Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 4/05/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/05/21	⇓ Δwk	7/06/20	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,726.190		2,207.470	518.720	23.50	USD	18.15
	S	Ford Motor	9.860	8/12/24	-2.38	12.700		6.190	6.510	105.17	USD	71.17
	S	Mercedes-Benz	57.480	8/12/24	-0.57	75.340		37.815	37.525	99.23	EUR	69.53
		General Electric	166.870	8/12/24	-0.16	107.680		56.000	51.680	92.29	USD	68.18
	S	Volkswagen	93.500	8/12/24	-0.47	241.150		138.840	102.310	73.69	EUR	67.46
	L	HP	33.780	8/12/24	0.72	32.460		17.460	15.000	85.91	USD	63.64
		Caterpillar	336.030	8/12/24	-0.66	233.710		129.430	104.280	80.57	USD	54.07
		ING Groep	15.232	8/12/24	0.21	10.426		6.700	3.726	55.61	EUR	53.81
		Barclays	220.100	8/12/24	0.85	184.000		117.300	66.700	56.86	GBP	53.13
		Societe Generale	20.520	8/12/24	0.44	22.680		15.866	6.814	42.95	EUR	50.96
		Aegon	5.562	8/12/24	0.22	4.082		2.791	1.291	46.26	EUR	47.64
		Saint-Gobain	73.560	8/12/24	-0.41	50.590		33.410	17.180	51.42	EUR	46.35
	L	Goldman Sachs	485.500	8/12/24	-0.97	323.540		207.360	116.180	56.03	USD	45.68
	L	Morgan Stanley	94.840	8/12/24	0.13	78.000		48.820	29.180	59.77	USD	45.10
	L	Anglo American	2,232.500	8/12/24	0.29	2,898.500		1,860.200	1,038.300	55.82	GBP	45.07
	S	Sony	12,325.000	8/09/24	0.28	12,330.000		7,580.000	4,750.000	62.66	JPY	43.72
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.446		3.307	1.139	34.43	EUR	42.14
		JP Morgan Chase	206.190	8/12/24	0.19	153.620		95.000	58.620	61.71	USD	40.85
	L	Alphabet A	162.290	8/12/24	-0.84	110.948		74.983	35.966	47.97	USD	39.28
		Panasonic	1,058.500	8/09/24	1.34	1,424.000		974.200	449.800	46.17	JPY	39.16
		Samsung Electronics	75,500.000	8/12/24	1.07	85,400.000		55,000.000	30,400.000	55.27	KRW	38.62
		Citigroup	57.840	8/12/24		72.750		51.970	20.780	39.98	USD	38.58
	L	Texas Instruments	192.060	8/12/24	-0.08	196.930		129.530	67.400	52.03	USD	38.54
		Aviva	484.200	8/12/24	0.35	409.100		283.400	125.700	44.35	GBP	37.86
		Repsol	12.765	8/12/24	0.67	10.438		7.974	2.464	30.90	EUR	34.76
		⇓instrument	freshest		⇓ Δday	4/05/21	⇓ Δwk	7/06/20	prc diff	⇓ Δ39	Curr	∅-RS
	S	Nissan Motor	410.200	8/09/24	-0.56	591.300		414.300	177.000	42.72	JPY	33.70
	L	DuPont	78.330	8/12/24	-0.25	77.630		54.610	23.020	42.15	USD	33.62
	S	LVMH	635.100	8/12/24	-0.14	571.700		404.000	167.700	41.51	EUR	33.56
		Banco Santander	4.089	8/12/24	-0.24	2.883		2.337	0.546	23.36	EUR	32.87
		UnibailRodaWestfield	5.550	8/12/24	0.73	5.300		4.190	1.110	26.49	AUD	32.65
		Exxon Mobil	119.000	8/12/24	0.13	56.500		44.390	12.110	27.28	USD	31.48
		UBS	24.850	8/12/24	0.44	14.880		11.260	3.620	32.15	CHF	29.30
		Axa	32.350	8/12/24	-0.77	23.005		19.222	3.783	19.68	EUR	29.27
	S	BASF	41.280	8/12/24	-0.22	71.050		50.810	20.240	39.83	EUR	29.09
		Siemens	157.200	8/12/24	0.01	140.800		107.940	32.860	30.44	EUR	28.40
		Prudential	635.400	8/12/24	0.41	1,551.500		1,263.000	288.500	22.84	GBP	28.06
	L	Fox A	38.830	8/12/24	-1.27	36.400		26.500	9.900	37.36	USD	26.69
		Deutsche Bank	13.308	8/12/24	0.14	10.340		8.808	1.532	17.39	EUR	26.47
		Seven & i	1,672.500	8/09/24	-0.54	1,517.670		1,166.670	351.000	30.09	JPY	26.05
	L	ABB	45.510	8/12/24	0.55	28.790		22.780	6.010	26.38	CHF	25.90
		Schneider Electric	211.250	8/12/24	0.38	131.400		98.280	33.120	33.70	EUR	25.11
		Canon	4,525.000	8/09/24	1.64	2,548.500		2,133.000	415.500	19.48	JPY	24.96
		Bridgestone	5,582.000	8/09/24	-1.33	4,410.000		3,485.000	925.000	26.54	JPY	23.62
		Swiss Re	104.000	8/12/24	0.10	93.500		75.700	17.800	23.51	CHF	22.98
	S	Intel	19.360	8/12/24	-1.78	66.540		59.540	7.000	11.76	USD	22.71
	L	Apple	217.530	8/12/24	0.71	125.900		93.463	32.438	34.71	USD	20.49
	L	Ericsson	71.080	8/12/24	1.14	116.300		91.880	24.420	26.58	SEK	20.32
		Honda Motor	1,420.000	8/09/24	-0.14	1,106.330		937.830	168.500	17.97	JPY	19.99
		Microsoft	406.810	8/12/24	0.19	249.070		210.700	38.370	18.21	USD	19.82
		Chevron	145.020	8/12/24	0.02	104.510		88.570	15.940	18.00	USD	19.68
		⇓instrument	freshest		⇓ Δday	4/05/21	⇓ Δwk	7/06/20	prc diff	⇓ Δ39	Curr	∅-RS
	L	Raytheon Tech	116.600	8/12/24	0.39	77.910		63.320	14.590	23.04	USD	19.66
		BHP	2,094.000	8/12/24	-0.14	2,068.000		1,665.200	402.800	24.19	GBP	19.55
		Allianz	255.900	8/12/24		217.200		186.760	30.440	16.30	EUR	19.48
	L	3M	123.360	8/12/24	-0.65	194.970		158.100	36.870	23.32	USD	18.69
	L	Deutsche Telekom	24.730	8/12/24	0.49	17.250		15.040	2.210	14.69	EUR	18.40
		Nike	74.640	8/12/24	0.40	135.120		99.950	35.170	35.19	USD	18.18
		Toyota	2,447.500	8/09/24	-0.14	1,692.000		1,372.000	320.000	23.32	JPY	18.10
		Shell	33.025	8/12/24	0.93	16.814		14.810	2.004	13.53	EUR	17.77
	L	Münchener Rück	439.200	8/12/24	1.01	263.900		235.400	28.500	12.11	EUR	16.50
		Vivendi	9.488	8/12/24	0.40	28.000		23.600	4.400	18.64	EUR	16.06
		TotalEnergies	61.720	8/12/24	0.60	39.100		35.085	4.015	11.44	EUR	15.71
	L	Philips	26.060	8/12/24	-0.91	49.160		43.575	5.585	12.82	EUR	15.18
		Standard Chartered	722.000	8/12/24	0.92	490.200		457.300	32.900	7.19	GBP	14.86
		L´Oreal	376.650	8/12/24	-1.59	323.850		290.300	33.550	11.56	EUR	13.79
	L	Philip Morris	116.090	8/12/24	0.07	88.600		70.600	18.000	25.50	USD	13.68
		Rio Tinto	4,942.000	8/12/24	0.56	5,480.000		4,550.000	930.000	20.44	GBP	13.59
	L	HSBC	643.900	8/12/24	0.22	423.200		408.650	14.550	3.56	GBP	13.03
		Marsh & McLennan	217.350	8/12/24	-1.23	124.890		107.920	16.970	15.72	USD	12.88
	S	McDonald´s	269.460	8/12/24	0.58	228.850		188.500	40.350	21.41	USD	12.07
	L	Vodafone	74.440	8/12/24	0.87	133.660		130.240	3.420	2.63	GBP	10.74
		IBM	189.480	8/12/24	-1.03	135.930		120.190	15.740	13.10	USD	10.69
		Carrefour	13.730	8/12/24	-0.36	15.250		13.580	1.670	12.30	EUR	9.09
	S	Johnson & Johnson	159.880	8/12/24	-0.46	163.430		142.980	20.450	14.30	USD	8.72
	L	RWE	32.360	8/12/24	1.70	34.290		32.110	2.180	6.79	EUR	8.05
	L	Coca-Cola	68.170	8/12/24	-0.74	52.810		45.230	7.580	16.76	USD	7.77
		⇓instrument	freshest		⇓ Δday	4/05/21	⇓ Δwk	7/06/20	prc diff	⇓ Δ39	Curr	∅-RS
	S	Diageo	2,451.500	8/12/24	1.03	3,007.000		2,758.000	249.000	9.03	GBP	7.73
		E.on	12.325	8/12/24	0.78	9.978		10.305	-0.327	-3.17	EUR	7.05
	S	Engie	15.335	8/12/24	0.49	12.122		11.405	0.717	6.29	EUR	5.60
	L	Procter & Gamble	166.810	8/12/24	-2.19	136.450		121.630	14.820	12.18	USD	5.48
		BP	439.600	8/12/24	1.35	289.800		312.750	-22.950	-7.34	GBP	4.87
		PepsiCo	171.420	8/12/24	-0.56	143.160		133.300	9.860	7.40	USD	4.59
	S	Bristol-Myers	47.060	8/12/24	0.73	63.160		60.190	2.970	4.93	USD	3.69
	S	Orange	10.115	8/12/24	-0.25	10.468		10.950	-0.482	-4.40	EUR	3.46
	L	Walmart	68.700	8/12/24	1.10	46.477		39.630	6.847	17.28	USD	3.35
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	79.530		73.450	6.080	8.28	USD	3.33
		Telefónica	4.032	8/12/24	0.12	3.782		4.211	-0.429	-10.19	EUR	3.08
	L	Nestlé	88.640	8/12/24	-0.40	105.520		105.980	-0.460	-0.43	CHF	1.04
	L	Novartis	96.740	8/12/24	0.16	81.150		83.470	-2.320	-2.78	CHF	0.23
	S	Kimberly-Clark	34.140	8/12/24	-1.01	34.520		35.620	-1.100	-3.09	MXN	-0.01
		Sanofi	95.670	8/12/24	-0.60	84.200		92.490	-8.290	-8.96	EUR	-0.54
	L	Pfizer	28.450	8/12/24	-0.35	36.280		34.510	1.770	5.13	USD	-0.72
	L	Bayer	25.960	8/12/24	-0.04	53.220		67.060	-13.840	-20.64	EUR	-1.28
	L	Unilever	55.100	8/12/24	-0.36	47.315		47.560	-0.245	-0.52	EUR	-1.71
	S	National Grid	978.400	8/12/24	-0.04	863.500		917.200	-53.700	-5.85	GBP	-2.95
		Merck (MSD)	113.480	8/12/24	-0.93	77.000		79.580	-2.580	-3.24	USD	-3.36
	L	AstraZeneca	12,780.000	8/12/24	0.63	7,172.000		8,660.000	-1,488.000	-17.18	GBP	-10.41
		GSK	1,572.000	8/12/24	0.42	1,299.290		1,662.540	-363.250	-21.85	GBP	-11.52
SP Global 100 - 96 out of 96 instruments rated - 4/05/21 / 7/06/20 - 82 did rise, Market-Ratio(39) = 85.42 %

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