Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 8/24/15 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/24/15	⇓ Δwk	11/24/14	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,385.460		1,588.870	-203.410	-12.80	USD	-11.13
	L	Alphabet A	162.290	8/12/24	-0.84	30.906		27.374	3.532	12.90	USD	10.21
	S	Kimberly-Clark	34.140	8/12/24	-1.01	35.500		31.660	3.840	12.13	MXN	9.71
		Seven & i	1,672.500	8/09/24	-0.54	1,694.670		1,468.330	226.340	15.41	JPY	9.34
		UBS	24.850	8/12/24	0.44	19.280		16.850	2.430	14.42	CHF	8.63
		Nike	74.640	8/12/24	0.40	51.935		48.975	2.960	6.04	USD	7.14
		UnibailRodaWestfield	5.550	8/12/24	0.73	15.000		13.130	1.870	14.24	AUD	2.44
		Societe Generale	20.520	8/12/24	0.44	40.635		38.800	1.835	4.73	EUR	0.64
		Axa	32.350	8/12/24	-0.77	21.090		19.130	1.960	10.25	EUR	0.56
		ING Groep	15.232	8/12/24	0.21	12.470		11.500	0.970	8.43	EUR	-0.23
	S	Sony	12,325.000	8/09/24	0.28	2,736.000		2,527.000	209.000	8.27	JPY	-0.91
	L	Pfizer	28.450	8/12/24	-0.35	32.130		30.220	1.910	6.32	USD	-1.11
		Barclays	220.100	8/12/24	0.85	244.700		237.150	7.550	3.18	GBP	-1.39
		Vivendi	9.488	8/12/24	0.40	21.020		20.170	0.850	4.21	EUR	-1.44
		Honda Motor	1,420.000	8/09/24	-0.14	1,253.670		1,211.670	42.000	3.47	JPY	-1.68
		L´Oreal	376.650	8/12/24	-1.59	146.350		135.450	10.900	8.05	EUR	-1.99
	L	Deutsche Telekom	24.730	8/12/24	0.49	14.040		13.310	0.730	5.48	EUR	-2.06
		Carrefour	13.730	8/12/24	-0.36	27.000		25.670	1.330	5.18	EUR	-2.09
		Saint-Gobain	73.560	8/12/24	-0.41	37.460		36.390	1.070	2.94	EUR	-2.26
	S	McDonald´s	269.460	8/12/24	0.58	92.870		97.170	-4.300	-4.43	USD	-2.47
		Sanofi	95.670	8/12/24	-0.60	83.310		75.720	7.590	10.02	EUR	-2.79
		JP Morgan Chase	206.190	8/12/24	0.19	60.250		60.960	-0.710	-1.16	USD	-3.03
	S	Bristol-Myers	47.060	8/12/24	0.73	58.650		58.870	-0.220	-0.37	USD	-3.17
	L	Unilever	55.100	8/12/24	-0.36	34.225		32.155	2.070	6.44	EUR	-3.74
	L	Novartis	96.740	8/12/24	0.16	74.670		76.290	-1.620	-2.12	CHF	-3.95
		⇓instrument	freshest		⇓ Δday	8/24/15	⇓ Δwk	11/24/14	prc diff	⇓ Δ39	Curr	∅-RS
	L	Vodafone	74.440	8/12/24	0.87	214.550		225.050	-10.500	-4.67	GBP	-4.14
		PepsiCo	171.420	8/12/24	-0.56	91.830		98.680	-6.850	-6.94	USD	-4.18
	L	Nestlé	88.640	8/12/24	-0.40	68.400		71.750	-3.350	-4.67	CHF	-4.57
		Telefónica	4.032	8/12/24	0.12	12.140		12.600	-0.460	-3.65	EUR	-4.90
		Swiss Re	104.000	8/12/24	0.10	78.850		81.900	-3.050	-3.72	CHF	-5.07
		Citigroup	57.840	8/12/24		50.340		54.400	-4.060	-7.46	USD	-5.48
	L	Münchener Rück	439.200	8/12/24	1.01	158.700		161.800	-3.100	-1.92	EUR	-5.80
		Canon	4,525.000	8/09/24	1.64	3,628.000		3,672.000	-44.000	-1.20	JPY	-5.82
	L	Philip Morris	116.090	8/12/24	0.07	78.340		86.500	-8.160	-9.43	USD	-6.00
		Marsh & McLennan	217.350	8/12/24	-1.23	52.670		56.570	-3.900	-6.89	USD	-6.15
	S	LVMH	635.100	8/12/24	-0.14	139.300		144.300	-5.000	-3.47	EUR	-6.17
	S	Nissan Motor	410.200	8/09/24	-0.56	1,052.000		1,063.000	-11.000	-1.03	JPY	-6.69
		Allianz	255.900	8/12/24		132.700		136.449	-3.749	-2.75	EUR	-6.83
	L	Goldman Sachs	485.500	8/12/24	-0.97	179.460		190.070	-10.610	-5.58	USD	-6.98
	S	Orange	10.115	8/12/24	-0.25	12.860		13.830	-0.970	-7.01	EUR	-7.08
	L	Coca-Cola	68.170	8/12/24	-0.74	38.380		44.270	-5.890	-13.30	USD	-7.76
		General Electric	166.870	8/12/24	-0.16	190.960		216.000	-25.040	-11.59	USD	-7.80
	S	National Grid	978.400	8/12/24	-0.04	818.700		940.500	-121.800	-12.95	GBP	-8.00
	L	Bayer	25.960	8/12/24	-0.04	112.350		117.450	-5.100	-4.34	EUR	-8.01
		Merck (MSD)	113.480	8/12/24	-0.93	53.990		59.250	-5.260	-8.88	USD	-8.22
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	61.950		67.950	-6.000	-8.83	USD	-8.45
		Microsoft	406.810	8/12/24	0.19	41.710		47.590	-5.880	-12.36	USD	-8.48
		Bridgestone	5,582.000	8/09/24	-1.33	3,939.000		3,913.000	26.000	0.66	JPY	-8.65
	S	Johnson & Johnson	159.880	8/12/24	-0.46	92.820		106.880	-14.060	-13.15	USD	-9.23
		Toyota	2,447.500	8/09/24	-0.14	1,357.000		1,439.000	-82.000	-5.70	JPY	-9.77
		⇓instrument	freshest		⇓ Δday	8/24/15	⇓ Δwk	11/24/14	prc diff	⇓ Δ39	Curr	∅-RS
	S	Mercedes-Benz	57.480	8/12/24	-0.57	67.080		65.390	1.690	2.58	EUR	-10.11
		Banco Bilbao Viz	8.924	8/12/24	0.27	7.930		8.480	-0.550	-6.49	EUR	-10.17
	L	Philips	26.060	8/12/24	-0.91	21.940		23.685	-1.745	-7.37	EUR	-10.17
		Deutsche Bank	13.308	8/12/24	0.14	21.978		22.697	-0.718	-3.17	EUR	-10.50
	L	3M	123.360	8/12/24	-0.65	138.580		159.880	-21.300	-13.32	USD	-11.43
		GSK	1,572.000	8/12/24	0.42	1,291.430		1,480.820	-189.390	-12.79	GBP	-11.47
		Siemens	157.200	8/12/24	0.01	84.090		94.300	-10.210	-10.83	EUR	-11.48
	S	Diageo	2,451.500	8/12/24	1.03	1,640.000		1,920.000	-280.000	-14.58	GBP	-11.50
	L	Apple	217.530	8/12/24	0.71	25.788		29.656	-3.869	-13.05	USD	-11.61
		Prudential	635.400	8/12/24	0.41	1,360.000		1,516.000	-156.000	-10.29	GBP	-11.62
		Aviva	484.200	8/12/24	0.35	459.300		510.000	-50.700	-9.94	GBP	-11.83
	L	Morgan Stanley	94.840	8/12/24	0.13	32.260		35.620	-3.360	-9.43	USD	-11.85
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,903.500		4,711.000	-807.500	-17.14	GBP	-12.97
	L	ABB	45.510	8/12/24	0.55	17.640		22.140	-4.500	-20.33	CHF	-13.44
		IBM	189.480	8/12/24	-1.03	143.470		162.150	-18.680	-11.52	USD	-13.85
	S	Ford Motor	9.860	8/12/24	-2.38	13.190		15.670	-2.480	-15.83	USD	-14.15
	L	Texas Instruments	192.060	8/12/24	-0.08	44.890		52.850	-7.960	-15.06	USD	-14.57
	S	BASF	41.280	8/12/24	-0.22	66.420		74.420	-8.000	-10.75	EUR	-15.56
		Samsung Electronics	75,500.000	8/12/24	1.07	21,580.000		24,400.000	-2,820.000	-11.56	KRW	-16.07
		Schneider Electric	211.250	8/12/24	0.38	53.990		65.390	-11.400	-17.43	EUR	-16.54
	L	Ericsson	71.080	8/12/24	1.14	78.900		93.300	-14.400	-15.43	SEK	-16.64
		Panasonic	1,058.500	8/09/24	1.34	1,217.000		1,466.000	-249.000	-16.98	JPY	-16.72
	L	Procter & Gamble	166.810	8/12/24	-2.19	69.140		88.110	-18.970	-21.53	USD	-17.46
		TotalEnergies	61.720	8/12/24	0.60	37.835		48.450	-10.615	-21.91	EUR	-17.59
		Caterpillar	336.030	8/12/24	-0.66	72.820		105.960	-33.140	-31.28	USD	-17.93
		⇓instrument	freshest		⇓ Δday	8/24/15	⇓ Δwk	11/24/14	prc diff	⇓ Δ39	Curr	∅-RS
	S	Engie	15.335	8/12/24	0.49	15.060		18.965	-3.905	-20.59	EUR	-18.67
	S	Volkswagen	93.500	8/12/24	-0.47	159.400		179.950	-20.550	-11.42	EUR	-18.71
	L	Raytheon Tech	116.600	8/12/24	0.39	57.187		68.464	-11.278	-16.47	USD	-18.85
	L	Walmart	68.700	8/12/24	1.10	21.317		28.467	-7.150	-25.12	USD	-19.04
	L	HSBC	643.900	8/12/24	0.22	487.750		628.600	-140.850	-22.41	GBP	-19.97
	S	Intel	19.360	8/12/24	-1.78	26.290		36.250	-9.960	-27.48	USD	-20.42
		Aegon	5.562	8/12/24	0.22	5.197		6.241	-1.044	-16.73	EUR	-21.35
		Shell	33.025	8/12/24	0.93	21.640		28.630	-6.990	-24.41	EUR	-21.82
		Exxon Mobil	119.000	8/12/24	0.13	68.720		95.720	-27.000	-28.21	USD	-22.46
	L	Fox A	38.830	8/12/24	-1.27	26.660		35.750	-9.090	-25.43	USD	-22.48
		Banco Santander	4.089	8/12/24	-0.24	5.210		7.090	-1.880	-26.52	EUR	-22.55
		BP	439.600	8/12/24	1.35	336.800		447.200	-110.400	-24.69	GBP	-22.57
	L	HP	33.780	8/12/24	0.72	12.080		17.030	-4.950	-29.07	USD	-23.01
		Rio Tinto	4,942.000	8/12/24	0.56	2,154.500		2,976.500	-822.000	-27.62	GBP	-25.46
		Standard Chartered	722.000	8/12/24	0.92	745.000		934.200	-189.200	-20.25	GBP	-26.72
		Repsol	12.765	8/12/24	0.67	12.270		18.580	-6.310	-33.96	EUR	-27.72
		E.on	12.325	8/12/24	0.78	8.700		12.291	-3.591	-29.22	EUR	-28.88
		Chevron	145.020	8/12/24	0.02	72.120		117.590	-45.470	-38.67	USD	-32.36
		BHP	2,094.000	8/12/24	-0.14	967.500		1,621.000	-653.500	-40.31	GBP	-33.85
	L	Anglo American	2,232.500	8/12/24	0.29	660.200		1,354.000	-693.800	-51.24	GBP	-40.72
	L	RWE	32.360	8/12/24	1.70	13.220		27.250	-14.030	-51.49	EUR	-44.63
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 8/24/15 / 11/24/14 - 22 did rise, Market-Ratio(39) = 23.16 %

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