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Assessment - SP Global 100 - 3/19/18 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/19/18	⇓ Δwk	6/19/17	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,877.330		1,725.650	151.680	8.79	USD	5.37
	S	Intel	19.360	8/12/24	-1.78	50.830		35.510	15.320	43.14	USD	29.34
	L	Anglo American	2,232.500	8/12/24	0.29	1,695.000		986.200	708.800	71.87	GBP	29.15
		Caterpillar	336.030	8/12/24	-0.66	152.150		107.490	44.660	41.55	USD	25.20
	L	Fox A	38.830	8/12/24	-1.27	36.780		27.800	8.980	32.30	USD	21.88
		Microsoft	406.810	8/12/24	0.19	92.890		70.870	22.020	31.07	USD	21.31
	L	Texas Instruments	192.060	8/12/24	-0.08	107.860		81.420	26.440	32.47	USD	20.53
		JP Morgan Chase	206.190	8/12/24	0.19	114.530		88.070	26.460	30.04	USD	18.97
	L	Morgan Stanley	94.840	8/12/24	0.13	56.950		45.720	11.230	24.56	USD	18.90
	L	HP	33.780	8/12/24	0.72	23.200		17.690	5.510	31.15	USD	16.48
	S	Sony	12,325.000	8/09/24	0.28	5,144.000		4,290.000	854.000	19.91	JPY	15.25
		Nike	74.640	8/12/24	0.40	65.710		52.020	13.690	26.32	USD	13.98
		Aegon	5.562	8/12/24	0.22	5.556		4.510	1.046	23.19	EUR	11.79
	S	Bristol-Myers	47.060	8/12/24	0.73	66.070		55.220	10.850	19.65	USD	11.50
	L	RWE	32.360	8/12/24	1.70	20.050		20.160	-0.110	-0.55	EUR	11.34
	L	Alphabet A	162.290	8/12/24	-0.84	55.004		48.761	6.243	12.80	USD	11.28
	L	Goldman Sachs	485.500	8/12/24	-0.97	262.530		226.130	36.400	16.10	USD	10.92
	L	Apple	217.530	8/12/24	0.71	43.825		36.585	7.240	19.79	USD	10.57
	S	Volkswagen	93.500	8/12/24	-0.47	159.540		131.200	28.340	21.60	EUR	8.73
		Panasonic	1,058.500	8/09/24	1.34	1,648.500		1,479.000	169.500	11.46	JPY	8.53
		Barclays	220.100	8/12/24	0.85	217.000		206.750	10.250	4.96	GBP	7.77
	L	3M	123.360	8/12/24	-0.65	231.560		213.360	18.200	8.53	USD	7.36
		Honda Motor	1,420.000	8/09/24	-0.14	1,213.000		1,022.000	191.000	18.69	JPY	7.17
	S	LVMH	635.100	8/12/24	-0.14	246.000		232.800	13.200	5.67	EUR	6.45
		Marsh & McLennan	217.350	8/12/24	-1.23	84.420		80.140	4.280	5.34	USD	6.00
		⇓instrument	freshest		⇓ Δday	3/19/18	⇓ Δwk	6/19/17	prc diff	⇓ Δ39	Curr	∅-RS
		Citigroup	57.840	8/12/24		72.700		64.480	8.220	12.75	USD	5.99
		Samsung Electronics	75,500.000	8/12/24	1.07	50,740.000		46,560.000	4,180.000	8.98	KRW	5.33
		Swiss Re	104.000	8/12/24	0.10	95.420		89.500	5.920	6.61	CHF	5.31
	L	Raytheon Tech	116.600	8/12/24	0.39	80.050		76.683	3.367	4.39	USD	5.07
		Vivendi	9.488	8/12/24	0.40	21.450		20.550	0.900	4.38	EUR	5.02
	L	Pfizer	28.450	8/12/24	-0.35	36.330		33.220	3.110	9.36	USD	4.69
	L	Walmart	68.700	8/12/24	1.10	29.150		25.167	3.983	15.83	USD	4.45
		Toyota	2,447.500	8/09/24	-0.14	1,365.000		1,157.000	208.000	17.98	JPY	4.22
		Prudential	635.400	8/12/24	0.41	1,878.500		1,809.500	69.000	3.81	GBP	3.90
		E.on	12.325	8/12/24	0.78	8.896		8.970	-0.074	-0.82	EUR	3.19
		UnibailRodaWestfield	5.550	8/12/24	0.73	14.150		14.430	-0.280	-1.94	AUD	3.15
		Rio Tinto	4,942.000	8/12/24	0.56	3,611.500		3,088.000	523.500	16.95	GBP	3.14
		UBS	24.850	8/12/24	0.44	17.335		15.850	1.485	9.37	CHF	3.12
	L	Münchener Rück	439.200	8/12/24	1.01	187.650		178.750	8.900	4.98	EUR	3.01
		BHP	2,094.000	8/12/24	-0.14	1,388.600		1,179.000	209.600	17.78	GBP	2.80
		IBM	189.480	8/12/24	-1.03	157.350		154.840	2.510	1.62	USD	2.16
	S	McDonald´s	269.460	8/12/24	0.58	159.010		153.140	5.870	3.83	USD	2.06
	S	Mercedes-Benz	57.480	8/12/24	-0.57	68.530		65.710	2.820	4.29	EUR	1.48
		Schneider Electric	211.250	8/12/24	0.38	71.460		69.200	2.260	3.27	EUR	1.37
		Chevron	145.020	8/12/24	0.02	113.890		107.460	6.430	5.98	USD	1.18
	S	Nissan Motor	410.200	8/09/24	-0.56	1,113.000		1,072.000	41.000	3.82	JPY	1.03
	L	Ericsson	71.080	8/12/24	1.14	54.800		61.800	-7.000	-11.33	SEK	0.93
		TotalEnergies	61.720	8/12/24	0.60	46.195		45.150	1.045	2.31	EUR	0.50
		Allianz	255.900	8/12/24		185.780		176.200	9.580	5.44	EUR	0.35
	L	Philips	26.060	8/12/24	-0.91	32.435		33.920	-1.485	-4.38	EUR	0.22
		⇓instrument	freshest		⇓ Δday	3/19/18	⇓ Δwk	6/19/17	prc diff	⇓ Δ39	Curr	∅-RS
		Aviva	484.200	8/12/24	0.35	514.000		537.000	-23.000	-4.28	GBP	-0.56
		Seven & i	1,672.500	8/09/24	-0.54	1,498.000		1,582.670	-84.670	-5.35	JPY	-1.04
		Canon	4,525.000	8/09/24	1.64	3,876.000		3,947.000	-71.000	-1.80	JPY	-1.08
		L´Oreal	376.650	8/12/24	-1.59	181.100		190.900	-9.800	-5.13	EUR	-1.11
		Shell	33.025	8/12/24	0.93	24.955		24.310	0.645	2.65	EUR	-1.22
		Standard Chartered	722.000	8/12/24	0.92	754.800		760.900	-6.100	-0.80	GBP	-1.22
	L	AstraZeneca	12,780.000	8/12/24	0.63	4,847.500		5,344.000	-496.500	-9.29	GBP	-1.48
	S	Diageo	2,451.500	8/12/24	1.03	2,414.000		2,374.500	39.500	1.66	GBP	-1.54
	S	Johnson & Johnson	159.880	8/12/24	-0.46	130.240		134.070	-3.830	-2.86	USD	-2.27
	S	Kimberly-Clark	34.140	8/12/24	-1.01	35.270		39.150	-3.880	-9.91	MXN	-2.34
		Societe Generale	20.520	8/12/24	0.44	45.580		47.140	-1.560	-3.31	EUR	-2.57
	S	Engie	15.335	8/12/24	0.49	13.445		14.000	-0.555	-3.96	EUR	-2.61
	S	Orange	10.115	8/12/24	-0.25	13.950		14.560	-0.610	-4.19	EUR	-2.85
		BP	439.600	8/12/24	1.35	459.750		472.650	-12.900	-2.73	GBP	-3.11
	L	HSBC	643.900	8/12/24	0.22	695.600		691.600	4.000	0.58	GBP	-3.14
		PepsiCo	171.420	8/12/24	-0.56	110.360		117.290	-6.930	-5.91	USD	-3.73
	L	Novartis	96.740	8/12/24	0.16	64.470		66.000	-1.530	-2.32	CHF	-3.96
	L	Coca-Cola	68.170	8/12/24	-0.74	43.260		45.380	-2.120	-4.67	USD	-3.96
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	70.060		76.900	-6.840	-8.89	USD	-4.04
		Saint-Gobain	73.560	8/12/24	-0.41	45.815		48.670	-2.855	-5.87	EUR	-4.09
	S	Ford Motor	9.860	8/12/24	-2.38	11.010		11.240	-0.230	-2.05	USD	-4.53
	S	BASF	41.280	8/12/24	-0.22	83.600		87.120	-3.520	-4.04	EUR	-5.39
	L	ABB	45.510	8/12/24	0.55	22.720		24.770	-2.050	-8.28	CHF	-6.03
		Banco Santander	4.089	8/12/24	-0.24	5.359		5.930	-0.571	-9.63	EUR	-6.18
		Repsol	12.765	8/12/24	0.67	13.790		14.070	-0.280	-1.99	EUR	-6.34
		⇓instrument	freshest		⇓ Δday	3/19/18	⇓ Δwk	6/19/17	prc diff	⇓ Δ39	Curr	∅-RS
	L	Nestlé	88.640	8/12/24	-0.40	75.900		83.450	-7.550	-9.05	CHF	-6.45
		Bridgestone	5,582.000	8/09/24	-1.33	4,588.000		4,751.000	-163.000	-3.43	JPY	-6.58
		ING Groep	15.232	8/12/24	0.21	14.066		15.270	-1.204	-7.88	EUR	-7.46
	L	Philip Morris	116.090	8/12/24	0.07	101.740		122.900	-21.160	-17.22	USD	-8.42
	L	Vodafone	74.440	8/12/24	0.87	198.640		222.800	-24.160	-10.84	GBP	-8.54
		Exxon Mobil	119.000	8/12/24	0.13	74.150		82.760	-8.610	-10.40	USD	-8.80
		Merck (MSD)	113.480	8/12/24	-0.93	54.630		63.680	-9.050	-14.21	USD	-9.93
		Axa	32.350	8/12/24	-0.77	22.330		24.300	-1.970	-8.11	EUR	-10.03
	L	Unilever	55.100	8/12/24	-0.36	43.375		50.200	-6.825	-13.60	EUR	-10.05
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.553		7.410	-0.857	-11.57	EUR	-10.15
		Telefónica	4.032	8/12/24	0.12	8.120		9.710	-1.590	-16.37	EUR	-10.32
	L	Procter & Gamble	166.810	8/12/24	-2.19	78.660		89.860	-11.200	-12.46	USD	-11.31
		Siemens	157.200	8/12/24	0.01	105.360		126.500	-21.140	-16.71	EUR	-11.44
		GSK	1,572.000	8/12/24	0.42	1,311.380		1,707.970	-396.590	-23.22	GBP	-11.48
		Carrefour	13.730	8/12/24	-0.36	16.955		22.590	-5.635	-24.94	EUR	-12.02
	L	Deutsche Telekom	24.730	8/12/24	0.49	13.270		16.810	-3.540	-21.06	EUR	-13.84
	L	Bayer	25.960	8/12/24	-0.04	93.670		123.300	-29.630	-24.03	EUR	-14.14
		Sanofi	95.670	8/12/24	-0.60	66.170		86.700	-20.530	-23.68	EUR	-16.38
		Deutsche Bank	13.308	8/12/24	0.14	12.550		15.380	-2.830	-18.40	EUR	-16.69
	S	National Grid	978.400	8/12/24	-0.04	765.900		1,020.500	-254.600	-24.95	GBP	-16.71
		General Electric	166.870	8/12/24	-0.16	112.560		230.400	-117.840	-51.15	USD	-35.52
	L	DuPont	78.330	8/12/24	-0.25	96.300					USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 3/19/18 / 6/19/17 - 47 did rise, Market-Ratio(39) = 49.47 %

Technical Chart

	SP Global 100 RS = 39 - B/S = 55/40

1/04/21	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	6389	days out of 7131 invested (90%)								492		59,187	11

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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