Share-o-matic - Portfolio

Tue, Jul 14th, 2026, 8:55UTC

Assessment - SP Global 100 in Dollar - 2/24/20 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/24/20	Δwk	5/27/19	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,159.840		1,904.630	255.210	13.40	7.20
	L	Apple	217.530	8/12/24	0.71	74.545		44.743	29.803	66.61	35.13
		Caterpillar	336.030	8/12/24	-0.66	132.170		122.910	9.260	7.53	-1.58
		Microsoft	406.810	8/12/24	0.19	170.890		126.240	44.650	35.37	24.58
	L	Alphabet A	162.290	8/12/24	-0.84	70.993		56.931	14.063	24.70	15.52
	L	Goldman Sachs	485.500	8/12/24	-0.97	224.540		193.000	31.540	16.34	7.08
		Schneider Electric	229.320	8/12/24	0.38	107.013		82.669	24.343	29.45	20.86
		Saint-Gobain	79.852	8/12/24	-0.41	37.614		37.198	0.416	1.12	-2.89
		Exxon Mobil	119.000	8/12/24	0.13	56.370		74.120	-17.750	-23.95	-22.10
		UBS	25.398	8/12/24	0.44	12.331		11.840	0.491	4.14	2.81
	L	ABB	46.513	8/12/24	0.55	22.883		18.817	4.067	21.61	12.45
		Marsh & McLennan	217.350	8/12/24	-1.23	113.330		95.380	17.950	18.82	12.52
	L	Morgan Stanley	94.840	8/12/24	0.13	49.680		42.960	6.720	15.64	9.43
		Banco Bilbao Viz	9.687	8/12/24	0.27	5.332		5.638	-0.306	-5.43	-2.60
	L	Walmart	68.700	8/12/24	1.10	38.773		34.223	4.550	13.30	5.21
		General Electric	166.870	8/12/24	-0.16	94.880		75.600	19.280	25.50	17.07
	L	AstraZeneca	16,513.751	8/12/24	0.63	9,621.392		7,724.366	1,897.026	24.56	11.24
	L	Münchener Rück	476.769	8/12/24	1.01	285.714		245.970	39.745	16.16	10.14
	S	Sony	111.405	8/09/24	0.28	67.602		49.538	18.064	36.47	21.66
	S	LVMH	689.426	8/12/24	-0.14	418.639		379.142	39.496	10.42	2.66
		Canon	40.901	8/09/24	1.64	25.092		28.364	-3.271	-11.53	-9.60
		ING Groep	16.535	8/12/24	0.21	10.323		10.943	-0.619	-5.66	-9.54
	L	Texas Instruments	192.060	8/12/24	-0.08	121.440		105.060	16.380	15.59	2.40
		Aegon	6.038	8/12/24	0.22	3.821		4.688	-0.867	-18.49	-16.85
		Toyota	22.123	8/09/24	-0.14	14.164		11.976	2.188	18.27	8.47
		⇓instrument	freshest		⇓ Δday	2/24/20	Δwk	5/27/19	prc diff	⇓ Δ39	⇓∅-RS
		JP Morgan Chase	206.190	8/12/24	0.19	132.160		109.780	22.380	20.39	12.46
		Siemens	170.647	8/12/24	0.01	109.531		117.891	-8.360	-7.09	-4.91
	L	DuPont	78.330	8/12/24	-0.25	50.450		72.300	-21.850	-30.22	-24.81
	L	Deutsche Telekom	26.845	8/12/24	0.49	17.542		17.035	0.507	2.98	4.60
	L	HP	33.780	8/12/24	0.72	22.100		20.030	2.070	10.33	12.21
		Shell	35.850	8/12/24	0.93	23.730		31.633	-7.904	-24.98	-20.91
		Deutsche Bank	14.446	8/12/24	0.14	9.705		7.218	2.487	34.45	23.31
		L´Oreal	408.869	8/12/24	-1.59	277.898		273.735	4.163	1.52	0.83
		TotalEnergies	67.000	8/12/24	0.60	45.772		53.571	-7.800	-14.56	-14.26
	S	Mercedes-Benz	62.397	8/12/24	-0.57	43.123		53.403	-10.280	-19.25	-20.66
		Bridgestone	50.455	8/09/24	-1.33	35.740		37.334	-1.594	-4.27	-7.73
		Honda Motor	12.835	8/09/24	-0.14	9.156		8.401	0.755	8.99	2.92
		Merck (MSD)	113.480	8/12/24	-0.93	81.330		81.210	0.120	0.15	-2.75
		Axa	35.117	8/12/24	-0.77	25.342		25.056	0.286	1.14	-2.71
		Chevron	145.020	8/12/24	0.02	104.710		118.710	-14.000	-11.79	-12.30
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	74.420		71.200	3.220	4.52	6.02
	L	Philip Morris	116.090	8/12/24	0.07	85.570		84.640	0.930	1.10	3.82
	L	Procter & Gamble	166.810	8/12/24	-2.19	123.300		106.690	16.610	15.57	7.64
		BHP	2,705.774	8/12/24	-0.14	2,028.426		2,283.439	-255.013	-11.17	-11.18
		Samsung Electronics	61.996	8/12/24	1.07	46.640		36.070	10.570	29.30	13.31
	S	Ford Motor	9.860	8/12/24	-2.38	7.570		9.830	-2.260	-22.99	-18.20
		Barclays	284.403	8/12/24	0.85	219.692		189.348	30.345	16.03	7.29
		IBM	189.480	8/12/24	-1.03	146.430		132.280	14.150	10.70	5.70
		Seven & i	15.118	8/09/24	-0.54	11.862		11.656	0.206	1.77	-3.44
	L	Raytheon Tech	116.600	8/12/24	0.39	92.247		82.712	9.534	11.53	7.04
		⇓instrument	freshest		⇓ Δday	2/24/20	Δwk	5/27/19	prc diff	⇓ Δ39	⇓∅-RS
	S	McDonald´s	269.460	8/12/24	0.58	213.520		197.770	15.750	7.96	6.12
		Rio Tinto	6,385.834	8/12/24	0.56	5,124.044		5,888.735	-764.691	-12.99	-8.54
		Aviva	625.662	8/12/24	0.35	503.295		512.886	-9.591	-1.87	-3.61
		PepsiCo	171.420	8/12/24	-0.56	142.640		129.500	13.140	10.15	8.47
		Standard Chartered	932.936	8/12/24	0.92	783.822		868.468	-84.646	-9.75	-8.49
	L	HSBC	832.019	8/12/24	0.22	711.719		836.500	-124.780	-14.92	-9.69
	L	Coca-Cola	68.170	8/12/24	-0.74	58.650		49.640	9.010	18.15	13.22
	L	Anglo American	2,884.738	8/12/24	0.29	2,510.400		2,466.114	44.286	1.80	-2.26
		Allianz	277.790	8/12/24		241.804		227.049	14.755	6.50	2.97
		Banco Santander	4.439	8/12/24	-0.24	3.930		4.519	-0.588	-13.02	-9.35
		Repsol	13.857	8/12/24	0.67	12.283		16.374	-4.091	-24.98	-22.42
	L	Fox A	38.830	8/12/24	-1.27	34.690		36.920	-2.230	-6.04	-4.53
		E.on	13.379	8/12/24	0.78	12.125		10.587	1.539	14.54	15.63
	S	Johnson & Johnson	159.880	8/12/24	-0.46	145.910		138.920	6.990	5.03	6.64
	L	Novartis	98.872	8/12/24	0.16	93.302		88.224	5.078	5.76	6.94
	L	Unilever	59.813	8/12/24	-0.36	56.817		61.229	-4.412	-7.21	-3.43
		Sanofi	103.854	8/12/24	-0.60	99.403		84.606	14.797	17.49	11.32
		Swiss Re	106.292	8/12/24	0.10	102.664		95.859	6.805	7.10	0.28
		BP	568.032	8/12/24	1.35	566.287		690.740	-124.453	-18.02	-14.19
	L	RWE	35.128	8/12/24	1.70	36.496		25.605	10.891	42.54	30.52
		GSK	2,031.269	8/12/24	0.42	2,121.448		1,976.671	144.777	7.32	-0.32
	S	Engie	16.647	8/12/24	0.49	17.472		14.275	3.197	22.40	12.18
	S	National Grid	1,264.245	8/12/24	-0.04	1,349.786		1,035.920	313.866	30.30	20.94
	S	Kimberly-Clark	1.791	8/12/24	-1.01	2.014		1.814	0.201	11.06	5.35
		Panasonic	9.568	8/09/24	1.34	10.802		8.078	2.724	33.72	23.70
		⇓instrument	freshest		⇓ Δday	2/24/20	Δwk	5/27/19	prc diff	⇓ Δ39	⇓∅-RS
		Carrefour	14.904	8/12/24	-0.36	17.065		18.775	-1.711	-9.11	-5.52
	L	Ericsson	7.306	8/12/24	1.14	8.588		9.951	-1.363	-13.69	-4.17
	L	Nestlé	90.594	8/12/24	-0.40	108.173		99.138	9.035	9.11	4.84
	L	Pfizer	28.450	8/12/24	-0.35	34.670		41.950	-7.280	-17.35	-11.93
	S	Diageo	3,167.720	8/12/24	1.03	3,891.973		4,247.830	-355.857	-8.38	-5.62
	S	Nissan Motor	3.708	8/09/24	-0.56	4.557		6.831	-2.274	-33.30	-31.53
	L	3M	123.360	8/12/24	-0.65	152.570		166.090	-13.520	-8.14	-12.80
		Citigroup	57.840	8/12/24		72.530		64.410	8.120	12.61	3.81
		Nike	74.640	8/12/24	0.40	95.910		82.180	13.730	16.71	7.75
	S	Orange	10.980	8/12/24	-0.25	14.362		15.696	-1.335	-8.50	-6.73
	S	Bristol-Myers	47.060	8/12/24	0.73	63.970		46.810	17.160	36.66	24.43
	S	BASF	44.811	8/12/24	-0.22	63.754		68.283	-4.529	-6.63	-11.52
		Societe Generale	22.275	8/12/24	0.44	32.501		25.800	6.701	25.97	12.41
		Telefónica	4.377	8/12/24	0.12	6.510		8.109	-1.599	-19.72	-15.46
	L	Philips	28.289	8/12/24	-0.91	46.532		40.355	6.177	15.31	5.19
	S	Volkswagen	101.498	8/12/24	-0.47	170.430		161.285	9.145	5.67	-3.04
		UnibailRodaWestfield	3.666	8/12/24	0.73	6.474		7.787	-1.313	-16.86	-14.29
	L	Vodafone	96.188	8/12/24	0.87	194.702		159.968	34.734	21.71	5.58
		Prudential	821.036	8/12/24	0.41	1,835.507		2,022.112	-186.605	-9.23	-4.79
		Vivendi	10.300	8/12/24	0.40	27.030		26.198	0.832	3.18	-3.48
	L	Bayer	28.181	8/12/24	-0.04	76.531		61.207	15.324	25.04	6.85
	S	Intel	19.360	8/12/24	-1.78	61.760		44.570	17.190	38.57	16.90
SP Global 100 - 96 out of 96 instruments rated - 2/24/20 / 5/27/19 - 62 did rise, Market-Ratio(39) in USD = 64.58 %

Technical Chart

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

1/03/22	scale up chart	7/01/24

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
1/02/06		1/14/08	742		- cash -
short	1/14/08	7/06/09	539		Citigroup	100	34	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	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	7,655	28.907	20.110	41.553	12.646	44	318,093	62
long	4/30/12	10/20/14	903		Apple	100	15,251	20.856	24.940		4.084	20	380,374	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	13,794	27.573	27.646	27.501	-0.072	0	379,378	-7
long	11/03/14	8/24/15	294		Apple	100	13,871	27.350	25.788		-1.563	-6	357,704	-7
short	8/24/15	9/12/16	385		RWE	100	23,305	15.348	16.458	14.239	-1.110	-7	331,845	-7
long	9/12/16	7/02/18	658		Anglo American	100	30,361	10.930	21.635		10.705	98	656,864	46
short	7/02/18	7/15/19	378		Deutsche Bank	100	61,733	10.640	7.754	14.601	3.960	37	901,348	36
long	7/15/19	3/09/20	238		LVMH	100	2,105	428.031	387.571		-40.460	-9	816,179	-14
short	3/09/20	12/07/20	273		DuPont	100	23,219	35.150	65.430	4.870	-30.280	-86	113,108	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,616	69.965	62.428		-7.537	-11	100,928	-9
short	3/07/22	3/21/22	14		Vivendi	100	8,639	11.683	12.965	10.401	-1.282	-11	89,852	-95
long	3/21/22	6/13/22	84		Chevron	100	545	164.640	167.330		2.690	2	91,318	7
short	6/13/22	12/05/22	175		Philips	100	4,115	22.191	14.959	32.921	10.729	48	135,469	128
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,231	110.010	109.440		-0.570	-1	134,767	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,066	2.990	3.413	2.568	-0.423	-14	115,712	-80
long	1/23/23	10/23/23	273		Münchener Rück	100	326	353.906	396.949		43.043	12	129,744	17
short	10/23/23	12/11/23	49		Pfizer	100	4,207	30.840	28.640	33.209	2.369	8	139,711	74
long	12/11/23	8/12/24	245		Intel	100	3,136	44.540	19.360		-25.180	-57	60,746	-71
accum	1/14/08	8/12/24	6756	days out of 7498 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	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	10.93	21.64		10.71	97.94	97.94
Philips	short	6/13/22	12/05/22	175	22.19	14.96	32.92	10.73	48.35	48.35
Carrefour	short	8/01/11	4/30/12	273	28.91	20.11	41.55	12.65	43.75	43.75
Deutsche Bank	short	10/20/14	11/03/14	14	27.57	27.65	27.50	-0.07	-0.26
	short	7/02/18	7/15/19	378	10.64	7.75	14.60	3.96	37.22	36.86
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
Münchener Rück	long	1/23/23	10/23/23	273	353.91	396.95		43.04	12.16	12.16
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
RWE	short	8/24/15	9/12/16	385	15.35	16.46	14.24	-1.11	-7.23	-7.23
LVMH	long	7/15/19	3/09/20	238	428.03	387.57		-40.46	-9.45	-9.45
Mercedes-Benz	long	12/07/20	3/07/22	455	69.96	62.43		-7.54	-10.77	-10.77
Vivendi	short	3/07/22	3/21/22	14	11.68	12.96	10.40	-1.28	-10.97	-10.97
Credit Suisse	short	12/19/22	1/23/23	35	2.99	3.41	2.57	-0.42	-14.14	-14.14
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