Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 2/22/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/22/21	⇓ Δwk	5/25/20	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,636.290		2,003.500	632.790	31.58	USD	19.27
	S	Ford Motor	9.860	8/12/24	-2.38	11.835		5.650	6.185	109.47	USD	73.32
	S	Mercedes-Benz	57.480	8/12/24	-0.57	66.800		31.875	34.925	109.57	EUR	66.26
		General Electric	166.870	8/12/24	-0.16	100.000		51.280	48.720	95.01	USD	62.98
	L	Morgan Stanley	94.840	8/12/24	0.13	77.400		40.130	37.270	92.87	USD	57.40
		Caterpillar	336.030	8/12/24	-0.66	218.060		112.470	105.590	93.88	USD	55.79
		Aegon	5.562	8/12/24	0.22	4.052		2.241	1.811	80.81	EUR	55.03
	L	Goldman Sachs	485.500	8/12/24	-0.97	316.870		179.930	136.940	76.11	USD	53.11
	L	Anglo American	2,232.500	8/12/24	0.29	2,807.000		1,569.600	1,237.400	78.84	GBP	51.76
	S	Sony	12,325.000	8/09/24	0.28	11,980.000		6,750.000	5,230.000	77.48	JPY	49.32
		Panasonic	1,058.500	8/09/24	1.34	1,441.500		898.200	543.300	60.49	JPY	48.13
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.474		2.650	1.824	68.83	EUR	47.23
	L	HP	33.780	8/12/24	0.72	27.120		17.000	10.120	59.53	USD	44.07
		JP Morgan Chase	206.190	8/12/24	0.19	149.410		89.470	59.940	66.99	USD	43.25
		BHP	2,094.000	8/12/24	-0.14	2,285.500		1,550.000	735.500	47.45	GBP	41.66
		Samsung Electronics	75,500.000	8/12/24	1.07	82,200.000		48,850.000	33,350.000	68.27	KRW	40.73
		Rio Tinto	4,942.000	8/12/24	0.56	6,320.000		4,262.500	2,057.500	48.27	GBP	39.45
		ING Groep	15.232	8/12/24	0.21	8.962		5.326	3.636	68.27	EUR	38.96
	S	Nissan Motor	410.200	8/09/24	-0.56	587.200		374.700	212.500	56.71	JPY	38.19
	L	Alphabet A	162.290	8/12/24	-0.84	102.713		70.662	32.051	45.36	USD	37.05
		Societe Generale	20.520	8/12/24	0.44	20.150		12.544	7.606	60.63	EUR	36.38
		Banco Santander	4.089	8/12/24	-0.24	2.896		1.937	0.959	49.51	EUR	35.24
		Saint-Gobain	73.560	8/12/24	-0.41	43.060		27.830	15.230	54.73	EUR	34.72
		Repsol	12.765	8/12/24	0.67	10.150		8.398	1.752	20.86	EUR	34.65
		Barclays	220.100	8/12/24	0.85	154.260		103.140	51.120	49.56	GBP	34.43
		⇓instrument	freshest		⇓ Δday	2/22/21	⇓ Δwk	5/25/20	prc diff	⇓ Δ39	Curr	∅-RS
	S	LVMH	635.100	8/12/24	-0.14	542.900		361.950	180.950	49.99	EUR	33.83
	S	BASF	41.280	8/12/24	-0.22	68.990		46.710	22.280	47.70	EUR	31.50
	L	Apple	217.530	8/12/24	0.71	126.000		79.723	46.278	58.05	USD	30.94
		Exxon Mobil	119.000	8/12/24	0.13	54.300		44.600	9.700	21.75	USD	30.88
	L	DuPont	78.330	8/12/24	-0.25	69.400		48.690	20.710	42.53	USD	30.77
		Aviva	484.200	8/12/24	0.35	374.800		236.100	138.700	58.75	GBP	30.50
		Citigroup	57.840	8/12/24		65.520		44.100	21.420	48.57	USD	29.67
	L	Texas Instruments	192.060	8/12/24	-0.08	173.090		113.430	59.660	52.60	USD	29.21
		UBS	24.850	8/12/24	0.44	14.090		9.638	4.452	46.19	CHF	29.21
		Siemens	157.200	8/12/24	0.01	131.500		95.980	35.520	37.01	EUR	27.97
	S	Volkswagen	93.500	8/12/24	-0.47	174.000		133.960	40.040	29.89	EUR	27.97
		Nike	74.640	8/12/24	0.40	136.670		93.750	42.920	45.78	USD	27.92
		Vivendi	9.488	8/12/24	0.40	29.630		19.950	9.680	48.52	EUR	27.70
		Deutsche Bank	13.308	8/12/24	0.14	9.801		6.900	2.901	42.04	EUR	27.30
		Schneider Electric	211.250	8/12/24	0.38	125.800		85.360	40.440	47.38	EUR	26.33
	L	Fox A	38.830	8/12/24	-1.27	34.690		27.800	6.890	24.78	USD	25.91
	L	ABB	45.510	8/12/24	0.55	26.840		18.660	8.180	43.84	CHF	23.93
		Prudential	635.400	8/12/24	0.41	1,426.500		1,011.000	415.500	41.10	GBP	23.21
		Bridgestone	5,582.000	8/09/24	-1.33	4,199.000		3,319.000	880.000	26.51	JPY	21.01
		Microsoft	406.810	8/12/24	0.19	234.510		183.510	51.000	27.79	USD	18.88
		Seven & i	1,672.500	8/09/24	-0.54	1,400.670		1,175.330	225.340	19.17	JPY	18.77
		Shell	33.025	8/12/24	0.93	16.714		14.996	1.718	11.46	EUR	18.74
		Standard Chartered	722.000	8/12/24	0.92	500.600		382.000	118.600	31.05	GBP	17.72
		Chevron	145.020	8/12/24	0.02	98.390		90.280	8.110	8.98	USD	16.81
	L	Ericsson	71.080	8/12/24	1.14	106.100		87.040	19.060	21.90	SEK	15.43
		⇓instrument	freshest		⇓ Δday	2/22/21	⇓ Δwk	5/25/20	prc diff	⇓ Δ39	Curr	∅-RS
		Axa	32.350	8/12/24	-0.77	19.930		15.192	4.738	31.19	EUR	15.37
		Toyota	2,447.500	8/09/24	-0.14	1,612.000		1,277.000	335.000	26.23	JPY	15.10
		Canon	4,525.000	8/09/24	1.64	2,338.500		2,140.000	198.500	9.28	JPY	14.42
	S	Intel	19.360	8/12/24	-1.78	60.710		62.255	-1.545	-2.48	USD	13.99
	L	Raytheon Tech	116.600	8/12/24	0.39	73.000		60.000	13.000	21.67	USD	13.89
	L	HSBC	643.900	8/12/24	0.22	431.650		379.000	52.650	13.89	GBP	13.87
		TotalEnergies	61.720	8/12/24	0.60	37.470		33.265	4.205	12.64	EUR	13.70
		L´Oreal	376.650	8/12/24	-1.59	310.900		251.100	59.800	23.82	EUR	13.18
	L	Philip Morris	116.090	8/12/24	0.07	86.500		70.450	16.050	22.78	USD	13.00
	L	Philips	26.060	8/12/24	-0.91	46.580		42.040	4.540	10.80	EUR	12.99
		Swiss Re	104.000	8/12/24	0.10	83.460		63.080	20.380	32.31	CHF	12.20
	S	Engie	15.335	8/12/24	0.49	12.735		9.964	2.771	27.81	EUR	11.19
	L	3M	123.360	8/12/24	-0.65	176.120		146.440	29.680	20.27	USD	10.95
		Honda Motor	1,420.000	8/09/24	-0.14	992.500		876.670	115.830	13.21	JPY	10.54
		Allianz	255.900	8/12/24		194.920		159.340	35.580	22.33	EUR	10.42
	S	Johnson & Johnson	159.880	8/12/24	-0.46	161.870		144.370	17.500	12.12	USD	10.26
		Marsh & McLennan	217.350	8/12/24	-1.23	118.390		104.500	13.890	13.29	USD	9.29
	L	Vodafone	74.440	8/12/24	0.87	130.420		130.000	0.420	0.32	GBP	9.06
	L	Münchener Rück	439.200	8/12/24	1.01	237.900		198.000	39.900	20.15	EUR	8.45
	S	Diageo	2,451.500	8/12/24	1.03	2,945.500		2,834.000	111.500	3.93	GBP	7.29
	S	McDonald´s	269.460	8/12/24	0.58	212.060		184.410	27.650	14.99	USD	6.78
		Carrefour	13.730	8/12/24	-0.36	14.900		13.175	1.725	13.09	EUR	6.75
		UnibailRodaWestfield	5.550	8/12/24	0.73	4.260		3.540	0.720	20.34	AUD	4.15
	L	Coca-Cola	68.170	8/12/24	-0.74	50.630		45.030	5.600	12.44	USD	4.12
	L	Deutsche Telekom	24.730	8/12/24	0.49	14.805		13.830	0.975	7.05	EUR	4.06
		⇓instrument	freshest		⇓ Δday	2/22/21	⇓ Δwk	5/25/20	prc diff	⇓ Δ39	Curr	∅-RS
	L	Walmart	68.700	8/12/24	1.10	45.897		41.443	4.453	10.75	USD	3.98
	L	RWE	32.360	8/12/24	1.70	31.730		29.970	1.760	5.87	EUR	2.60
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	77.270		70.750	6.520	9.22	USD	2.00
	S	Bristol-Myers	47.060	8/12/24	0.73	60.990		60.790	0.200	0.33	USD	1.53
		BP	439.600	8/12/24	1.35	279.950		310.000	-30.050	-9.69	GBP	0.74
	S	Kimberly-Clark	34.140	8/12/24	-1.01	34.590		33.000	1.590	4.82	MXN	-0.10
		IBM	189.480	8/12/24	-1.03	120.860		118.390	2.470	2.09	USD	-0.41
	L	Procter & Gamble	166.810	8/12/24	-2.19	126.580		112.600	13.980	12.42	USD	-0.54
	L	Bayer	25.960	8/12/24	-0.04	53.770		62.130	-8.360	-13.46	EUR	-0.85
		Telefónica	4.032	8/12/24	0.12	3.674		4.225	-0.551	-13.04	EUR	-1.51
	L	Novartis	96.740	8/12/24	0.16	79.100		83.110	-4.010	-4.82	CHF	-1.90
		PepsiCo	171.420	8/12/24	-0.56	131.990		130.480	1.510	1.16	USD	-2.63
	S	Orange	10.115	8/12/24	-0.25	9.744		10.395	-0.651	-6.26	EUR	-4.87
	L	Pfizer	28.450	8/12/24	-0.35	34.260		37.500	-3.240	-8.64	USD	-5.24
	L	Nestlé	88.640	8/12/24	-0.40	98.220		103.820	-5.600	-5.39	CHF	-5.60
		Merck (MSD)	113.480	8/12/24	-0.93	74.930		76.370	-1.440	-1.89	USD	-5.90
	L	Unilever	55.100	8/12/24	-0.36	44.300		44.880	-0.580	-1.29	EUR	-7.87
	S	National Grid	978.400	8/12/24	-0.04	826.400		880.600	-54.200	-6.15	GBP	-8.28
		E.on	12.325	8/12/24	0.78	8.548		9.806	-1.258	-12.83	EUR	-9.11
	L	AstraZeneca	12,780.000	8/12/24	0.63	7,196.000		8,996.000	-1,800.000	-20.01	GBP	-9.78
		Sanofi	95.670	8/12/24	-0.60	76.300		87.670	-11.370	-12.97	EUR	-10.00
		GSK	1,572.000	8/12/24	0.42	1,214.270		1,660.530	-446.260	-26.87	GBP	-19.15
SP Global 100 - 96 out of 96 instruments rated - 2/22/21 / 5/25/20 - 81 did rise, Market-Ratio(39) = 84.38 %

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	6624	days out of 7366 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