2.58
		Exxon Mobil	119.000	8/12/24	0.13	91.590		90.630	0.960	1.06	USD	2.07
		BP	439.600	8/12/24	1.35	455.750		441.200	14.550	3.30	GBP	1.53
		Vivendi	9.488	8/12/24	0.40	16.060		15.525	0.535	3.45	EUR	1.45
		Canon	4,525.000	8/09/24	1.64	3,119.000		2,567.000	552.000	21.50	JPY	1.01
	L	Philip Morris	116.090	8/12/24	0.07	89.220		86.790	2.430	2.80	USD	-1.16
		Standard Chartered	722.000	8/12/24	0.92	1,524.000		1,483.000	41.000	2.76	GBP	-1.23
		Rio Tinto	4,942.000	8/12/24	0.56	3,045.500		3,145.000	-99.500	-3.16	GBP	-1.53
		IBM	189.480	8/12/24	-1.03	195.500		194.140	1.360	0.70	USD	-2.07
		Banco Santander	4.089	8/12/24	-0.24	5.501		5.710	-0.209	-3.66	EUR	-2.42
		BHP	2,094.000	8/12/24	-0.14	1,901.500		1,991.500	-90.000	-4.52	GBP	-2.56
	S	BASF	41.280	8/12/24	-0.22	66.660		64.360	2.300	3.57	EUR	-3.26
		Caterpillar	336.030	8/12/24	-0.66	83.560		86.770	-3.210	-3.70	USD	-4.41
	L	Apple	217.530	8/12/24	0.71	16.766		20.879	-4.113	-19.70	USD	-6.06
		Shell	33.025	8/12/24	0.93	24.260		27.085	-2.825	-10.43	EUR	-6.79
		Samsung Electronics	75,500.000	8/12/24	1.07	25,480.000		26,980.000	-1,500.000	-5.56	KRW	-9.41
	S	Orange	10.115	8/12/24	-0.25	7.400		8.513	-1.113	-13.07	EUR	-12.16
		E.on	12.325	8/12/24	0.78	11.450		15.886	-4.436	-27.93	EUR	-12.59
	L	Anglo American	2,232.500	8/12/24	0.29	1,475.500		1,933.000	-457.500	-23.67	GBP	-14.00
	L	RWE	32.360	8/12/24	1.70	21.995		35.080	-13.085	-37.30	EUR	-25.02
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 8/05/13 / 11/05/12 - 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