Share-o-matic - Portfolio

Mon, Jun 22nd, 2026, 9:28UTC

Assessment - SP Global 100 in Euro - 5/17/21 - RS = 39

historical assessment - show freshest

		instrument	freshest		⇓ Δday	5/17/21	⇓ Δwk	8/17/20	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,089.823	8/12/24	0.32	2,300.185		1,951.320	348.865	17.88	12.56
	L	3M	101.452	8/12/24	-0.65	168.683		138.769	29.914	21.56	16.89
	L	ABB	41.512	8/12/24	0.55	27.757		22.420	5.337	23.81	22.87
		Aegon	5.562	8/12/24	0.22	4.010		2.440	1.570	64.34	36.23
		Allianz	255.900	8/12/24		217.650		180.720	36.930	20.43	15.68
	L	Alphabet A	133.468	8/12/24	-0.84	94.121		63.872	30.249	47.36	30.18
	L	Anglo American	2,596.866	8/12/24	0.29	3,835.685		2,133.740	1,701.945	79.76	55.78
	L	Apple	178.897	8/12/24	0.71	103.845		96.557	7.288	7.55	7.68
	L	AstraZeneca	14,865.824	8/12/24	0.63	9,183.543		9,472.859	-289.316	-3.05	2.86
		Aviva	563.226	8/12/24	0.35	473.077		319.222	153.856	48.20	34.39
		Axa	32.350	8/12/24	-0.77	22.815		17.348	5.467	31.51	22.23
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.008		2.515	2.493	99.13	52.01
		Banco Santander	4.089	8/12/24	-0.24	3.331		1.891	1.440	76.17	47.31
		Barclays	256.023	8/12/24	0.85	208.470		119.186	89.284	74.91	44.04
	S	BASF	41.280	8/12/24	-0.22	69.160		50.310	18.850	37.47	19.42
	L	Bayer	25.960	8/12/24	-0.04	56.770		57.270	-0.500	-0.87	6.21
		BHP	2,435.762	8/12/24	-0.14	2,612.570		2,033.037	579.532	28.51	26.55
		BP	511.347	8/12/24	1.35	366.876		318.614	48.262	15.15	19.10
		Bridgestone	42.082	8/09/24	-1.33	35.109		26.185	8.924	34.08	18.98
	S	Bristol-Myers	38.702	8/12/24	0.73	53.834		53.600	0.234	0.44	3.61
		Canon	34.114	8/09/24	1.64	18.972		14.981	3.991	26.64	14.74
		Carrefour	13.730	8/12/24	-0.36	17.285		13.680	3.605	26.35	21.92
		Caterpillar	276.352	8/12/24	-0.66	201.316		116.872	84.444	72.25	43.55
		Chevron	119.265	8/12/24	0.02	91.130		76.474	14.656	19.17	20.81
		Citigroup	47.568	8/12/24		63.670		43.321	20.349	46.97	35.29
		instrument	freshest		⇓ Δday	5/17/21	⇓ Δwk	8/17/20	prc diff	⇓ Δ39	⇓∅-RS
	L	Coca-Cola	56.063	8/12/24	-0.74	44.936		40.617	4.319	10.63	6.27
	L	Colgate-Palmolive	83.293	8/12/24	-0.77	68.712		65.050	3.662	5.63	3.59
		Deutsche Bank	13.308	8/12/24	0.14	11.692		7.963	3.729	46.83	33.72
	L	Deutsche Telekom	24.730	8/12/24	0.49	17.272		15.155	2.117	13.97	15.06
	S	Diageo	2,851.609	8/12/24	1.03	3,909.549		2,909.545	1,000.004	34.37	22.65
	L	DuPont	64.419	8/12/24	-0.25	70.151		48.410	21.741	44.91	31.05
		E.on	12.325	8/12/24	0.78	10.550		10.060	0.490	4.87	11.43
	S	Engie	15.335	8/12/24	0.49	12.716		11.645	1.071	9.20	7.18
	L	Ericsson	7.023	8/12/24	1.14	10.894		9.825	1.070	10.89	11.27
		Exxon Mobil	97.866	8/12/24	0.13	51.145		35.924	15.221	42.37	36.39
	S	Ford Motor	8.109	8/12/24	-2.38	9.992		5.881	4.112	69.92	41.99
	L	Fox A	31.934	8/12/24	-1.27	30.240		21.534	8.705	40.43	19.03
		General Electric	137.234	8/12/24	-0.16	86.517		43.608	42.909	98.40	47.29
	L	Goldman Sachs	399.276	8/12/24	-0.97	303.672		171.087	132.585	77.50	49.47
		GSK	1,828.566	8/12/24	0.42	1,616.571		1,730.323	-113.752	-6.57	0.32
	L	HP	27.781	8/12/24	0.72	27.172		15.123	12.049	79.68	47.64
		Honda Motor	10.705	8/09/24	-0.14	8.137		7.265	0.872	12.00	6.67
	L	HSBC	748.991	8/12/24	0.22	515.767		373.934	141.833	37.93	22.36
		ING Groep	15.232	8/12/24	0.21	10.922		6.879	4.043	58.77	47.55
	S	Intel	15.922	8/12/24	-1.78	45.504		41.224	4.280	10.38	-1.17
		IBM	155.829	8/12/24	-1.03	119.339		104.841	14.498	13.83	12.95
	S	Johnson & Johnson	131.486	8/12/24	-0.46	140.129		125.524	14.605	11.63	8.58
		JP Morgan Chase	169.571	8/12/24	0.19	135.425		84.006	51.419	61.21	38.13
	S	Kimberly-Clark	1.420	8/12/24	-1.01	1.467		1.424	0.043	2.98	5.23
		L´Oreal	376.650	8/12/24	-1.59	355.450		278.900	76.550	27.45	20.41
		instrument	freshest		⇓ Δday	5/17/21	⇓ Δwk	8/17/20	prc diff	⇓ Δ39	⇓∅-RS
	S	LVMH	635.100	8/12/24	-0.14	624.000		387.750	236.250	60.93	36.86
		Marsh & McLennan	178.749	8/12/24	-1.23	110.605		98.160	12.445	12.68	13.81
	S	McDonald´s	221.605	8/12/24	0.58	190.534		175.805	14.729	8.38	6.84
	S	Mercedes-Benz	57.480	8/12/24	-0.57	74.320		42.335	31.985	75.55	49.36
		Merck (MSD)	93.326	8/12/24	-0.93	65.685		71.411	-5.725	-8.02	-2.19
		Microsoft	334.561	8/12/24	0.19	201.637		177.161	24.475	13.82	9.35
	L	Morgan Stanley	77.997	8/12/24	0.13	72.445		43.204	29.242	67.68	45.01
	L	Münchener Rück	439.200	8/12/24	1.01	241.900		233.800	8.100	3.46	3.30
	S	National Grid	1,138.085	8/12/24	-0.04	1,083.065		982.289	100.776	10.26	8.63
	L	Nestlé	80.854	8/12/24	-0.40	99.991		101.568	-1.578	-1.55	3.17
		Nike	61.384	8/12/24	0.40	112.184		89.019	23.165	26.02	9.29
	S	Nissan Motor	3.092	8/09/24	-0.56	4.054		3.350	0.704	21.02	8.53
	L	Novartis	88.242	8/12/24	0.16	73.110		72.395	0.715	0.99	-1.76
	S	Orange	10.115	8/12/24	-0.25	10.684		9.844	0.840	8.53	6.36
		Panasonic	7.980	8/09/24	1.34	9.115		7.411	1.703	22.99	4.46
		PepsiCo	140.976	8/12/24	-0.56	120.211		116.198	4.013	3.45	2.63
	L	Pfizer	23.397	8/12/24	-0.35	32.987		32.310	0.677	2.09	5.96
	L	Philip Morris	95.473	8/12/24	0.07	80.225		65.934	14.291	21.67	18.34
	L	Philips	26.060	8/12/24	-0.91	46.615		44.235	2.380	5.38	6.37
	L	Procter & Gamble	137.185	8/12/24	-2.19	113.269		114.159	-0.890	-0.78	1.46
		Prudential	739.104	8/12/24	0.41	1,739.581		1,378.583	360.997	26.19	22.70
	L	Raytheon Tech	95.892	8/12/24	0.39	71.195		52.884	18.311	34.63	24.96
		Repsol	12.765	8/12/24	0.67	11.188		6.842	4.346	63.52	40.81
		Rio Tinto	5,748.584	8/12/24	0.56	7,299.143		5,281.900	2,017.243	38.19	27.48
	L	RWE	32.360	8/12/24	1.70	31.940		34.500	-2.560	-7.42	-2.78
		instrument	freshest		⇓ Δday	5/17/21	⇓ Δwk	8/17/20	prc diff	⇓ Δ39	⇓∅-RS
		Saint-Gobain	73.560	8/12/24	-0.41	54.700		33.930	20.770	61.21	44.29
		Samsung Electronics	54.726	8/12/24	1.07	57.698		41.328	16.370	39.61	19.30
		Sanofi	95.670	8/12/24	-0.60	87.640		86.510	1.130	1.31	3.78
		Schneider Electric	211.250	8/12/24	0.38	130.360		103.700	26.660	25.71	16.95
		Seven & i	12.609	8/09/24	-0.54	12.037		9.129	2.909	31.86	21.79
		Shell	33.025	8/12/24	0.93	16.730		13.020	3.710	28.49	16.93
		Siemens	157.200	8/12/24	0.01	141.420		116.420	25.000	21.47	20.67
		Societe Generale	20.520	8/12/24	0.44	26.195		13.996	12.199	87.16	65.58
	S	Sony	92.917	8/09/24	0.28	77.877		70.182	7.695	10.96	6.38
		Standard Chartered	839.838	8/12/24	0.92	579.511		460.227	119.284	25.92	18.48
		Swiss Re	94.865	8/12/24	0.10	80.161		67.613	12.547	18.56	11.20
		Telefónica	4.032	8/12/24	0.12	4.150		3.580	0.570	15.92	14.20
	L	Texas Instruments	157.951	8/12/24	-0.08	148.715		116.501	32.214	27.65	15.73
		TotalEnergies	61.720	8/12/24	0.60	39.810		33.290	6.520	19.59	15.62
		Toyota	18.452	8/09/24	-0.14	13.042		11.379	1.663	14.62	10.85
		UBS	22.667	8/12/24	0.44	12.747		10.363	2.384	23.00	14.00
		UnibailRodaWestfield	3.548	8/12/24	0.73	3.496		2.218	1.278	57.63	38.95
	L	Unilever	55.100	8/12/24	-0.36	50.070		49.410	0.660	1.34	3.38
		Vivendi	9.488	8/12/24	0.40	29.140		23.870	5.270	22.08	15.92
	L	Vodafone	86.589	8/12/24	0.87	164.827		129.985	34.841	26.80	19.19
	S	Volkswagen	93.500	8/12/24	-0.47	212.650		139.180	73.470	52.79	38.23
	L	Walmart	56.499	8/12/24	1.10	38.075		38.081	-0.007	-0.02	-1.40
SP Global 100 - 96 out of 96 instruments rated - 5/17/21 / 8/17/20 - 88 did rise, Market-Ratio(39) in EUR = 91.67 %

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 Euro * 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	50	196.657	19.959	1,937.718	1,741.061	885	97,053	371
long	7/06/09	8/01/11	756		Ford Motor	100	23,594	4.113	8.579		4.465	109	202,411	43
short	8/01/11	4/30/12	273		Carrefour	100	10,080	20.080	15.175	26.570	6.490	32	267,834	45
long	4/30/12	10/20/14	903		Apple	100	17,018	15.738	19.487		3.749	24	331,638	9
short	10/20/14	11/03/14	14		Deutsche Bank	100	15,392	21.545	22.134	20.956	-0.589	-3	322,571	-51
long	11/03/14	8/24/15	294		Apple	100	14,730	21.898	22.211		0.314	1	327,195	2
short	8/24/15	9/12/16	385		RWE	100	24,749	13.220	14.645	11.795	-1.425	-11	291,928	-10
long	9/12/16	7/02/18	658		Anglo American	100	30,015	9.726	18.582		8.857	91	557,756	43
short	7/02/18	7/15/19	378		Deutsche Bank	100	61,030	9.139	6.885	12.131	2.992	33	740,351	31
long	7/15/19	3/09/20	238		LVMH	100	1,948	380.050	338.000		-42.050	-11	658,438	-16
short	3/09/20	12/07/20	273		DuPont	100	21,479	30.654	53.960	7.348	-23.306	-76	157,850	-85
long	12/07/20	3/07/22	455		Mercedes-Benz	100	2,735	57.700	57.390		-0.310	-1	157,002	0
short	3/07/22	3/21/22	14		Vivendi	100	14,618	10.740	11.750	9.730	-1.010	-9	142,238	-92
long	3/21/22	6/13/22	84		Chevron	100	953	149.213	160.269		11.056	7	152,774	36
short	6/13/22	12/05/22	175		Philips	100	7,187	21.255	14.250	31.704	10.449	49	227,867	130
long	12/05/22	12/19/22	14		Merck (MSD)	100	2,174	104.795	102.972		-1.823	-2	223,904	-37
short	12/19/22	1/23/23	35		Credit Suisse	100	79,576	2.814	3.141	2.486	-0.327	-12	197,843	-72
long	1/23/23	10/23/23	273		Münchener Rück	100	607	325.700	372.100		46.400	14	226,008	19
short	10/23/23	12/11/23	49		Pfizer	100	7,817	28.909	26.650	31.361	2.452	8	245,172	83
long	12/11/23	8/12/24	245		Intel	100	5,915	41.445	18.049		-23.395	-56	106,789	-71
accum	1/14/08	8/12/24	6734	days out of 7476 invested (90%)							968		106,789	14

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	196.66	19.96	1,937.72	1,741.06	885.33	885.33
Ford Motor	long	7/06/09	8/01/11	756	4.11	8.58		4.47	108.56	108.56
Anglo American	long	9/12/16	7/02/18	658	9.73	18.58		8.86	91.06	91.06
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
Apple	long	4/30/12	10/20/14	903	15.74	19.49		3.75	23.82
	long	11/03/14	8/24/15	294	21.90	22.21		0.31	1.43	25.60
Münchener Rück	long	1/23/23	10/23/23	273	325.70	372.10		46.40	14.25	14.25
Pfizer	short	10/23/23	12/11/23	49	28.91	26.65	31.36	2.45	8.48	8.48
Chevron	long	3/21/22	6/13/22	84	149.21	160.27		11.06	7.41	7.41
Mercedes-Benz	long	12/07/20	3/07/22	455	57.70	57.39		-0.31	-0.54	-0.54
Merck (MSD)	long	12/05/22	12/19/22	14	104.80	102.97		-1.82	-1.74	-1.74
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	2.81	3.14	2.49	-0.33	-11.64	-11.64
Intel	long	12/11/23	8/12/24	245	41.44	18.05		-23.40	-56.45	-56.45
DuPont	short	3/09/20	12/07/20	273	30.65	53.96	7.35	-23.31	-76.03	-76.03

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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