Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 3/02/20 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/02/20	⇓ Δwk	6/03/19	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,079.900		1,855.910	223.990	12.07	USD	2.96
	L	Apple	217.530	8/12/24	0.71	74.703		43.325	31.378	72.42	USD	34.05
	L	RWE	32.360	8/12/24	1.70	32.320		22.240	10.080	45.32	EUR	28.07
		Microsoft	406.810	8/12/24	0.19	172.790		119.840	52.950	44.18	USD	24.93
	S	Bristol-Myers	47.060	8/12/24	0.73	60.340		46.120	14.220	30.83	USD	16.89
		Schneider Electric	211.250	8/12/24	0.38	92.240		71.860	20.380	28.36	EUR	15.52
	S	National Grid	978.400	8/12/24	-0.04	1,006.200		794.200	212.000	26.69	GBP	14.78
		Samsung Electronics	75,500.000	8/12/24	1.07	55,000.000		43,800.000	11,200.000	25.57	KRW	13.70
	S	Sony	12,325.000	8/09/24	0.28	6,873.000		5,168.000	1,705.000	32.99	JPY	12.77
	L	Alphabet A	162.290	8/12/24	-0.84	69.316		51.937	17.379	33.46	USD	12.29
		E.on	12.325	8/12/24	0.78	10.554		9.416	1.138	12.09	EUR	11.98
	L	HP	33.780	8/12/24	0.72	21.860		18.660	3.200	17.15	USD	11.14
		General Electric	166.870	8/12/24	-0.16	89.680		76.240	13.440	17.63	USD	10.48
	S	Intel	19.360	8/12/24	-1.78	58.180		43.460	14.720	33.87	USD	9.83
		Panasonic	1,058.500	8/09/24	1.34	1,036.000		858.300	177.700	20.70	JPY	8.79
	S	Engie	15.335	8/12/24	0.49	15.135		12.515	2.620	20.93	EUR	8.18
	L	Coca-Cola	68.170	8/12/24	-0.74	55.920		49.980	5.940	11.88	USD	7.39
		Deutsche Bank	13.308	8/12/24	0.14	7.567		5.975	1.592	26.64	EUR	7.02
		Marsh & McLennan	217.350	8/12/24	-1.23	108.010		96.450	11.560	11.99	USD	6.83
		Sanofi	95.670	8/12/24	-0.60	85.590		73.750	11.840	16.05	EUR	6.51
	L	Walmart	68.700	8/12/24	1.10	38.627		33.987	4.640	13.65	USD	4.48
		PepsiCo	171.420	8/12/24	-0.56	137.580		128.980	8.600	6.67	USD	4.20
	L	Procter & Gamble	166.810	8/12/24	-2.19	119.560		103.800	15.760	15.18	USD	3.93
		Nike	74.640	8/12/24	0.40	92.680		78.010	14.670	18.81	USD	3.89
	L	AstraZeneca	12,780.000	8/12/24	0.63	7,010.000		5,944.000	1,066.000	17.93	GBP	3.31
		⇓instrument	freshest		⇓ Δday	3/02/20	⇓ Δwk	6/03/19	prc diff	⇓ Δ39	Curr	∅-RS
	L	Philip Morris	116.090	8/12/24	0.07	84.970		78.610	6.360	8.09	USD	3.12
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	72.440		70.690	1.750	2.48	USD	2.98
		JP Morgan Chase	206.190	8/12/24	0.19	121.520		106.460	15.060	14.15	USD	2.97
	L	ABB	45.510	8/12/24	0.55	20.780		18.430	2.350	12.75	CHF	2.96
	S	Kimberly-Clark	34.140	8/12/24	-1.01	37.720		35.420	2.300	6.49	MXN	2.47
	S	LVMH	635.100	8/12/24	-0.14	376.100		340.500	35.600	10.46	EUR	2.42
	S	Johnson & Johnson	159.880	8/12/24	-0.46	140.020		131.440	8.580	6.53	USD	2.20
	L	Morgan Stanley	94.840	8/12/24	0.13	46.480		40.730	5.750	14.12	USD	2.06
	L	Bayer	25.960	8/12/24	-0.04	65.120		53.880	11.240	20.86	EUR	1.38
		Carrefour	13.730	8/12/24	-0.36	16.290		16.920	-0.630	-3.72	EUR	0.80
	S	McDonald´s	269.460	8/12/24	0.58	202.550		198.780	3.770	1.90	USD	0.36
	L	Münchener Rück	439.200	8/12/24	1.01	234.200		217.100	17.100	7.88	EUR	0.32
		Toyota	2,447.500	8/09/24	-0.14	1,431.000		1,269.000	162.000	12.77	JPY	0.31
	L	Texas Instruments	192.060	8/12/24	-0.08	118.970		105.170	13.800	13.12	USD	0.09
		L´Oreal	376.650	8/12/24	-1.59	247.500		241.500	6.000	2.48	EUR	-0.06
	L	Goldman Sachs	485.500	8/12/24	-0.97	209.470		183.190	26.280	14.35	USD	-0.34
		GSK	1,572.000	8/12/24	0.42	1,641.990		1,560.600	81.390	5.22	GBP	-1.48
	L	Nestlé	88.640	8/12/24	-0.40	100.540		101.440	-0.900	-0.89	CHF	-1.88
	L	Deutsche Telekom	24.730	8/12/24	0.49	14.736		15.224	-0.488	-3.21	EUR	-2.17
	L	Raytheon Tech	116.600	8/12/24	0.39	84.374		79.836	4.537	5.68	USD	-2.34
		Merck (MSD)	113.480	8/12/24	-0.93	81.370		80.260	1.110	1.38	USD	-2.72
		IBM	189.480	8/12/24	-1.03	134.300		128.270	6.030	4.70	USD	-3.15
		Citigroup	57.840	8/12/24		67.590		62.610	4.980	7.95	USD	-3.48
		Honda Motor	1,420.000	8/09/24	-0.14	932.170		886.500	45.670	5.15	JPY	-3.68
		Societe Generale	20.520	8/12/24	0.44	25.020		22.395	2.625	11.72	EUR	-3.68
		⇓instrument	freshest		⇓ Δday	3/02/20	⇓ Δwk	6/03/19	prc diff	⇓ Δ39	Curr	∅-RS
	L	Philips	26.060	8/12/24	-0.91	38.210		35.690	2.520	7.06	EUR	-3.97
		Caterpillar	336.030	8/12/24	-0.66	127.600		120.650	6.950	5.76	USD	-4.86
	S	Volkswagen	93.500	8/12/24	-0.47	149.640		140.060	9.580	6.84	EUR	-5.07
	L	Novartis	96.740	8/12/24	0.16	82.000		87.470	-5.470	-6.25	CHF	-5.44
		Seven & i	1,672.500	8/09/24	-0.54	1,247.330		1,206.000	41.330	3.43	JPY	-6.36
		Vivendi	9.488	8/12/24	0.40	23.360		24.410	-1.050	-4.30	EUR	-7.00
		Canon	4,525.000	8/09/24	1.64	2,791.500		3,047.000	-255.500	-8.39	JPY	-7.35
	L	Vodafone	74.440	8/12/24	0.87	133.560		129.960	3.600	2.77	GBP	-7.52
		Swiss Re	104.000	8/12/24	0.10	93.220		95.180	-1.960	-2.06	CHF	-8.07
	L	Unilever	55.100	8/12/24	-0.36	48.525		53.780	-5.255	-9.77	EUR	-8.12
		Allianz	255.900	8/12/24		193.860		199.160	-5.300	-2.66	EUR	-8.14
		Saint-Gobain	73.560	8/12/24	-0.41	31.920		32.675	-0.755	-2.31	EUR	-8.16
	L	Anglo American	2,232.500	8/12/24	0.29	1,844.600		1,919.600	-75.000	-3.91	GBP	-8.20
	L	Ericsson	71.080	8/12/24	1.14	76.480		91.240	-14.760	-16.18	SEK	-10.35
		Barclays	220.100	8/12/24	0.85	143.300		149.480	-6.180	-4.13	GBP	-10.80
	L	Pfizer	28.450	8/12/24	-0.35	34.880		41.920	-7.040	-16.79	USD	-11.02
	L	Fox A	38.830	8/12/24	-1.27	32.110		34.240	-2.130	-6.22	USD	-11.07
		UBS	24.850	8/12/24	0.44	10.515		11.380	-0.865	-7.60	CHF	-11.33
		Siemens	157.200	8/12/24	0.01	91.640		102.420	-10.780	-10.53	EUR	-11.33
		Axa	32.350	8/12/24	-0.77	20.725		21.800	-1.075	-4.93	EUR	-11.35
	S	Orange	10.115	8/12/24	-0.25	12.180		14.150	-1.970	-13.92	EUR	-11.72
	L	3M	123.360	8/12/24	-0.65	153.020		160.040	-7.020	-4.39	USD	-12.01
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.286		4.862	-0.576	-11.85	EUR	-12.59
	S	Diageo	2,451.500	8/12/24	1.03	2,811.500		3,362.000	-550.500	-16.37	GBP	-12.76
		Bridgestone	5,582.000	8/09/24	-1.33	3,646.000		4,082.000	-436.000	-10.68	JPY	-13.36
		⇓instrument	freshest		⇓ Δday	3/02/20	⇓ Δwk	6/03/19	prc diff	⇓ Δ39	Curr	∅-RS
		Rio Tinto	4,942.000	8/12/24	0.56	3,720.000		4,595.000	-875.000	-19.04	GBP	-14.95
	L	HSBC	643.900	8/12/24	0.22	520.100		646.900	-126.800	-19.60	GBP	-15.40
		Prudential	635.400	8/12/24	0.41	1,270.000		1,554.000	-284.000	-18.28	GBP	-15.61
		UnibailRodaWestfield	5.550	8/12/24	0.73	9.190		10.800	-1.610	-14.91	AUD	-15.76
		Aviva	484.200	8/12/24	0.35	343.200		403.100	-59.900	-14.86	GBP	-15.90
		Banco Santander	4.089	8/12/24	-0.24	3.255		3.940	-0.685	-17.39	EUR	-16.07
		ING Groep	15.232	8/12/24	0.21	8.429		9.602	-1.173	-12.22	EUR	-17.38
	S	BASF	41.280	8/12/24	-0.22	53.060		59.150	-6.090	-10.30	EUR	-17.70
		Standard Chartered	722.000	8/12/24	0.92	550.400		674.600	-124.200	-18.41	GBP	-17.83
		TotalEnergies	61.720	8/12/24	0.60	39.100		46.710	-7.610	-16.29	EUR	-18.06
		BHP	2,094.000	8/12/24	-0.14	1,449.000		1,798.000	-349.000	-19.41	GBP	-18.63
		Chevron	145.020	8/12/24	0.02	96.590		115.990	-19.400	-16.73	USD	-18.88
		BP	439.600	8/12/24	1.35	411.250		544.000	-132.750	-24.40	GBP	-20.00
	S	Ford Motor	9.860	8/12/24	-2.38	7.200		9.610	-2.410	-25.08	USD	-21.95
		Telefónica	4.032	8/12/24	0.12	5.343		7.195	-1.852	-25.74	EUR	-22.26
	S	Mercedes-Benz	57.480	8/12/24	-0.57	37.130		46.655	-9.525	-20.42	EUR	-23.37
		Exxon Mobil	119.000	8/12/24	0.13	53.880		71.880	-18.000	-25.04	USD	-25.03
		Shell	33.025	8/12/24	0.93	19.808		27.865	-8.057	-28.91	EUR	-26.03
		Aegon	5.562	8/12/24	0.22	3.023		4.030	-1.007	-24.99	EUR	-26.26
		Repsol	12.765	8/12/24	0.67	10.215		14.485	-4.270	-29.48	EUR	-27.62
	L	DuPont	78.330	8/12/24	-0.25	44.950		76.100	-31.150	-40.93	USD	-32.58
	S	Nissan Motor	410.200	8/09/24	-0.56	460.500		744.800	-284.300	-38.17	JPY	-35.56
SP Global 100 - 96 out of 96 instruments rated - 3/02/20 / 6/03/19 - 51 did rise, Market-Ratio(39) = 53.13 %

Technical Chart

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

1/03/22	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	6752	days out of 7494 invested (90%)								492		59,187	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	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


	is taking down something concerning