Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 10/25/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/25/21	⇓ Δwk	1/25/21	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,992.490		2,633.350	359.140	13.64	USD	10.20
	S	Ford Motor	9.860	8/12/24	-2.38	16.000		11.290	4.710	41.72	USD	37.46
		ING Groep	15.232	8/12/24	0.21	13.146		7.362	5.784	78.57	EUR	37.35
		Societe Generale	20.520	8/12/24	0.44	28.710		15.616	13.094	83.85	EUR	36.79
		Marsh & McLennan	217.350	8/12/24	-1.23	169.130		112.030	57.100	50.97	USD	31.41
		Shell	33.025	8/12/24	0.93	21.155		15.696	5.459	34.78	EUR	30.94
	L	Goldman Sachs	485.500	8/12/24	-0.97	414.750		283.040	131.710	46.53	USD	30.73
	L	Morgan Stanley	94.840	8/12/24	0.13	101.910		72.380	29.530	40.80	USD	28.13
	L	Alphabet A	162.290	8/12/24	-0.84	137.447		94.714	42.733	45.12	USD	26.36
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.701		3.887	1.814	46.67	EUR	26.08
		Aegon	5.562	8/12/24	0.22	4.534		3.346	1.188	35.51	EUR	24.88
		Exxon Mobil	119.000	8/12/24	0.13	64.350		46.900	17.450	37.21	USD	24.85
		BP	439.600	8/12/24	1.35	360.650		280.650	80.000	28.51	GBP	24.70
		Repsol	12.765	8/12/24	0.67	11.678		8.300	3.378	40.70	EUR	24.58
		Microsoft	406.810	8/12/24	0.19	308.130		229.530	78.600	34.24	USD	23.81
	S	Mercedes-Benz	57.480	8/12/24	-0.57	82.890		57.440	25.450	44.31	EUR	23.57
		Barclays	220.100	8/12/24	0.85	200.600		137.120	63.480	46.30	GBP	22.76
		Saint-Gobain	73.560	8/12/24	-0.41	59.880		42.030	17.850	42.47	EUR	22.36
	L	Fox A	38.830	8/12/24	-1.27	41.830		32.090	9.740	30.35	USD	20.95
		Canon	4,525.000	8/09/24	1.64	2,838.000		2,225.000	613.000	27.55	JPY	20.40
	S	Sony	12,325.000	8/09/24	0.28	13,065.000		10,300.000	2,765.000	26.84	JPY	20.04
		JP Morgan Chase	206.190	8/12/24	0.19	170.940		132.120	38.820	29.38	USD	18.87
		TotalEnergies	61.720	8/12/24	0.60	43.925		35.350	8.575	24.26	EUR	18.16
		Chevron	145.020	8/12/24	0.02	113.850		90.900	22.950	25.25	USD	17.44
	L	Raytheon Tech	116.600	8/12/24	0.39	91.300		66.280	25.020	37.75	USD	17.35
		⇓instrument	freshest		⇓ Δday	10/25/21	⇓ Δwk	1/25/21	prc diff	⇓ Δ39	Curr	∅-RS
		UBS	24.850	8/12/24	0.44	16.360		12.920	3.440	26.63	CHF	17.23
		Banco Santander	4.089	8/12/24	-0.24	3.319		2.490	0.829	33.27	EUR	16.41
	S	LVMH	635.100	8/12/24	-0.14	659.800		501.900	157.900	31.46	EUR	15.19
		Nike	74.640	8/12/24	0.40	164.220		137.550	26.670	19.39	USD	14.97
		Deutsche Bank	13.308	8/12/24	0.14	11.646		8.608	3.038	35.29	EUR	14.95
		Bridgestone	5,582.000	8/09/24	-1.33	4,996.000		4,100.000	896.000	21.85	JPY	14.34
	S	Diageo	2,451.500	8/12/24	1.03	3,620.500		2,895.000	725.500	25.06	GBP	13.98
		Toyota	2,447.500	8/09/24	-0.14	1,946.500		1,535.000	411.500	26.81	JPY	13.64
		L´Oreal	376.650	8/12/24	-1.59	383.850		299.000	84.850	28.38	EUR	13.26
	L	AstraZeneca	12,780.000	8/12/24	0.63	8,942.000		7,897.000	1,045.000	13.23	GBP	13.16
		Panasonic	1,058.500	8/09/24	1.34	1,445.500		1,423.000	22.500	1.58	JPY	13.13
		Axa	32.350	8/12/24	-0.77	23.930		18.770	5.160	27.49	EUR	12.82
	L	Apple	217.530	8/12/24	0.71	148.640		142.920	5.720	4.00	USD	12.80
	L	HP	33.780	8/12/24	0.72	30.630		25.020	5.610	22.42	USD	12.42
	L	Texas Instruments	192.060	8/12/24	-0.08	200.200		172.920	27.280	15.78	USD	12.24
	S	Volkswagen	93.500	8/12/24	-0.47	205.250		158.640	46.610	29.38	EUR	11.65
		E.on	12.325	8/12/24	0.78	10.790		8.780	2.010	22.89	EUR	11.19
	L	Pfizer	28.450	8/12/24	-0.35	43.150		37.280	5.870	15.75	USD	10.18
		General Electric	166.870	8/12/24	-0.16	105.300		87.920	17.380	19.77	USD	9.94
		PepsiCo	171.420	8/12/24	-0.56	159.220		140.180	19.040	13.58	USD	9.36
		Seven & i	1,672.500	8/09/24	-0.54	1,575.670		1,335.000	240.670	18.03	JPY	9.24
	L	HSBC	643.900	8/12/24	0.22	443.050		398.100	44.950	11.29	GBP	9.15
	L	Nestlé	88.640	8/12/24	-0.40	116.800		101.800	15.000	14.73	CHF	8.64
		Schneider Electric	211.250	8/12/24	0.38	140.600		124.700	15.900	12.75	EUR	7.99
		Citigroup	57.840	8/12/24		70.830		60.560	10.270	16.96	USD	7.89
		⇓instrument	freshest		⇓ Δday	10/25/21	⇓ Δwk	1/25/21	prc diff	⇓ Δ39	Curr	∅-RS
	L	Philip Morris	116.090	8/12/24	0.07	96.540		81.340	15.200	18.69	USD	7.17
		Aviva	484.200	8/12/24	0.35	396.800		341.300	55.500	16.26	GBP	6.64
		Siemens	157.200	8/12/24	0.01	139.020		128.360	10.660	8.30	EUR	6.60
		Honda Motor	1,420.000	8/09/24	-0.14	1,131.670		941.500	190.170	20.20	JPY	6.03
	L	Walmart	68.700	8/12/24	1.10	50.020		48.733	1.287	2.64	USD	5.72
	S	Nissan Motor	410.200	8/09/24	-0.56	579.300		549.500	29.800	5.42	JPY	5.67
		Merck (MSD)	113.480	8/12/24	-0.93	81.660		81.150	0.510	0.63	USD	5.20
		Prudential	635.400	8/12/24	0.41	1,464.000		1,357.000	107.000	7.89	GBP	5.09
		Standard Chartered	722.000	8/12/24	0.92	489.100		454.900	34.200	7.52	GBP	5.08
	S	McDonald´s	269.460	8/12/24	0.58	237.340		213.340	24.000	11.25	USD	5.00
	L	ABB	45.510	8/12/24	0.55	30.060		26.590	3.470	13.05	CHF	4.75
		GSK	1,572.000	8/12/24	0.42	1,435.080		1,415.340	19.740	1.39	GBP	4.13
	L	Münchener Rück	439.200	8/12/24	1.01	246.900		223.300	23.600	10.57	EUR	3.09
		UnibailRodaWestfield	5.550	8/12/24	0.73	5.200		4.490	0.710	15.81	AUD	3.07
	L	Procter & Gamble	166.810	8/12/24	-2.19	140.850		132.240	8.610	6.51	USD	3.00
	L	Anglo American	2,232.500	8/12/24	0.29	2,812.500		2,515.000	297.500	11.83	GBP	2.47
		Sanofi	95.670	8/12/24	-0.60	85.530		81.500	4.030	4.94	EUR	2.26
	L	Coca-Cola	68.170	8/12/24	-0.74	54.230		48.780	5.450	11.17	USD	1.83
	S	Johnson & Johnson	159.880	8/12/24	-0.46	164.080		165.980	-1.900	-1.14	USD	1.57
		Telefónica	4.032	8/12/24	0.12	3.823		3.587	0.236	6.57	EUR	1.40
	S	National Grid	978.400	8/12/24	-0.04	911.500		888.000	23.500	2.65	GBP	1.19
		Carrefour	13.730	8/12/24	-0.36	15.350		14.825	0.525	3.54	EUR	0.43
	L	Deutsche Telekom	24.730	8/12/24	0.49	16.282		14.920	1.362	9.13	EUR	0.35
	L	RWE	32.360	8/12/24	1.70	32.590		36.790	-4.200	-11.42	EUR	-0.13
	S	Engie	15.335	8/12/24	0.49	12.086		12.930	-0.844	-6.53	EUR	-0.43
		⇓instrument	freshest		⇓ Δday	10/25/21	⇓ Δwk	1/25/21	prc diff	⇓ Δ39	Curr	∅-RS
		Caterpillar	336.030	8/12/24	-0.66	202.210		187.340	14.870	7.94	USD	-0.72
		Allianz	255.900	8/12/24		198.460		190.480	7.980	4.19	EUR	-1.50
	L	3M	123.360	8/12/24	-0.65	182.400		170.390	12.010	7.05	USD	-1.67
	L	DuPont	78.330	8/12/24	-0.25	71.930		81.350	-9.420	-11.58	USD	-1.94
		Swiss Re	104.000	8/12/24	0.10	81.760		80.060	1.700	2.12	CHF	-2.25
		BHP	2,094.000	8/12/24	-0.14	1,996.000		2,092.000	-96.000	-4.59	GBP	-2.62
	S	Orange	10.115	8/12/24	-0.25	9.605		9.554	0.051	0.53	EUR	-3.02
	S	Kimberly-Clark	34.140	8/12/24	-1.01	33.130		36.460	-3.330	-9.13	MXN	-3.19
	L	Bayer	25.960	8/12/24	-0.04	48.455		51.490	-3.035	-5.89	EUR	-3.24
	S	BASF	41.280	8/12/24	-0.22	63.200		64.530	-1.330	-2.06	EUR	-3.25
		IBM	189.480	8/12/24	-1.03	127.640		118.580	9.060	7.64	USD	-3.65
	L	Unilever	55.100	8/12/24	-0.36	45.990		50.200	-4.210	-8.39	EUR	-4.37
	L	Philips	26.060	8/12/24	-0.91	41.290		46.690	-5.400	-11.57	EUR	-4.40
	L	Novartis	96.740	8/12/24	0.16	77.020		86.130	-9.110	-10.58	CHF	-4.79
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	75.140		78.610	-3.470	-4.41	USD	-6.51
	S	Bristol-Myers	47.060	8/12/24	0.73	57.810		64.830	-7.020	-10.83	USD	-8.91
	L	Ericsson	71.080	8/12/24	1.14	96.150		99.320	-3.170	-3.19	SEK	-9.20
		Samsung Electronics	75,500.000	8/12/24	1.07	70,200.000		89,400.000	-19,200.000	-21.48	KRW	-9.23
	S	Intel	19.360	8/12/24	-1.78	49.410		55.440	-6.030	-10.88	USD	-9.65
	L	Vodafone	74.440	8/12/24	0.87	110.720		128.400	-17.680	-13.77	GBP	-10.93
		Rio Tinto	4,942.000	8/12/24	0.56	4,766.500		5,877.000	-1,110.500	-18.90	GBP	-14.59
		Vivendi	9.488	8/12/24	0.40	11.250		26.280	-15.030	-57.19	EUR	-55.08
SP Global 100 - 96 out of 96 instruments rated - 10/25/21 / 1/25/21 - 77 did rise, Market-Ratio(39) = 80.21 %

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