Share-o-matic - Portfolio

Fri, Aug 7th, 2026, 7:24UTC

Assessment - SP Global 100 in Japanese yen - 3/08/21 - RS = 39

historical assessment - show freshest

		instrument	freshest		⇓ Δday	3/08/21	⇓ Δwk	6/08/20	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	408,841.581	8/12/24	0.32	281,836.445		235,755.612	46,080.833	19.55	19.39
	L	3M	13,423.944	8/12/24	-0.65	19,997.716		18,067.253	1,930.463	10.68	18.26
	L	ABB	5,298.392	8/12/24	0.55	3,291.266		2,370.722	920.545	38.83	32.08
		Aegon	718.060	8/12/24	0.22	551.649		367.794	183.854	49.99	71.42
		Allianz	33,036.946	8/12/24		27,788.990		23,444.433	4,344.557	18.53	28.62
	L	Alphabet A	17,660.278	8/12/24	-0.84	10,922.733		7,839.068	3,083.666	39.34	35.72
	L	Anglo American	336,388.855	8/12/24	0.29	454,821.841		256,786.343	198,035.498	77.12	78.17
	L	Apple	23,671.454	8/12/24	0.71	12,662.209		9,026.047	3,636.162	40.29	21.52
	L	AstraZeneca	1,925,666.101	8/12/24	0.63	1,055,500.081		1,127,945.153	-72,445.072	-6.42	-3.35
		Aviva	72,958.335	8/12/24	0.35	59,774.002		40,826.112	18,947.889	46.41	52.22
		Axa	4,176.417	8/12/24	-0.77	2,913.164		2,457.056	456.108	18.56	37.85
		Banco Bilbao Viz	1,152.097	8/12/24	0.27	619.685		434.066	185.619	42.76	66.46
		Banco Santander	527.894	8/12/24	-0.24	394.339		312.405	81.934	26.23	50.84
		Barclays	33,164.250	8/12/24	0.85	26,808.647		18,129.655	8,678.992	47.87	70.97
	S	BASF	5,329.289	8/12/24	-0.22	9,374.024		7,050.204	2,323.820	32.96	44.96
	L	Bayer	3,351.462	8/12/24	-0.04	6,861.718		8,381.746	-1,520.027	-18.13	3.79
		BHP	315,519.939	8/12/24	-0.14	339,779.113		237,583.764	102,195.348	43.01	52.18
		BP	66,238.092	8/12/24	1.35	48,013.576		50,310.480	-2,296.904	-4.57	27.43
		Bridgestone	5,582.000	8/09/24	-1.33	4,303.000		3,748.000	555.000	14.81	23.53
	S	Bristol-Myers	5,121.034	8/12/24	0.73	6,578.124		6,651.114	-72.989	-1.10	3.49
		Canon	4,525.000	8/09/24	1.64	2,348.500		2,353.500	-5.000	-0.21	15.53
		Carrefour	1,772.557	8/12/24	-0.36	1,847.435		1,783.948	63.487	3.56	8.19
		Caterpillar	36,566.536	8/12/24	-0.66	24,112.172		14,911.141	9,201.031	61.71	59.69
		Chevron	15,780.969	8/12/24	0.02	11,942.914		11,177.942	764.972	6.84	33.89
		Citigroup	6,294.106	8/12/24		7,858.927		6,630.542	1,228.385	18.53	46.90
		instrument	freshest		⇓ Δday	3/08/21	⇓ Δwk	6/08/20	prc diff	⇓ Δ39	⇓∅-RS
	L	Coca-Cola	7,418.209	8/12/24	-0.74	5,619.427		5,397.330	222.096	4.11	9.58
	L	Colgate-Palmolive	11,021.215	8/12/24	-0.77	8,319.232		7,959.032	360.200	4.53	3.52
		Deutsche Bank	1,718.076	8/12/24	0.14	1,423.209		1,105.339	317.871	28.76	50.15
	L	Deutsche Telekom	3,192.668	8/12/24	0.49	1,977.182		1,856.700	120.481	6.49	13.52
	S	Diageo	369,387.359	8/12/24	1.03	442,767.593		396,706.564	46,061.029	11.61	17.81
	L	DuPont	8,523.813	8/12/24	-0.25	8,183.208		6,175.802	2,007.406	32.50	43.19
		E.on	1,591.170	8/12/24	0.78	1,103.555		1,263.681	-160.126	-12.67	-3.52
	S	Engie	1,979.764	8/12/24	0.49	1,484.662		1,461.150	23.511	1.61	6.71
	L	Ericsson	902.985	8/12/24	1.14	1,325.640		1,018.042	307.598	30.21	21.75
		Exxon Mobil	12,949.492	8/12/24	0.13	6,623.828		5,926.778	697.051	11.76	50.82
	S	Ford Motor	1,072.958	8/12/24	-2.38	1,376.564		815.284	561.280	68.84	87.28
	L	Fox A	4,225.452	8/12/24	-1.27	4,606.319		3,516.656	1,089.663	30.99	57.36
		General Electric	18,158.670	8/12/24	-0.16	12,335.751		7,327.810	5,007.941	68.34	89.03
	L	Goldman Sachs	52,831.751	8/12/24	-0.97	36,366.309		23,907.413	12,458.896	52.11	63.68
		GSK	236,865.971	8/12/24	0.42	190,066.860		227,331.843	-37,264.983	-16.39	-6.69
	L	HP	3,675.915	8/12/24	0.72	3,281.989		1,967.292	1,314.697	66.83	63.15
		Honda Motor	1,420.000	8/09/24	-0.14	1,050.000		1,013.330	36.670	3.62	16.78
	L	HSBC	97,021.628	8/12/24	0.22	68,633.874		57,875.966	10,757.908	18.59	32.92
		ING Groep	1,966.466	8/12/24	0.21	1,347.040		889.162	457.878	51.50	70.71
	S	Intel	2,106.741	8/12/24	-1.78	6,512.833		6,893.642	-380.809	-5.52	15.60
		IBM	20,619.074	8/12/24	-1.03	13,581.732		14,697.846	-1,116.114	-7.59	6.23
	S	Johnson & Johnson	17,398.023	8/12/24	-0.46	17,128.152		15,890.997	1,237.155	7.79	9.73
		JP Morgan Chase	22,437.443	8/12/24	0.19	16,639.553		12,283.393	4,356.160	35.46	49.73
	S	Kimberly-Clark	173.776	8/12/24	-1.01	178.205		184.897	-6.693	-3.62	6.08
		L´Oreal	48,625.892	8/12/24	-1.59	39,866.389		32,365.398	7,500.990	23.18	17.54
		instrument	freshest		⇓ Δday	3/08/21	⇓ Δwk	6/08/20	prc diff	⇓ Δ39	⇓∅-RS
	S	LVMH	81,992.045	8/12/24	-0.14	69,056.125		48,431.939	20,624.186	42.58	37.47
		Marsh & McLennan	23,651.866	8/12/24	-1.23	12,769.940		12,062.519	707.421	5.86	11.08
	S	McDonald´s	29,322.438	8/12/24	0.58	22,755.196		21,941.204	813.992	3.71	8.11
	S	Mercedes-Benz	7,420.725	8/12/24	-0.57	9,358.531		4,903.719	4,454.813	90.85	87.81
		Merck (MSD)	12,348.810	8/12/24	-0.93	8,071.125		8,975.701	-904.576	-10.08	-3.92
		Microsoft	44,268.764	8/12/24	0.19	24,744.412		20,394.005	4,350.406	21.33	17.04
	L	Morgan Stanley	10,320.419	8/12/24	0.13	8,825.242		5,429.812	3,395.430	62.53	66.48
	L	Münchener Rück	56,701.159	8/12/24	1.01	34,237.585		29,443.098	4,794.488	16.28	27.45
	S	National Grid	147,423.452	8/12/24	-0.04	125,303.907		129,273.519	-3,969.612	-3.07	2.28
	L	Nestlé	10,319.698	8/12/24	-0.40	11,567.748		11,711.093	-143.345	-1.22	-2.67
		Nike	8,122.270	8/12/24	0.40	14,642.720		11,291.627	3,351.093	29.68	27.46
	S	Nissan Motor	410.200	8/09/24	-0.56	593.800		487.600	106.200	21.78	38.82
	L	Novartis	11,262.721	8/12/24	0.16	9,181.085		9,326.799	-145.714	-1.56	-0.27
	S	Orange	1,305.857	8/12/24	-0.25	1,283.780		1,404.294	-120.514	-8.58	2.92
		Panasonic	1,058.500	8/09/24	1.34	1,424.000		1,008.000	416.000	41.27	45.24
		PepsiCo	18,653.798	8/12/24	-0.56	14,378.289		14,314.565	63.724	0.45	0.42
	L	Pfizer	3,095.908	8/12/24	-0.35	3,737.942		3,961.651	-223.710	-5.65	-2.32
	L	Philip Morris	12,632.828	8/12/24	0.07	9,397.631		8,412.690	984.942	11.71	15.87
	L	Philips	3,364.372	8/12/24	-0.91	5,866.995		5,085.904	781.091	15.36	15.59
	L	Procter & Gamble	18,152.141	8/12/24	-2.19	13,853.780		12,889.713	964.067	7.48	2.63
		Prudential	95,740.864	8/12/24	0.41	227,448.590		172,974.516	54,474.074	31.49	43.44
	L	Raytheon Tech	12,688.326	8/12/24	0.39	8,227.824		8,029.409	198.416	2.47	21.82
		Repsol	1,647.974	8/12/24	0.67	1,378.799		1,189.217	189.581	15.94	49.04
		Rio Tinto	744,651.164	8/12/24	0.56	910,095.716		627,591.434	282,504.282	45.01	44.52
	L	RWE	4,177.708	8/12/24	1.70	4,066.682		3,774.537	292.145	7.74	7.69
		instrument	freshest		⇓ Δday	3/08/21	⇓ Δwk	6/08/20	prc diff	⇓ Δ39	⇓∅-RS
		Saint-Gobain	9,496.670	8/12/24	-0.41	6,258.816		4,058.208	2,200.609	54.23	58.89
		Samsung Electronics	7,213.681	8/12/24	1.07	7,834.726		4,968.714	2,866.012	57.68	46.53
		Sanofi	12,351.093	8/12/24	-0.60	10,117.645		10,965.353	-847.708	-7.73	-2.27
		Schneider Electric	27,272.586	8/12/24	0.38	16,131.170		11,632.958	4,498.212	38.67	31.23
		Seven & i	1,672.500	8/09/24	-0.54	1,429.330		1,300.000	129.330	9.95	20.83
		Shell	4,263.561	8/12/24	0.93	2,349.380		2,094.030	255.350	12.19	36.62
		Siemens	20,294.677	8/12/24	0.01	17,366.667		13,220.049	4,146.618	31.37	36.72
		Societe Generale	2,649.153	8/12/24	0.44	2,883.471		2,174.485	708.986	32.60	60.22
	S	Sony	12,325.000	8/09/24	0.28	11,020.000		7,396.000	3,624.000	49.00	35.08
		Standard Chartered	108,789.587	8/12/24	0.92	76,695.152		63,302.483	13,392.669	21.16	32.35
		Swiss Re	12,107.949	8/12/24	0.10	10,657.323		8,881.157	1,776.166	20.00	25.72
		Telefónica	520.535	8/12/24	0.12	501.170		605.735	-104.565	-17.26	10.65
	L	Texas Instruments	20,899.827	8/12/24	-0.08	17,640.690		14,384.941	3,255.749	22.63	22.59
		TotalEnergies	7,968.114	8/12/24	0.60	5,282.813		4,750.267	532.546	11.21	30.93
		Toyota	2,447.500	8/09/24	-0.14	1,592.000		1,433.000	159.000	11.10	13.39
		UBS	2,893.101	8/12/24	0.44	1,722.472		1,286.026	436.446	33.94	37.18
		UnibailRodaWestfield	463.542	8/12/24	0.73	422.617		401.568	21.049	5.24	40.68
	L	Unilever	7,113.465	8/12/24	-0.36	5,834.720		5,795.693	39.027	0.67	-0.60
		Vivendi	1,224.910	8/12/24	0.40	3,594.172		2,798.806	795.366	28.42	25.71
	L	Vodafone	11,216.478	8/12/24	0.87	18,994.481		19,411.661	-417.180	-2.15	16.42
	S	Volkswagen	12,070.944	8/12/24	-0.47	25,270.230		18,157.392	7,112.838	39.17	51.01
	L	Walmart	7,475.883	8/12/24	1.10	4,638.606		4,375.606	263.000	6.01	-1.34
SP Global 100 - 96 out of 96 instruments rated - 3/08/21 / 6/08/20 - 77 did rise, Market-Ratio(39) in JPY = 80.21 %

Technical Chart

	SP Global 100 RS = 39 - B/S = 55/40

1/03/22	scale up chart	7/01/24

Transactions SP Global 100 in Japanese yen * 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
1/02/06		1/14/08	742		- cash -
short	1/14/08	7/06/09	539		Citigroup	100	0	31,630.306	2,679.629	373,363.670	341,733.364	1,080	10,000	0
long	7/06/09	8/01/11	756		Ford Motor	100	18	552.253	948.469		396.216	72	17,132	30
short	8/01/11	4/30/12	273		Carrefour	100	7	2,220.045	1,614.468	3,052.769	832.724	38	22,961	53
long	4/30/12	10/20/14	903		Apple	100	13	1,674.390	2,667.457		993.067	59	35,871	21
short	10/20/14	11/03/14	14		Deutsche Bank	100	12	2,949.115	3,146.709	2,751.521	-197.594	-7	33,500	-84
long	11/03/14	8/24/15	294		Apple	100	10	3,113.061	3,054.008		-59.052	-2	32,909	-2
short	8/24/15	9/12/16	385		RWE	100	18	1,817.710	1,676.208	1,971.158	153.448	8	35,671	8
long	9/12/16	7/02/18	658		Anglo American	100	32	1,113.182	2,398.109		1,284.927	115	76,789	53
short	7/02/18	7/15/19	378		Deutsche Bank	100	65	1,179.415	836.190	1,663.522	484.107	41	108,256	39
long	7/15/19	3/09/20	238		LVMH	100	2	46,157.453	39,573.378		-6,584.075	-14	95,088	-21
short	3/09/20	12/07/20	273		DuPont	100	26	3,589.030	6,804.977	373.084	-3,215.946	-90	11,473	-95
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1	7,276.605	7,201.297		-75.308	-1	11,398	-1
short	3/07/22	3/21/22	14		Vivendi	100	8	1,347.655	1,546.664	1,148.646	-199.009	-15	9,806	-98
long	3/21/22	6/13/22	84		Chevron	100	0	19,641.041	22,446.895		2,805.854	14	9,806	0
short	6/13/22	12/05/22	175		Philips	100	3	2,976.933	2,044.205	4,335.244	1,358.311	46	13,881	119
long	12/05/22	12/19/22	14		Merck (MSD)	100	0	15,033.212	14,962.907		-70.306	0	13,881	0
short	12/19/22	1/23/23	35		Credit Suisse	100	33	408.858	445.781	371.935	-36.923	-9	12,662	-63
long	1/23/23	10/23/23	273		Münchener Rück	100	0	46,221.390	59,414.695		13,193.306	29	12,662	0
short	10/23/23	12/11/23	49		Pfizer	100	2	4,616.084	4,193.226	5,081.584	465.500	10	13,593	105
long	12/11/23	8/12/24	245		Intel	100	2	6,521.169	3,128.081		-3,393.088	-52	6,807	-67
accum	1/14/08	8/12/24	6780	days out of 7522 invested (90%)							-32		6,807	-2

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	31,630.31	2,679.63	373,363.67	341,733.36	1,080.40	1,080.40
Anglo American	long	9/12/16	7/02/18	658	1,113.18	2,398.11		1,284.93	115.43	115.43
Ford Motor	long	7/06/09	8/01/11	756	552.25	948.47		396.22	71.75	71.75
Apple	long	4/30/12	10/20/14	903	1,674.39	2,667.46		993.07	59.31
	long	11/03/14	8/24/15	294	3,113.06	3,054.01		-59.05	-1.90	56.29
Philips	short	6/13/22	12/05/22	175	2,976.93	2,044.21	4,335.24	1,358.31	45.63	45.63
Carrefour	short	8/01/11	4/30/12	273	2,220.04	1,614.47	3,052.77	832.72	37.51	37.51
Deutsche Bank	short	10/20/14	11/03/14	14	2,949.11	3,146.71	2,751.52	-197.59	-6.70
	short	7/02/18	7/15/19	378	1,179.42	836.19	1,663.52	484.11	41.05	31.60
Münchener Rück	long	1/23/23	10/23/23	273	46,221.39	59,414.70		13,193.31	28.54	28.54
Chevron	long	3/21/22	6/13/22	84	19,641.04	22,446.89		2,805.85	14.29	14.29
Pfizer	short	10/23/23	12/11/23	49	4,616.08	4,193.23	5,081.58	465.50	10.08	10.08
RWE	short	8/24/15	9/12/16	385	1,817.71	1,676.21	1,971.16	153.45	8.44	8.44
Merck (MSD)	long	12/05/22	12/19/22	14	15,033.21	14,962.91		-70.31	-0.47	-0.47
Mercedes-Benz	long	12/07/20	3/07/22	455	7,276.60	7,201.30		-75.31	-1.03	-1.03
Credit Suisse	short	12/19/22	1/23/23	35	408.86	445.78	371.93	-36.92	-9.03	-9.03
LVMH	long	7/15/19	3/09/20	238	46,157.45	39,573.38		-6,584.07	-14.26	-14.26
Vivendi	short	3/07/22	3/21/22	14	1,347.66	1,546.66	1,148.65	-199.01	-14.77	-14.77
Intel	long	12/11/23	8/12/24	245	6,521.17	3,128.08		-3,393.09	-52.03	-52.03
DuPont	short	3/09/20	12/07/20	273	3,589.03	6,804.98	373.08	-3,215.95	-89.60	-89.60

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


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