Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 10/11/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/11/21	⇓ Δwk	1/11/21	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,921.090		2,577.470	343.620	13.33	USD	8.54
		Societe Generale	20.520	8/12/24	0.44	28.340		17.538	10.802	61.59	EUR	39.93
		ING Groep	15.232	8/12/24	0.21	12.772		8.052	4.720	58.62	EUR	37.19
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.914		4.251	1.663	39.12	EUR	36.58
	S	Ford Motor	9.860	8/12/24	-2.38	15.090		9.300	5.790	62.26	USD	33.46
	L	Alphabet A	162.290	8/12/24	-0.84	138.914		87.815	51.100	58.19	USD	30.82
		Shell	33.025	8/12/24	0.93	20.555		16.378	4.177	25.50	EUR	30.61
		Aegon	5.562	8/12/24	0.22	4.577		3.471	1.106	31.86	EUR	29.08
		BP	439.600	8/12/24	1.35	360.300		298.800	61.500	20.58	GBP	27.26
	S	Mercedes-Benz	57.480	8/12/24	-0.57	83.000		57.150	25.850	45.23	EUR	26.39
	L	Morgan Stanley	94.840	8/12/24	0.13	97.290		76.060	21.230	27.91	USD	25.92
		Repsol	12.765	8/12/24	0.67	11.458		8.636	2.822	32.68	EUR	25.67
		Saint-Gobain	73.560	8/12/24	-0.41	60.020		42.930	17.090	39.81	EUR	25.35
	L	Goldman Sachs	485.500	8/12/24	-0.97	385.240		293.830	91.410	31.11	USD	24.78
		Barclays	220.100	8/12/24	0.85	197.680		151.200	46.480	30.74	GBP	24.42
	L	Fox A	38.830	8/12/24	-1.27	42.100		30.330	11.770	38.81	USD	23.78
		Marsh & McLennan	217.350	8/12/24	-1.23	156.820		112.590	44.230	39.28	USD	23.31
		Bridgestone	5,582.000	8/09/24	-1.33	5,272.000		3,637.000	1,635.000	44.95	JPY	22.78
		Exxon Mobil	119.000	8/12/24	0.13	61.560		46.840	14.720	31.43	USD	22.58
		Banco Santander	4.089	8/12/24	-0.24	3.349		2.810	0.539	19.18	EUR	21.38
		TotalEnergies	61.720	8/12/24	0.60	44.220		36.915	7.305	19.79	EUR	21.00
		Canon	4,525.000	8/09/24	1.64	2,760.000		1,995.000	765.000	38.35	JPY	19.72
		Microsoft	406.810	8/12/24	0.19	294.230		217.490	76.740	35.28	USD	19.65
		JP Morgan Chase	206.190	8/12/24	0.19	166.640		138.050	28.590	20.71	USD	18.37
		Toyota	2,447.500	8/09/24	-0.14	1,987.000		1,588.000	399.000	25.13	JPY	17.72
		⇓instrument	freshest		⇓ Δday	10/11/21	⇓ Δwk	1/11/21	prc diff	⇓ Δ39	Curr	∅-RS
	L	Raytheon Tech	116.600	8/12/24	0.39	89.890		69.800	20.090	28.78	USD	17.38
		Axa	32.350	8/12/24	-0.77	24.225		20.250	3.975	19.63	EUR	16.30
	S	Sony	12,325.000	8/09/24	0.28	12,385.000		10,715.000	1,670.000	15.59	JPY	16.12
		Deutsche Bank	13.308	8/12/24	0.14	11.516		9.523	1.993	20.93	EUR	15.39
	L	AstraZeneca	12,780.000	8/12/24	0.63	9,003.000		7,556.000	1,447.000	19.15	GBP	14.19
		UBS	24.850	8/12/24	0.44	15.625		13.470	2.155	16.00	CHF	13.72
	S	Diageo	2,451.500	8/12/24	1.03	3,552.500		2,956.500	596.000	20.16	GBP	13.17
		Chevron	145.020	8/12/24	0.02	107.130		91.600	15.530	16.95	USD	12.36
	S	LVMH	635.100	8/12/24	-0.14	631.700		522.400	109.300	20.92	EUR	12.21
		General Electric	166.870	8/12/24	-0.16	104.080		91.600	12.480	13.62	USD	11.92
		Citigroup	57.840	8/12/24		71.680		66.440	5.240	7.89	USD	11.56
		Seven & i	1,672.500	8/09/24	-0.54	1,588.670		1,330.670	258.000	19.39	JPY	11.51
		Aviva	484.200	8/12/24	0.35	405.400		345.700	59.700	17.27	GBP	10.44
	L	Texas Instruments	192.060	8/12/24	-0.08	193.370		171.310	22.060	12.88	USD	9.44
	S	McDonald´s	269.460	8/12/24	0.58	246.580		214.230	32.350	15.10	USD	9.40
	L	Apple	217.530	8/12/24	0.71	142.810		128.980	13.830	10.72	USD	9.16
		Honda Motor	1,420.000	8/09/24	-0.14	1,144.330		977.830	166.500	17.03	JPY	8.58
		Panasonic	1,058.500	8/09/24	1.34	1,360.000		1,289.500	70.500	5.47	JPY	8.55
		IBM	189.480	8/12/24	-1.03	142.430		128.580	13.850	10.77	USD	8.00
		Prudential	635.400	8/12/24	0.41	1,488.000		1,420.500	67.500	4.75	GBP	7.96
	L	Pfizer	28.450	8/12/24	-0.35	42.060		37.770	4.290	11.36	USD	7.85
		PepsiCo	171.420	8/12/24	-0.56	156.240		142.090	14.150	9.96	USD	7.76
	L	HSBC	643.900	8/12/24	0.22	430.800		408.200	22.600	5.54	GBP	7.66
		Schneider Electric	211.250	8/12/24	0.38	138.720		126.800	11.920	9.40	EUR	7.64
	L	ABB	45.510	8/12/24	0.55	30.520		26.720	3.800	14.22	CHF	7.39
		⇓instrument	freshest		⇓ Δday	10/11/21	⇓ Δwk	1/11/21	prc diff	⇓ Δ39	Curr	∅-RS
		E.on	12.325	8/12/24	0.78	10.350		9.022	1.328	14.72	EUR	6.95
		Telefónica	4.032	8/12/24	0.12	3.990		3.554	0.436	12.27	EUR	6.88
		Standard Chartered	722.000	8/12/24	0.92	491.700		506.800	-15.100	-2.98	GBP	6.79
	L	Philip Morris	116.090	8/12/24	0.07	95.120		82.310	12.810	15.56	USD	6.45
		Nike	74.640	8/12/24	0.40	150.280		147.050	3.230	2.20	USD	5.97
		L´Oreal	376.650	8/12/24	-1.59	355.750		305.100	50.650	16.60	EUR	5.93
		Siemens	157.200	8/12/24	0.01	136.380		123.980	12.400	10.00	EUR	5.49
	S	Volkswagen	93.500	8/12/24	-0.47	190.820		144.900	45.920	31.69	EUR	5.23
	S	Nissan Motor	410.200	8/09/24	-0.56	564.400		544.100	20.300	3.73	JPY	4.91
	L	Anglo American	2,232.500	8/12/24	0.29	2,831.000		2,758.500	72.500	2.63	GBP	4.89
	L	Nestlé	88.640	8/12/24	-0.40	112.120		100.600	11.520	11.45	CHF	4.47
	L	Procter & Gamble	166.810	8/12/24	-2.19	142.320		137.850	4.470	3.24	USD	4.05
	L	Deutsche Telekom	24.730	8/12/24	0.49	16.716		15.190	1.526	10.05	EUR	3.68
	L	HP	33.780	8/12/24	0.72	27.680		25.780	1.900	7.37	USD	3.24
		Merck (MSD)	113.480	8/12/24	-0.93	79.930		85.000	-5.070	-5.96	USD	2.92
		Carrefour	13.730	8/12/24	-0.36	15.565		15.325	0.240	1.57	EUR	2.25
	L	Coca-Cola	68.170	8/12/24	-0.74	54.230		50.200	4.030	8.03	USD	2.12
		GSK	1,572.000	8/12/24	0.42	1,403.050		1,405.260	-2.210	-0.16	GBP	1.76
	L	Münchener Rück	439.200	8/12/24	1.01	242.000		240.500	1.500	0.62	EUR	1.50
		UnibailRodaWestfield	5.550	8/12/24	0.73	4.990		4.940	0.050	1.01	AUD	1.37
		Sanofi	95.670	8/12/24	-0.60	84.700		79.240	5.460	6.89	EUR	1.17
	S	Johnson & Johnson	159.880	8/12/24	-0.46	160.250		159.370	0.880	0.55	USD	-0.48
		Allianz	255.900	8/12/24		198.940		203.300	-4.360	-2.14	EUR	-0.54
	L	Ericsson	71.080	8/12/24	1.14	104.740		98.640	6.100	6.18	SEK	-0.74
	S	BASF	41.280	8/12/24	-0.22	64.190		67.550	-3.360	-4.97	EUR	-1.01
		⇓instrument	freshest		⇓ Δday	10/11/21	⇓ Δwk	1/11/21	prc diff	⇓ Δ39	Curr	∅-RS
	S	National Grid	978.400	8/12/24	-0.04	886.900		877.600	9.300	1.06	GBP	-1.72
	L	Walmart	68.700	8/12/24	1.10	46.510		49.097	-2.587	-5.27	USD	-1.78
	S	Intel	19.360	8/12/24	-1.78	53.440		51.540	1.900	3.69	USD	-2.30
	L	Bayer	25.960	8/12/24	-0.04	48.615		50.990	-2.375	-4.66	EUR	-2.72
		BHP	2,094.000	8/12/24	-0.14	1,974.400		2,164.500	-190.100	-8.78	GBP	-2.85
		Swiss Re	104.000	8/12/24	0.10	80.360		84.060	-3.700	-4.40	CHF	-3.34
	L	DuPont	78.330	8/12/24	-0.25	69.760		83.980	-14.220	-16.93	USD	-4.09
		Caterpillar	336.030	8/12/24	-0.66	192.890		193.860	-0.970	-0.50	USD	-4.60
	S	Orange	10.115	8/12/24	-0.25	9.448		10.065	-0.617	-6.13	EUR	-4.62
	L	3M	123.360	8/12/24	-0.65	176.280		165.200	11.080	6.71	USD	-4.74
	S	Engie	15.335	8/12/24	0.49	11.570		13.165	-1.595	-12.12	EUR	-4.79
	S	Kimberly-Clark	34.140	8/12/24	-1.01	32.600		35.720	-3.120	-8.73	MXN	-4.94
	L	Novartis	96.740	8/12/24	0.16	76.700		83.800	-7.100	-8.47	CHF	-5.33
	L	Unilever	55.100	8/12/24	-0.36	45.520		49.030	-3.510	-7.16	EUR	-5.86
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	75.800		82.140	-6.340	-7.72	USD	-5.90
		Samsung Electronics	75,500.000	8/12/24	1.07	71,500.000		91,000.000	-19,500.000	-21.43	KRW	-6.86
	L	RWE	32.360	8/12/24	1.70	30.140		38.230	-8.090	-21.16	EUR	-7.96
		Rio Tinto	4,942.000	8/12/24	0.56	5,101.000		6,194.000	-1,093.000	-17.65	GBP	-8.28
	S	Bristol-Myers	47.060	8/12/24	0.73	57.420		64.970	-7.550	-11.62	USD	-9.79
	L	Vodafone	74.440	8/12/24	0.87	111.760		128.300	-16.540	-12.89	GBP	-10.09
	L	Philips	26.060	8/12/24	-0.91	37.850		45.060	-7.210	-16.00	EUR	-12.65
		Vivendi	9.488	8/12/24	0.40	11.050		26.140	-15.090	-57.73	EUR	-58.00
SP Global 100 - 96 out of 96 instruments rated - 10/11/21 / 1/11/21 - 72 did rise, Market-Ratio(39) = 75.00 %

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