Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 7/07/14 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/07/14	⇓ Δwk	10/07/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,603.800		1,429.990	173.810	12.15	USD	7.13
	L	Apple	217.530	8/12/24	0.71	23.992		17.420	6.573	37.73	USD	27.28
	S	Intel	19.360	8/12/24	-1.78	31.030		22.830	8.200	35.92	USD	25.23
	L	HP	33.780	8/12/24	0.72	15.382		9.505	5.877	61.83	USD	23.11
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,451.000		3,170.500	1,280.500	40.39	GBP	22.06
		Caterpillar	336.030	8/12/24	-0.66	110.160		83.530	26.630	31.88	USD	20.04
		Banco Santander	4.089	8/12/24	-0.24	7.632		6.330	1.302	20.57	EUR	19.47
	S	Orange	10.115	8/12/24	-0.25	11.305		9.524	1.781	18.70	EUR	19.24
	L	RWE	32.360	8/12/24	1.70	31.230		26.925	4.305	15.99	EUR	18.38
		Shell	33.025	8/12/24	0.93	30.210		23.925	6.285	26.27	EUR	16.54
		Panasonic	1,058.500	8/09/24	1.34	1,231.000		907.000	324.000	35.72	JPY	16.37
		Aviva	484.200	8/12/24	0.35	519.000		422.600	96.400	22.81	GBP	16.22
		TotalEnergies	61.720	8/12/24	0.60	52.030		42.990	9.040	21.03	EUR	15.74
		Seven & i	1,672.500	8/09/24	-0.54	1,463.000		1,144.000	319.000	27.88	JPY	15.11
		Microsoft	406.810	8/12/24	0.19	41.990		33.300	8.690	26.10	USD	14.87
	L	Texas Instruments	192.060	8/12/24	-0.08	48.920		39.860	9.060	22.73	USD	14.51
	L	Alphabet A	162.290	8/12/24	-0.84	29.538		21.711	7.828	36.05	USD	14.23
		Merck (MSD)	113.480	8/12/24	-0.93	58.520		47.890	10.630	22.20	USD	13.67
	S	Johnson & Johnson	159.880	8/12/24	-0.46	106.470		86.590	19.880	22.96	USD	13.56
	S	Mercedes-Benz	57.480	8/12/24	-0.57	69.280		57.590	11.690	20.30	EUR	13.24
	S	BASF	41.280	8/12/24	-0.22	86.070		70.370	15.700	22.31	EUR	12.90
	L	3M	123.360	8/12/24	-0.65	144.910		118.690	26.220	22.09	USD	12.58
		Marsh & McLennan	217.350	8/12/24	-1.23	51.810		42.970	8.840	20.57	USD	11.80
	L	Novartis	96.740	8/12/24	0.16	67.330		56.710	10.620	18.73	CHF	11.80
		ING Groep	15.232	8/12/24	0.21	10.475		8.584	1.891	22.03	EUR	11.37
		⇓instrument	freshest		⇓ Δday	7/07/14	⇓ Δwk	10/07/13	prc diff	⇓ Δ39	Curr	∅-RS
		E.on	12.325	8/12/24	0.78	13.586		12.550	1.036	8.26	EUR	11.29
		Banco Bilbao Viz	8.924	8/12/24	0.27	9.404		8.539	0.865	10.13	EUR	11.20
	S	Engie	15.335	8/12/24	0.49	19.945		19.225	0.720	3.75	EUR	10.95
		UnibailRodaWestfield	5.550	8/12/24	0.73	12.080		11.310	0.770	6.81	AUD	10.75
	L	Morgan Stanley	94.840	8/12/24	0.13	32.390		26.840	5.550	20.68	USD	9.81
	L	Bayer	25.960	8/12/24	-0.04	103.650		84.860	18.790	22.14	EUR	9.79
	L	Deutsche Telekom	24.730	8/12/24	0.49	12.335		11.310	1.025	9.06	EUR	9.70
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	68.860		59.210	9.650	16.30	USD	8.82
	L	Unilever	55.100	8/12/24	-0.36	32.045		27.765	4.280	15.42	EUR	8.67
		Prudential	635.400	8/12/24	0.41	1,378.000		1,176.000	202.000	17.18	GBP	8.65
		Exxon Mobil	119.000	8/12/24	0.13	102.650		85.900	16.750	19.50	USD	8.59
	L	Fox A	38.830	8/12/24	-1.27	35.690		33.090	2.600	7.86	USD	8.38
		Nike	74.640	8/12/24	0.40	39.325		35.670	3.655	10.25	USD	8.12
		PepsiCo	171.420	8/12/24	-0.56	89.860		79.060	10.800	13.66	USD	8.04
		BP	439.600	8/12/24	1.35	513.700		438.600	75.100	17.12	GBP	8.00
		Telefónica	4.032	8/12/24	0.12	12.500		11.965	0.535	4.47	EUR	7.86
		Chevron	145.020	8/12/24	0.02	130.470		117.870	12.600	10.69	USD	7.82
		Schneider Electric	211.250	8/12/24	0.38	67.840		61.160	6.680	10.92	EUR	7.57
	S	National Grid	978.400	8/12/24	-0.04	849.500		740.500	109.000	14.72	GBP	7.17
	L	Coca-Cola	68.170	8/12/24	-0.74	42.140		37.050	5.090	13.74	USD	6.70
		BHP	2,094.000	8/12/24	-0.14	1,995.000		1,802.000	193.000	10.71	GBP	6.42
	S	Ford Motor	9.860	8/12/24	-2.38	17.320		16.810	0.510	3.03	USD	6.22
	L	Münchener Rück	439.200	8/12/24	1.01	162.450		144.000	18.450	12.81	EUR	5.98
	L	Nestlé	88.640	8/12/24	-0.40	69.000		61.800	7.200	11.65	CHF	5.28
		Aegon	5.562	8/12/24	0.22	6.498		5.654	0.844	14.93	EUR	5.03
		⇓instrument	freshest		⇓ Δday	7/07/14	⇓ Δwk	10/07/13	prc diff	⇓ Δ39	Curr	∅-RS
	S	Nissan Motor	410.200	8/09/24	-0.56	989.000		980.000	9.000	0.92	JPY	4.83
		General Electric	166.870	8/12/24	-0.16	214.000		191.520	22.480	11.74	USD	4.50
		Saint-Gobain	73.560	8/12/24	-0.41	40.775		38.535	2.240	5.81	EUR	4.19
		Canon	4,525.000	8/09/24	1.64	3,326.000		3,087.000	239.000	7.74	JPY	4.18
		Carrefour	13.730	8/12/24	-0.36	27.320		25.675	1.645	6.41	EUR	4.00
	L	Anglo American	2,232.500	8/12/24	0.29	1,510.000		1,485.500	24.500	1.65	GBP	3.95
		Repsol	12.765	8/12/24	0.67	19.200		18.225	0.975	5.35	EUR	3.94
	L	Raytheon Tech	116.600	8/12/24	0.39	72.436		65.469	6.967	10.64	USD	3.89
		Siemens	157.200	8/12/24	0.01	95.910		89.770	6.140	6.84	EUR	3.65
		Allianz	255.900	8/12/24		126.529		116.950	9.579	8.19	EUR	3.65
		Bridgestone	5,582.000	8/09/24	-1.33	3,706.000		3,324.000	382.000	11.49	JPY	2.87
	S	McDonald´s	269.460	8/12/24	0.58	100.170		94.360	5.810	6.16	USD	2.80
		Rio Tinto	4,942.000	8/12/24	0.56	3,262.500		3,000.000	262.500	8.75	GBP	2.71
		Toyota	2,447.500	8/09/24	-0.14	1,236.000		1,222.000	14.000	1.15	JPY	2.50
	L	Goldman Sachs	485.500	8/12/24	-0.97	167.780		154.250	13.530	8.77	USD	2.45
		JP Morgan Chase	206.190	8/12/24	0.19	56.670		51.830	4.840	9.34	USD	2.06
	S	LVMH	635.100	8/12/24	-0.14	139.650		145.150	-5.500	-3.79	EUR	1.92
	S	Volkswagen	93.500	8/12/24	-0.47	189.630		170.600	19.030	11.15	EUR	1.64
		IBM	189.480	8/12/24	-1.03	188.040		182.010	6.030	3.31	USD	1.33
		Sanofi	95.670	8/12/24	-0.60	76.830		74.740	2.090	2.80	EUR	1.13
	L	Pfizer	28.450	8/12/24	-0.35	30.490		28.620	1.870	6.53	USD	1.12
	L	Philip Morris	116.090	8/12/24	0.07	86.080		86.580	-0.500	-0.58	USD	0.98
		Swiss Re	104.000	8/12/24	0.10	78.500		74.800	3.700	4.95	CHF	0.53
		L´Oreal	376.650	8/12/24	-1.59	125.400		124.750	0.650	0.52	EUR	0.37
	L	Ericsson	71.080	8/12/24	1.14	81.200		85.000	-3.800	-4.47	SEK	0.15
		⇓instrument	freshest		⇓ Δday	7/07/14	⇓ Δwk	10/07/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	80.190		75.650	4.540	6.00	USD	0.13
	L	Walmart	68.700	8/12/24	1.10	25.357		23.957	1.400	5.84	USD	-0.35
	S	Kimberly-Clark	34.140	8/12/24	-1.01	36.590		37.780	-1.190	-3.15	MXN	-1.12
		Vivendi	9.488	8/12/24	0.40	18.005		17.100	0.905	5.29	EUR	-1.77
	S	Diageo	2,451.500	8/12/24	1.03	1,894.500		1,954.500	-60.000	-3.07	GBP	-2.01
	S	Bristol-Myers	47.060	8/12/24	0.73	48.010		47.020	0.990	2.11	USD	-2.08
		Axa	32.350	8/12/24	-0.77	17.790		17.350	0.440	2.54	EUR	-2.32
		Societe Generale	20.520	8/12/24	0.44	38.825		39.270	-0.445	-1.13	EUR	-2.64
		GSK	1,572.000	8/12/24	0.42	1,588.600		1,577.520	11.080	0.70	GBP	-2.90
		Citigroup	57.840	8/12/24		47.980		48.180	-0.200	-0.42	USD	-3.22
		Honda Motor	1,420.000	8/09/24	-0.14	1,202.000		1,217.000	-15.000	-1.23	JPY	-4.19
		Samsung Electronics	75,500.000	8/12/24	1.07	25,840.000		28,720.000	-2,880.000	-10.03	KRW	-4.80
	S	Sony	12,325.000	8/09/24	0.28	1,736.000		1,985.000	-249.000	-12.54	JPY	-6.12
	L	ABB	45.510	8/12/24	0.55	20.490		21.060	-0.570	-2.71	CHF	-6.48
	L	Philips	26.060	8/12/24	-0.91	23.100		23.750	-0.650	-2.74	EUR	-6.50
		UBS	24.850	8/12/24	0.44	16.500		18.160	-1.660	-9.14	CHF	-7.82
	L	HSBC	643.900	8/12/24	0.22	603.300		672.400	-69.100	-10.28	GBP	-7.91
	L	Vodafone	74.440	8/12/24	0.87	196.850		218.800	-21.950	-10.03	GBP	-9.11
		Standard Chartered	722.000	8/12/24	0.92	1,207.500		1,443.500	-236.000	-16.35	GBP	-11.78
		Barclays	220.100	8/12/24	0.85	216.050		272.550	-56.500	-20.73	GBP	-16.35
		Deutsche Bank	13.308	8/12/24	0.14	23.290		29.015	-5.725	-19.73	EUR	-17.99
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 7/07/14 / 10/07/13 - 77 did rise, Market-Ratio(39) = 81.05 %

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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