Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 12/30/13 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/30/13	⇓ Δwk	4/01/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,540.900		1,344.650	196.250	14.59	USD	10.21
		Panasonic	1,058.500	8/09/24	1.34	1,211.000		628.000	583.000	92.83	JPY	52.61
		ING Groep	15.232	8/12/24	0.21	10.030		5.820	4.210	72.34	EUR	33.95
	L	Deutsche Telekom	24.730	8/12/24	0.49	12.430		8.401	4.029	47.96	EUR	30.83
		Societe Generale	20.520	8/12/24	0.44	42.100		26.540	15.560	58.63	EUR	30.38
		Axa	32.350	8/12/24	-0.77	20.130		13.650	6.480	47.47	EUR	28.62
		Aegon	5.562	8/12/24	0.22	6.853		4.856	1.997	41.12	EUR	28.55
	L	HP	33.780	8/12/24	0.72	12.748		10.586	2.162	20.42	USD	28.17
	L	Alphabet A	162.290	8/12/24	-0.84	27.822		20.092	7.731	38.48	USD	27.85
	S	Mercedes-Benz	57.480	8/12/24	-0.57	62.900		43.130	19.770	45.84	EUR	27.09
	S	Bristol-Myers	47.060	8/12/24	0.73	53.420		41.140	12.280	29.85	USD	24.76
	L	3M	123.360	8/12/24	-0.65	139.420		105.650	33.770	31.96	USD	24.41
		Nike	74.640	8/12/24	0.40	39.370		29.130	10.240	35.15	USD	24.17
		Carrefour	13.730	8/12/24	-0.36	28.610		22.065	6.545	29.66	EUR	24.02
		Seven & i	1,672.500	8/09/24	-0.54	1,383.000		1,012.670	370.330	36.57	JPY	23.89
		Bridgestone	5,582.000	8/09/24	-1.33	3,981.000		3,078.000	903.000	29.34	JPY	23.36
	L	Bayer	25.960	8/12/24	-0.04	101.950		82.290	19.660	23.89	EUR	23.07
	L	Morgan Stanley	94.840	8/12/24	0.13	30.850		21.660	9.190	42.43	USD	22.81
		Aviva	484.200	8/12/24	0.35	447.100		301.000	146.100	48.54	GBP	21.99
	L	Vodafone	74.440	8/12/24	0.87	236.700		192.000	44.700	23.28	GBP	21.80
		Prudential	635.400	8/12/24	0.41	1,340.000		1,083.000	257.000	23.73	GBP	21.25
		Siemens	157.200	8/12/24	0.01	99.290		83.320	15.970	19.17	EUR	19.55
		Marsh & McLennan	217.350	8/12/24	-1.23	48.210		37.750	10.460	27.71	USD	19.30
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.950		6.919	2.031	29.35	EUR	19.24
		Saint-Gobain	73.560	8/12/24	-0.41	39.790		29.215	10.575	36.20	EUR	19.04
		⇓instrument	freshest		⇓ Δday	12/30/13	⇓ Δwk	4/01/13	prc diff	⇓ Δ39	Curr	∅-RS
	S	Volkswagen	93.500	8/12/24	-0.47	204.370		157.880	46.490	29.45	EUR	18.88
	L	Texas Instruments	192.060	8/12/24	-0.08	43.900		35.010	8.890	25.39	USD	18.29
	L	Apple	217.530	8/12/24	0.71	19.804		15.318	4.486	29.29	USD	18.26
		General Electric	166.870	8/12/24	-0.16	223.120		184.640	38.480	20.84	USD	17.25
		Microsoft	406.810	8/12/24	0.19	37.290		28.610	8.680	30.34	USD	16.68
		Vivendi	9.488	8/12/24	0.40	19.070		16.310	2.760	16.92	EUR	15.81
	L	Raytheon Tech	116.600	8/12/24	0.39	70.944		58.477	12.467	21.32	USD	15.06
		Honda Motor	1,420.000	8/09/24	-0.14	1,435.000		1,142.000	293.000	25.66	JPY	15.05
		Toyota	2,447.500	8/09/24	-0.14	1,289.000		927.000	362.000	39.05	JPY	15.01
	L	Philips	26.060	8/12/24	-0.91	26.535		23.445	3.090	13.18	EUR	14.79
		Allianz	255.900	8/12/24		130.390		108.800	21.590	19.84	EUR	14.32
	L	Goldman Sachs	485.500	8/12/24	-0.97	175.730		146.040	29.690	20.33	USD	13.13
	S	Intel	19.360	8/12/24	-1.78	25.850		21.430	4.420	20.63	USD	13.13
		Banco Santander	4.089	8/12/24	-0.24	6.500		5.388	1.112	20.64	EUR	12.84
		JP Morgan Chase	206.190	8/12/24	0.19	57.950		47.830	10.120	21.16	USD	12.71
	L	Fox A	38.830	8/12/24	-1.27	35.020		30.340	4.680	15.43	USD	12.62
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,600.000		3,340.000	260.000	7.78	GBP	11.62
	L	ABB	45.510	8/12/24	0.55	23.480		21.620	1.860	8.60	CHF	11.34
		Exxon Mobil	119.000	8/12/24	0.13	100.310		90.770	9.540	10.51	USD	11.23
		Swiss Re	104.000	8/12/24	0.10	82.050		79.750	2.300	2.88	CHF	11.03
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	65.430		58.855	6.575	11.17	USD	10.49
		TotalEnergies	61.720	8/12/24	0.60	44.325		38.200	6.125	16.03	EUR	10.47
	L	Münchener Rück	439.200	8/12/24	1.01	160.150		152.450	7.700	5.05	EUR	10.08
		Rio Tinto	4,942.000	8/12/24	0.56	3,409.000		3,085.000	324.000	10.50	GBP	9.27
	S	Johnson & Johnson	159.880	8/12/24	-0.46	92.300		81.930	10.370	12.66	USD	8.84
		⇓instrument	freshest		⇓ Δday	12/30/13	⇓ Δwk	4/01/13	prc diff	⇓ Δ39	Curr	∅-RS
		Citigroup	57.840	8/12/24		51.920		43.790	8.130	18.57	USD	8.74
		Merck (MSD)	113.480	8/12/24	-0.93	49.940		44.350	5.590	12.60	USD	8.34
	S	Orange	10.115	8/12/24	-0.25	8.940		8.017	0.923	11.51	EUR	8.04
		Telefónica	4.032	8/12/24	0.12	11.795		10.605	1.190	11.22	EUR	7.91
		Schneider Electric	211.250	8/12/24	0.38	63.400		58.250	5.150	8.84	EUR	7.87
	S	BASF	41.280	8/12/24	-0.22	77.490		69.520	7.970	11.46	EUR	7.80
	L	Pfizer	28.450	8/12/24	-0.35	30.690		28.840	1.850	6.41	USD	6.58
	S	Sony	12,325.000	8/09/24	0.28	1,813.000		1,607.000	206.000	12.82	JPY	6.15
		BP	439.600	8/12/24	1.35	485.750		462.500	23.250	5.03	GBP	6.15
	L	Novartis	96.740	8/12/24	0.16	59.330		56.540	2.790	4.93	CHF	5.72
		Repsol	12.765	8/12/24	0.67	18.305		16.250	2.055	12.65	EUR	5.19
	L	Procter & Gamble	166.810	8/12/24	-2.19	82.000		77.700	4.300	5.53	USD	4.88
	L	Walmart	68.700	8/12/24	1.10	26.210		25.143	1.067	4.24	USD	4.87
	S	Engie	15.335	8/12/24	0.49	17.040		15.525	1.515	9.76	EUR	4.85
		Caterpillar	336.030	8/12/24	-0.66	90.870		85.640	5.230	6.11	USD	4.65
	S	National Grid	978.400	8/12/24	-0.04	786.500		778.000	8.500	1.09	GBP	4.33
	L	Coca-Cola	68.170	8/12/24	-0.74	41.090		40.450	0.640	1.58	USD	4.10
		PepsiCo	171.420	8/12/24	-0.56	82.910		79.100	3.810	4.82	USD	3.82
		Chevron	145.020	8/12/24	0.02	124.230		119.610	4.620	3.86	USD	3.69
		L´Oreal	376.650	8/12/24	-1.59	126.850		127.250	-0.400	-0.31	EUR	3.17
		Shell	33.025	8/12/24	0.93	25.750		25.325	0.425	1.68	EUR	2.81
	L	Nestlé	88.640	8/12/24	-0.40	65.300		69.500	-4.200	-6.04	CHF	1.87
		E.on	12.325	8/12/24	0.78	12.196		12.814	-0.618	-4.82	EUR	1.76
		UBS	24.850	8/12/24	0.44	16.920		14.740	2.180	14.79	CHF	1.64
	L	RWE	32.360	8/12/24	1.70	26.605		29.670	-3.065	-10.33	EUR	1.60
		⇓instrument	freshest		⇓ Δday	12/30/13	⇓ Δwk	4/01/13	prc diff	⇓ Δ39	Curr	∅-RS
		GSK	1,572.000	8/12/24	0.42	1,618.820		1,561.400	57.420	3.68	GBP	1.36
	S	Ford Motor	9.860	8/12/24	-2.38	15.280		12.900	2.380	18.45	USD	1.21
	S	Diageo	2,451.500	8/12/24	1.03	1,986.500		2,084.500	-98.000	-4.70	GBP	1.02
		Deutsche Bank	13.308	8/12/24	0.14	29.517		26.747	2.771	10.36	EUR	0.69
	S	McDonald´s	269.460	8/12/24	0.58	97.010		99.050	-2.040	-2.06	USD	-0.03
	L	Ericsson	71.080	8/12/24	1.14	78.500		78.850	-0.350	-0.44	SEK	-0.22
		Canon	4,525.000	8/09/24	1.64	3,300.000		3,337.000	-37.000	-1.11	JPY	-0.27
		Barclays	220.100	8/12/24	0.85	271.100		274.814	-3.714	-1.35	GBP	-0.41
		Sanofi	95.670	8/12/24	-0.60	76.280		81.000	-4.720	-5.83	EUR	-0.69
	S	LVMH	635.100	8/12/24	-0.14	132.200		136.700	-4.500	-3.29	EUR	-2.53
		BHP	2,094.000	8/12/24	-0.14	1,865.500		1,939.500	-74.000	-3.82	GBP	-2.63
	L	Unilever	55.100	8/12/24	-0.36	29.145		31.955	-2.810	-8.79	EUR	-2.68
	L	Philip Morris	116.090	8/12/24	0.07	86.600		92.780	-6.180	-6.66	USD	-2.94
		IBM	189.480	8/12/24	-1.03	186.410		212.380	-25.970	-12.23	USD	-3.64
		Samsung Electronics	75,500.000	8/12/24	1.07	27,440.000		30,120.000	-2,680.000	-8.90	KRW	-3.66
	L	HSBC	643.900	8/12/24	0.22	659.100		711.200	-52.100	-7.33	GBP	-5.65
	S	Kimberly-Clark	34.140	8/12/24	-1.01	36.960		42.660	-5.700	-13.36	MXN	-6.20
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.480		11.080	-0.600	-5.42	AUD	-7.16
	S	Nissan Motor	410.200	8/09/24	-0.56	875.000		854.000	21.000	2.46	JPY	-10.14
		Standard Chartered	722.000	8/12/24	0.92	1,356.000		1,740.000	-384.000	-22.07	GBP	-12.42
	L	Anglo American	2,232.500	8/12/24	0.29	1,338.500		1,674.000	-335.500	-20.04	GBP	-14.03
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 12/30/13 / 4/01/13 - 74 did rise, Market-Ratio(39) = 77.89 %

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