Share-o-matic - Portfolio

Thu, 5th Nov 2026, 17:44UTC

Assessment - SP Global 100 in Dollar - 18/10/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	18/10/21	⇓ Δwk	18/01/21	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	3,757.070	12/08/24	0.32	2,985.360		2,551.730	433.630	16.99	10.48
		Societe Generale	23.852	12/08/24	0.44	33.326		21.017	12.309	58.56	35.30
		ING Groep	17.706	12/08/24	0.21	15.076		9.626	5.451	56.63	33.65
	S	Ford Motor	9.860	12/08/24	-2.38	15.560		9.830	5.730	58.29	35.70
	L	Alphabet A	162.290	12/08/24	-0.84	142.778		86.381	56.397	65.29	32.92
	L	Goldman Sachs	485.500	12/08/24	-0.97	413.690		301.010	112.680	37.43	32.34
		Shell	38.388	12/08/24	0.93	24.410		20.109	4.301	21.39	28.16
		Banco Bilbao Viz	10.373	12/08/24	0.27	6.769		5.001	1.768	35.36	28.02
	L	Morgan Stanley	94.840	12/08/24	0.13	101.410		75.240	26.170	34.78	29.41
		Marsh & McLennan	217.350	12/08/24	-1.23	161.810		111.840	49.970	44.68	26.55
		BP	603.868	12/08/24	1.35	496.515		408.052	88.463	21.68	26.91
		Saint-Gobain	85.505	12/08/24	-0.41	70.662		51.516	19.146	37.16	22.22
		Repsol	14.838	12/08/24	0.67	13.386		10.475	2.911	27.79	21.29
		Aegon	6.465	12/08/24	0.22	5.183		4.428	0.755	17.05	20.98
		Microsoft	406.810	12/08/24	0.19	307.290		212.650	94.640	44.51	24.30
		Barclays	302.346	12/08/24	0.85	273.993		205.582	68.412	33.28	24.45
	S	Mercedes-Benz	66.814	12/08/24	-0.57	95.258		68.451	26.807	39.16	20.07
		Exxon Mobil	119.000	12/08/24	0.13	62.560		47.890	14.670	30.63	23.05
	L	Fox A	38.830	12/08/24	-1.27	41.930		31.490	10.440	33.15	22.41
		Bridgestone	48.887	9/08/24	-1.33	46.347		37.833	8.514	22.51	14.90
		Canon	39.630	9/08/24	1.64	24.873		21.048	3.824	18.17	14.66
		TotalEnergies	71.743	12/08/24	0.60	51.901		44.667	7.233	16.19	17.92
		Toyota	21.435	9/08/24	-0.14	17.866		14.730	3.136	21.29	12.92
		Banco Santander	4.753	12/08/24	-0.24	3.871		3.307	0.564	17.04	15.56
	S	Sony	107.943	9/08/24	0.28	111.052		101.094	9.958	9.85	10.88
		⇓instrument	freshest		⇓ Δday	18/10/21	⇓ Δwk	18/01/21	prc diff	⇓ Δ39	∅-RS
	L	Raytheon Tech	116.600	12/08/24	0.39	90.800		69.200	21.600	31.21	17.62
		JP Morgan Chase	206.190	12/08/24	0.19	166.550		138.640	27.910	20.13	17.10
		UBS	26.950	12/08/24	0.44	17.260		15.059	2.201	14.62	13.31
	S	LVMH	738.234	12/08/24	-0.14	755.554		603.517	152.036	25.19	11.29
	S	Diageo	3,367.564	12/08/24	1.03	4,955.532		3,936.509	1,019.023	25.89	14.64
		Chevron	145.020	12/08/24	0.02	109.560		92.090	17.470	18.97	14.05
		Axa	37.603	12/08/24	-0.77	27.787		23.836	3.951	16.57	10.72
		Deutsche Bank	15.469	12/08/24	0.14	13.298		11.695	1.603	13.71	10.62
		Nike	74.640	12/08/24	0.40	159.430		140.720	18.710	13.30	12.10
	L	Apple	217.530	12/08/24	0.71	146.550		127.140	19.410	15.27	11.72
		Seven & i	14.648	9/08/24	-0.54	14.010		12.659	1.351	10.67	4.93
		Honda Motor	12.436	9/08/24	-0.14	10.291		8.960	1.331	14.85	4.31
		Panasonic	9.270	9/08/24	1.34	12.261		12.521	-0.260	-2.07	4.28
	L	ABB	49.357	12/08/24	0.55	34.217		29.422	4.794	16.29	8.95
		Citigroup	57.840	12/08/24		71.610		64.230	7.380	11.49	10.37
	L	AstraZeneca	17,555.566	12/08/24	0.63	11,949.599		10,409.503	1,540.095	14.80	10.38
		General Electric	166.870	12/08/24	-0.16	104.120		90.640	13.480	14.87	10.22
		Schneider Electric	245.555	12/08/24	0.38	165.687		148.267	17.420	11.75	7.04
	L	Texas Instruments	192.060	12/08/24	-0.08	194.910		169.190	25.720	15.20	9.83
		E.on	14.326	12/08/24	0.78	12.270		10.521	1.750	16.63	5.91
		PepsiCo	171.420	12/08/24	-0.56	158.090		141.390	16.700	11.81	8.84
	L	Philip Morris	116.090	12/08/24	0.07	97.450		80.940	16.510	20.40	8.66
	S	Nissan Motor	3.593	9/08/24	-0.56	5.165		5.053	0.113	2.23	2.38
		L´Oreal	437.814	12/08/24	-1.59	425.319		358.620	66.699	18.60	5.46
		Siemens	182.728	12/08/24	0.01	162.572		144.752	17.820	12.31	4.79
		⇓instrument	freshest		⇓ Δday	18/10/21	⇓ Δwk	18/01/21	prc diff	⇓ Δ39	∅-RS
		IBM	189.480	12/08/24	-1.03	142.320		128.390	13.930	10.85	7.69
	L	HSBC	884.509	12/08/24	0.22	594.527		547.511	47.015	8.59	7.74
	S	McDonald´s	269.460	12/08/24	0.58	242.260		209.910	32.350	15.41	7.31
	L	Nestlé	96.132	12/08/24	-0.40	124.720		113.671	11.049	9.72	5.64
		Standard Chartered	991.793	12/08/24	0.92	677.496		666.931	10.566	1.58	6.85
		Aviva	665.133	12/08/24	0.35	540.541		476.729	63.812	13.39	6.97
	L	HP	33.780	12/08/24	0.72	28.600		25.170	3.430	13.63	5.88
	L	Pfizer	28.450	12/08/24	-0.35	41.320		36.700	4.620	12.59	5.68
	S	Volkswagen	108.683	12/08/24	-0.47	223.574		182.631	40.943	22.42	2.45
	L	Procter & Gamble	166.810	12/08/24	-2.19	142.340		134.780	7.560	5.61	4.09
	L	Anglo American	3,066.729	12/08/24	0.29	3,882.005		3,634.224	247.782	6.82	4.33
		Prudential	872.833	12/08/24	0.41	1,968.476		1,930.554	37.922	1.96	3.84
		GSK	2,159.417	12/08/24	0.42	1,931.208		1,916.017	15.191	0.79	2.15
	L	Deutsche Telekom	28.746	12/08/24	0.49	19.163		18.046	1.117	6.19	-0.87
	L	Münchener Rück	510.522	12/08/24	1.01	282.635		286.872	-4.236	-1.48	-0.97
		UnibailRodaWestfield	4.116	12/08/24	0.73	3.760		3.696	0.064	1.73	0.23
	L	Coca-Cola	68.170	12/08/24	-0.74	53.940		48.700	5.240	10.76	1.45
	S	National Grid	1,344.004	12/08/24	-0.04	1,244.412		1,185.504	58.908	4.97	0.66
	L	Ericsson	8.219	12/08/24	1.14	12.281		11.882	0.398	3.35	-1.12
		Telefónica	4.687	12/08/24	0.12	4.377		4.511	-0.134	-2.98	-2.39
		Carrefour	15.960	12/08/24	-0.36	17.703		18.674	-0.971	-5.20	-2.92
	L	Walmart	68.700	12/08/24	1.10	47.227		48.213	-0.987	-2.05	-0.20
	S	Intel	19.360	12/08/24	-1.78	54.470		57.580	-3.110	-5.40	-0.40
		Merck (MSD)	113.480	12/08/24	-0.93	77.150		83.380	-6.230	-7.47	-0.65
	S	Johnson & Johnson	159.880	12/08/24	-0.46	160.120		160.300	-0.180	-0.11	-0.67
		⇓instrument	freshest		⇓ Δday	18/10/21	⇓ Δwk	18/01/21	prc diff	⇓ Δ39	∅-RS
		Allianz	297.456	12/08/24		230.781		242.965	-12.184	-5.01	-3.73
		Sanofi	111.206	12/08/24	-0.60	96.083		98.599	-2.516	-2.55	-3.96
	S	BASF	47.983	12/08/24	-0.22	74.463		81.508	-7.045	-8.64	-4.19
	L	DuPont	78.330	12/08/24	-0.25	71.850		82.340	-10.490	-12.74	-1.61
	L	3M	123.360	12/08/24	-0.65	181.720		165.550	16.170	9.77	-1.89
	L	RWE	37.615	12/08/24	1.70	37.103		44.752	-7.648	-17.09	-4.94
		Caterpillar	336.030	12/08/24	-0.66	198.180		194.620	3.560	1.83	-2.35
		BHP	2,876.475	12/08/24	-0.14	2,730.316		2,874.773	-144.456	-5.02	-2.20
		Swiss Re	112.790	12/08/24	0.10	87.890		94.857	-6.967	-7.34	-4.08
	S	Orange	11.758	12/08/24	-0.25	11.026		11.680	-0.654	-5.60	-6.81
	S	Kimberly-Clark	1.679	12/08/24	-1.01	1.611		1.829	-0.218	-11.91	-5.01
	S	Engie	17.825	12/08/24	0.49	13.484		16.288	-2.805	-17.22	-7.02
	L	Novartis	104.917	12/08/24	0.16	82.771		95.452	-12.681	-13.29	-6.97
	L	Unilever	64.048	12/08/24	-0.36	52.726		59.240	-6.514	-11.00	-8.50
	L	Colgate-Palmolive	101.280	12/08/24	-0.77	75.280		81.880	-6.600	-8.06	-6.43
	L	Bayer	30.176	12/08/24	-0.04	54.185		63.571	-9.386	-14.76	-9.31
		Samsung Electronics	63.784	12/08/24	1.07	59.306		77.033	-17.727	-23.01	-13.09
		Rio Tinto	6,788.702	12/08/24	0.56	6,871.122		8,116.206	-1,245.084	-15.34	-9.89
	S	Bristol-Myers	47.060	12/08/24	0.73	56.940		66.540	-9.600	-14.43	-10.40
	L	Vodafone	102.256	12/08/24	0.87	150.335		171.698	-21.363	-12.44	-11.73
	L	Philips	30.292	12/08/24	-0.91	43.287		54.059	-10.771	-19.93	-16.19
		Vivendi	11.029	12/08/24	0.40	12.984		31.622	-18.638	-58.94	-57.56
SP Global 100 - 96 out of 96 instruments rated - 18/10/21 / 18/01/21 - 68 did rise, Market-Ratio(39) in USD = 70.83 %

Technical Chart

	SP Global 100 RS = 39 - B/S = 55/40

3/01/22	scale up chart	1/07/24

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
2/01/06		14/01/08	742		- cash -
short	14/01/08	6/07/09	539		Citigroup	100	34	290.600	27.900	3,026.823	2,736.223	942	103,032	389
long	6/07/09	1/08/11	756		Ford Motor	100	17,918	5.750	12.350		6.600	115	221,290	45
short	1/08/11	30/04/12	273		Carrefour	100	7,655	28.907	20.110	41.553	12.646	44	318,093	62
long	30/04/12	20/10/14	903		Apple	100	15,251	20.856	24.940		4.084	20	380,374	7
short	20/10/14	3/11/14	14		Deutsche Bank	100	13,794	27.573	27.646	27.501	-0.072	0	379,378	-7
long	3/11/14	24/08/15	294		Apple	100	13,871	27.350	25.788		-1.563	-6	357,704	-7
short	24/08/15	12/09/16	385		RWE	100	23,305	15.348	16.458	14.239	-1.110	-7	331,845	-7
long	12/09/16	2/07/18	658		Anglo American	100	30,361	10.930	21.635		10.705	98	656,864	46
short	2/07/18	15/07/19	378		Deutsche Bank	100	61,733	10.640	7.754	14.601	3.960	37	901,348	36
long	15/07/19	9/03/20	238		LVMH	100	2,105	428.031	387.571		-40.460	-9	816,179	-14
short	9/03/20	7/12/20	273		DuPont	100	23,219	35.150	65.430	4.870	-30.280	-86	113,108	-93
long	7/12/20	7/03/22	455		Mercedes-Benz	100	1,616	69.965	62.428		-7.537	-11	100,928	-9
short	7/03/22	21/03/22	14		Vivendi	100	8,639	11.683	12.965	10.401	-1.282	-11	89,852	-95
long	21/03/22	13/06/22	84		Chevron	100	545	164.640	167.330		2.690	2	91,318	7
short	13/06/22	5/12/22	175		Philips	100	4,115	22.191	14.959	32.921	10.729	48	135,469	128
long	5/12/22	19/12/22	14		Merck (MSD)	100	1,231	110.010	109.440		-0.570	-1	134,767	-13
short	19/12/22	23/01/23	35		Credit Suisse	100	45,066	2.990	3.413	2.568	-0.423	-14	115,712	-80
long	23/01/23	23/10/23	273		Münchener Rück	100	326	353.906	396.949		43.043	12	129,744	17
short	23/10/23	11/12/23	49		Pfizer	100	4,207	30.840	28.640	33.209	2.369	8	139,711	74
long	11/12/23	12/08/24	245		Intel	100	3,136	44.540	19.360		-25.180	-57	60,746	-71
accum	14/01/08	12/08/24	6870	days out of 7612 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	14/01/08	6/07/09	539	290.60	27.90	3,026.82	2,736.22	941.58	941.58
Ford Motor	long	6/07/09	1/08/11	756	5.75	12.35		6.60	114.78	114.78
Anglo American	long	12/09/16	2/07/18	658	10.93	21.64		10.71	97.94	97.94
Philips	short	13/06/22	5/12/22	175	22.19	14.96	32.92	10.73	48.35	48.35
Carrefour	short	1/08/11	30/04/12	273	28.91	20.11	41.55	12.65	43.75	43.75
Deutsche Bank	short	20/10/14	3/11/14	14	27.57	27.65	27.50	-0.07	-0.26
	short	2/07/18	15/07/19	378	10.64	7.75	14.60	3.96	37.22	36.86
Apple	long	30/04/12	20/10/14	903	20.86	24.94		4.08	19.58
	long	3/11/14	24/08/15	294	27.35	25.79		-1.56	-5.71	12.75
Münchener Rück	long	23/01/23	23/10/23	273	353.91	396.95		43.04	12.16	12.16
Pfizer	short	23/10/23	11/12/23	49	30.84	28.64	33.21	2.37	7.68	7.68
Chevron	long	21/03/22	13/06/22	84	164.64	167.33		2.69	1.63	1.63
Merck (MSD)	long	5/12/22	19/12/22	14	110.01	109.44		-0.57	-0.52	-0.52
RWE	short	24/08/15	12/09/16	385	15.35	16.46	14.24	-1.11	-7.23	-7.23
LVMH	long	15/07/19	9/03/20	238	428.03	387.57		-40.46	-9.45	-9.45
Mercedes-Benz	long	7/12/20	7/03/22	455	69.96	62.43		-7.54	-10.77	-10.77
Vivendi	short	7/03/22	21/03/22	14	11.68	12.96	10.40	-1.28	-10.97	-10.97
Credit Suisse	short	19/12/22	23/01/23	35	2.99	3.41	2.57	-0.42	-14.14	-14.14
Intel	long	11/12/23	12/08/24	245	44.54	19.36		-25.18	-56.53	-56.53
DuPont	short	9/03/20	7/12/20	273	35.15	65.43	4.87	-30.28	-86.15	-86.15

Annotations

28/02/24	Seven & i	stock split 1:3 (three for one)
26/02/24	Walmart	stock split 1:3 (three for one)
28/09/23	Honda Motor	stock split 1:3 (three for one)
18/07/22	Alphabet A	stock split 1:20 (twenty for one)
	GlaxoSmithKline	demergers OTC business -> Haleon
29/09/21	Toyota	stock split 1:5 (five for one)
2/08/21	General Electric	reverse stock split 8:1 (eight become one)
3/04/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
4/05/18	Samsung Electronics	stock split 1:50 (fifty for one)
4/10/16	SP Global 100	EMC² removed (acquired by Dell)
12/09/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
24/12/15	Nike	stock split 1:2 (two for one)
2/11/15	Hewlett-Packard	forward stock split 1000:2202 (two thousand two hundred and two for one thousand)
	Hewlett-Packard	spin-off of HP Enterprise
2/10/15	Google A	changes name to Alphabet
24/04/15	GDF Suez	changes name to Engie


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