Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Japanese yen - 24/02/20 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	24/02/20	⇓ Δwk	27/05/19	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	415,654.014	12/08/24	0.32	238,948.480		208,502.682	30,445.797	14.60	8.89
	L	Apple	24,065.886	12/08/24	0.71	8,247.099		4,898.028	3,349.071	68.38	37.21
	L	RWE	3,886.307	12/08/24	1.70	4,037.628		2,802.970	1,234.657	44.05	32.52
		Deutsche Bank	1,598.238	12/08/24	0.14	1,073.658		790.151	283.507	35.88	25.37
		Panasonic	1,058.500	9/08/24	1.34	1,195.000		884.300	310.700	35.14	25.74
		Microsoft	45,006.404	12/08/24	0.19	18,905.986		13,819.681	5,086.306	36.80	26.46
	S	Bristol-Myers	5,206.365	12/08/24	0.73	7,077.160		5,124.360	1,952.800	38.11	26.41
		Schneider Electric	25,370.280	12/08/24	0.38	11,839.064		9,049.904	2,789.159	30.82	22.75
	S	Sony	12,325.000	9/08/24	0.28	7,479.000		5,423.000	2,056.000	37.91	23.46
	S	National Grid	139,866.597	12/08/24	-0.04	149,330.179		113,403.712	35,926.468	31.68	22.89
		E.on	1,480.183	12/08/24	0.78	1,341.472		1,158.937	182.536	15.75	17.52
		Samsung Electronics	6,858.735	12/08/24	1.07	5,159.949		3,948.653	1,211.297	30.68	15.14
		General Electric	18,461.244	12/08/24	-0.16	10,496.811		8,276.045	2,220.766	26.83	18.97
	S	Intel	2,141.845	12/08/24	-1.78	6,832.663		4,879.144	1,953.518	40.04	18.81
		Societe Generale	2,464.370	12/08/24	0.44	3,595.674		2,824.418	771.256	27.31	14.29
	L	Alphabet A	17,954.547	12/08/24	-0.84	7,854.132		6,232.267	1,621.866	26.02	17.36
	S	Engie	1,841.672	12/08/24	0.49	1,932.945		1,562.653	370.292	23.70	13.94
		Sanofi	11,489.584	12/08/24	-0.60	10,997.191		9,261.935	1,735.256	18.74	13.08
	L	Münchener Rück	52,746.163	12/08/24	1.01	31,609.267		26,926.652	4,682.616	17.39	11.87
	L	Coca-Cola	7,541.817	12/08/24	-0.74	6,488.596		5,434.165	1,054.431	19.40	14.94
		Marsh & McLennan	24,045.972	12/08/24	-1.23	12,537.980		10,441.391	2,096.590	20.08	14.27
		JP Morgan Chase	22,811.313	12/08/24	0.19	14,621.190		12,017.780	2,603.410	21.66	14.22
	L	HP	3,737.166	12/08/24	0.72	2,444.978		2,192.714	252.264	11.50	14.02
	L	ABB	5,145.857	12/08/24	0.55	2,531.658		2,059.922	471.736	22.90	14.26
		Toyota	2,447.500	9/08/24	-0.14	1,567.000		1,311.000	256.000	19.53	10.14
		⇓instrument	freshest		⇓ Δday	24/02/20	⇓ Δwk	27/05/19	prc diff	⇓ Δ39	∅-RS
	L	AstraZeneca	1,826,957.393	12/08/24	0.63	1,064,438.556		845,597.844	218,840.712	25.88	12.95
	L	Bayer	3,117.692	12/08/24	-0.04	8,466.768		6,700.410	1,766.358	26.36	8.57
	L	Morgan Stanley	10,492.385	12/08/24	0.13	5,496.222		4,702.895	793.327	16.87	11.19
		PepsiCo	18,964.622	12/08/24	-0.56	15,780.619		14,176.558	1,604.061	11.31	10.14
	L	Philips	3,129.702	12/08/24	-0.91	5,147.915		4,417.711	730.204	16.53	6.79
		Nike	8,257.609	12/08/24	0.40	10,610.762		8,996.367	1,614.395	17.94	9.46
	L	Procter & Gamble	18,454.606	12/08/24	-2.19	13,640.986		11,679.513	1,961.473	16.79	9.27
	L	Deutsche Telekom	2,969.974	12/08/24	0.49	1,940.751		1,864.888	75.863	4.07	6.25
	L	Goldman Sachs	53,712.074	12/08/24	-0.97	24,841.420		21,127.997	3,713.422	17.58	8.76
	L	Raytheon Tech	12,899.748	12/08/24	0.39	10,205.482		9,054.650	1,150.833	12.71	8.75
	S	Johnson & Johnson	17,687.923	12/08/24	-0.46	16,142.387		15,207.779	934.608	6.15	8.35
	S	McDonald´s	29,811.031	12/08/24	0.58	23,622.250		21,650.176	1,972.073	9.11	7.73
	L	Colgate-Palmolive	11,204.859	12/08/24	-0.77	8,233.270		7,794.370	438.900	5.63	7.67
		Barclays	31,464.266	12/08/24	0.85	24,305.109		20,728.188	3,576.922	17.26	9.08
		Allianz	30,732.566	12/08/24		26,751.384		24,855.371	1,896.013	7.63	4.60
		IBM	20,962.644	12/08/24	-1.03	16,199.916		14,480.889	1,719.027	11.87	7.37
	L	Novartis	10,938.480	12/08/24	0.16	10,322.243		9,658.067	664.176	6.88	8.55
	S	LVMH	76,272.970	12/08/24	-0.14	46,315.022		41,505.283	4,809.740	11.59	4.23
	L	Walmart	7,600.452	12/08/24	1.10	4,289.587		3,746.476	543.111	14.50	6.81
	S	Kimberly-Clark	198.164	12/08/24	-1.01	222.833		198.536	24.298	12.24	6.94
		Honda Motor	1,420.000	9/08/24	-0.14	1,013.000		919.670	93.330	10.15	4.60
	L	Vodafone	10,641.526	12/08/24	0.87	21,540.371		17,511.888	4,028.483	23.00	7.25
	L	Philip Morris	12,843.326	12/08/24	0.07	9,466.822		9,265.667	201.155	2.17	5.52
		Citigroup	6,398.983	12/08/24		8,024.175		7,051.059	973.116	13.80	5.45
		L´Oreal	45,234.158	12/08/24	-1.59	30,744.576		29,966.165	778.411	2.60	2.41
		⇓instrument	freshest		⇓ Δday	24/02/20	⇓ Δwk	27/05/19	prc diff	⇓ Δ39	∅-RS
	L	Nestlé	10,022.605	12/08/24	-0.40	11,967.425		10,852.778	1,114.647	10.27	6.43
	L	Texas Instruments	21,248.076	12/08/24	-0.08	13,435.210		11,501.075	1,934.135	16.82	3.98
		UBS	2,809.812	12/08/24	0.44	1,364.201		1,296.180	68.021	5.25	4.51
		Banco Bilbao Viz	1,071.737	12/08/24	0.27	589.912		617.217	-27.306	-4.42	-0.97
		Axa	3,885.106	12/08/24	-0.77	2,803.641		2,742.915	60.726	2.21	-1.15
		Saint-Gobain	8,834.262	12/08/24	-0.41	4,161.326		4,072.089	89.237	2.19	-1.34
	S	Volkswagen	11,228.976	12/08/24	-0.47	18,855.072		17,656.138	1,198.934	6.79	-1.48
	L	Unilever	6,617.290	12/08/24	-0.36	6,285.825		6,702.861	-417.036	-6.22	-1.93
		Vivendi	1,139.471	12/08/24	0.40	2,990.390		2,867.927	122.463	4.27	-1.94
		Swiss Re	11,759.374	12/08/24	0.10	11,357.973		10,493.819	864.154	8.23	1.85
		GSK	224,724.337	12/08/24	0.42	234,701.125		216,389.169	18,311.956	8.46	1.24
		Caterpillar	37,175.836	12/08/24	-0.66	14,622.296		13,455.141	1,167.156	8.67	0.03
		Seven & i	1,672.500	9/08/24	-0.54	1,312.330		1,276.000	36.330	2.85	-1.88
	L	Ericsson	808.243	12/08/24	1.14	950.152		1,089.360	-139.208	-12.78	-2.59
		Siemens	18,879.091	12/08/24	0.01	12,117.686		12,905.673	-787.987	-6.11	-3.37
		Merck (MSD)	12,554.575	12/08/24	-0.93	8,997.741		8,890.180	107.561	1.21	-1.24
		Carrefour	1,648.918	12/08/24	-0.36	1,887.909		2,055.348	-167.439	-8.15	-3.99
	L	Anglo American	319,145.726	12/08/24	0.29	277,731.833		269,969.159	7,762.674	2.88	-0.63
	S	Orange	1,214.771	12/08/24	-0.25	1,588.870		1,718.305	-129.435	-7.53	-5.24
	L	Fox A	4,295.860	12/08/24	-1.27	3,837.841		4,041.687	-203.846	-5.04	-2.92
		Aviva	69,218.527	12/08/24	0.35	55,680.744		56,146.364	-465.620	-0.83	-2.00
		Prudential	90,833.234	12/08/24	0.41	203,066.743		221,363.601	-18,296.857	-8.27	-3.21
		Bridgestone	5,582.000	9/08/24	-1.33	3,954.000		4,087.000	-133.000	-3.25	-6.26
	S	Diageo	350,452.743	12/08/24	1.03	430,578.691		465,016.321	-34,437.631	-7.41	-4.14
		Banco Santander	491.073	12/08/24	-0.24	434.808		494.656	-59.849	-12.10	-7.84
		⇓instrument	freshest		⇓ Δday	24/02/20	⇓ Δwk	27/05/19	prc diff	⇓ Δ39	∅-RS
		ING Groep	1,829.302	12/08/24	0.21	1,142.113		1,197.911	-55.798	-4.66	-8.01
		Canon	4,525.000	9/08/24	1.64	2,776.000		3,105.000	-329.000	-10.60	-8.15
	S	BASF	4,957.563	12/08/24	-0.22	7,053.238		7,474.995	-421.757	-5.64	-10.05
		Standard Chartered	103,213.086	12/08/24	0.92	86,716.147		95,072.472	-8,356.326	-8.79	-7.02
		Rio Tinto	706,480.707	12/08/24	0.56	566,885.723		644,648.578	-77,762.855	-12.06	-7.04
		UnibailRodaWestfield	405.604	12/08/24	0.73	716.201		852.423	-136.222	-15.98	-12.86
	L	HSBC	92,048.346	12/08/24	0.22	78,739.290		91,572.872	-12,833.582	-14.01	-8.22
		TotalEnergies	7,412.325	12/08/24	0.60	5,063.848		5,864.544	-800.696	-13.65	-12.87
	L	Pfizer	3,147.494	12/08/24	-0.35	3,835.628		4,592.329	-756.701	-16.48	-10.49
		BHP	299,346.540	12/08/24	-0.14	224,409.837		249,971.443	-25,561.607	-10.23	-9.74
		Chevron	16,043.924	12/08/24	0.02	11,584.328		12,995.360	-1,411.032	-10.86	-10.91
	L	3M	13,647.624	12/08/24	-0.65	16,879.199		18,182.120	-1,302.920	-7.17	-11.33
		Telefónica	484.227	12/08/24	0.12	720.216		887.709	-167.494	-18.87	-14.08
		Aegon	667.974	12/08/24	0.22	422.738		513.163	-90.425	-17.62	-15.45
		BP	62,842.760	12/08/24	1.35	62,649.771		75,616.362	-12,966.590	-17.15	-12.78
	S	Ford Motor	1,090.836	12/08/24	-2.38	837.488		1,076.105	-238.617	-22.17	-16.91
	S	Mercedes-Benz	6,903.118	12/08/24	-0.57	4,770.814		5,846.160	-1,075.346	-18.39	-19.32
		Shell	3,966.170	12/08/24	0.93	2,625.299		3,462.961	-837.662	-24.19	-19.63
		Repsol	1,533.025	12/08/24	0.67	1,358.886		1,792.455	-433.568	-24.19	-21.15
		Exxon Mobil	13,165.266	12/08/24	0.13	6,236.354		8,114.027	-1,877.673	-23.14	-20.83
	L	DuPont	8,665.843	12/08/24	-0.25	5,581.409		7,914.789	-2,333.379	-29.48	-23.62
	S	Nissan Motor	410.200	9/08/24	-0.56	504.100		747.800	-243.700	-32.59	-30.36
SP Global 100 - 96 out of 96 instruments rated - 24/02/20 / 27/05/19 - 62 did rise, Market-Ratio(39) in JPY = 64.58 %

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


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