Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 5/25/20 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/25/20	⇓ Δwk	8/26/19	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,003.500		1,912.290	91.210	4.77	USD	-0.10
	L	Apple	217.530	8/12/24	0.71	79.723		51.623	28.100	54.43	USD	31.38
	L	AstraZeneca	12,780.000	8/12/24	0.63	8,996.000		7,313.000	1,683.000	23.01	GBP	25.83
		Microsoft	406.810	8/12/24	0.19	183.510		135.450	48.060	35.48	USD	23.32
	S	Intel	19.360	8/12/24	-1.78	62.255		45.560	16.695	36.64	USD	15.83
	L	RWE	32.360	8/12/24	1.70	29.970		25.330	4.640	18.32	EUR	15.50
	L	Alphabet A	162.290	8/12/24	-0.84	70.662		58.559	12.103	20.67	USD	13.56
	S	Bristol-Myers	47.060	8/12/24	0.73	60.790		48.110	12.680	26.36	USD	12.92
	L	Walmart	68.700	8/12/24	1.10	41.443		37.330	4.113	11.02	USD	7.13
		Sanofi	95.670	8/12/24	-0.60	87.670		76.950	10.720	13.93	EUR	6.59
		Nike	74.640	8/12/24	0.40	93.750		82.250	11.500	13.98	USD	5.81
		E.on	12.325	8/12/24	0.78	9.806		8.200	1.606	19.59	EUR	5.77
	L	Ericsson	71.080	8/12/24	1.14	87.040		78.360	8.680	11.08	SEK	5.53
	S	Johnson & Johnson	159.880	8/12/24	-0.46	144.370		127.800	16.570	12.97	USD	5.24
	L	Philips	26.060	8/12/24	-0.91	42.040		41.430	0.610	1.47	EUR	5.22
	S	Sony	12,325.000	8/09/24	0.28	6,750.000		5,839.000	911.000	15.60	JPY	4.64
		Schneider Electric	211.250	8/12/24	0.38	85.360		73.800	11.560	15.66	EUR	4.16
		Rio Tinto	4,942.000	8/12/24	0.56	4,262.500		3,924.500	338.000	8.61	GBP	2.72
		Deutsche Bank	13.308	8/12/24	0.14	6.900		6.333	0.567	8.95	EUR	2.60
		Marsh & McLennan	217.350	8/12/24	-1.23	104.500		96.980	7.520	7.75	USD	2.56
		L´Oreal	376.650	8/12/24	-1.59	251.100		238.600	12.500	5.24	EUR	0.85
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	70.750		72.770	-2.020	-2.78	USD	0.65
	L	Pfizer	28.450	8/12/24	-0.35	37.500		34.840	2.660	7.63	USD	-0.01
	L	Nestlé	88.640	8/12/24	-0.40	103.820		108.080	-4.260	-3.94	CHF	-0.08
		GSK	1,572.000	8/12/24	0.42	1,660.530		1,699.610	-39.080	-2.30	GBP	-0.78
		⇓instrument	freshest		⇓ Δday	5/25/20	⇓ Δwk	8/26/19	prc diff	⇓ Δ39	Curr	∅-RS
	L	Bayer	25.960	8/12/24	-0.04	62.130		66.620	-4.490	-6.74	EUR	-1.00
		Samsung Electronics	75,500.000	8/12/24	1.07	48,850.000		43,600.000	5,250.000	12.04	KRW	-1.10
		Panasonic	1,058.500	8/09/24	1.34	898.200		806.900	91.300	11.31	JPY	-1.11
		Siemens	157.200	8/12/24	0.01	95.980		88.570	7.410	8.37	EUR	-1.25
	S	National Grid	978.400	8/12/24	-0.04	880.600		853.000	27.600	3.24	GBP	-1.57
		PepsiCo	171.420	8/12/24	-0.56	130.480		133.740	-3.260	-2.44	USD	-2.17
	S	LVMH	635.100	8/12/24	-0.14	361.950		353.600	8.350	2.36	EUR	-2.41
	L	Texas Instruments	192.060	8/12/24	-0.08	113.430		121.670	-8.240	-6.77	USD	-4.02
		BHP	2,094.000	8/12/24	-0.14	1,550.000		1,680.400	-130.400	-7.76	GBP	-4.38
		Honda Motor	1,420.000	8/09/24	-0.14	876.670		817.670	59.000	7.22	JPY	-4.47
	L	Deutsche Telekom	24.730	8/12/24	0.49	13.830		14.812	-0.982	-6.63	EUR	-4.48
	L	Procter & Gamble	166.810	8/12/24	-2.19	112.600		119.320	-6.720	-5.63	USD	-4.51
	L	Novartis	96.740	8/12/24	0.16	83.110		86.360	-3.250	-3.76	CHF	-4.52
	L	ABB	45.510	8/12/24	0.55	18.660		18.105	0.555	3.07	CHF	-4.55
	L	Vodafone	74.440	8/12/24	0.87	130.000		150.340	-20.340	-13.53	GBP	-5.67
	S	McDonald´s	269.460	8/12/24	0.58	184.410		216.910	-32.500	-14.98	USD	-6.57
	L	Morgan Stanley	94.840	8/12/24	0.13	40.130		40.160	-0.030	-0.07	USD	-7.74
	S	Diageo	2,451.500	8/12/24	1.03	2,834.000		3,418.000	-584.000	-17.09	GBP	-8.06
		Merck (MSD)	113.480	8/12/24	-0.93	76.370		85.880	-9.510	-11.07	USD	-8.18
		Seven & i	1,672.500	8/09/24	-0.54	1,175.330		1,216.330	-41.000	-3.37	JPY	-8.51
	L	3M	123.360	8/12/24	-0.65	146.440		156.120	-9.680	-6.20	USD	-9.01
	L	HP	33.780	8/12/24	0.72	17.000		17.840	-0.840	-4.71	USD	-9.02
	S	Volkswagen	93.500	8/12/24	-0.47	133.960		142.180	-8.220	-5.78	EUR	-9.20
		Toyota	2,447.500	8/09/24	-0.14	1,277.000		1,374.000	-97.000	-7.06	JPY	-9.82
		IBM	189.480	8/12/24	-1.03	118.390		129.990	-11.600	-8.92	USD	-10.76
		⇓instrument	freshest		⇓ Δday	5/25/20	⇓ Δwk	8/26/19	prc diff	⇓ Δ39	Curr	∅-RS
	L	Goldman Sachs	485.500	8/12/24	-0.97	179.930		199.650	-19.720	-9.88	USD	-10.99
	L	Philip Morris	116.090	8/12/24	0.07	70.450		77.730	-7.280	-9.37	USD	-11.12
	S	Kimberly-Clark	34.140	8/12/24	-1.01	33.000		39.760	-6.760	-17.00	MXN	-11.49
		Caterpillar	336.030	8/12/24	-0.66	112.470		114.420	-1.950	-1.70	USD	-11.54
		Saint-Gobain	73.560	8/12/24	-0.41	27.830		31.680	-3.850	-12.15	EUR	-11.86
		UBS	24.850	8/12/24	0.44	9.638		10.330	-0.692	-6.70	CHF	-11.96
	L	Unilever	55.100	8/12/24	-0.36	44.880		54.340	-9.460	-17.41	EUR	-12.34
	L	Münchener Rück	439.200	8/12/24	1.01	198.000		218.600	-20.600	-9.42	EUR	-12.55
	L	Coca-Cola	68.170	8/12/24	-0.74	45.030		54.540	-9.510	-17.44	USD	-13.11
	L	Anglo American	2,232.500	8/12/24	0.29	1,569.600		1,666.600	-97.000	-5.82	GBP	-13.80
	L	Fox A	38.830	8/12/24	-1.27	27.800		32.080	-4.280	-13.34	USD	-13.82
	L	DuPont	78.330	8/12/24	-0.25	48.690		64.260	-15.570	-24.23	USD	-13.91
		Carrefour	13.730	8/12/24	-0.36	13.175		15.460	-2.285	-14.78	EUR	-14.44
		Bridgestone	5,582.000	8/09/24	-1.33	3,319.000		3,949.000	-630.000	-15.95	JPY	-15.24
		Chevron	145.020	8/12/24	0.02	90.280		115.740	-25.460	-22.00	USD	-15.42
		Vivendi	9.488	8/12/24	0.40	19.950		25.330	-5.380	-21.24	EUR	-15.46
		Allianz	255.900	8/12/24		159.340		199.160	-39.820	-19.99	EUR	-19.17
	S	BASF	41.280	8/12/24	-0.22	46.710		58.000	-11.290	-19.47	EUR	-19.28
	S	Orange	10.115	8/12/24	-0.25	10.395		13.435	-3.040	-22.63	EUR	-19.99
		JP Morgan Chase	206.190	8/12/24	0.19	89.470		106.870	-17.400	-16.28	USD	-21.05
		TotalEnergies	61.720	8/12/24	0.60	33.265		43.840	-10.575	-24.12	EUR	-21.30
	S	Mercedes-Benz	57.480	8/12/24	-0.57	31.875		41.330	-9.455	-22.88	EUR	-21.90
		Canon	4,525.000	8/09/24	1.64	2,140.000		2,697.000	-557.000	-20.65	JPY	-22.99
	S	Engie	15.335	8/12/24	0.49	9.964		13.500	-3.536	-26.19	EUR	-23.51
		Prudential	635.400	8/12/24	0.41	1,011.000		1,362.500	-351.500	-25.80	GBP	-23.85
		⇓instrument	freshest		⇓ Δday	5/25/20	⇓ Δwk	8/26/19	prc diff	⇓ Δ39	Curr	∅-RS
	L	Raytheon Tech	116.600	8/12/24	0.39	60.000		78.974	-18.974	-24.03	USD	-24.54
		Exxon Mobil	119.000	8/12/24	0.13	44.600		67.850	-23.250	-34.27	USD	-25.86
		Barclays	220.100	8/12/24	0.85	103.140		138.040	-34.900	-25.28	GBP	-26.27
	S	Ford Motor	9.860	8/12/24	-2.38	5.650		8.820	-3.170	-35.94	USD	-27.07
		Axa	32.350	8/12/24	-0.77	15.192		21.295	-6.103	-28.66	EUR	-27.79
		Repsol	12.765	8/12/24	0.67	8.398		12.595	-4.197	-33.32	EUR	-28.83
		Telefónica	4.032	8/12/24	0.12	4.225		6.057	-1.832	-30.25	EUR	-28.86
		BP	439.600	8/12/24	1.35	310.000		488.000	-178.000	-36.48	GBP	-29.74
		Citigroup	57.840	8/12/24		44.100		62.720	-18.620	-29.69	USD	-29.96
		General Electric	166.870	8/12/24	-0.16	51.280		64.400	-13.120	-20.37	USD	-30.55
		Swiss Re	104.000	8/12/24	0.10	63.080		98.920	-35.840	-36.23	CHF	-31.98
	L	HSBC	643.900	8/12/24	0.22	379.000		586.400	-207.400	-35.37	GBP	-32.04
		Aviva	484.200	8/12/24	0.35	236.100		361.400	-125.300	-34.67	GBP	-33.47
		Shell	33.025	8/12/24	0.93	14.996		25.015	-10.019	-40.05	EUR	-33.50
		Aegon	5.562	8/12/24	0.22	2.241		3.444	-1.203	-34.93	EUR	-33.62
	S	Nissan Motor	410.200	8/09/24	-0.56	374.700		648.800	-274.100	-42.25	JPY	-33.86
		ING Groep	15.232	8/12/24	0.21	5.326		8.483	-3.157	-37.22	EUR	-35.28
		Standard Chartered	722.000	8/12/24	0.92	382.000		614.400	-232.400	-37.83	GBP	-36.00
		Banco Bilbao Viz	8.924	8/12/24	0.27	2.650		4.276	-1.626	-38.03	EUR	-36.49
		Banco Santander	4.089	8/12/24	-0.24	1.937		3.495	-1.558	-44.59	EUR	-39.69
		Societe Generale	20.520	8/12/24	0.44	12.544		22.540	-9.996	-44.35	EUR	-42.81
		UnibailRodaWestfield	5.550	8/12/24	0.73	3.540		10.000	-6.460	-64.60	AUD	-58.12
SP Global 100 - 96 out of 96 instruments rated - 5/25/20 / 8/26/19 - 28 did rise, Market-Ratio(39) = 29.17 %

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	6727	days out of 7469 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