Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 8/31/20 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/31/20	⇓ Δwk	12/02/19	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,399.070		2,089.580	309.490	14.81	USD	16.02
	L	Apple	217.530	8/12/24	0.71	129.040		66.040	63.000	95.40	USD	78.66
		Microsoft	406.810	8/12/24	0.19	225.530		149.550	75.980	50.81	USD	36.42
	L	Alphabet A	162.290	8/12/24	-0.84	81.477		64.443	17.034	26.43	USD	21.87
		Nike	74.640	8/12/24	0.40	111.890		93.560	18.330	19.59	USD	20.26
	L	Ericsson	71.080	8/12/24	1.14	100.250		85.420	14.830	17.36	SEK	19.60
	S	Sony	12,325.000	8/09/24	0.28	8,309.000		6,998.000	1,311.000	18.73	JPY	18.39
	L	RWE	32.360	8/12/24	1.70	33.300		25.450	7.850	30.84	EUR	18.37
		Schneider Electric	211.250	8/12/24	0.38	103.750		86.500	17.250	19.94	EUR	18.21
	L	Texas Instruments	192.060	8/12/24	-0.08	142.150		118.790	23.360	19.66	USD	16.85
		Siemens	157.200	8/12/24	0.01	115.660		116.200	-0.540	-0.46	EUR	16.28
	L	Morgan Stanley	94.840	8/12/24	0.13	52.260		49.080	3.180	6.48	USD	16.00
	L	Walmart	68.700	8/12/24	1.10	46.283		39.760	6.523	16.41	USD	15.13
	L	Procter & Gamble	166.810	8/12/24	-2.19	138.330		122.720	15.610	12.72	USD	14.38
	L	ABB	45.510	8/12/24	0.55	22.970		21.670	1.300	6.00	CHF	12.62
		Deutsche Bank	13.308	8/12/24	0.14	8.025		6.466	1.559	24.11	EUR	12.44
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	79.260		67.570	11.690	17.30	USD	11.98
		Rio Tinto	4,942.000	8/12/24	0.56	4,635.000		4,232.500	402.500	9.51	GBP	11.26
		Caterpillar	336.030	8/12/24	-0.66	142.310		142.960	-0.650	-0.45	USD	11.17
	S	McDonald´s	269.460	8/12/24	0.58	213.520		195.180	18.340	9.40	USD	10.29
	S	Mercedes-Benz	57.480	8/12/24	-0.57	42.645		49.855	-7.210	-14.46	EUR	9.94
		Marsh & McLennan	217.350	8/12/24	-1.23	114.910		106.930	7.980	7.46	USD	9.51
	S	Johnson & Johnson	159.880	8/12/24	-0.46	153.410		137.360	16.050	11.68	USD	9.49
		Saint-Gobain	73.560	8/12/24	-0.41	33.980		36.740	-2.760	-7.51	EUR	8.72
	L	AstraZeneca	12,780.000	8/12/24	0.63	8,340.000		7,422.000	918.000	12.37	GBP	8.53
		⇓instrument	freshest		⇓ Δday	8/31/20	⇓ Δwk	12/02/19	prc diff	⇓ Δ39	Curr	∅-RS
	L	HP	33.780	8/12/24	0.72	19.550		19.830	-0.280	-1.41	USD	8.49
		BHP	2,094.000	8/12/24	-0.14	1,712.800		1,718.400	-5.600	-0.33	GBP	8.44
		L´Oreal	376.650	8/12/24	-1.59	276.900		251.700	25.200	10.01	EUR	7.81
	S	Bristol-Myers	47.060	8/12/24	0.73	62.200		57.410	4.790	8.34	USD	7.17
	L	Münchener Rück	439.200	8/12/24	1.01	241.700		255.800	-14.100	-5.51	EUR	5.75
	L	DuPont	78.330	8/12/24	-0.25	55.760		64.860	-9.100	-14.03	USD	5.45
		Panasonic	1,058.500	8/09/24	1.34	977.900		1,032.000	-54.100	-5.24	JPY	5.24
		E.on	12.325	8/12/24	0.78	9.910		9.311	0.599	6.43	EUR	4.87
		PepsiCo	171.420	8/12/24	-0.56	140.060		135.880	4.180	3.08	USD	4.38
	S	LVMH	635.100	8/12/24	-0.14	392.800		396.550	-3.750	-0.95	EUR	3.93
	L	Pfizer	28.450	8/12/24	-0.35	37.790		38.310	-0.520	-1.36	USD	3.90
		Merck (MSD)	113.480	8/12/24	-0.93	85.270		87.080	-1.810	-2.08	USD	3.79
		Samsung Electronics	75,500.000	8/12/24	1.07	54,000.000		50,400.000	3,600.000	7.14	KRW	3.79
	L	Nestlé	88.640	8/12/24	-0.40	108.560		102.540	6.020	5.87	CHF	3.46
	L	3M	123.360	8/12/24	-0.65	163.020		168.270	-5.250	-3.12	USD	2.94
		Vivendi	9.488	8/12/24	0.40	23.800		24.540	-0.740	-3.02	EUR	2.94
	L	Philip Morris	116.090	8/12/24	0.07	79.790		82.600	-2.810	-3.40	USD	2.88
	L	Anglo American	2,232.500	8/12/24	0.29	1,832.600		2,040.500	-207.900	-10.19	GBP	2.53
	L	Deutsche Telekom	24.730	8/12/24	0.49	14.750		14.906	-0.156	-1.05	EUR	2.39
		UBS	24.850	8/12/24	0.44	10.985		12.005	-1.020	-8.50	CHF	1.44
	L	Goldman Sachs	485.500	8/12/24	-0.97	204.870		217.640	-12.770	-5.87	USD	1.04
		Prudential	635.400	8/12/24	0.41	1,221.500		1,347.500	-126.000	-9.35	GBP	-0.77
		Toyota	2,447.500	8/09/24	-0.14	1,401.000		1,548.000	-147.000	-9.50	JPY	-0.96
		Honda Motor	1,420.000	8/09/24	-0.14	909.670		1,034.670	-125.000	-12.08	JPY	-1.27
	L	Coca-Cola	68.170	8/12/24	-0.74	49.530		53.750	-4.220	-7.85	USD	-1.52
		⇓instrument	freshest		⇓ Δday	8/31/20	⇓ Δwk	12/02/19	prc diff	⇓ Δ39	Curr	∅-RS
		Sanofi	95.670	8/12/24	-0.60	84.870		82.520	2.350	2.85	EUR	-1.58
	L	Unilever	55.100	8/12/24	-0.36	48.510		53.260	-4.750	-8.92	EUR	-2.51
	S	Ford Motor	9.860	8/12/24	-2.38	6.820		9.010	-2.190	-24.31	USD	-2.62
	L	Philips	26.060	8/12/24	-0.91	39.635		41.240	-1.605	-3.89	EUR	-3.23
	S	Volkswagen	93.500	8/12/24	-0.47	139.340		174.720	-35.380	-20.25	EUR	-3.87
		IBM	189.480	8/12/24	-1.03	123.310		132.910	-9.600	-7.22	USD	-4.23
		Allianz	255.900	8/12/24		181.520		213.550	-32.030	-15.00	EUR	-4.25
	S	Kimberly-Clark	34.140	8/12/24	-1.01	35.160		38.400	-3.240	-8.44	MXN	-4.48
	S	Engie	15.335	8/12/24	0.49	11.655		14.060	-2.405	-17.11	EUR	-5.96
	L	Fox A	38.830	8/12/24	-1.27	27.860		35.600	-7.740	-21.74	USD	-6.92
	S	BASF	41.280	8/12/24	-0.22	51.060		67.580	-16.520	-24.45	EUR	-7.45
		Carrefour	13.730	8/12/24	-0.36	13.460		14.780	-1.320	-8.93	EUR	-7.64
		ING Groep	15.232	8/12/24	0.21	6.804		10.320	-3.516	-34.07	EUR	-7.74
	L	Novartis	96.740	8/12/24	0.16	78.040		90.400	-12.360	-13.67	CHF	-7.95
	S	National Grid	978.400	8/12/24	-0.04	843.200		878.700	-35.500	-4.04	GBP	-8.00
		JP Morgan Chase	206.190	8/12/24	0.19	100.190		131.470	-31.280	-23.79	USD	-8.46
		Seven & i	1,672.500	8/09/24	-0.54	1,144.330		1,371.000	-226.670	-16.53	JPY	-9.26
		Bridgestone	5,582.000	8/09/24	-1.33	3,361.000		4,421.000	-1,060.000	-23.98	JPY	-9.42
	S	Intel	19.360	8/12/24	-1.78	50.950		57.660	-6.710	-11.64	USD	-9.59
	S	Nissan Motor	410.200	8/09/24	-0.56	431.500		688.300	-256.800	-37.31	JPY	-11.35
		Aviva	484.200	8/12/24	0.35	282.700		398.000	-115.300	-28.97	GBP	-11.77
		Citigroup	57.840	8/12/24		51.120		74.520	-23.400	-31.40	USD	-12.49
		GSK	1,572.000	8/12/24	0.42	1,456.440		1,743.530	-287.090	-16.47	GBP	-12.74
		Axa	32.350	8/12/24	-0.77	17.076		24.415	-7.339	-30.06	EUR	-13.37
	L	Bayer	25.960	8/12/24	-0.04	55.540		67.560	-12.020	-17.79	EUR	-13.38
		⇓instrument	freshest		⇓ Δday	8/31/20	⇓ Δwk	12/02/19	prc diff	⇓ Δ39	Curr	∅-RS
		Barclays	220.100	8/12/24	0.85	111.960		169.180	-57.220	-33.82	GBP	-13.45
	S	Diageo	2,451.500	8/12/24	1.03	2,509.500		3,133.500	-624.000	-19.91	GBP	-13.95
		TotalEnergies	61.720	8/12/24	0.60	33.100		47.080	-13.980	-29.69	EUR	-14.48
		Swiss Re	104.000	8/12/24	0.10	72.640		106.500	-33.860	-31.79	CHF	-14.75
		Chevron	145.020	8/12/24	0.02	83.930		116.800	-32.870	-28.14	USD	-14.85
	L	Vodafone	74.440	8/12/24	0.87	111.440		148.500	-37.060	-24.96	GBP	-17.31
	L	Raytheon Tech	116.600	8/12/24	0.39	61.000		91.246	-30.246	-33.15	USD	-17.39
		Aegon	5.562	8/12/24	0.22	2.333		4.044	-1.711	-42.31	EUR	-21.97
	S	Orange	10.115	8/12/24	-0.25	9.330		14.380	-5.050	-35.12	EUR	-22.67
		General Electric	166.870	8/12/24	-0.16	50.720		89.280	-38.560	-43.19	USD	-23.78
		Exxon Mobil	119.000	8/12/24	0.13	39.940		68.420	-28.480	-41.63	USD	-24.18
		Standard Chartered	722.000	8/12/24	0.92	392.400		693.850	-301.450	-43.45	GBP	-24.73
		Canon	4,525.000	8/09/24	1.64	1,832.000		3,046.000	-1,214.000	-39.86	JPY	-26.36
		Societe Generale	20.520	8/12/24	0.44	13.582		28.420	-14.838	-52.21	EUR	-29.09
		BP	439.600	8/12/24	1.35	264.200		481.750	-217.550	-45.16	GBP	-30.19
	L	HSBC	643.900	8/12/24	0.22	330.150		570.100	-239.950	-42.09	GBP	-30.44
		Banco Santander	4.089	8/12/24	-0.24	1.863		3.482	-1.619	-46.50	EUR	-30.80
		Banco Bilbao Viz	8.924	8/12/24	0.27	2.453		4.699	-2.246	-47.80	EUR	-32.51
		Shell	33.025	8/12/24	0.93	12.480		25.870	-13.390	-51.76	EUR	-33.37
		Repsol	12.765	8/12/24	0.67	6.622		14.145	-7.523	-53.18	EUR	-33.72
		Telefónica	4.032	8/12/24	0.12	3.311		6.796	-3.485	-51.28	EUR	-34.93
		UnibailRodaWestfield	5.550	8/12/24	0.73	3.310		11.550	-8.240	-71.34	AUD	-46.96
SP Global 100 - 96 out of 96 instruments rated - 8/31/20 / 12/02/19 - 27 did rise, Market-Ratio(39) = 28.13 %

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