Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 5/03/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/03/21	⇓ Δwk	8/03/20	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,794.960		2,262.020	532.940	23.56	USD	17.69
	L	HP	33.780	8/12/24	0.72	34.480		17.770	16.710	94.03	USD	64.37
		General Electric	166.870	8/12/24	-0.16	107.600		48.880	58.720	120.13	USD	60.45
	S	Mercedes-Benz	57.480	8/12/24	-0.57	74.410		39.060	35.350	90.50	EUR	55.12
		Societe Generale	20.520	8/12/24	0.44	23.730		12.900	10.830	83.95	EUR	53.30
	L	Goldman Sachs	485.500	8/12/24	-0.97	350.160		199.390	150.770	75.62	USD	50.29
		ING Groep	15.232	8/12/24	0.21	10.684		6.056	4.628	76.42	EUR	49.07
	S	Volkswagen	93.500	8/12/24	-0.47	220.750		131.180	89.570	68.28	EUR	46.41
	S	Ford Motor	9.860	8/12/24	-2.38	11.630		6.690	4.940	73.84	USD	45.90
	L	Morgan Stanley	94.840	8/12/24	0.13	82.460		49.460	33.000	66.72	USD	44.87
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.676		2.724	1.952	71.66	EUR	44.80
	L	Anglo American	2,232.500	8/12/24	0.29	3,070.000		1,910.600	1,159.400	60.68	GBP	44.28
		Banco Santander	4.089	8/12/24	-0.24	3.197		1.857	1.340	72.16	EUR	43.91
		Saint-Gobain	73.560	8/12/24	-0.41	52.770		32.660	20.110	61.57	EUR	43.90
		Caterpillar	336.030	8/12/24	-0.66	228.170		131.780	96.390	73.14	USD	42.86
	S	LVMH	635.100	8/12/24	-0.14	630.600		372.300	258.300	69.38	EUR	41.50
	L	Alphabet A	162.290	8/12/24	-0.84	117.154		74.138	43.016	58.02	USD	40.38
		Barclays	220.100	8/12/24	0.85	175.500		103.820	71.680	69.04	GBP	38.52
		JP Morgan Chase	206.190	8/12/24	0.19	153.360		96.100	57.260	59.58	USD	35.68
		Aegon	5.562	8/12/24	0.22	3.902		2.621	1.281	48.87	EUR	35.58
		Exxon Mobil	119.000	8/12/24	0.13	58.820		42.250	16.570	39.22	USD	34.19
		Deutsche Bank	13.308	8/12/24	0.14	11.396		7.833	3.563	45.49	EUR	33.37
		UnibailRodaWestfield	5.550	8/12/24	0.73	5.350		3.610	1.740	48.20	AUD	32.80
		Citigroup	57.840	8/12/24		71.710		50.390	21.320	42.31	USD	31.81
		Aviva	484.200	8/12/24	0.35	400.300		273.900	126.400	46.15	GBP	30.05
		⇓instrument	freshest		⇓ Δday	5/03/21	⇓ Δwk	8/03/20	prc diff	⇓ Δ39	Curr	∅-RS
		Axa	32.350	8/12/24	-0.77	23.910		17.310	6.600	38.13	EUR	30.02
		Repsol	12.765	8/12/24	0.67	10.238		6.694	3.544	52.94	EUR	30.01
		Seven & i	1,672.500	8/09/24	-0.54	1,566.330		1,017.330	549.000	53.96	JPY	28.08
		Samsung Electronics	75,500.000	8/12/24	1.07	81,700.000		56,800.000	24,900.000	43.84	KRW	27.35
	L	DuPont	78.330	8/12/24	-0.25	78.280		52.460	25.820	49.22	USD	27.16
	L	Raytheon Tech	116.600	8/12/24	0.39	84.140		57.510	26.630	46.30	USD	27.02
		Canon	4,525.000	8/09/24	1.64	2,603.000		1,743.000	860.000	49.34	JPY	26.42
	L	ABB	45.510	8/12/24	0.55	29.930		23.710	6.220	26.23	CHF	25.36
	L	Fox A	38.830	8/12/24	-1.27	36.610		26.360	10.250	38.88	USD	24.06
		Schneider Electric	211.250	8/12/24	0.38	134.700		101.650	33.050	32.51	EUR	23.39
		Prudential	635.400	8/12/24	0.41	1,534.500		1,154.000	380.500	32.97	GBP	22.88
		Siemens	157.200	8/12/24	0.01	140.840		112.000	28.840	25.75	EUR	22.79
		Rio Tinto	4,942.000	8/12/24	0.56	6,076.000		4,805.500	1,270.500	26.44	GBP	21.66
	S	Sony	12,325.000	8/09/24	0.28	10,900.000		8,314.000	2,586.000	31.10	JPY	21.45
	L	Philip Morris	116.090	8/12/24	0.07	95.850		76.530	19.320	25.25	USD	21.26
		BHP	2,094.000	8/12/24	-0.14	2,184.500		1,697.200	487.300	28.71	GBP	21.19
	L	HSBC	643.900	8/12/24	0.22	452.800		332.250	120.550	36.28	GBP	20.80
		Panasonic	1,058.500	8/09/24	1.34	1,289.000		889.800	399.200	44.86	JPY	20.61
	L	Texas Instruments	192.060	8/12/24	-0.08	178.795		129.320	49.475	38.26	USD	20.55
		Standard Chartered	722.000	8/12/24	0.92	519.600		391.800	127.800	32.62	GBP	20.18
		Bridgestone	5,582.000	8/09/24	-1.33	4,377.000		3,097.000	1,280.000	41.33	JPY	19.88
	L	Apple	217.530	8/12/24	0.71	132.540		108.938	23.602	21.67	USD	19.69
	S	Nissan Motor	410.200	8/09/24	-0.56	547.700		370.700	177.000	47.75	JPY	19.46
		Marsh & McLennan	217.350	8/12/24	-1.23	135.300		115.820	19.480	16.82	USD	19.34
		Chevron	145.020	8/12/24	0.02	105.530		84.810	20.720	24.43	USD	19.14
		⇓instrument	freshest		⇓ Δday	5/03/21	⇓ Δwk	8/03/20	prc diff	⇓ Δ39	Curr	∅-RS
		L´Oreal	376.650	8/12/24	-1.59	345.600		278.100	67.500	24.27	EUR	18.52
		Allianz	255.900	8/12/24		219.900		181.240	38.660	21.33	EUR	18.29
	L	3M	123.360	8/12/24	-0.65	198.610		150.410	48.200	32.05	USD	18.17
	S	BASF	41.280	8/12/24	-0.22	67.060		48.340	18.720	38.73	EUR	17.74
		UBS	24.850	8/12/24	0.44	14.010		10.895	3.115	28.59	CHF	17.72
		Vivendi	9.488	8/12/24	0.40	29.090		23.840	5.250	22.02	EUR	17.60
	L	Ericsson	71.080	8/12/24	1.14	116.660		102.600	14.060	13.70	SEK	17.40
		Microsoft	406.810	8/12/24	0.19	251.860		216.540	35.320	16.31	USD	17.32
		IBM	189.480	8/12/24	-1.03	144.750		124.310	20.440	16.44	USD	16.81
		Carrefour	13.730	8/12/24	-0.36	16.175		13.450	2.725	20.26	EUR	15.03
	S	Diageo	2,451.500	8/12/24	1.03	3,251.000		2,881.000	370.000	12.84	GBP	14.98
		Honda Motor	1,420.000	8/09/24	-0.14	1,077.330		869.670	207.660	23.88	JPY	14.03
	S	McDonald´s	269.460	8/12/24	0.58	235.560		194.400	41.160	21.17	USD	13.20
		Shell	33.025	8/12/24	0.93	16.000		12.892	3.108	24.11	EUR	12.17
		Nike	74.640	8/12/24	0.40	133.030		98.330	34.700	35.29	USD	12.17
	L	Vodafone	74.440	8/12/24	0.87	136.800		117.020	19.780	16.90	GBP	11.84
		Swiss Re	104.000	8/12/24	0.10	86.060		72.580	13.480	18.57	CHF	11.70
		Toyota	2,447.500	8/09/24	-0.14	1,625.000		1,266.000	359.000	28.36	JPY	11.38
		BP	439.600	8/12/24	1.35	303.000		281.050	21.950	7.81	GBP	10.25
	L	Coca-Cola	68.170	8/12/24	-0.74	54.480		46.300	8.180	17.67	USD	10.05
	L	Philips	26.060	8/12/24	-0.91	47.660		44.880	2.780	6.19	EUR	9.54
	S	Johnson & Johnson	159.880	8/12/24	-0.46	165.210		147.350	17.860	12.12	USD	9.00
		TotalEnergies	61.720	8/12/24	0.60	37.240		32.400	4.840	14.94	EUR	8.98
	L	Pfizer	28.450	8/12/24	-0.35	39.830		38.350	1.480	3.86	USD	8.61
	L	Deutsche Telekom	24.730	8/12/24	0.49	16.098		14.450	1.648	11.40	EUR	8.15
		⇓instrument	freshest		⇓ Δday	5/03/21	⇓ Δwk	8/03/20	prc diff	⇓ Δ39	Curr	∅-RS
		E.on	12.325	8/12/24	0.78	10.144		10.085	0.059	0.59	EUR	7.71
	S	Engie	15.335	8/12/24	0.49	12.448		11.900	0.548	4.61	EUR	6.09
		PepsiCo	171.420	8/12/24	-0.56	145.790		136.700	9.090	6.65	USD	5.87
		Telefónica	4.032	8/12/24	0.12	3.855		3.600	0.255	7.08	EUR	5.83
	S	Intel	19.360	8/12/24	-1.78	57.260		48.300	8.960	18.55	USD	5.07
	L	Walmart	68.700	8/12/24	1.10	47.373		43.100	4.273	9.91	USD	4.61
	L	Münchener Rück	439.200	8/12/24	1.01	242.000		234.200	7.800	3.33	EUR	4.40
	L	Nestlé	88.640	8/12/24	-0.40	109.200		109.320	-0.120	-0.11	CHF	4.37
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	81.070		76.570	4.500	5.88	USD	4.34
	S	Bristol-Myers	47.060	8/12/24	0.73	63.480		59.100	4.380	7.41	USD	3.70
	S	Orange	10.115	8/12/24	-0.25	10.380		10.000	0.380	3.80	EUR	3.26
	L	Procter & Gamble	166.810	8/12/24	-2.19	135.000		131.290	3.710	2.83	USD	3.23
		Sanofi	95.670	8/12/24	-0.60	86.690		90.260	-3.570	-3.96	EUR	2.57
	S	National Grid	978.400	8/12/24	-0.04	910.600		918.800	-8.200	-0.89	GBP	2.46
	L	Unilever	55.100	8/12/24	-0.36	49.120		51.160	-2.040	-3.99	EUR	1.80
	S	Kimberly-Clark	34.140	8/12/24	-1.01	35.190		36.150	-0.960	-2.66	MXN	1.63
	L	Bayer	25.960	8/12/24	-0.04	53.570		58.470	-4.900	-8.38	EUR	-0.03
	L	RWE	32.360	8/12/24	1.70	31.810		32.820	-1.010	-3.08	EUR	-2.38
	L	Novartis	96.740	8/12/24	0.16	78.560		77.390	1.170	1.51	CHF	-2.58
	L	AstraZeneca	12,780.000	8/12/24	0.63	7,715.000		8,767.000	-1,052.000	-12.00	GBP	-3.30
		Merck (MSD)	113.480	8/12/24	-0.93	75.980		82.540	-6.560	-7.95	USD	-4.19
		GSK	1,572.000	8/12/24	0.42	1,342.000		1,597.060	-255.060	-15.97	GBP	-7.19
SP Global 100 - 96 out of 96 instruments rated - 5/03/21 / 8/03/20 - 86 did rise, Market-Ratio(39) = 89.58 %

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