Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/28/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/28/21	⇓ Δwk	9/28/20	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,869.790		2,272.400	597.390	26.29	USD	15.00
	S	Ford Motor	9.860	8/12/24	-2.38	14.960		6.690	8.270	123.62	USD	65.06
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.277		2.384	2.893	121.35	EUR	51.35
		UnibailRodaWestfield	5.550	8/12/24	0.73	6.180		2.600	3.580	137.69	AUD	47.57
		Societe Generale	20.520	8/12/24	0.44	24.775		11.452	13.323	116.34	EUR	47.35
	L	Goldman Sachs	485.500	8/12/24	-0.97	368.710		199.070	169.640	85.22	USD	44.24
		General Electric	166.870	8/12/24	-0.16	103.120		49.600	53.520	107.90	USD	39.13
		Exxon Mobil	119.000	8/12/24	0.13	63.010		35.310	27.700	78.45	USD	38.93
	S	Mercedes-Benz	57.480	8/12/24	-0.57	75.960		45.875	30.085	65.58	EUR	38.62
		ING Groep	15.232	8/12/24	0.21	10.974		6.168	4.806	77.92	EUR	38.44
	L	Morgan Stanley	94.840	8/12/24	0.13	87.700		48.380	39.320	81.27	USD	38.03
		Seven & i	1,672.500	8/09/24	-0.54	1,752.670		1,127.670	625.000	55.42	JPY	37.61
		Banco Santander	4.089	8/12/24	-0.24	3.263		1.599	1.663	103.98	EUR	37.59
	S	LVMH	635.100	8/12/24	-0.14	667.600		405.900	261.700	64.47	EUR	37.54
	L	Alphabet A	162.290	8/12/24	-0.84	122.536		72.933	49.603	68.01	USD	36.01
		Saint-Gobain	73.560	8/12/24	-0.41	55.290		36.000	19.290	53.58	EUR	35.50
		Bridgestone	5,582.000	8/09/24	-1.33	5,135.000		3,395.000	1,740.000	51.25	JPY	34.24
	S	Volkswagen	93.500	8/12/24	-0.47	213.400		138.200	75.200	54.41	EUR	31.44
		Repsol	12.765	8/12/24	0.67	10.682		5.882	4.800	81.60	EUR	31.33
		Toyota	2,447.500	8/09/24	-0.14	1,968.000		1,436.000	532.000	37.05	JPY	28.83
	L	HP	33.780	8/12/24	0.72	29.810		18.860	10.950	58.06	USD	28.43
		JP Morgan Chase	206.190	8/12/24	0.19	154.330		96.160	58.170	60.49	USD	26.64
		Barclays	220.100	8/12/24	0.85	171.520		98.000	73.520	75.02	GBP	26.27
		L´Oreal	376.650	8/12/24	-1.59	385.650		278.600	107.050	38.42	EUR	25.49
	L	Fox A	38.830	8/12/24	-1.27	38.310		27.840	10.470	37.61	USD	24.53
		⇓instrument	freshest		⇓ Δday	6/28/21	⇓ Δwk	9/28/20	prc diff	⇓ Δ39	Curr	∅-RS
		Aviva	484.200	8/12/24	0.35	411.900		294.000	117.900	40.10	GBP	24.38
		Honda Motor	1,420.000	8/09/24	-0.14	1,210.330		822.170	388.160	47.21	JPY	23.80
		Canon	4,525.000	8/09/24	1.64	2,597.500		1,781.500	816.000	45.80	JPY	23.61
		Citigroup	57.840	8/12/24		71.510		43.340	28.170	65.00	USD	23.48
	L	Anglo American	2,232.500	8/12/24	0.29	2,901.500		1,857.800	1,043.700	56.18	GBP	23.07
	L	Raytheon Tech	116.600	8/12/24	0.39	85.110		58.890	26.220	44.52	USD	22.62
	L	ABB	45.510	8/12/24	0.55	31.530		23.520	8.010	34.06	CHF	22.31
		Caterpillar	336.030	8/12/24	-0.66	216.270		147.680	68.590	46.45	USD	21.55
		Nike	74.640	8/12/24	0.40	152.360		124.320	28.040	22.55	USD	21.29
	L	Texas Instruments	192.060	8/12/24	-0.08	191.530		141.940	49.590	34.94	USD	20.19
	S	Diageo	2,451.500	8/12/24	1.03	3,485.500		2,679.500	806.000	30.08	GBP	20.11
		Microsoft	406.810	8/12/24	0.19	268.720		209.440	59.280	28.30	USD	19.39
	L	Philip Morris	116.090	8/12/24	0.07	98.670		76.310	22.360	29.30	USD	19.31
		Deutsche Bank	13.308	8/12/24	0.14	10.910		7.272	3.638	50.03	EUR	19.14
		Samsung Electronics	75,500.000	8/12/24	1.07	81,900.000		58,200.000	23,700.000	40.72	KRW	18.16
		Marsh & McLennan	217.350	8/12/24	-1.23	138.950		114.540	24.410	21.31	USD	17.86
		Shell	33.025	8/12/24	0.93	16.942		11.224	5.718	50.94	EUR	17.49
	S	Nissan Motor	410.200	8/09/24	-0.56	566.100		375.000	191.100	50.96	JPY	17.37
	L	Deutsche Telekom	24.730	8/12/24	0.49	17.916		14.340	3.576	24.94	EUR	16.88
		Schneider Electric	211.250	8/12/24	0.38	135.780		106.700	29.080	27.25	EUR	16.37
	L	DuPont	78.330	8/12/24	-0.25	77.120		56.550	20.570	36.37	USD	15.87
		Panasonic	1,058.500	8/09/24	1.34	1,303.000		921.800	381.200	41.35	JPY	15.51
		Carrefour	13.730	8/12/24	-0.36	16.725		13.975	2.750	19.68	EUR	15.23
		Chevron	145.020	8/12/24	0.02	103.990		73.930	30.060	40.66	USD	15.17
		BP	439.600	8/12/24	1.35	315.150		235.650	79.500	33.74	GBP	14.85
		⇓instrument	freshest		⇓ Δday	6/28/21	⇓ Δwk	9/28/20	prc diff	⇓ Δ39	Curr	∅-RS
		IBM	189.480	8/12/24	-1.03	145.290		121.730	23.560	19.35	USD	14.40
		Rio Tinto	4,942.000	8/12/24	0.56	6,002.000		4,678.500	1,323.500	28.29	GBP	13.11
		UBS	24.850	8/12/24	0.44	14.225		10.270	3.955	38.51	CHF	13.08
	S	Sony	12,325.000	8/09/24	0.28	10,870.000		8,179.000	2,691.000	32.90	JPY	13.08
		Aegon	5.562	8/12/24	0.22	3.489		2.216	1.273	57.45	EUR	12.99
		BHP	2,094.000	8/12/24	-0.14	2,144.000		1,697.600	446.400	26.30	GBP	12.46
		Axa	32.350	8/12/24	-0.77	21.605		16.098	5.507	34.21	EUR	12.32
	L	Apple	217.530	8/12/24	0.71	134.780		114.960	19.820	17.24	USD	12.28
	L	3M	123.360	8/12/24	-0.65	196.500		161.660	34.840	21.55	USD	12.12
		TotalEnergies	61.720	8/12/24	0.60	38.780		28.800	9.980	34.65	EUR	11.14
		Allianz	255.900	8/12/24		213.500		166.840	46.660	27.97	EUR	10.32
	L	HSBC	643.900	8/12/24	0.22	420.400		309.300	111.100	35.92	GBP	10.28
		Siemens	157.200	8/12/24	0.01	134.200		109.960	24.240	22.04	EUR	10.19
	L	Nestlé	88.640	8/12/24	-0.40	116.120		109.880	6.240	5.68	CHF	9.82
	L	AstraZeneca	12,780.000	8/12/24	0.63	8,666.000		8,509.000	157.000	1.85	GBP	9.63
	S	BASF	41.280	8/12/24	-0.22	65.300		51.820	13.480	26.01	EUR	8.78
		Prudential	635.400	8/12/24	0.41	1,415.000		1,151.000	264.000	22.94	GBP	8.25
		Vivendi	9.488	8/12/24	0.40	28.240		23.840	4.400	18.46	EUR	8.17
	S	McDonald´s	269.460	8/12/24	0.58	231.090		220.260	10.830	4.92	USD	7.19
	S	Bristol-Myers	47.060	8/12/24	0.73	66.400		59.710	6.690	11.20	USD	7.01
		Telefónica	4.032	8/12/24	0.12	3.847		2.996	0.851	28.39	EUR	6.81
	L	Coca-Cola	68.170	8/12/24	-0.74	54.260		49.280	4.980	10.11	USD	6.69
	S	Intel	19.360	8/12/24	-1.78	57.480		51.430	6.050	11.76	USD	6.50
	S	Johnson & Johnson	159.880	8/12/24	-0.46	164.020		147.110	16.910	11.49	USD	6.04
		Sanofi	95.670	8/12/24	-0.60	89.110		87.320	1.790	2.05	EUR	5.74
		⇓instrument	freshest		⇓ Δday	6/28/21	⇓ Δwk	9/28/20	prc diff	⇓ Δ39	Curr	∅-RS
	L	Novartis	96.740	8/12/24	0.16	84.910		80.790	4.120	5.10	CHF	5.65
	L	Pfizer	28.450	8/12/24	-0.35	39.120		36.390	2.730	7.50	USD	5.23
		Swiss Re	104.000	8/12/24	0.10	84.140		69.760	14.380	20.61	CHF	5.21
		PepsiCo	171.420	8/12/24	-0.56	147.040		137.970	9.070	6.57	USD	5.04
		E.on	12.325	8/12/24	0.78	9.935		9.392	0.543	5.78	EUR	4.53
	S	National Grid	978.400	8/12/24	-0.04	925.500		854.400	71.100	8.32	GBP	4.15
	L	Ericsson	71.080	8/12/24	1.14	108.080		97.100	10.980	11.31	SEK	4.13
		Standard Chartered	722.000	8/12/24	0.92	460.400		362.000	98.400	27.18	GBP	3.34
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	81.720		76.610	5.110	6.67	USD	2.71
	S	Kimberly-Clark	34.140	8/12/24	-1.01	35.610		35.220	0.390	1.11	MXN	2.32
	L	Unilever	55.100	8/12/24	-0.36	49.840		52.180	-2.340	-4.48	EUR	2.16
		GSK	1,572.000	8/12/24	0.42	1,431.660		1,473.970	-42.310	-2.87	GBP	1.79
	L	Procter & Gamble	166.810	8/12/24	-2.19	135.320		138.010	-2.690	-1.95	USD	0.89
	L	Walmart	68.700	8/12/24	1.10	46.033		45.750	0.283	0.62	USD	-0.49
	L	Münchener Rück	439.200	8/12/24	1.01	234.150		222.400	11.750	5.28	EUR	-1.33
	L	Bayer	25.960	8/12/24	-0.04	51.510		54.210	-2.700	-4.98	EUR	-1.83
	L	Vodafone	74.440	8/12/24	0.87	120.560		104.350	16.210	15.53	GBP	-2.31
		Merck (MSD)	113.480	8/12/24	-0.93	76.860		82.760	-5.900	-7.13	USD	-2.83
	S	Engie	15.335	8/12/24	0.49	11.592		11.410	0.182	1.60	EUR	-4.02
	S	Orange	10.115	8/12/24	-0.25	9.569		8.996	0.573	6.37	EUR	-4.46
	L	Philips	26.060	8/12/24	-0.91	41.955		40.000	1.955	4.89	EUR	-5.42
	L	RWE	32.360	8/12/24	1.70	30.820		31.370	-0.550	-1.75	EUR	-6.64
SP Global 100 - 96 out of 96 instruments rated - 6/28/21 / 9/28/20 - 90 did rise, Market-Ratio(39) = 93.75 %

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