Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 2/08/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/08/21	⇓ Δwk	5/11/20	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,664.260		2,009.110	655.150	32.61	USD	21.20
	S	Ford Motor	9.860	8/12/24	-2.38	11.560		5.120	6.440	125.78	USD	70.93
	S	Mercedes-Benz	57.480	8/12/24	-0.57	66.400		30.960	35.440	114.47	EUR	67.26
	S	Sony	12,325.000	8/09/24	0.28	12,095.000		7,059.000	5,036.000	71.34	JPY	53.03
	L	Morgan Stanley	94.840	8/12/24	0.13	74.230		39.830	34.400	86.37	USD	52.25
		General Electric	166.870	8/12/24	-0.16	92.880		49.520	43.360	87.56	USD	51.02
		Panasonic	1,058.500	8/09/24	1.34	1,449.000		820.400	628.600	76.62	JPY	49.70
	S	Nissan Motor	410.200	8/09/24	-0.56	629.600		380.000	249.600	65.68	JPY	48.73
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.489		2.647	1.842	69.59	EUR	47.21
	L	Goldman Sachs	485.500	8/12/24	-0.97	300.150		183.160	116.990	63.87	USD	46.09
	L	HP	33.780	8/12/24	0.72	27.300		15.420	11.880	77.04	USD	45.93
	L	Apple	217.530	8/12/24	0.71	136.910		78.753	58.158	73.85	USD	44.93
	L	DuPont	78.330	8/12/24	-0.25	75.760		46.200	29.560	63.98	USD	44.35
		Samsung Electronics	75,500.000	8/12/24	1.07	83,000.000		48,400.000	34,600.000	71.49	KRW	43.55
		Caterpillar	336.030	8/12/24	-0.66	197.450		108.610	88.840	81.80	USD	42.80
	L	Anglo American	2,232.500	8/12/24	0.29	2,581.000		1,427.400	1,153.600	80.82	GBP	40.67
	L	Alphabet A	162.290	8/12/24	-0.84	104.226		70.180	34.047	48.51	USD	40.52
		Aegon	5.562	8/12/24	0.22	3.624		2.192	1.432	65.33	EUR	38.51
		Nike	74.640	8/12/24	0.40	143.410		90.930	52.480	57.71	USD	35.79
		Saint-Gobain	73.560	8/12/24	-0.41	43.050		25.100	17.950	71.51	EUR	35.46
		JP Morgan Chase	206.190	8/12/24	0.19	140.140		89.970	50.170	55.76	USD	34.45
	L	Texas Instruments	192.060	8/12/24	-0.08	175.120		114.880	60.240	52.44	USD	32.08
		Banco Santander	4.089	8/12/24	-0.24	2.845		1.942	0.903	46.53	EUR	31.89
	S	LVMH	635.100	8/12/24	-0.14	527.900		348.900	179.000	51.30	EUR	31.22
		BHP	2,094.000	8/12/24	-0.14	2,093.000		1,350.800	742.200	54.95	GBP	30.81
		⇓instrument	freshest		⇓ Δday	2/08/21	⇓ Δwk	5/11/20	prc diff	⇓ Δ39	Curr	∅-RS
		Siemens	157.200	8/12/24	0.01	132.420		88.130	44.290	50.26	EUR	29.72
	S	BASF	41.280	8/12/24	-0.22	67.360		45.240	22.120	48.89	EUR	28.71
		Rio Tinto	4,942.000	8/12/24	0.56	5,760.000		3,674.000	2,086.000	56.78	GBP	28.70
		Barclays	220.100	8/12/24	0.85	147.480		102.600	44.880	43.74	GBP	27.96
		Schneider Electric	211.250	8/12/24	0.38	124.750		80.260	44.490	55.43	EUR	26.45
		UBS	24.850	8/12/24	0.44	13.650		9.482	4.168	43.96	CHF	25.44
		Citigroup	57.840	8/12/24		63.650		44.070	19.580	44.43	USD	25.24
		Exxon Mobil	119.000	8/12/24	0.13	52.100		45.740	6.360	13.90	USD	24.99
		Microsoft	406.810	8/12/24	0.19	242.470		186.740	55.730	29.84	USD	24.08
	L	Ericsson	71.080	8/12/24	1.14	111.500		83.720	27.780	33.18	SEK	22.49
		ING Groep	15.232	8/12/24	0.21	7.842		4.931	2.911	59.03	EUR	20.82
	L	ABB	45.510	8/12/24	0.55	26.080		17.765	8.315	46.81	CHF	20.80
	S	Volkswagen	93.500	8/12/24	-0.47	163.680		127.300	36.380	28.58	EUR	20.25
		Seven & i	1,672.500	8/09/24	-0.54	1,416.000		1,152.330	263.670	22.88	JPY	19.99
		Bridgestone	5,582.000	8/09/24	-1.33	4,141.000		3,422.000	719.000	21.01	JPY	19.65
		Aviva	484.200	8/12/24	0.35	343.100		242.200	100.900	41.66	GBP	18.93
	L	Fox A	38.830	8/12/24	-1.27	32.690		25.670	7.020	27.35	USD	18.15
		UnibailRodaWestfield	5.550	8/12/24	0.73	4.850		4.230	0.620	14.66	AUD	16.39
		Repsol	12.765	8/12/24	0.67	8.848		8.504	0.344	4.05	EUR	16.34
		Canon	4,525.000	8/09/24	1.64	2,375.000		2,253.000	122.000	5.42	JPY	15.54
		Societe Generale	20.520	8/12/24	0.44	17.284		12.910	4.374	33.88	EUR	15.45
		Toyota	2,447.500	8/09/24	-0.14	1,607.000		1,332.000	275.000	20.65	JPY	14.98
	S	Engie	15.335	8/12/24	0.49	13.245		9.760	3.485	35.71	EUR	14.97
	L	3M	123.360	8/12/24	-0.65	180.760		145.730	35.030	24.04	USD	14.33
	L	Philips	26.060	8/12/24	-0.91	46.745		39.350	7.395	18.79	EUR	13.63
		⇓instrument	freshest		⇓ Δday	2/08/21	⇓ Δwk	5/11/20	prc diff	⇓ Δ39	Curr	∅-RS
		Deutsche Bank	13.308	8/12/24	0.14	8.746		6.365	2.381	37.41	EUR	13.28
	L	RWE	32.360	8/12/24	1.70	34.960		27.030	7.930	29.34	EUR	13.21
		L´Oreal	376.650	8/12/24	-1.59	308.200		255.900	52.300	20.44	EUR	12.79
	S	Johnson & Johnson	159.880	8/12/24	-0.46	164.920		149.110	15.810	10.60	USD	12.71
	L	Philip Morris	116.090	8/12/24	0.07	85.990		71.280	14.710	20.64	USD	12.23
		Vivendi	9.488	8/12/24	0.40	25.930		20.050	5.880	29.33	EUR	12.15
	L	Raytheon Tech	116.600	8/12/24	0.39	72.490		57.360	15.130	26.38	USD	12.11
		Honda Motor	1,420.000	8/09/24	-0.14	1,004.330		871.330	133.000	15.26	JPY	11.97
		Shell	33.025	8/12/24	0.93	15.802		15.240	0.562	3.69	EUR	11.10
	S	Intel	19.360	8/12/24	-1.78	59.160		60.130	-0.970	-1.61	USD	10.72
		Swiss Re	104.000	8/12/24	0.10	83.100		65.960	17.140	25.99	CHF	10.71
		Axa	32.350	8/12/24	-0.77	19.250		16.114	3.136	19.46	EUR	10.56
	L	Walmart	68.700	8/12/24	1.10	48.343		41.223	7.120	17.27	USD	10.46
	L	Vodafone	74.440	8/12/24	0.87	132.400		113.000	19.400	17.17	GBP	10.30
		Allianz	255.900	8/12/24		195.580		156.320	39.260	25.12	EUR	10.25
	S	Diageo	2,451.500	8/12/24	1.03	2,970.500		2,831.000	139.500	4.93	GBP	8.08
		Chevron	145.020	8/12/24	0.02	91.480		93.370	-1.890	-2.02	USD	7.98
		Prudential	635.400	8/12/24	0.41	1,241.000		1,121.000	120.000	10.70	GBP	6.76
		Standard Chartered	722.000	8/12/24	0.92	457.600		404.800	52.800	13.04	GBP	6.63
	S	McDonald´s	269.460	8/12/24	0.58	211.580		180.880	30.700	16.97	USD	6.50
		TotalEnergies	61.720	8/12/24	0.60	35.180		32.385	2.795	8.63	EUR	5.99
	L	Deutsche Telekom	24.730	8/12/24	0.49	15.030		13.515	1.515	11.21	EUR	5.57
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	79.700		69.380	10.320	14.87	USD	5.31
	L	Münchener Rück	439.200	8/12/24	1.01	232.100		189.650	42.450	22.38	EUR	5.17
		Marsh & McLennan	217.350	8/12/24	-1.23	113.870		104.090	9.780	9.40	USD	4.96
		⇓instrument	freshest		⇓ Δday	2/08/21	⇓ Δwk	5/11/20	prc diff	⇓ Δ39	Curr	∅-RS
		PepsiCo	171.420	8/12/24	-0.56	140.400		134.380	6.020	4.48	USD	3.33
		Carrefour	13.730	8/12/24	-0.36	14.370		13.260	1.110	8.37	EUR	2.70
	L	Coca-Cola	68.170	8/12/24	-0.74	49.920		45.540	4.380	9.62	USD	2.05
	L	HSBC	643.900	8/12/24	0.22	390.400		411.000	-20.600	-5.01	GBP	1.81
	L	Procter & Gamble	166.810	8/12/24	-2.19	129.170		115.310	13.860	12.02	USD	1.57
	S	Kimberly-Clark	34.140	8/12/24	-1.01	35.220		34.500	0.720	2.09	MXN	1.32
		IBM	189.480	8/12/24	-1.03	123.610		122.590	1.020	0.83	USD	1.08
	L	Bayer	25.960	8/12/24	-0.04	55.320		57.710	-2.390	-4.14	EUR	0.93
	L	Novartis	96.740	8/12/24	0.16	81.720		83.650	-1.930	-2.31	CHF	0.82
		Telefónica	4.032	8/12/24	0.12	3.805		4.195	-0.390	-9.30	EUR	0.51
	S	Bristol-Myers	47.060	8/12/24	0.73	60.230		62.660	-2.430	-3.88	USD	-0.11
	L	Pfizer	28.450	8/12/24	-0.35	34.820		38.100	-3.280	-8.61	USD	-3.94
	L	Nestlé	88.640	8/12/24	-0.40	99.300		105.580	-6.280	-5.95	CHF	-4.86
	S	Orange	10.115	8/12/24	-0.25	9.826		10.635	-0.809	-7.61	EUR	-5.01
		Sanofi	95.670	8/12/24	-0.60	80.770		88.920	-8.150	-9.17	EUR	-5.28
		Merck (MSD)	113.480	8/12/24	-0.93	75.040		77.910	-2.870	-3.68	USD	-6.18
	S	National Grid	978.400	8/12/24	-0.04	847.800		925.600	-77.800	-8.41	GBP	-6.56
	L	Unilever	55.100	8/12/24	-0.36	45.125		45.470	-0.345	-0.76	EUR	-6.81
		BP	439.600	8/12/24	1.35	261.950		313.850	-51.900	-16.54	GBP	-7.29
		E.on	12.325	8/12/24	0.78	8.740		9.100	-0.360	-3.96	EUR	-7.85
	L	AstraZeneca	12,780.000	8/12/24	0.63	7,289.000		8,707.000	-1,418.000	-16.29	GBP	-8.70
		GSK	1,572.000	8/12/24	0.42	1,279.340		1,690.140	-410.800	-24.31	GBP	-15.75
SP Global 100 - 96 out of 96 instruments rated - 2/08/21 / 5/11/20 - 78 did rise, Market-Ratio(39) = 81.25 %

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