Share-o-matic - Portfolio

Thu, 5th Nov 2026, 18:22UTC

Assessment - SP Global 100 in Dollar - 4/01/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/01/21	⇓ Δwk	6/04/20	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	3,757.070	12/08/24	0.32	2,528.810		1,855.710	673.100	36.27	16.63
		Samsung Electronics	69.578	12/08/24	1.07	76.489		39.822	36.668	92.08	61.84
	S	Mercedes-Benz	70.441	12/08/24	-0.57	69.730		29.546	40.184	136.00	57.58
	L	Apple	217.530	12/08/24	0.71	129.410		65.618	63.793	97.22	43.99
	L	Morgan Stanley	94.840	12/08/24	0.13	68.330		37.010	31.320	84.63	43.70
	L	Anglo American	3,029.461	12/08/24	0.29	3,490.156		1,597.430	1,892.726	118.49	51.55
	L	DuPont	78.330	12/08/24	-0.25	70.320		35.390	34.930	98.70	36.84
		Nike	74.640	12/08/24	0.40	140.100		84.630	55.470	65.54	36.38
		General Electric	166.870	12/08/24	-0.16	84.014		57.840	26.174	45.25	35.82
	S	Sony	119.434	9/08/24	0.28	101.119		60.099	41.020	68.25	40.35
		Caterpillar	336.030	12/08/24	-0.66	182.150		120.430	61.720	51.25	34.68
		Banco Bilbao Viz	10.936	12/08/24	0.27	4.998		3.210	1.787	55.68	41.59
		Rio Tinto	6,706.202	12/08/24	0.56	7,806.714		4,649.834	3,156.880	67.89	40.04
	L	Goldman Sachs	485.500	12/08/24	-0.97	265.000		158.230	106.770	67.48	30.78
	L	HP	33.780	12/08/24	0.72	24.110		15.000	9.110	60.73	30.65
	S	LVMH	778.309	12/08/24	-0.14	627.573		367.100	260.474	70.95	39.71
	S	Nissan Motor	3.975	9/08/24	-0.56	5.359		3.132	2.226	71.07	33.77
		BHP	2,841.519	12/08/24	-0.14	2,761.457		1,574.529	1,186.929	75.38	37.06
	S	Ford Motor	9.860	12/08/24	-2.38	8.520		4.530	3.990	88.08	26.70
		Schneider Electric	258.885	12/08/24	0.38	149.203		87.801	61.402	69.93	36.61
	L	Texas Instruments	192.060	12/08/24	-0.08	162.220		108.960	53.260	48.88	25.52
		Panasonic	10.257	9/08/24	1.34	11.551		7.446	4.105	55.13	29.52
	S	BASF	50.588	12/08/24	-0.22	79.522		47.785	31.737	66.42	33.69
		Barclays	298.672	12/08/24	0.85	194.754		106.577	88.177	82.73	30.35
		Saint-Gobain	90.147	12/08/24	-0.41	47.022		26.062	20.960	80.43	32.00
		⇓instrument	freshest		⇓ Δday	4/01/21	⇓ Δwk	6/04/20	prc diff	⇓ Δ39	∅-RS
		Aegon	6.816	12/08/24	0.22	3.939		2.416	1.523	63.03	30.91
		JP Morgan Chase	206.190	12/08/24	0.19	125.870		89.460	36.410	40.70	20.54
	L	RWE	39.657	12/08/24	1.70	44.056		25.251	18.805	74.47	28.49
	L	Alphabet A	162.290	12/08/24	-0.84	86.307		59.160	27.147	45.89	18.81
		Prudential	862.226	12/08/24	0.41	1,878.062		1,257.111	620.951	49.40	25.96
	L	ABB	51.646	12/08/24	0.55	28.461		17.480	10.981	62.82	25.31
		UBS	28.200	12/08/24	0.44	14.321		9.450	4.871	51.54	24.40
		Citigroup	57.840	12/08/24		60.140		41.120	19.020	46.25	16.39
		Banco Santander	5.011	12/08/24	-0.24	3.145		2.414	0.731	30.30	24.46
		UnibailRodaWestfield	4.252	12/08/24	0.73	3.876		2.574	1.303	50.62	28.13
		Siemens	192.647	12/08/24	0.01	144.142		88.601	55.541	62.69	25.04
		L´Oreal	461.581	12/08/24	-1.59	381.985		254.350	127.636	50.18	24.53
		Deutsche Bank	16.309	12/08/24	0.14	10.773		6.361	4.412	69.37	24.56
		Microsoft	406.810	12/08/24	0.19	217.690		165.270	52.420	31.72	14.89
		ING Groep	18.667	12/08/24	0.21	9.328		5.457	3.872	70.96	23.54
		Vivendi	11.627	12/08/24	0.40	32.267		21.675	10.592	48.87	22.92
	L	Walmart	68.700	12/08/24	1.10	48.843		42.023	6.820	16.23	13.95
		Toyota	23.717	9/08/24	-0.14	15.369		12.075	3.294	27.28	17.36
	L	Colgate-Palmolive	101.280	12/08/24	-0.77	84.330		70.500	13.830	19.62	13.00
	L	Ericsson	8.623	12/08/24	1.14	12.075		7.885	4.190	53.14	25.43
		Aviva	657.050	12/08/24	0.35	443.190		302.889	140.301	46.32	18.59
	L	Philips	31.936	12/08/24	-0.91	55.962		39.703	16.259	40.95	19.87
		Allianz	313.603	12/08/24		243.407		171.108	72.299	42.25	19.36
	S	Engie	18.793	12/08/24	0.49	15.692		10.023	5.670	56.57	18.17
		Axa	39.645	12/08/24	-0.77	23.821		15.955	7.866	49.30	17.67
		⇓instrument	freshest		⇓ Δday	4/01/21	⇓ Δwk	6/04/20	prc diff	⇓ Δ39	∅-RS
	L	Procter & Gamble	166.810	12/08/24	-2.19	137.820		117.810	20.010	16.98	9.20
	L	3M	123.360	12/08/24	-0.65	171.870		140.700	31.170	22.15	8.50
	S	Volkswagen	114.583	12/08/24	-0.47	181.961		122.053	59.907	49.08	16.10
	S	Johnson & Johnson	159.880	12/08/24	-0.46	156.500		139.760	16.740	11.98	7.90
		Swiss Re	118.021	12/08/24	0.10	93.509		75.776	17.733	23.40	14.28
		Societe Generale	25.147	12/08/24	0.44	20.468		15.097	5.371	35.58	14.74
	L	Deutsche Telekom	30.306	12/08/24	0.49	18.578		13.166	5.413	41.11	14.83
	L	Coca-Cola	68.170	12/08/24	-0.74	52.760		46.670	6.090	13.05	6.72
	L	Münchener Rück	538.235	12/08/24	1.01	291.789		196.435	95.354	48.54	14.78
	S	Diageo	3,326.640	12/08/24	1.03	4,000.381		3,144.009	856.372	27.24	12.86
		PepsiCo	171.420	12/08/24	-0.56	144.270		131.160	13.110	10.00	6.34
	S	McDonald´s	269.460	12/08/24	0.58	210.220		177.040	33.180	18.74	6.04
		Honda Motor	13.760	9/08/24	-0.14	9.243		7.015	2.228	31.77	9.50
	L	Philip Morris	116.090	12/08/24	0.07	81.500		75.680	5.820	7.69	5.90
		Standard Chartered	979.741	12/08/24	0.92	628.825		518.481	110.344	21.28	11.33
		Marsh & McLennan	217.350	12/08/24	-1.23	113.510		87.330	26.180	29.98	4.59
		Carrefour	16.826	12/08/24	-0.36	17.757		16.397	1.361	8.30	10.97
	L	Raytheon Tech	116.600	12/08/24	0.39	68.430		57.560	10.870	18.88	3.03
		Repsol	15.643	12/08/24	0.67	9.934		8.849	1.085	12.26	10.17
		Seven & i	16.207	9/08/24	-0.54	11.774		11.280	0.494	4.38	6.05
	L	Fox A	38.830	12/08/24	-1.27	28.810		25.060	3.750	14.96	2.67
	S	Bristol-Myers	47.060	12/08/24	0.73	61.380		57.870	3.510	6.07	1.90
	L	Novartis	109.782	12/08/24	0.16	94.406		85.253	9.153	10.74	8.27
		TotalEnergies	75.637	12/08/24	0.60	42.384		36.537	5.846	16.00	9.20
	L	Unilever	67.524	12/08/24	-0.36	60.551		49.390	11.162	22.60	9.24
		⇓instrument	freshest		⇓ Δday	4/01/21	⇓ Δwk	6/04/20	prc diff	⇓ Δ39	∅-RS
	L	Vodafone	101.014	12/08/24	0.87	167.777		143.515	24.262	16.91	7.57
	L	Pfizer	28.450	12/08/24	-0.35	36.810		34.570	2.240	6.48	1.06
		IBM	189.480	12/08/24	-1.03	123.940		114.820	9.120	7.94	0.41
		Merck (MSD)	113.480	12/08/24	-0.93	80.960		80.310	0.650	0.81	0.35
	L	Nestlé	100.590	12/08/24	-0.40	118.543		106.397	12.146	11.42	6.10
		Shell	40.472	12/08/24	0.93	17.848		18.392	-0.544	-2.96	5.68
		Chevron	145.020	12/08/24	0.02	84.710		80.390	4.320	5.37	-2.09
	S	Kimberly-Clark	1.719	12/08/24	-1.01	1.718		1.388	0.330	23.77	5.90
		Exxon Mobil	119.000	12/08/24	0.13	41.500		40.470	1.030	2.55	-3.29
	S	National Grid	1,327.671	12/08/24	-0.04	1,197.672		1,066.267	131.405	12.32	1.98
	L	HSBC	873.760	12/08/24	0.22	516.128		510.601	5.527	1.08	1.80
		Bridgestone	54.092	9/08/24	-1.33	32.424		29.040	3.384	11.65	-0.59
		E.on	15.104	12/08/24	0.78	11.218		9.452	1.766	18.68	2.68
	S	Orange	12.396	12/08/24	-0.25	12.194		12.296	-0.102	-0.83	0.39
	L	AstraZeneca	17,342.223	12/08/24	0.63	10,071.516		8,845.335	1,226.182	13.86	-1.60
	S	Intel	19.360	12/08/24	-1.78	49.670		58.430	-8.760	-14.99	-8.17
		Sanofi	117.243	12/08/24	-0.60	96.814		91.659	5.155	5.62	-1.67
		GSK	2,133.175	12/08/24	0.42	1,880.939		1,872.135	8.804	0.47	-5.79
		Canon	43.849	9/08/24	1.64	18.223		20.649	-2.427	-11.75	-8.23
	L	Bayer	31.814	12/08/24	-0.04	60.404		60.281	0.123	0.20	-6.73
		BP	596.529	12/08/24	1.35	345.352		413.517	-68.165	-16.48	-8.72
		Telefónica	4.941	12/08/24	0.12	4.043		4.668	-0.625	-13.39	-11.08
SP Global 100 - 96 out of 96 instruments rated - 4/01/21 / 6/04/20 - 90 did rise, Market-Ratio(39) in USD = 93.75 %

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 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
2/01/06		14/01/08	742		- cash -
short	14/01/08	6/07/09	539		Citigroup	100	34	290.600	27.900	3,026.823	2,736.223	942	103,032	389
long	6/07/09	1/08/11	756		Ford Motor	100	17,918	5.750	12.350		6.600	115	221,290	45
short	1/08/11	30/04/12	273		Carrefour	100	7,655	28.907	20.110	41.553	12.646	44	318,093	62
long	30/04/12	20/10/14	903		Apple	100	15,251	20.856	24.940		4.084	20	380,374	7
short	20/10/14	3/11/14	14		Deutsche Bank	100	13,794	27.573	27.646	27.501	-0.072	0	379,378	-7
long	3/11/14	24/08/15	294		Apple	100	13,871	27.350	25.788		-1.563	-6	357,704	-7
short	24/08/15	12/09/16	385		RWE	100	23,305	15.348	16.458	14.239	-1.110	-7	331,845	-7
long	12/09/16	2/07/18	658		Anglo American	100	30,361	10.930	21.635		10.705	98	656,864	46
short	2/07/18	15/07/19	378		Deutsche Bank	100	61,733	10.640	7.754	14.601	3.960	37	901,348	36
long	15/07/19	9/03/20	238		LVMH	100	2,105	428.031	387.571		-40.460	-9	816,179	-14
short	9/03/20	7/12/20	273		DuPont	100	23,219	35.150	65.430	4.870	-30.280	-86	113,108	-93
long	7/12/20	7/03/22	455		Mercedes-Benz	100	1,616	69.965	62.428		-7.537	-11	100,928	-9
short	7/03/22	21/03/22	14		Vivendi	100	8,639	11.683	12.965	10.401	-1.282	-11	89,852	-95
long	21/03/22	13/06/22	84		Chevron	100	545	164.640	167.330		2.690	2	91,318	7
short	13/06/22	5/12/22	175		Philips	100	4,115	22.191	14.959	32.921	10.729	48	135,469	128
long	5/12/22	19/12/22	14		Merck (MSD)	100	1,231	110.010	109.440		-0.570	-1	134,767	-13
short	19/12/22	23/01/23	35		Credit Suisse	100	45,066	2.990	3.413	2.568	-0.423	-14	115,712	-80
long	23/01/23	23/10/23	273		Münchener Rück	100	326	353.906	396.949		43.043	12	129,744	17
short	23/10/23	11/12/23	49		Pfizer	100	4,207	30.840	28.640	33.209	2.369	8	139,711	74
long	11/12/23	12/08/24	245		Intel	100	3,136	44.540	19.360		-25.180	-57	60,746	-71
accum	14/01/08	12/08/24	6870	days out of 7612 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	14/01/08	6/07/09	539	290.60	27.90	3,026.82	2,736.22	941.58	941.58
Ford Motor	long	6/07/09	1/08/11	756	5.75	12.35		6.60	114.78	114.78
Anglo American	long	12/09/16	2/07/18	658	10.93	21.64		10.71	97.94	97.94
Philips	short	13/06/22	5/12/22	175	22.19	14.96	32.92	10.73	48.35	48.35
Carrefour	short	1/08/11	30/04/12	273	28.91	20.11	41.55	12.65	43.75	43.75
Deutsche Bank	short	20/10/14	3/11/14	14	27.57	27.65	27.50	-0.07	-0.26
	short	2/07/18	15/07/19	378	10.64	7.75	14.60	3.96	37.22	36.86
Apple	long	30/04/12	20/10/14	903	20.86	24.94		4.08	19.58
	long	3/11/14	24/08/15	294	27.35	25.79		-1.56	-5.71	12.75
Münchener Rück	long	23/01/23	23/10/23	273	353.91	396.95		43.04	12.16	12.16
Pfizer	short	23/10/23	11/12/23	49	30.84	28.64	33.21	2.37	7.68	7.68
Chevron	long	21/03/22	13/06/22	84	164.64	167.33		2.69	1.63	1.63
Merck (MSD)	long	5/12/22	19/12/22	14	110.01	109.44		-0.57	-0.52	-0.52
RWE	short	24/08/15	12/09/16	385	15.35	16.46	14.24	-1.11	-7.23	-7.23
LVMH	long	15/07/19	9/03/20	238	428.03	387.57		-40.46	-9.45	-9.45
Mercedes-Benz	long	7/12/20	7/03/22	455	69.96	62.43		-7.54	-10.77	-10.77
Vivendi	short	7/03/22	21/03/22	14	11.68	12.96	10.40	-1.28	-10.97	-10.97
Credit Suisse	short	19/12/22	23/01/23	35	2.99	3.41	2.57	-0.42	-14.14	-14.14
Intel	long	11/12/23	12/08/24	245	44.54	19.36		-25.18	-56.53	-56.53
DuPont	short	9/03/20	7/12/20	273	35.15	65.43	4.87	-30.28	-86.15	-86.15

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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