Share-o-matic - Portfolio

Wed, Sep 16th, 2026, 14:52UTC

Assessment - SP Global 100 in Japanese yen - 7/12/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/12/21	⇓ Δwk	10/12/20	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	414,446.524	8/12/24	0.32	324,501.060		250,782.495	73,718.565	29.40	20.86
	S	Ford Motor	1,087.667	8/12/24	-2.38	1,611.645		807.529	804.116	99.58	61.85
		Banco Bilbao Viz	1,167.616	8/12/24	0.27	687.957		292.565	395.391	135.15	53.39
	L	Goldman Sachs	53,556.039	8/12/24	-0.97	41,973.374		22,543.430	19,429.944	86.19	51.17
		Societe Generale	2,684.837	8/12/24	0.44	3,244.832		1,581.246	1,663.586	105.21	50.10
	L	Morgan Stanley	10,461.905	8/12/24	0.13	10,231.355		5,342.115	4,889.240	91.52	48.02
		Saint-Gobain	9,624.590	8/12/24	-0.41	7,614.888		4,614.869	3,000.019	65.01	44.44
		UnibailRodaWestfield	458.592	8/12/24	0.73	489.991		213.529	276.462	129.47	46.49
	L	Alphabet A	17,902.388	8/12/24	-0.84	14,006.862		8,236.322	5,770.540	70.06	43.42
		General Electric	18,407.613	8/12/24	-0.16	11,569.428		5,752.723	5,816.705	101.11	43.39
	S	LVMH	83,096.484	8/12/24	-0.14	87,139.440		52,026.118	35,113.323	67.49	39.02
		ING Groep	1,992.955	8/12/24	0.21	1,418.044		823.337	594.707	72.23	38.55
		Exxon Mobil	13,127.021	8/12/24	0.13	6,747.730		3,645.988	3,101.742	85.07	38.50
	S	Volkswagen	12,233.540	8/12/24	-0.47	28,542.746		17,339.966	11,202.780	64.61	36.60
		Seven & i	1,672.500	8/09/24	-0.54	1,696.000		1,176.000	520.000	44.22	31.29
		Banco Santander	535.005	8/12/24	-0.24	410.707		207.582	203.125	97.85	35.20
	S	Mercedes-Benz	7,520.683	8/12/24	-0.57	9,585.338		6,096.354	3,488.985	57.23	34.18
		Bridgestone	5,582.000	8/09/24	-1.33	4,960.000		3,409.000	1,551.000	45.50	27.90
		JP Morgan Chase	22,745.046	8/12/24	0.19	17,429.154		10,785.302	6,643.851	61.60	31.96
		Toyota	2,447.500	8/09/24	-0.14	1,963.000		1,382.000	581.000	42.04	26.81
		Nike	8,233.621	8/12/24	0.40	17,850.542		13,630.078	4,220.464	30.96	31.03
	L	ABB	5,485.668	8/12/24	0.55	3,956.046		2,832.575	1,123.471	39.66	29.39
		Barclays	33,717.227	8/12/24	0.85	26,459.062		14,565.148	11,893.914	81.66	34.84
	L	Anglo American	341,997.770	8/12/24	0.29	452,677.900		265,596.517	187,081.383	70.44	32.44
	L	HP	3,726.309	8/12/24	0.72	3,222.187		2,087.784	1,134.404	54.34	27.83
		⇓instrument	freshest		⇓ Δday	7/12/21	⇓ Δwk	10/12/20	prc diff	⇓ Δ39	∅-RS
	L	Raytheon Tech	12,862.274	8/12/24	0.39	9,511.023		6,372.846	3,138.177	49.24	27.41
		Microsoft	44,875.659	8/12/24	0.19	30,591.474		23,309.898	7,281.576	31.24	26.43
		L´Oreal	49,280.886	8/12/24	-1.59	49,110.794		35,749.686	13,361.108	37.37	24.65
		Honda Motor	1,420.000	8/09/24	-0.14	1,188.330		844.830	343.500	40.66	20.38
		Caterpillar	37,067.839	8/12/24	-0.66	24,111.800		17,120.246	6,991.554	40.84	24.70
	S	Nissan Motor	410.200	8/09/24	-0.56	586.000		381.000	205.000	53.81	19.86
		Aviva	74,174.836	8/12/24	0.35	61,551.939		40,816.542	20,735.397	50.80	28.34
		Marsh & McLennan	23,976.118	8/12/24	-1.23	15,645.423		12,275.072	3,370.351	27.46	23.48
		Repsol	1,670.173	8/12/24	0.67	1,275.559		771.467	504.092	65.34	22.67
	L	Texas Instruments	21,186.350	8/12/24	-0.08	21,170.906		16,308.506	4,862.401	29.82	22.89
		Canon	4,525.000	8/09/24	1.64	2,505.000		1,670.000	835.000	50.00	18.47
		Citigroup	6,380.394	8/12/24		7,660.003		4,830.434	2,829.569	58.58	22.99
	L	Deutsche Telekom	3,235.673	8/12/24	0.49	2,390.708		1,802.411	588.297	32.64	21.98
		Shell	4,320.991	8/12/24	0.93	2,245.476		1,383.963	861.513	62.25	22.14
	L	Apple	23,995.974	8/12/24	0.71	15,939.954		13,097.341	2,842.613	21.70	22.66
	L	Fox A	4,283.380	8/12/24	-1.27	4,059.448		3,046.922	1,012.527	33.23	22.57
	S	Diageo	375,546.488	8/12/24	1.03	528,583.788		370,183.746	158,400.042	42.79	26.16
	L	Philip Morris	12,806.016	8/12/24	0.07	10,871.159		8,351.134	2,520.025	30.18	21.99
	S	Sony	12,325.000	8/09/24	0.28	11,485.000		7,768.000	3,717.000	47.85	17.54
	L	DuPont	8,640.668	8/12/24	-0.25	8,760.908		6,151.749	2,609.158	42.41	21.92
		BHP	320,780.887	8/12/24	-0.14	345,674.342		226,624.012	119,050.330	52.53	25.55
		Schneider Electric	27,639.950	8/12/24	0.38	18,087.322		13,726.437	4,360.885	31.77	20.60
		Panasonic	1,058.500	8/09/24	1.34	1,327.500		888.700	438.800	49.38	16.15
		Chevron	15,997.316	8/12/24	0.02	11,503.242		7,844.718	3,658.524	46.64	19.09
		Deutsche Bank	1,741.219	8/12/24	0.14	1,386.119		977.705	408.414	41.77	18.32
		⇓instrument	freshest		⇓ Δday	7/12/21	⇓ Δwk	10/12/20	prc diff	⇓ Δ39	∅-RS
		Rio Tinto	757,067.405	8/12/24	0.56	934,461.993		650,849.081	283,612.912	43.58	21.80
		Aegon	727.732	8/12/24	0.22	463.304		330.131	133.173	40.34	17.28
	L	3M	13,607.977	8/12/24	-0.65	22,060.014		17,756.162	4,303.852	24.24	17.28
		Samsung Electronics	7,275.849	8/12/24	1.07	7,680.598		5,540.267	2,140.331	38.63	16.51
		Axa	4,232.674	8/12/24	-0.77	2,855.583		2,027.806	827.777	40.82	16.46
		BP	67,342.540	8/12/24	1.35	47,358.840		29,965.617	17,393.223	58.04	20.62
	S	BASF	5,401.075	8/12/24	-0.22	8,910.204		6,806.621	2,103.583	30.90	15.71
		Carrefour	1,796.433	8/12/24	-0.36	2,130.075		1,722.802	407.274	23.64	14.70
	L	AstraZeneca	1,957,774.470	8/12/24	0.63	1,342,255.079		1,165,597.149	176,657.930	15.16	18.01
		IBM	20,901.747	8/12/24	-1.03	15,545.040		13,393.189	2,151.851	16.07	14.33
	L	Nestlé	10,684.457	8/12/24	-0.40	13,958.260		12,685.765	1,272.495	10.03	12.34
		Allianz	33,481.956	8/12/24		27,751.164		21,126.398	6,624.766	31.36	12.30
	S	Johnson & Johnson	17,636.539	8/12/24	-0.46	18,695.525		15,986.336	2,709.189	16.95	12.84
		Siemens	20,568.048	8/12/24	0.01	17,472.374		13,986.412	3,485.962	24.92	11.97
		UBS	2,995.361	8/12/24	0.44	1,661.009		1,236.717	424.292	34.31	11.77
	S	McDonald´s	29,724.429	8/12/24	0.58	25,990.398		23,805.786	2,184.612	9.18	12.25
	S	Bristol-Myers	5,191.240	8/12/24	0.73	7,445.999		6,509.715	936.284	14.38	12.20
	L	HSBC	98,639.357	8/12/24	0.22	63,244.694		42,412.874	20,831.820	49.12	15.84
		E.on	1,612.603	8/12/24	0.78	1,335.876		1,215.290	120.586	9.92	10.59
	L	Ericsson	914.348	8/12/24	1.14	1,445.874		1,147.987	297.887	25.95	11.18
		Vivendi	1,241.410	8/12/24	0.40	3,681.838		3,101.043	580.795	18.73	10.23
		TotalEnergies	8,075.445	8/12/24	0.60	4,902.575		3,691.895	1,210.680	32.79	10.27
	S	National Grid	149,881.576	8/12/24	-0.04	144,780.333		129,743.210	15,037.122	11.59	13.55
		PepsiCo	18,909.529	8/12/24	-0.56	16,492.613		14,964.028	1,528.585	10.22	10.18
	L	Coca-Cola	7,519.908	8/12/24	-0.74	6,009.749		5,378.964	630.784	11.73	10.17
		⇓instrument	freshest		⇓ Δday	7/12/21	⇓ Δwk	10/12/20	prc diff	⇓ Δ39	∅-RS
	L	Pfizer	3,138.351	8/12/24	-0.35	4,385.969		3,876.560	509.409	13.14	10.11
	L	Novartis	11,660.812	8/12/24	0.16	10,297.531		9,317.955	979.576	10.51	9.34
		Swiss Re	12,535.915	8/12/24	0.10	10,252.932		8,281.082	1,971.851	23.81	8.99
		Telefónica	527.547	8/12/24	0.12	496.538		389.963	106.575	27.33	8.92
		Sanofi	12,517.463	8/12/24	-0.60	11,618.592		10,759.735	858.857	7.98	8.55
	S	Intel	2,135.623	8/12/24	-1.78	6,257.949		5,672.707	585.242	10.32	9.16
		Prudential	97,337.238	8/12/24	0.41	210,866.710		160,390.021	50,476.689	31.47	12.33
	L	Colgate-Palmolive	11,172.308	8/12/24	-0.77	9,148.100		8,489.056	659.043	7.76	7.47
		GSK	240,815.451	8/12/24	0.42	222,032.765		198,430.873	23,601.892	11.89	10.26
	L	Unilever	7,209.284	8/12/24	-0.36	6,589.102		6,580.231	8.871	0.13	5.97
		Standard Chartered	110,603.534	8/12/24	0.92	69,671.035		52,156.000	17,515.035	33.58	9.22
	L	Procter & Gamble	18,400.995	8/12/24	-2.19	15,128.064		15,212.498	-84.434	-0.56	5.35
	L	Walmart	7,578.373	8/12/24	1.10	5,149.686		5,062.407	87.280	1.72	3.81
		Merck (MSD)	12,518.104	8/12/24	-0.93	8,554.626		8,460.630	93.996	1.11	1.51
	L	Münchener Rück	57,464.928	8/12/24	1.01	30,335.254		27,527.507	2,807.747	10.20	0.52
	L	Bayer	3,396.606	8/12/24	-0.04	6,629.663		5,766.720	862.942	14.96	0.27
	L	Vodafone	11,403.500	8/12/24	0.87	18,330.774		15,390.836	2,939.938	19.10	3.93
	S	Kimberly-Clark	189.963	8/12/24	-1.01	188.182		169.684	18.498	10.90	5.08
	L	RWE	4,233.982	8/12/24	1.70	4,189.497		4,231.748	-42.251	-1.00	-0.23
	S	Engie	2,006.431	8/12/24	0.49	1,522.978		1,512.582	10.395	0.69	-0.94
	S	Orange	1,323.447	8/12/24	-0.25	1,255.017		1,190.412	64.605	5.43	-1.00
	L	Philips	3,409.690	8/12/24	-0.91	5,171.451		5,134.197	37.254	0.73	-8.14
SP Global 100 - 96 out of 96 instruments rated - 7/12/21 / 10/12/20 - 94 did rise, Market-Ratio(39) in JPY = 97.92 %

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	6820	days out of 7562 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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