Share-o-matic - Portfolio

Thu, 5th Nov 2026, 18:12UTC

Assessment - SP Global 100 in Dollar - 19/08/19 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	19/08/19	⇓ Δwk	19/11/18	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	3,757.070	12/08/24	0.32	1,943.300		1,837.640	105.660	5.75	2.66
	L	Procter & Gamble	166.810	12/08/24	-2.19	120.240		93.290	26.950	28.89	24.12
	L	Nestlé	90.367	12/08/24	-0.40	111.205		83.954	27.251	32.46	23.12
	L	RWE	35.872	12/08/24	1.70	28.323		22.120	6.202	28.04	17.58
	L	AstraZeneca	15,513.964	12/08/24	0.63	8,838.589		7,941.246	897.343	11.30	13.77
		Microsoft	406.810	12/08/24	0.19	138.410		104.620	33.790	32.30	20.03
	L	Philips	28.888	12/08/24	-0.91	46.558		37.496	9.062	24.17	15.62
	S	McDonald´s	269.460	12/08/24	0.58	218.780		186.720	32.060	17.17	18.54
	S	LVMH	704.021	12/08/24	-0.14	395.575		297.134	98.441	33.13	15.30
	L	Texas Instruments	192.060	12/08/24	-0.08	124.600		94.620	29.980	31.68	18.01
	S	Kimberly-Clark	1.722	12/08/24	-1.01	1.940		1.471	0.469	31.85	14.17
	S	Diageo	2,975.938	12/08/24	1.03	4,183.186		3,582.822	600.364	16.76	9.46
	L	Novartis	98.624	12/08/24	0.16	89.602		73.301	16.301	22.24	16.15
	L	Walmart	68.700	12/08/24	1.10	37.937		32.260	5.677	17.60	14.25
	L	Coca-Cola	68.170	12/08/24	-0.74	54.690		50.510	4.180	8.28	14.02
		Merck (MSD)	113.480	12/08/24	-0.93	86.190		76.350	9.840	12.89	12.04
		PepsiCo	171.420	12/08/24	-0.56	132.570		119.010	13.560	11.39	11.78
	L	Apple	217.530	12/08/24	0.71	52.588		46.465	6.123	13.18	11.59
		Vivendi	10.518	12/08/24	0.40	28.456		24.802	3.653	14.73	7.55
		Marsh & McLennan	217.350	12/08/24	-1.23	98.610		88.840	9.770	11.00	10.10
	L	Colgate-Palmolive	101.280	12/08/24	-0.77	73.080		62.770	10.310	16.43	9.67
	L	Unilever	61.079	12/08/24	-0.36	60.248		55.839	4.409	7.90	6.38
	L	Münchener Rück	486.862	12/08/24	1.01	243.653		218.109	25.544	11.71	6.06
		L´Oreal	417.524	12/08/24	-1.59	263.384		235.415	27.969	11.88	5.69
		GSK	1,908.290	12/08/24	0.42	2,035.570		2,032.439	3.131	0.15	1.63
		⇓instrument	freshest		⇓ Δday	19/08/19	⇓ Δwk	19/11/18	prc diff	⇓ Δ39	∅-RS
		Schneider Electric	234.175	12/08/24	0.38	80.988		72.665	8.324	11.46	4.50
	L	Alphabet A	162.290	12/08/24	-0.84	60.022		51.371	8.651	16.84	6.35
		Swiss Re	106.026	12/08/24	0.10	101.459		89.215	12.243	13.72	7.34
	S	National Grid	1,187.704	12/08/24	-0.04	1,053.566		1,062.306	-8.740	-0.82	-0.42
	S	Sony	115.629	9/08/24	0.28	55.314		52.399	2.916	5.56	8.70
	S	Engie	16.999	12/08/24	0.49	15.109		13.977	1.132	8.10	2.17
	L	Philip Morris	116.090	12/08/24	0.07	85.010		87.630	-2.620	-2.99	4.25
		Allianz	283.670	12/08/24		222.979		216.229	6.750	3.12	1.11
	L	Vodafone	90.365	12/08/24	0.87	182.477		200.422	-17.945	-8.95	-2.03
	L	Bayer	28.777	12/08/24	-0.04	73.495		71.404	2.091	2.93	1.03
		BHP	2,541.959	12/08/24	-0.14	2,162.486		2,087.825	74.661	3.58	-2.66
	L	DuPont	78.330	12/08/24	-0.25	67.430		56.640	10.790	19.05	2.97
		Sanofi	106.052	12/08/24	-0.60	85.622		90.029	-4.406	-4.89	-0.30
		Toyota	22.962	9/08/24	-0.14	12.900		11.759	1.141	9.70	5.89
	L	Deutsche Telekom	27.414	12/08/24	0.49	16.608		17.387	-0.779	-4.48	-0.61
		IBM	189.480	12/08/24	-1.03	135.040		120.310	14.730	12.24	0.54
		JP Morgan Chase	206.190	12/08/24	0.19	108.690		110.830	-2.140	-1.93	0.48
	L	Goldman Sachs	485.500	12/08/24	-0.97	202.200		198.220	3.980	2.01	0.42
		Nike	74.640	12/08/24	0.40	81.130		72.520	8.610	11.87	0.41
	L	Raytheon Tech	116.600	12/08/24	0.39	79.698		80.459	-0.761	-0.95	-0.38
		Axa	35.861	12/08/24	-0.77	24.077		24.854	-0.777	-3.13	-3.20
		Chevron	145.020	12/08/24	0.02	117.310		119.420	-2.110	-1.77	-1.18
		Samsung Electronics	62.379	12/08/24	1.07	36.023		38.824	-2.801	-7.22	-6.92
		Citigroup	57.840	12/08/24		64.310		64.620	-0.310	-0.48	-1.34
		Saint-Gobain	81.543	12/08/24	-0.41	35.855		35.822	0.033	0.09	-4.26
		⇓instrument	freshest		⇓ Δday	19/08/19	⇓ Δwk	19/11/18	prc diff	⇓ Δ39	∅-RS
		Rio Tinto	5,999.218	12/08/24	0.56	4,934.606		5,002.188	-67.582	-1.35	-7.37
		Standard Chartered	876.454	12/08/24	0.92	750.691		768.400	-17.708	-2.30	-7.57
	S	Ford Motor	9.860	12/08/24	-2.38	9.030		9.250	-0.220	-2.38	-2.19
	S	Orange	11.213	12/08/24	-0.25	15.070		16.814	-1.743	-10.37	-4.61
	L	Ericsson	7.344	12/08/24	1.14	8.390		8.441	-0.051	-0.60	-7.12
	S	Intel	19.360	12/08/24	-1.78	47.230		48.000	-0.770	-1.60	-2.66
	S	Johnson & Johnson	159.880	12/08/24	-0.46	132.250		147.730	-15.480	-10.48	-3.10
	S	Volkswagen	103.647	12/08/24	-0.47	157.765		168.160	-10.396	-6.18	-5.57
	S	Bristol-Myers	47.060	12/08/24	0.73	47.460		53.480	-6.020	-11.26	-5.65
	L	Anglo American	2,710.088	12/08/24	0.29	2,111.744		2,217.478	-105.734	-4.77	-10.98
		Carrefour	15.220	12/08/24	-0.36	17.254		19.891	-2.637	-13.26	-8.59
	L	HSBC	781.646	12/08/24	0.22	732.847		837.857	-105.010	-12.53	-12.30
		BP	533.642	12/08/24	1.35	607.084		672.318	-65.234	-9.70	-12.34
	L	ABB	46.396	12/08/24	0.55	18.656		20.031	-1.375	-6.86	-6.58
		Bridgestone	52.369	9/08/24	-1.33	36.936		38.443	-1.507	-3.92	-4.36
	L	Morgan Stanley	94.840	12/08/24	0.13	40.370		44.410	-4.040	-9.10	-7.82
		Shell	36.609	12/08/24	0.93	28.090		30.848	-2.758	-8.94	-10.60
		E.on	13.663	12/08/24	0.78	9.313		10.551	-1.239	-11.74	-11.68
		Exxon Mobil	119.000	12/08/24	0.13	69.450		79.220	-9.770	-12.33	-10.15
		TotalEnergies	68.418	12/08/24	0.60	48.941		56.791	-7.850	-13.82	-12.91
	L	HP	33.780	12/08/24	0.72	19.210		23.550	-4.340	-18.43	-10.76
		General Electric	166.870	12/08/24	-0.16	69.360		62.720	6.640	10.59	-11.28
		Caterpillar	336.030	12/08/24	-0.66	117.360		125.980	-8.620	-6.84	-11.64
	S	BASF	45.760	12/08/24	-0.22	64.261		79.106	-14.845	-18.77	-14.46
		Prudential	771.328	12/08/24	0.41	1,698.281		2,014.895	-316.614	-15.71	-17.21
		⇓instrument	freshest		⇓ Δday	19/08/19	⇓ Δwk	19/11/18	prc diff	⇓ Δ39	∅-RS
		Barclays	267.185	12/08/24	0.85	170.678		213.619	-42.941	-20.10	-17.53
		Seven & i	15.691	9/08/24	-0.54	11.852		14.780	-2.928	-19.81	-10.09
		Aviva	587.783	12/08/24	0.35	441.262		535.590	-94.329	-17.61	-18.53
		Siemens	174.259	12/08/24	0.01	96.696		114.636	-17.940	-15.65	-16.05
		Canon	42.452	9/08/24	1.64	25.842		28.810	-2.968	-10.30	-10.86
		Repsol	14.150	12/08/24	0.67	14.211		17.891	-3.680	-20.57	-16.62
		Banco Santander	4.533	12/08/24	-0.24	3.934		4.817	-0.884	-18.34	-16.91
	L	3M	123.360	12/08/24	-0.65	162.950		205.580	-42.630	-20.74	-15.15
		UnibailRodaWestfield	3.756	12/08/24	0.73	6.714		8.881	-2.166	-24.39	-19.49
		Banco Bilbao Viz	9.892	12/08/24	0.27	4.732		5.628	-0.896	-15.93	-18.13
		Telefónica	4.470	12/08/24	0.12	6.773		8.558	-1.785	-20.86	-18.48
	L	Pfizer	28.450	12/08/24	-0.35	35.180		44.180	-9.000	-20.37	-17.03
		Deutsche Bank	14.752	12/08/24	0.14	7.012		9.815	-2.803	-28.56	-19.63
	S	Mercedes-Benz	63.718	12/08/24	-0.57	46.525		57.822	-11.298	-19.54	-19.72
		Honda Motor	13.322	9/08/24	-0.14	7.731		9.425	-1.695	-17.98	-15.38
		Societe Generale	22.747	12/08/24	0.44	24.809		37.857	-13.048	-34.47	-20.89
		ING Groep	16.885	12/08/24	0.21	9.414		12.474	-3.061	-24.54	-21.60
		UBS	25.334	12/08/24	0.44	10.465		13.682	-3.217	-23.51	-19.14
	L	Fox A	38.830	12/08/24	-1.27	33.870		48.910	-15.040	-30.75	-20.39
		Aegon	6.166	12/08/24	0.22	4.028		6.109	-2.081	-34.06	-23.61
		Panasonic	9.931	9/08/24	1.34	7.570		9.918	-2.348	-23.67	-19.52
	S	Nissan Motor	3.848	9/08/24	-0.56	6.224		8.944	-2.720	-30.41	-23.43
SP Global 100 - 96 out of 96 instruments rated - 19/08/19 / 19/11/18 - 39 did rise, Market-Ratio(39) in USD = 40.63 %

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 Dollar * 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	34	290.600	27.900	3,026.823	2,736.223	942	103,032	389
long	6/07/09	1/08/11	756		Ford Motor	100	17,918	5.750	12.350		6.600	115	221,290	45
short	1/08/11	30/04/12	273		Carrefour	100	7,655	28.907	20.110	41.553	12.646	44	318,093	62
long	30/04/12	20/10/14	903		Apple	100	15,251	20.856	24.940		4.084	20	380,374	7
short	20/10/14	3/11/14	14		Deutsche Bank	100	13,794	27.573	27.646	27.501	-0.072	0	379,378	-7
long	3/11/14	24/08/15	294		Apple	100	13,871	27.350	25.788		-1.563	-6	357,704	-7
short	24/08/15	12/09/16	385		RWE	100	23,305	15.348	16.458	14.239	-1.110	-7	331,845	-7
long	12/09/16	2/07/18	658		Anglo American	100	30,361	10.930	21.635		10.705	98	656,864	46
short	2/07/18	15/07/19	378		Deutsche Bank	100	61,733	10.640	7.754	14.601	3.960	37	901,348	36
long	15/07/19	9/03/20	238		LVMH	100	2,105	428.031	387.571		-40.460	-9	816,179	-14
short	9/03/20	7/12/20	273		DuPont	100	23,219	35.150	65.430	4.870	-30.280	-86	113,108	-93
long	7/12/20	7/03/22	455		Mercedes-Benz	100	1,616	69.965	62.428		-7.537	-11	100,928	-9
short	7/03/22	21/03/22	14		Vivendi	100	8,639	11.683	12.965	10.401	-1.282	-11	89,852	-95
long	21/03/22	13/06/22	84		Chevron	100	545	164.640	167.330		2.690	2	91,318	7
short	13/06/22	5/12/22	175		Philips	100	4,115	22.191	14.959	32.921	10.729	48	135,469	128
long	5/12/22	19/12/22	14		Merck (MSD)	100	1,231	110.010	109.440		-0.570	-1	134,767	-13
short	19/12/22	23/01/23	35		Credit Suisse	100	45,066	2.990	3.413	2.568	-0.423	-14	115,712	-80
long	23/01/23	23/10/23	273		Münchener Rück	100	326	353.906	396.949		43.043	12	129,744	17
short	23/10/23	11/12/23	49		Pfizer	100	4,207	30.840	28.640	33.209	2.369	8	139,711	74
long	11/12/23	12/08/24	245		Intel	100	3,136	44.540	19.360		-25.180	-57	60,746	-71
accum	14/01/08	12/08/24	6870	days out of 7612 invested (90%)							507		60,746	10

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	290.60	27.90	3,026.82	2,736.22	941.58	941.58
Ford Motor	long	6/07/09	1/08/11	756	5.75	12.35		6.60	114.78	114.78
Anglo American	long	12/09/16	2/07/18	658	10.93	21.64		10.71	97.94	97.94
Philips	short	13/06/22	5/12/22	175	22.19	14.96	32.92	10.73	48.35	48.35
Carrefour	short	1/08/11	30/04/12	273	28.91	20.11	41.55	12.65	43.75	43.75
Deutsche Bank	short	20/10/14	3/11/14	14	27.57	27.65	27.50	-0.07	-0.26
	short	2/07/18	15/07/19	378	10.64	7.75	14.60	3.96	37.22	36.86
Apple	long	30/04/12	20/10/14	903	20.86	24.94		4.08	19.58
	long	3/11/14	24/08/15	294	27.35	25.79		-1.56	-5.71	12.75
Münchener Rück	long	23/01/23	23/10/23	273	353.91	396.95		43.04	12.16	12.16
Pfizer	short	23/10/23	11/12/23	49	30.84	28.64	33.21	2.37	7.68	7.68
Chevron	long	21/03/22	13/06/22	84	164.64	167.33		2.69	1.63	1.63
Merck (MSD)	long	5/12/22	19/12/22	14	110.01	109.44		-0.57	-0.52	-0.52
RWE	short	24/08/15	12/09/16	385	15.35	16.46	14.24	-1.11	-7.23	-7.23
LVMH	long	15/07/19	9/03/20	238	428.03	387.57		-40.46	-9.45	-9.45
Mercedes-Benz	long	7/12/20	7/03/22	455	69.96	62.43		-7.54	-10.77	-10.77
Vivendi	short	7/03/22	21/03/22	14	11.68	12.96	10.40	-1.28	-10.97	-10.97
Credit Suisse	short	19/12/22	23/01/23	35	2.99	3.41	2.57	-0.42	-14.14	-14.14
Intel	long	11/12/23	12/08/24	245	44.54	19.36		-25.18	-56.53	-56.53
DuPont	short	9/03/20	7/12/20	273	35.15	65.43	4.87	-30.28	-86.15	-86.15

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


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