Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Dollar - 8/09/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/09/21	Δwk	11/09/20	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,965.960		2,382.510	583.450	24.49	15.11
		Exxon Mobil	119.000	8/12/24	0.13	57.200		36.930	20.270	54.89	21.95
		Shell	38.771	8/12/24	0.93	20.531		15.124	5.406	35.75	16.88
	L	Münchener Rück	515.612	8/12/24	1.01	277.881		274.059	3.822	1.39	-1.89
		Canon	41.028	8/09/24	1.64	23.760		16.979	6.781	39.93	17.68
		TotalEnergies	72.458	8/12/24	0.60	44.394		37.592	6.803	18.10	5.18
		General Electric	166.870	8/12/24	-0.16	103.710		69.760	33.950	48.67	29.25
		Caterpillar	336.030	8/12/24	-0.66	208.890		170.820	38.070	22.29	10.49
		UBS	27.012	8/12/24	0.44	16.849		13.465	3.384	25.13	18.13
	L	HSBC	892.011	8/12/24	0.22	569.022		491.796	77.226	15.70	9.19
	L	AstraZeneca	17,704.456	8/12/24	0.63	11,352.740		10,915.512	437.228	4.01	6.04
		Standard Chartered	1,000.205	8/12/24	0.92	642.791		559.122	83.668	14.96	6.27
		Banco Bilbao Viz	10.477	8/12/24	0.27	6.762		3.429	3.333	97.22	53.60
		Merck (MSD)	113.480	8/12/24	-0.93	75.320		80.500	-5.180	-6.43	-4.54
	L	Apple	217.530	8/12/24	0.71	146.090		116.320	29.770	25.59	16.07
		Aegon	6.530	8/12/24	0.22	4.460		3.235	1.225	37.87	17.21
		Chevron	145.020	8/12/24	0.02	100.250		79.400	20.850	26.26	9.08
		Marsh & McLennan	217.350	8/12/24	-1.23	150.640		110.580	40.060	36.23	24.26
		BP	608.989	8/12/24	1.35	423.148		302.376	120.772	39.94	13.95
		Schneider Electric	248.003	8/12/24	0.38	173.514		140.458	33.056	23.53	19.79
	L	Walmart	68.700	8/12/24	1.10	48.527		47.847	0.680	1.42	3.54
		Microsoft	406.810	8/12/24	0.19	288.330		218.390	69.940	32.03	24.03
	L	Deutsche Telekom	29.033	8/12/24	0.49	20.934		17.368	3.566	20.53	11.95
		Axa	37.978	8/12/24	-0.77	27.906		20.527	7.378	35.94	18.98
	L	ABB	49.470	8/12/24	0.55	36.643		27.227	9.417	34.59	24.13
		⇓instrument	freshest		⇓ Δday	8/09/21	Δwk	11/09/20	prc diff	⇓ Δ39	⇓∅-RS
		IBM	189.480	8/12/24	-1.03	141.250		115.530	25.720	22.26	9.46
		Repsol	14.986	8/12/24	0.67	11.174		8.068	3.106	38.50	11.80
	L	Raytheon Tech	116.600	8/12/24	0.39	87.080		64.990	22.090	33.99	20.69
		ING Groep	17.882	8/12/24	0.21	13.545		8.192	5.353	65.34	34.57
	S	Engie	18.003	8/12/24	0.49	13.682		13.904	-0.222	-1.60	-5.48
		JP Morgan Chase	206.190	8/12/24	0.19	157.330		116.900	40.430	34.59	22.06
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	78.340		81.780	-3.440	-4.21	-2.75
		Allianz	300.421	8/12/24		234.326		219.910	14.417	6.56	-0.11
		Banco Santander	4.800	8/12/24	-0.24	3.798		2.519	1.279	50.77	28.72
		Toyota	22.191	8/09/24	-0.14	17.844		13.612	4.232	31.09	19.29
		Swiss Re	113.050	8/12/24	0.10	92.136		84.335	7.801	9.25	3.18
		Deutsche Bank	15.623	8/12/24	0.14	12.801		10.510	2.292	21.80	13.97
	L	Goldman Sachs	485.500	8/12/24	-0.97	399.880		214.930	184.950	86.05	46.20
		Aviva	670.774	8/12/24	0.35	554.546		400.538	154.008	38.45	18.96
	L	Coca-Cola	68.170	8/12/24	-0.74	56.650		52.570	4.080	7.76	8.95
		Barclays	304.910	8/12/24	0.85	255.426		169.025	86.401	51.12	32.97
	L	Alphabet A	162.290	8/12/24	-0.84	136.913		88.071	48.842	55.46	43.20
	L	Procter & Gamble	166.810	8/12/24	-2.19	142.180		137.990	4.190	3.04	4.64
		Honda Motor	12.875	8/09/24	-0.14	10.980		8.959	2.021	22.56	16.39
		E.on	14.469	8/12/24	0.78	12.362		11.029	1.333	12.09	8.68
	L	Philip Morris	116.090	8/12/24	0.07	99.200		71.630	27.570	38.49	15.96
		Bridgestone	50.612	8/09/24	-1.33	43.394		33.589	9.805	29.19	15.98
	L	HP	33.780	8/12/24	0.72	29.320		19.730	9.590	48.61	18.58
		Saint-Gobain	86.358	8/12/24	-0.41	75.146		46.063	29.084	63.14	44.61
	S	McDonald´s	269.460	8/12/24	0.58	234.680		213.220	21.460	10.06	6.13
		⇓instrument	freshest		⇓ Δday	8/09/21	Δwk	11/09/20	prc diff	⇓ Δ39	⇓∅-RS
	L	Novartis	105.158	8/12/24	0.16	92.016		84.532	7.484	8.85	3.54
		Siemens	184.550	8/12/24	0.01	162.737		137.715	25.022	18.17	9.26
	L	Unilever	64.686	8/12/24	-0.36	57.073		61.740	-4.667	-7.56	-2.43
		PepsiCo	171.420	8/12/24	-0.56	154.350		138.450	15.900	11.48	8.71
		Sanofi	112.315	8/12/24	-0.60	102.195		100.414	1.781	1.77	1.78
	S	Sony	111.750	8/09/24	0.28	103.363		87.458	15.905	18.19	10.03
		GSK	2,177.731	8/12/24	0.42	2,021.273		1,891.851	129.421	6.84	7.23
	S	Kimberly-Clark	1.701	8/12/24	-1.01	1.587		1.533	0.054	3.53	-6.08
	L	Fox A	38.830	8/12/24	-1.27	36.510		26.250	10.260	39.09	13.91
	S	Orange	11.875	8/12/24	-0.25	11.195		11.518	-0.323	-2.80	-5.40
	L	RWE	37.990	8/12/24	1.70	36.382		39.205	-2.824	-7.20	-7.25
		Seven & i	15.164	8/09/24	-0.54	14.592		9.938	4.654	46.83	16.77
	L	DuPont	78.330	8/12/24	-0.25	75.540		61.660	13.880	22.51	8.61
	S	National Grid	1,355.402	8/12/24	-0.04	1,309.271		1,237.118	72.153	5.83	8.32
	L	Texas Instruments	192.060	8/12/24	-0.08	190.450		156.220	34.230	21.91	14.18
		Telefónica	4.733	8/12/24	0.12	4.876		3.755	1.121	29.86	13.78
		L´Oreal	442.180	8/12/24	-1.59	468.535		367.698	100.837	27.42	23.56
	L	Morgan Stanley	94.840	8/12/24	0.13	100.740		56.020	44.720	79.83	47.79
		Samsung Electronics	65.900	8/12/24	1.07	71.137		53.961	17.176	31.83	10.82
	S	Johnson & Johnson	159.880	8/12/24	-0.46	173.710		146.080	27.630	18.91	10.36
		BHP	2,900.871	8/12/24	-0.14	3,173.780		2,144.969	1,028.812	47.96	19.37
	S	LVMH	745.595	8/12/24	-0.14	818.734		554.326	264.408	47.70	33.13
		UnibailRodaWestfield	4.070	8/12/24	0.73	4.510		2.092	2.418	115.54	38.85
		Carrefour	16.119	8/12/24	-0.36	19.330		16.742	2.588	15.46	9.06
		Rio Tinto	6,846.277	8/12/24	0.56	8,436.630		6,094.856	2,341.774	38.42	14.25
		⇓instrument	freshest		⇓ Δday	8/09/21	Δwk	11/09/20	prc diff	⇓ Δ39	⇓∅-RS
		Citigroup	57.840	8/12/24		71.520		47.640	23.880	50.13	19.36
	L	Nestlé	96.353	8/12/24	-0.40	123.616		115.686	7.930	6.85	5.35
		Panasonic	9.597	8/09/24	1.34	12.331		9.656	2.675	27.70	12.40
	S	Mercedes-Benz	67.480	8/12/24	-0.57	87.555		59.943	27.612	46.06	22.91
		Societe Generale	24.090	8/12/24	0.44	32.390		18.312	14.078	76.88	52.75
	S	Ford Motor	9.860	8/12/24	-2.38	13.750		8.200	5.550	67.68	38.06
	L	Ericsson	8.165	8/12/24	1.14	11.579		12.404	-0.825	-6.65	-5.93
	S	Bristol-Myers	47.060	8/12/24	0.73	67.380		64.080	3.300	5.15	6.93
	L	Philips	30.594	8/12/24	-0.91	44.693		52.725	-8.032	-15.23	-14.71
	S	Diageo	3,396.125	8/12/24	1.03	4,975.395		3,816.024	1,159.371	30.38	23.57
	S	Nissan Motor	3.719	8/09/24	-0.56	5.495		3.666	1.829	49.89	16.40
	L	Anglo American	3,092.739	8/12/24	0.29	4,589.582		2,695.018	1,894.565	70.30	37.01
	L	3M	123.360	8/12/24	-0.65	197.430		163.430	34.000	20.80	9.53
	L	Vodafone	103.124	8/12/24	0.87	165.380		147.407	17.973	12.19	-0.45
	L	Pfizer	28.450	8/12/24	-0.35	45.980		39.200	6.780	17.30	21.86
	S	BASF	48.462	8/12/24	-0.22	78.938		65.890	13.048	19.80	6.46
	L	Bayer	30.477	8/12/24	-0.04	55.418		54.593	0.825	1.51	-9.70
	S	Volkswagen	109.767	8/12/24	-0.47	241.077		168.266	72.810	43.27	18.47
		Prudential	880.236	8/12/24	0.41	1,971.318		1,626.610	344.708	21.19	9.80
		Nike	74.640	8/12/24	0.40	171.770		128.950	42.820	33.21	28.69
	S	Intel	19.360	8/12/24	-1.78	54.040		45.600	8.440	18.51	0.10
		Vivendi	11.139	8/12/24	0.40	34.773		30.468	4.305	14.13	8.93
SP Global 100 - 96 out of 96 instruments rated - 8/09/21 / 11/09/20 - 88 did rise, Market-Ratio(39) in USD = 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 Dollar * 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	34	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	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	7,655	28.907	20.110	41.553	12.646	44	318,093	62
long	4/30/12	10/20/14	903		Apple	100	15,251	20.856	24.940		4.084	20	380,374	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	13,794	27.573	27.646	27.501	-0.072	0	379,378	-7
long	11/03/14	8/24/15	294		Apple	100	13,871	27.350	25.788		-1.563	-6	357,704	-7
short	8/24/15	9/12/16	385		RWE	100	23,305	15.348	16.458	14.239	-1.110	-7	331,845	-7
long	9/12/16	7/02/18	658		Anglo American	100	30,361	10.930	21.635		10.705	98	656,864	46
short	7/02/18	7/15/19	378		Deutsche Bank	100	61,733	10.640	7.754	14.601	3.960	37	901,348	36
long	7/15/19	3/09/20	238		LVMH	100	2,105	428.031	387.571		-40.460	-9	816,179	-14
short	3/09/20	12/07/20	273		DuPont	100	23,219	35.150	65.430	4.870	-30.280	-86	113,108	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,616	69.965	62.428		-7.537	-11	100,928	-9
short	3/07/22	3/21/22	14		Vivendi	100	8,639	11.683	12.965	10.401	-1.282	-11	89,852	-95
long	3/21/22	6/13/22	84		Chevron	100	545	164.640	167.330		2.690	2	91,318	7
short	6/13/22	12/05/22	175		Philips	100	4,115	22.191	14.959	32.921	10.729	48	135,469	128
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,231	110.010	109.440		-0.570	-1	134,767	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,066	2.990	3.413	2.568	-0.423	-14	115,712	-80
long	1/23/23	10/23/23	273		Münchener Rück	100	326	353.906	396.949		43.043	12	129,744	17
short	10/23/23	12/11/23	49		Pfizer	100	4,207	30.840	28.640	33.209	2.369	8	139,711	74
long	12/11/23	8/12/24	245		Intel	100	3,136	44.540	19.360		-25.180	-57	60,746	-71
accum	1/14/08	8/12/24	6727	days out of 7469 invested (90%)							507		60,746	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	10.93	21.64		10.71	97.94	97.94
Philips	short	6/13/22	12/05/22	175	22.19	14.96	32.92	10.73	48.35	48.35
Carrefour	short	8/01/11	4/30/12	273	28.91	20.11	41.55	12.65	43.75	43.75
Deutsche Bank	short	10/20/14	11/03/14	14	27.57	27.65	27.50	-0.07	-0.26
	short	7/02/18	7/15/19	378	10.64	7.75	14.60	3.96	37.22	36.86
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
Münchener Rück	long	1/23/23	10/23/23	273	353.91	396.95		43.04	12.16	12.16
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
RWE	short	8/24/15	9/12/16	385	15.35	16.46	14.24	-1.11	-7.23	-7.23
LVMH	long	7/15/19	3/09/20	238	428.03	387.57		-40.46	-9.45	-9.45
Mercedes-Benz	long	12/07/20	3/07/22	455	69.96	62.43		-7.54	-10.77	-10.77
Vivendi	short	3/07/22	3/21/22	14	11.68	12.96	10.40	-1.28	-10.97	-10.97
Credit Suisse	short	12/19/22	1/23/23	35	2.99	3.41	2.57	-0.42	-14.14	-14.14
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


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