Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 9/09/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	9/09/13	⇓ Δwk	12/10/12	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,406.960		1,257.890	149.070	11.85	USD	6.01
	S	Sony	12,325.000	8/09/24	0.28	2,127.000		823.000	1,304.000	158.44	JPY	62.96
		Panasonic	1,058.500	8/09/24	1.34	909.000		422.000	487.000	115.40	JPY	46.78
		Toyota	2,447.500	8/09/24	-0.14	1,253.000		705.000	548.000	77.73	JPY	40.32
		Bridgestone	5,582.000	8/09/24	-1.33	3,448.000		2,012.000	1,436.000	71.37	JPY	33.14
	S	Ford Motor	9.860	8/12/24	-2.38	17.310		11.470	5.840	50.92	USD	32.59
	L	Morgan Stanley	94.840	8/12/24	0.13	27.440		17.010	10.430	61.32	USD	29.21
		Axa	32.350	8/12/24	-0.77	17.520		12.890	4.630	35.92	EUR	26.08
	S	Mercedes-Benz	57.480	8/12/24	-0.57	54.740		38.880	15.860	40.79	EUR	25.97
		Societe Generale	20.520	8/12/24	0.44	35.405		28.815	6.590	22.87	EUR	25.01
		UBS	24.850	8/12/24	0.44	18.820		14.940	3.880	25.97	CHF	24.21
		Seven & i	1,672.500	8/09/24	-0.54	1,198.330		801.330	397.000	49.54	JPY	23.94
		ING Groep	15.232	8/12/24	0.21	8.514		7.107	1.407	19.80	EUR	23.61
	L	Ericsson	71.080	8/12/24	1.14	87.700		65.800	21.900	33.28	SEK	22.76
	L	HP	33.780	8/12/24	0.72	10.154		6.431	3.724	57.91	USD	20.72
		Carrefour	13.730	8/12/24	-0.36	24.480		19.310	5.170	26.77	EUR	20.18
	L	Texas Instruments	192.060	8/12/24	-0.08	39.750		29.820	9.930	33.30	USD	19.76
		Honda Motor	1,420.000	8/09/24	-0.14	1,275.670		912.000	363.670	39.88	JPY	18.24
	L	Vodafone	74.440	8/12/24	0.87	210.400		161.550	48.850	30.24	GBP	17.89
		Nike	74.640	8/12/24	0.40	32.700		24.520	8.180	33.36	USD	17.81
	L	Philips	26.060	8/12/24	-0.91	25.080		20.180	4.900	24.28	EUR	17.75
	L	Raytheon Tech	116.600	8/12/24	0.39	65.752		50.982	14.770	28.97	USD	17.69
		Citigroup	57.840	8/12/24		50.090		37.190	12.900	34.69	USD	17.51
		Saint-Gobain	73.560	8/12/24	-0.41	36.125		31.055	5.070	16.33	EUR	17.16
		Aegon	5.562	8/12/24	0.22	5.629		4.559	1.070	23.47	EUR	16.59
		⇓instrument	freshest		⇓ Δday	9/09/13	⇓ Δwk	12/10/12	prc diff	⇓ Δ39	Curr	∅-RS
		Aviva	484.200	8/12/24	0.35	399.800		359.700	40.100	11.15	GBP	16.12
	S	Nissan Motor	410.200	8/09/24	-0.56	1,025.000		763.000	262.000	34.34	JPY	15.92
		Prudential	635.400	8/12/24	0.41	1,137.000		911.500	225.500	24.74	GBP	15.43
	L	3M	123.360	8/12/24	-0.65	116.740		91.870	24.870	27.07	USD	14.61
	L	Fox A	38.830	8/12/24	-1.27	32.130		24.860	7.270	29.24	USD	14.13
	L	Goldman Sachs	485.500	8/12/24	-0.97	159.490		117.010	42.480	36.30	USD	13.65
	L	Alphabet A	162.290	8/12/24	-0.84	22.270		17.189	5.082	29.56	USD	13.21
		Marsh & McLennan	217.350	8/12/24	-1.23	41.930		34.880	7.050	20.21	USD	12.75
	S	Johnson & Johnson	159.880	8/12/24	-0.46	87.560		70.600	16.960	24.02	USD	12.39
		JP Morgan Chase	206.190	8/12/24	0.19	52.860		42.310	10.550	24.94	USD	11.97
	S	Bristol-Myers	47.060	8/12/24	0.73	42.300		32.810	9.490	28.92	USD	11.78
		Schneider Electric	211.250	8/12/24	0.38	61.600		54.000	7.600	14.07	EUR	11.69
	L	Novartis	96.740	8/12/24	0.16	58.620		48.710	9.910	20.34	CHF	11.30
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.619		6.506	1.113	17.11	EUR	10.63
		Siemens	157.200	8/12/24	0.01	86.750		78.420	8.330	10.62	EUR	10.55
		Repsol	12.765	8/12/24	0.67	18.195		15.720	2.475	15.74	EUR	10.19
		L´Oreal	376.650	8/12/24	-1.59	124.800		105.500	19.300	18.29	EUR	9.32
		Barclays	220.100	8/12/24	0.85	276.707		230.520	46.187	20.04	GBP	8.76
		TotalEnergies	61.720	8/12/24	0.60	42.160		38.635	3.525	9.12	EUR	8.55
	S	Kimberly-Clark	34.140	8/12/24	-1.01	39.770		32.370	7.400	22.86	MXN	8.34
		GSK	1,572.000	8/12/24	0.42	1,652.070		1,377.560	274.510	19.93	GBP	8.27
	L	Bayer	25.960	8/12/24	-0.04	82.010		72.200	9.810	13.59	EUR	8.26
	L	Deutsche Telekom	24.730	8/12/24	0.49	9.634		8.396	1.238	14.75	EUR	8.24
		Allianz	255.900	8/12/24		113.000		102.980	10.020	9.73	EUR	6.73
	L	ABB	45.510	8/12/24	0.55	20.950		18.550	2.400	12.94	CHF	6.35
		⇓instrument	freshest		⇓ Δday	9/09/13	⇓ Δwk	12/10/12	prc diff	⇓ Δ39	Curr	∅-RS
		Merck (MSD)	113.480	8/12/24	-0.93	47.740		44.480	3.260	7.33	USD	5.74
		Microsoft	406.810	8/12/24	0.19	31.655		26.940	4.715	17.50	USD	5.66
		Vivendi	9.488	8/12/24	0.40	16.720		16.590	0.130	0.78	EUR	5.42
	S	Volkswagen	93.500	8/12/24	-0.47	171.980		167.840	4.140	2.47	EUR	5.37
		Chevron	145.020	8/12/24	0.02	122.220		106.960	15.260	14.27	USD	5.03
	L	Procter & Gamble	166.810	8/12/24	-2.19	78.160		70.220	7.940	11.31	USD	5.02
	S	Engie	15.335	8/12/24	0.49	16.885		15.100	1.785	11.82	EUR	4.92
	S	LVMH	635.100	8/12/24	-0.14	138.350		138.500	-0.150	-0.11	EUR	4.70
		PepsiCo	171.420	8/12/24	-0.56	79.380		70.210	9.170	13.06	USD	4.62
		Swiss Re	104.000	8/12/24	0.10	72.850		66.700	6.150	9.22	CHF	4.60
	L	Pfizer	28.450	8/12/24	-0.35	28.300		25.410	2.890	11.37	USD	4.52
	L	HSBC	643.900	8/12/24	0.22	701.100		641.200	59.900	9.34	GBP	4.10
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	58.570		53.395	5.175	9.69	USD	4.08
	L	Apple	217.530	8/12/24	0.71	18.077		18.922	-0.845	-4.46	USD	3.83
	S	Intel	19.360	8/12/24	-1.78	22.910		20.080	2.830	14.09	USD	3.76
		General Electric	166.870	8/12/24	-0.16	187.120		171.120	16.000	9.35	USD	3.61
	S	Diageo	2,451.500	8/12/24	1.03	1,972.000		1,886.500	85.500	4.53	GBP	3.54
	S	Orange	10.115	8/12/24	-0.25	8.414		8.215	0.199	2.42	EUR	3.25
		Telefónica	4.032	8/12/24	0.12	10.800		9.930	0.870	8.76	EUR	3.02
	S	McDonald´s	269.460	8/12/24	0.58	96.450		89.410	7.040	7.87	USD	1.86
	L	Münchener Rück	439.200	8/12/24	1.01	139.200		133.200	6.000	4.50	EUR	0.99
		Rio Tinto	4,942.000	8/12/24	0.56	3,130.500		3,277.500	-147.000	-4.49	GBP	0.97
		Canon	4,525.000	8/09/24	1.64	3,156.000		2,997.000	159.000	5.31	JPY	0.94
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,116.500		3,011.500	105.000	3.49	GBP	0.59
	S	National Grid	978.400	8/12/24	-0.04	737.000		706.500	30.500	4.32	GBP	0.48
		⇓instrument	freshest		⇓ Δday	9/09/13	⇓ Δwk	12/10/12	prc diff	⇓ Δ39	Curr	∅-RS
		Deutsche Bank	13.308	8/12/24	0.14	28.883		29.075	-0.192	-0.66	EUR	-0.10
	L	Walmart	68.700	8/12/24	1.10	24.503		24.050	0.453	1.88	USD	-0.31
	L	Coca-Cola	68.170	8/12/24	-0.74	38.520		37.640	0.880	2.34	USD	-1.07
		BP	439.600	8/12/24	1.35	444.100		426.100	18.000	4.22	GBP	-1.08
		Caterpillar	336.030	8/12/24	-0.66	85.590		87.230	-1.640	-1.88	USD	-1.76
		Banco Santander	4.089	8/12/24	-0.24	5.541		5.746	-0.205	-3.57	EUR	-1.87
		Exxon Mobil	119.000	8/12/24	0.13	88.040		88.410	-0.370	-0.42	USD	-1.97
		Sanofi	95.670	8/12/24	-0.60	72.880		71.500	1.380	1.93	EUR	-2.17
		BHP	2,094.000	8/12/24	-0.14	1,907.000		2,022.000	-115.000	-5.69	GBP	-2.27
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.920		10.870	0.050	0.46	AUD	-2.41
		Samsung Electronics	75,500.000	8/12/24	1.07	27,460.000		30,300.000	-2,840.000	-9.37	KRW	-2.51
	L	Nestlé	88.640	8/12/24	-0.40	60.900		61.000	-0.100	-0.16	CHF	-2.92
	S	BASF	41.280	8/12/24	-0.22	67.260		70.610	-3.350	-4.74	EUR	-3.29
		Shell	33.025	8/12/24	0.93	24.380		26.120	-1.740	-6.66	EUR	-4.91
	L	Anglo American	2,232.500	8/12/24	0.29	1,594.500		1,814.500	-220.000	-12.12	GBP	-5.01
	L	Unilever	55.100	8/12/24	-0.36	28.300		29.450	-1.150	-3.90	EUR	-5.13
	L	Philip Morris	116.090	8/12/24	0.07	84.510		89.070	-4.560	-5.12	USD	-5.82
		Standard Chartered	722.000	8/12/24	0.92	1,455.500		1,497.500	-42.000	-2.80	GBP	-6.39
		IBM	189.480	8/12/24	-1.03	184.980		192.620	-7.640	-3.97	USD	-6.84
		E.on	12.325	8/12/24	0.78	11.355		12.582	-1.227	-9.75	EUR	-10.17
	L	RWE	32.360	8/12/24	1.70	22.905		31.210	-8.305	-26.61	EUR	-18.24
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 9/09/13 / 12/10/12 - 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


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