Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Japanese yen - 17/06/19 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	17/06/19	⇓ Δwk	17/09/18	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	407,723.598	12/08/24	0.32	210,909.741		217,495.933	-6,586.193	-3.03	0.93
	L	Novartis	10,514.977	12/08/24	0.16	9,747.603		7,933.389	1,814.215	22.87	20.20
	S	LVMH	77,327.871	12/08/24	-0.14	43,625.533		37,694.630	5,930.903	15.73	17.97
	L	Procter & Gamble	18,102.504	12/08/24	-2.19	12,044.823		9,426.476	2,618.347	27.78	19.05
		Microsoft	44,147.710	12/08/24	0.19	14,417.107		12,547.003	1,870.104	14.90	17.65
	L	Anglo American	303,814.143	12/08/24	0.29	286,939.360		227,826.359	59,113.001	25.95	12.01
	L	Nestlé	9,634.563	12/08/24	-0.40	11,032.357		9,399.088	1,633.269	17.38	15.08
	S	Diageo	333,617.188	12/08/24	1.03	462,763.715		389,679.720	73,083.994	18.75	11.75
		Rio Tinto	672,541.767	12/08/24	0.56	649,543.070		531,113.570	118,429.501	22.30	11.32
		L´Oreal	45,859.774	12/08/24	-1.59	30,354.020		26,359.424	3,994.596	15.15	12.02
	S	McDonald´s	29,242.255	12/08/24	0.58	22,117.806		17,693.803	4,424.003	25.00	13.06
		PepsiCo	18,602.789	12/08/24	-0.56	14,381.295		12,911.755	1,469.540	11.38	12.07
	L	Walmart	7,455.440	12/08/24	1.10	3,948.746		3,536.377	412.369	11.66	11.56
		BHP	284,966.099	12/08/24	-0.14	260,905.924		225,852.178	35,053.746	15.52	7.51
		Merck (MSD)	12,315.042	12/08/24	-0.93	9,039.857		7,879.079	1,160.778	14.73	11.17
	L	Münchener Rück	53,475.674	12/08/24	1.01	27,115.284		24,102.848	3,012.436	12.50	8.99
	L	Ericsson	813.506	12/08/24	1.14	1,035.653		967.342	68.311	7.06	6.29
	L	DuPont	8,500.504	12/08/24	-0.25	8,111.997		7,602.719	509.278	6.70	10.18
	L	Colgate-Palmolive	10,991.077	12/08/24	-0.77	7,966.578		7,698.941	267.636	3.48	9.41
		Schneider Electric	25,721.166	12/08/24	0.38	9,136.645		9,042.002	94.643	1.05	7.07
		Marsh & McLennan	23,587.190	12/08/24	-1.23	10,533.116		9,692.767	840.349	8.67	8.87
	L	Unilever	6,708.811	12/08/24	-0.36	6,626.016		6,304.677	321.339	5.10	6.42
		Allianz	31,157.616	12/08/24		25,343.720		24,371.021	972.699	3.99	5.52
	L	RWE	3,940.057	12/08/24	1.70	2,760.231		2,824.317	-64.086	-2.27	4.34
		Standard Chartered	98,254.787	12/08/24	0.92	93,791.134		89,574.771	4,216.363	4.71	2.83
		⇓instrument	freshest		⇓ Δday	17/06/19	⇓ Δwk	17/09/18	prc diff	⇓ Δ39	∅-RS
	L	Coca-Cola	7,397.924	12/08/24	-0.74	5,520.499		5,182.604	337.895	6.52	6.19
		Vivendi	1,155.230	12/08/24	0.40	2,998.875		2,819.085	179.790	6.38	4.00
	S	Kimberly-Clark	193.155	12/08/24	-1.01	198.190		191.476	6.714	3.51	6.79
		Swiss Re	11,304.090	12/08/24	0.10	10,769.319		10,224.998	544.321	5.32	4.55
	S	Ford Motor	1,070.024	12/08/24	-2.38	1,090.643		1,068.520	22.123	2.07	4.98
		E.on	1,500.655	12/08/24	0.78	1,205.394		1,158.637	46.757	4.04	2.34
		Carrefour	1,671.724	12/08/24	-0.36	2,094.220		2,135.571	-41.351	-1.94	2.28
	L	AstraZeneca	1,739,191.376	12/08/24	0.63	850,543.513		828,271.980	22,271.533	2.69	0.77
		Axa	3,938.839	12/08/24	-0.77	2,791.279		2,908.040	-116.760	-4.02	1.79
	L	Deutsche Telekom	3,011.051	12/08/24	0.49	1,869.457		1,800.682	68.775	3.82	1.65
	L	Philips	3,172.987	12/08/24	-0.91	4,512.314		5,101.170	-588.855	-11.54	1.54
		GSK	213,928.705	12/08/24	0.42	217,751.387		220,776.766	-3,025.378	-1.37	-2.10
	L	Apple	23,606.724	12/08/24	0.71	5,260.318		6,094.482	-834.165	-13.69	1.16
	S	Johnson & Johnson	17,350.448	12/08/24	-0.46	15,131.180		15,659.698	-528.519	-3.38	1.06
		Nike	8,100.059	12/08/24	0.40	8,910.716		9,315.708	-404.992	-4.35	0.84
	L	Pfizer	3,087.442	12/08/24	-0.35	4,652.325		4,812.258	-159.933	-3.32	0.45
		Chevron	15,737.816	12/08/24	0.02	13,173.448		13,147.836	25.612	0.19	-0.28
		Citigroup	6,276.895	12/08/24		7,221.033		7,930.547	-709.514	-8.95	-0.32
	L	Texas Instruments	20,842.676	12/08/24	-0.08	11,581.435		11,602.677	-21.242	-0.18	-0.66
		JP Morgan Chase	22,376.088	12/08/24	0.19	11,852.739		12,737.211	-884.472	-6.94	-1.18
		Shell	4,021.025	12/08/24	0.93	3,425.633		3,638.647	-213.014	-5.85	-3.16
	S	National Grid	133,147.484	12/08/24	-0.04	112,843.309		117,419.560	-4,576.251	-3.90	-4.67
		Sanofi	11,648.492	12/08/24	-0.60	9,189.001		9,824.282	-635.281	-6.47	-3.40
	S	Sony	12,325.000	9/08/24	0.28	5,635.000		6,630.000	-995.000	-15.01	0.37
		Prudential	86,469.656	12/08/24	0.41	220,256.748		247,656.563	-27,399.815	-11.06	-5.19
		⇓instrument	freshest		⇓ Δday	17/06/19	⇓ Δwk	17/09/18	prc diff	⇓ Δ39	∅-RS
		IBM	20,562.690	12/08/24	-1.03	14,645.003		16,552.556	-1,907.554	-11.52	-2.04
		Telefónica	490.924	12/08/24	0.12	899.054		867.703	31.351	3.61	-4.01
		Siemens	19,140.200	12/08/24	0.01	12,592.109		14,258.944	-1,666.835	-11.69	-4.53
		Samsung Electronics	6,917.491	12/08/24	1.07	4,022.223		4,495.617	-473.394	-10.53	-7.56
		Toyota	2,447.500	9/08/24	-0.14	1,345.000		1,370.000	-25.000	-1.82	-0.89
		Saint-Gobain	8,956.445	12/08/24	-0.41	4,039.897		4,768.243	-728.346	-15.27	-5.11
		General Electric	18,109.015	12/08/24	-0.16	8,725.144		11,367.715	-2,642.571	-23.25	-3.44
	S	Engie	1,867.144	12/08/24	0.49	1,561.534		1,628.005	-66.472	-4.08	-5.31
		Bridgestone	5,582.000	9/08/24	-1.33	4,224.000		4,149.000	75.000	1.81	-1.27
	L	HSBC	87,626.395	12/08/24	0.22	88,606.221		96,558.068	-7,951.847	-8.24	-6.82
		BP	59,823.829	12/08/24	1.35	72,942.612		80,838.285	-7,895.673	-9.77	-7.02
	S	Orange	1,231.572	12/08/24	-0.25	1,678.420		1,775.173	-96.753	-5.45	-6.01
	L	Raytheon Tech	12,653.629	12/08/24	0.39	8,484.356		9,700.151	-1,215.795	-12.53	-4.41
	L	Alphabet A	17,611.986	12/08/24	-0.84	5,935.540		6,488.492	-552.953	-8.52	-6.08
	S	Volkswagen	11,384.280	12/08/24	-0.47	17,133.645		18,900.296	-1,766.651	-9.35	-8.03
		Canon	4,525.000	9/08/24	1.64	3,149.000		3,459.000	-310.000	-8.96	-4.20
		Exxon Mobil	12,914.082	12/08/24	0.13	8,148.894		9,332.491	-1,183.597	-12.68	-6.41
	L	Philip Morris	12,598.283	12/08/24	0.07	8,463.607		8,984.523	-520.916	-5.80	-6.84
	L	Morgan Stanley	10,292.197	12/08/24	0.13	4,613.257		5,334.770	-721.513	-13.52	-7.24
		Caterpillar	36,466.545	12/08/24	-0.66	13,800.704		16,360.111	-2,559.407	-15.64	-7.35
	S	Intel	2,100.980	12/08/24	-1.78	5,006.106		5,081.906	-75.800	-1.49	-7.78
		Aviva	65,893.307	12/08/24	0.35	55,754.828		70,422.271	-14,667.442	-20.83	-11.05
		TotalEnergies	7,514.842	12/08/24	0.60	5,740.843		7,026.127	-1,285.285	-18.29	-10.29
	L	Goldman Sachs	52,687.282	12/08/24	-0.97	20,709.195		25,497.918	-4,788.723	-18.78	-9.10
		Banco Santander	497.864	12/08/24	-0.24	482.158		566.564	-84.406	-14.90	-11.25
		⇓instrument	freshest		⇓ Δday	17/06/19	⇓ Δwk	17/09/18	prc diff	⇓ Δ39	∅-RS
	L	ABB	4,946.626	12/08/24	0.55	2,045.062		2,699.911	-654.849	-24.25	-10.24
	S	Bristol-Myers	5,107.031	12/08/24	0.73	5,231.831		6,858.670	-1,626.840	-23.72	-9.91
		Banco Bilbao Viz	1,086.559	12/08/24	0.27	592.530		719.880	-127.350	-17.69	-11.64
	L	HP	3,665.863	12/08/24	0.72	2,159.582		2,798.293	-638.711	-22.83	-11.66
		Barclays	29,952.740	12/08/24	0.85	20,513.749		25,213.530	-4,699.782	-18.64	-14.70
		ING Groep	1,854.603	12/08/24	0.21	1,202.107		1,447.610	-245.503	-16.96	-13.98
	S	Mercedes-Benz	6,998.592	12/08/24	-0.57	5,760.932		7,248.515	-1,487.582	-20.52	-14.28
		Honda Motor	1,420.000	9/08/24	-0.14	925.000		1,072.330	-147.330	-13.74	-11.30
		UnibailRodaWestfield	412.814	12/08/24	0.73	819.677		1,134.131	-314.454	-27.73	-17.62
		Repsol	1,554.228	12/08/24	0.67	1,660.157		2,214.715	-554.558	-25.04	-15.77
		Aegon	677.212	12/08/24	0.22	512.232		684.168	-171.936	-25.13	-15.96
	S	BASF	5,026.129	12/08/24	-0.22	7,302.985		10,186.642	-2,883.657	-28.31	-17.24
		UBS	2,701.025	12/08/24	0.44	1,250.515		1,760.002	-509.488	-28.95	-17.17
	L	3M	13,387.236	12/08/24	-0.65	18,099.248		23,443.674	-5,344.426	-22.80	-17.61
	L	Vodafone	10,130.313	12/08/24	0.87	17,345.644		24,762.710	-7,417.066	-29.95	-21.02
		Seven & i	1,672.500	9/08/24	-0.54	1,234.330		1,660.000	-425.670	-25.64	-18.44
	L	Fox A	4,213.897	12/08/24	-1.27	3,920.889		5,002.466	-1,081.577	-21.62	-20.75
	S	Nissan Motor	410.200	9/08/24	-0.56	757.900		1,060.000	-302.100	-28.50	-20.72
		Panasonic	1,058.500	9/08/24	1.34	857.600		1,281.000	-423.400	-33.05	-23.79
	L	Bayer	3,160.812	12/08/24	-0.04	6,395.895		9,536.486	-3,140.591	-32.93	-27.10
		Deutsche Bank	1,620.342	12/08/24	0.14	743.814		1,289.715	-545.901	-42.33	-28.74
		Societe Generale	2,498.454	12/08/24	0.44	2,572.725		4,749.275	-2,176.549	-45.83	-32.69
SP Global 100 - 96 out of 96 instruments rated - 17/06/19 / 17/09/18 - 34 did rise, Market-Ratio(39) in JPY = 35.42 %

Technical Chart

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

3/01/22	scale up chart	1/07/24

Transactions SP Global 100 in Japanese yen * A39 - 55/40 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		14/01/08	742		- cash -
short	14/01/08	6/07/09	539		Citigroup	100	0	31,630.306	2,679.629	373,363.670	341,733.364	1,080	10,000	0
long	6/07/09	1/08/11	756		Ford Motor	100	18	552.253	948.469		396.216	72	17,132	30
short	1/08/11	30/04/12	273		Carrefour	100	7	2,220.045	1,614.468	3,052.769	832.724	38	22,961	53
long	30/04/12	20/10/14	903		Apple	100	13	1,674.390	2,667.457		993.067	59	35,871	21
short	20/10/14	3/11/14	14		Deutsche Bank	100	12	2,949.115	3,146.709	2,751.521	-197.594	-7	33,500	-84
long	3/11/14	24/08/15	294		Apple	100	10	3,113.061	3,054.008		-59.052	-2	32,909	-2
short	24/08/15	12/09/16	385		RWE	100	18	1,817.710	1,676.208	1,971.158	153.448	8	35,671	8
long	12/09/16	2/07/18	658		Anglo American	100	32	1,113.182	2,398.109		1,284.927	115	76,789	53
short	2/07/18	15/07/19	378		Deutsche Bank	100	65	1,179.415	836.190	1,663.522	484.107	41	108,256	39
long	15/07/19	9/03/20	238		LVMH	100	2	46,157.453	39,573.378		-6,584.075	-14	95,088	-21
short	9/03/20	7/12/20	273		DuPont	100	26	3,589.030	6,804.977	373.084	-3,215.946	-90	11,473	-95
long	7/12/20	7/03/22	455		Mercedes-Benz	100	1	7,276.605	7,201.297		-75.308	-1	11,398	-1
short	7/03/22	21/03/22	14		Vivendi	100	8	1,347.655	1,546.664	1,148.646	-199.009	-15	9,806	-98
long	21/03/22	13/06/22	84		Chevron	100	0	19,641.041	22,446.895		2,805.854	14	9,806	0
short	13/06/22	5/12/22	175		Philips	100	3	2,976.933	2,044.205	4,335.244	1,358.311	46	13,881	119
long	5/12/22	19/12/22	14		Merck (MSD)	100	0	15,033.212	14,962.907		-70.306	0	13,881	0
short	19/12/22	23/01/23	35		Credit Suisse	100	33	408.858	445.781	371.935	-36.923	-9	12,662	-63
long	23/01/23	23/10/23	273		Münchener Rück	100	0	46,221.390	59,414.695		13,193.306	29	12,662	0
short	23/10/23	11/12/23	49		Pfizer	100	2	4,616.084	4,193.226	5,081.584	465.500	10	13,593	105
long	11/12/23	12/08/24	245		Intel	100	2	6,521.169	3,128.081		-3,393.088	-52	6,807	-67
accum	14/01/08	12/08/24	6867	days out of 7609 invested (90%)							-32		6,807	-2

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	14/01/08	6/07/09	539	31,630.31	2,679.63	373,363.67	341,733.36	1,080.40	1,080.40
Anglo American	long	12/09/16	2/07/18	658	1,113.18	2,398.11		1,284.93	115.43	115.43
Ford Motor	long	6/07/09	1/08/11	756	552.25	948.47		396.22	71.75	71.75
Apple	long	30/04/12	20/10/14	903	1,674.39	2,667.46		993.07	59.31
	long	3/11/14	24/08/15	294	3,113.06	3,054.01		-59.05	-1.90	56.29
Philips	short	13/06/22	5/12/22	175	2,976.93	2,044.21	4,335.24	1,358.31	45.63	45.63
Carrefour	short	1/08/11	30/04/12	273	2,220.04	1,614.47	3,052.77	832.72	37.51	37.51
Deutsche Bank	short	20/10/14	3/11/14	14	2,949.11	3,146.71	2,751.52	-197.59	-6.70
	short	2/07/18	15/07/19	378	1,179.42	836.19	1,663.52	484.11	41.05	31.60
Münchener Rück	long	23/01/23	23/10/23	273	46,221.39	59,414.70		13,193.31	28.54	28.54
Chevron	long	21/03/22	13/06/22	84	19,641.04	22,446.89		2,805.85	14.29	14.29
Pfizer	short	23/10/23	11/12/23	49	4,616.08	4,193.23	5,081.58	465.50	10.08	10.08
RWE	short	24/08/15	12/09/16	385	1,817.71	1,676.21	1,971.16	153.45	8.44	8.44
Merck (MSD)	long	5/12/22	19/12/22	14	15,033.21	14,962.91		-70.31	-0.47	-0.47
Mercedes-Benz	long	7/12/20	7/03/22	455	7,276.60	7,201.30		-75.31	-1.03	-1.03
Credit Suisse	short	19/12/22	23/01/23	35	408.86	445.78	371.93	-36.92	-9.03	-9.03
LVMH	long	15/07/19	9/03/20	238	46,157.45	39,573.38		-6,584.07	-14.26	-14.26
Vivendi	short	7/03/22	21/03/22	14	1,347.66	1,546.66	1,148.65	-199.01	-14.77	-14.77
Intel	long	11/12/23	12/08/24	245	6,521.17	3,128.08		-3,393.09	-52.03	-52.03
DuPont	short	9/03/20	7/12/20	273	3,589.03	6,804.98	373.08	-3,215.95	-89.60	-89.60

Annotations

28/02/24	Seven & i	stock split 1:3 (three for one)
26/02/24	Walmart	stock split 1:3 (three for one)
28/09/23	Honda Motor	stock split 1:3 (three for one)
18/07/22	Alphabet A	stock split 1:20 (twenty for one)
	GlaxoSmithKline	demergers OTC business -> Haleon
29/09/21	Toyota	stock split 1:5 (five for one)
2/08/21	General Electric	reverse stock split 8:1 (eight become one)
3/04/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
4/05/18	Samsung Electronics	stock split 1:50 (fifty for one)
4/10/16	SP Global 100	EMC² removed (acquired by Dell)
12/09/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
24/12/15	Nike	stock split 1:2 (two for one)
2/11/15	Hewlett-Packard	forward stock split 1000:2202 (two thousand two hundred and two for one thousand)
	Hewlett-Packard	spin-off of HP Enterprise
2/10/15	Google A	changes name to Alphabet
24/04/15	GDF Suez	changes name to Engie


	is taking down something concerning