Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 8/16/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	8/16/21	⇓ Δwk	11/16/20	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	3,003.100		2,443.860	559.240	22.88	USD	15.98
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.889		3.658	2.231	60.99	EUR	57.23
		Societe Generale	20.520	8/12/24	0.44	27.465		16.286	11.179	68.64	EUR	52.77
	L	Morgan Stanley	94.840	8/12/24	0.13	103.720		58.110	45.610	78.49	USD	50.20
	L	Goldman Sachs	485.500	8/12/24	-0.97	408.350		222.380	185.970	83.63	USD	47.51
		Saint-Gobain	73.560	8/12/24	-0.41	64.580		39.540	25.040	63.33	EUR	46.83
	L	Alphabet A	162.290	8/12/24	-0.84	138.309		88.702	49.608	55.93	USD	43.05
		UnibailRodaWestfield	5.550	8/12/24	0.73	6.050		4.000	2.050	51.25	AUD	37.44
	S	LVMH	635.100	8/12/24	-0.14	712.000		477.300	234.700	49.17	EUR	36.65
		ING Groep	15.232	8/12/24	0.21	11.590		7.591	3.999	52.68	EUR	36.26
	L	Anglo American	2,232.500	8/12/24	0.29	3,400.000		2,148.000	1,252.000	58.29	GBP	35.49
	S	Ford Motor	9.860	8/12/24	-2.38	13.460		8.800	4.660	52.95	USD	33.38
		Banco Santander	4.089	8/12/24	-0.24	3.276		2.351	0.925	39.32	EUR	31.16
		Aegon	5.562	8/12/24	0.22	4.192		2.977	1.215	40.81	EUR	30.91
	L	Pfizer	28.450	8/12/24	-0.35	48.910		37.330	11.580	31.02	USD	29.22
	L	ABB	45.510	8/12/24	0.55	34.530		24.910	9.620	38.62	CHF	28.04
		Barclays	220.100	8/12/24	0.85	184.260		138.780	45.480	32.77	GBP	27.95
		Nike	74.640	8/12/24	0.40	172.360		130.110	42.250	32.47	USD	27.92
		General Electric	166.870	8/12/24	-0.16	103.350		76.560	26.790	34.99	USD	26.99
		L´Oreal	376.650	8/12/24	-1.59	403.850		317.500	86.350	27.20	EUR	26.51
		Bridgestone	5,582.000	8/09/24	-1.33	5,084.000		3,597.000	1,487.000	41.34	JPY	26.50
		Marsh & McLennan	217.350	8/12/24	-1.23	153.540		115.660	37.880	32.75	USD	26.08
		Microsoft	406.810	8/12/24	0.19	294.600		217.230	77.370	35.62	USD	25.97
		Schneider Electric	211.250	8/12/24	0.38	151.460		117.500	33.960	28.90	EUR	24.17
	S	Mercedes-Benz	57.480	8/12/24	-0.57	74.250		53.780	20.470	38.06	EUR	22.97
		⇓instrument	freshest		⇓ Δday	8/16/21	⇓ Δwk	11/16/20	prc diff	⇓ Δ39	Curr	∅-RS
		Axa	32.350	8/12/24	-0.77	24.265		18.744	5.521	29.45	EUR	22.95
		Toyota	2,447.500	8/09/24	-0.14	1,963.000		1,495.000	468.000	31.30	JPY	22.30
		JP Morgan Chase	206.190	8/12/24	0.19	158.930		117.300	41.630	35.49	USD	22.20
		Aviva	484.200	8/12/24	0.35	420.900		316.000	104.900	33.20	GBP	21.29
	S	Diageo	2,451.500	8/12/24	1.03	3,612.000		3,037.500	574.500	18.91	GBP	20.68
		UBS	24.850	8/12/24	0.44	15.675		13.075	2.600	19.89	CHF	20.30
	L	Raytheon Tech	116.600	8/12/24	0.39	87.140		68.660	18.480	26.92	USD	20.09
		Seven & i	1,672.500	8/09/24	-0.54	1,609.670		1,119.000	490.670	43.85	JPY	20.08
		Citigroup	57.840	8/12/24		72.100		50.400	21.700	43.06	USD	19.65
	L	Apple	217.530	8/12/24	0.71	151.120		120.300	30.820	25.62	USD	19.48
		Canon	4,525.000	8/09/24	1.64	2,585.500		1,911.000	674.500	35.30	JPY	19.34
	L	Philip Morris	116.090	8/12/24	0.07	102.390		78.630	23.760	30.22	USD	19.16
		Telefónica	4.032	8/12/24	0.12	4.281		3.498	0.783	22.38	EUR	19.12
		Exxon Mobil	119.000	8/12/24	0.13	55.940		38.160	17.780	46.59	USD	18.73
	L	Deutsche Telekom	24.730	8/12/24	0.49	18.598		14.820	3.778	25.49	EUR	18.58
	S	Volkswagen	93.500	8/12/24	-0.47	203.000		153.540	49.460	32.21	EUR	18.24
		Shell	33.025	8/12/24	0.93	17.440		13.988	3.452	24.68	EUR	18.05
	L	HP	33.780	8/12/24	0.72	29.440		20.300	9.140	45.02	USD	18.02
	S	Nissan Motor	410.200	8/09/24	-0.56	593.500		469.000	124.500	26.55	JPY	16.80
		BHP	2,094.000	8/12/24	-0.14	2,288.500		1,666.800	621.700	37.30	GBP	15.88
		Honda Motor	1,420.000	8/09/24	-0.14	1,172.670		1,018.330	154.340	15.16	JPY	15.82
		Repsol	12.765	8/12/24	0.67	9.744		7.912	1.832	23.15	EUR	15.66
		E.on	12.325	8/12/24	0.78	10.950		9.324	1.626	17.44	EUR	15.09
	L	Fox A	38.830	8/12/24	-1.27	37.190		27.180	10.010	36.83	USD	15.06
		Deutsche Bank	13.308	8/12/24	0.14	10.802		9.117	1.685	18.48	EUR	14.28
		⇓instrument	freshest		⇓ Δday	8/16/21	⇓ Δwk	11/16/20	prc diff	⇓ Δ39	Curr	∅-RS
		Caterpillar	336.030	8/12/24	-0.66	217.710		173.190	44.520	25.71	USD	14.21
		Carrefour	13.730	8/12/24	-0.36	16.945		14.370	2.575	17.92	EUR	13.91
		Siemens	157.200	8/12/24	0.01	141.720		112.300	29.420	26.20	EUR	13.41
	L	Texas Instruments	192.060	8/12/24	-0.08	189.850		158.310	31.540	19.92	USD	13.04
	S	Johnson & Johnson	159.880	8/12/24	-0.46	177.840		150.850	26.990	17.89	USD	12.65
		Prudential	635.400	8/12/24	0.41	1,498.000		1,288.500	209.500	16.26	GBP	12.57
		Vivendi	9.488	8/12/24	0.40	30.170		25.460	4.710	18.50	EUR	12.50
		Panasonic	1,058.500	8/09/24	1.34	1,325.500		1,100.000	225.500	20.50	JPY	12.32
	L	3M	123.360	8/12/24	-0.65	202.320		173.860	28.460	16.37	USD	11.81
		BP	439.600	8/12/24	1.35	306.950		250.750	56.200	22.41	GBP	11.77
		IBM	189.480	8/12/24	-1.03	143.590		118.360	25.230	21.32	USD	11.05
		PepsiCo	171.420	8/12/24	-0.56	158.050		145.760	12.290	8.43	USD	11.05
	L	Coca-Cola	68.170	8/12/24	-0.74	57.480		53.850	3.630	6.74	USD	10.18
	L	DuPont	78.330	8/12/24	-0.25	76.720		63.420	13.300	20.97	USD	9.70
		Chevron	145.020	8/12/24	0.02	100.920		88.960	11.960	13.44	USD	9.58
	S	BASF	41.280	8/12/24	-0.22	68.260		57.280	10.980	19.17	EUR	9.32
		GSK	1,572.000	8/12/24	0.42	1,510.230		1,452.810	57.420	3.95	GBP	9.00
	S	Bristol-Myers	47.060	8/12/24	0.73	68.680		64.500	4.180	6.48	USD	8.82
	S	McDonald´s	269.460	8/12/24	0.58	240.970		216.730	24.240	11.18	USD	8.68
	S	Sony	12,325.000	8/09/24	0.28	10,915.000		9,491.000	1,424.000	15.00	JPY	8.34
		TotalEnergies	61.720	8/12/24	0.60	38.325		34.235	4.090	11.95	EUR	8.29
	L	Walmart	68.700	8/12/24	1.10	50.250		50.813	-0.563	-1.11	USD	7.01
	L	Münchener Rück	439.200	8/12/24	1.01	252.700		238.600	14.100	5.91	EUR	6.70
	S	National Grid	978.400	8/12/24	-0.04	950.500		945.400	5.100	0.54	GBP	6.63
	L	Nestlé	88.640	8/12/24	-0.40	113.600		105.080	8.520	8.11	CHF	6.54
		⇓instrument	freshest		⇓ Δday	8/16/21	⇓ Δwk	11/16/20	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	166.810	8/12/24	-2.19	144.640		142.430	2.210	1.55	USD	6.34
		Swiss Re	104.000	8/12/24	0.10	86.400		80.720	5.680	7.04	CHF	6.22
	L	Novartis	96.740	8/12/24	0.16	85.740		79.010	6.730	8.52	CHF	6.01
	L	HSBC	643.900	8/12/24	0.22	409.950		388.800	21.150	5.44	GBP	5.93
	L	AstraZeneca	12,780.000	8/12/24	0.63	8,299.000		8,543.000	-244.000	-2.86	GBP	5.36
		Sanofi	95.670	8/12/24	-0.60	87.330		85.530	1.800	2.10	EUR	4.09
		Standard Chartered	722.000	8/12/24	0.92	461.500		439.500	22.000	5.01	GBP	2.98
		Rio Tinto	4,942.000	8/12/24	0.56	5,637.000		4,782.000	855.000	17.88	GBP	2.75
		Allianz	255.900	8/12/24		201.200		194.500	6.700	3.44	EUR	2.33
		Samsung Electronics	75,500.000	8/12/24	1.07	74,400.000		66,300.000	8,100.000	12.22	KRW	1.63
	L	Unilever	55.100	8/12/24	-0.36	48.665		51.480	-2.815	-5.47	EUR	-0.40
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	79.780		85.930	-6.150	-7.16	USD	-1.01
		Merck (MSD)	113.480	8/12/24	-0.93	77.930		80.180	-2.250	-2.81	USD	-1.09
	S	Intel	19.360	8/12/24	-1.78	53.470		46.190	7.280	15.76	USD	-1.14
	L	Vodafone	74.440	8/12/24	0.87	120.600		127.780	-7.180	-5.62	GBP	-1.70
	S	Engie	15.335	8/12/24	0.49	11.794		12.390	-0.596	-4.81	EUR	-2.54
	S	Orange	10.115	8/12/24	-0.25	9.572		10.460	-0.888	-8.49	EUR	-3.19
	L	RWE	32.360	8/12/24	1.70	31.640		34.400	-2.760	-8.02	EUR	-3.35
	L	Ericsson	71.080	8/12/24	1.14	99.050		104.250	-5.200	-4.99	SEK	-5.75
	S	Kimberly-Clark	34.140	8/12/24	-1.01	32.370		32.570	-0.200	-0.61	MXN	-6.29
	L	Bayer	25.960	8/12/24	-0.04	47.755		47.785	-0.030	-0.06	EUR	-6.58
	L	Philips	26.060	8/12/24	-0.91	37.740		44.745	-7.005	-15.66	EUR	-13.61
SP Global 100 - 96 out of 96 instruments rated - 8/16/21 / 11/16/20 - 83 did rise, Market-Ratio(39) = 86.46 %

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