Share-o-matic - Portfolio

Sat, Jun 20th, 2026, 21:01UTC

Assessment - SP Global 100 in Euro - 11/15/21 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/15/21	⇓ Δwk	2/15/21	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	3,297.584	8/12/24	0.32	2,709.990		2,213.359	496.631	22.44	17.25
	S	Ford Motor	8.654	8/12/24	-2.38	17.431		9.435	7.996	84.75	70.82
		Societe Generale	20.520	8/12/24	0.44	29.795		18.920	10.875	57.48	34.84
		ING Groep	15.232	8/12/24	0.21	13.326		8.892	4.434	49.87	33.23
	L	Alphabet A	142.442	8/12/24	-0.84	130.296		86.316	43.981	50.95	38.72
		Microsoft	357.058	8/12/24	0.19	294.969		201.872	93.097	46.12	38.33
	S	Mercedes-Benz	57.480	8/12/24	-0.57	88.830		64.840	23.990	37.00	27.75
		Marsh & McLennan	190.768	8/12/24	-1.23	146.883		92.947	53.936	58.03	33.30
	S	Sony	94.892	8/09/24	0.28	108.520		93.687	14.833	15.83	25.48
	L	Pfizer	24.971	8/12/24	-0.35	43.578		28.609	14.969	52.32	31.72
		L´Oreal	376.650	8/12/24	-1.59	424.050		315.000	109.050	34.62	22.92
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.865		4.566	1.299	28.45	22.33
	S	LVMH	635.100	8/12/24	-0.14	720.800		535.900	184.900	34.50	22.27
	L	Goldman Sachs	426.124	8/12/24	-0.97	355.302		252.408	102.894	40.76	27.71
	L	Morgan Stanley	83.241	8/12/24	0.13	87.954		61.479	26.476	43.06	26.49
		Toyota	18.844	8/09/24	-0.14	16.184		13.235	2.949	22.28	19.50
		Exxon Mobil	104.446	8/12/24	0.13	56.498		41.629	14.869	35.72	25.78
		Saint-Gobain	73.560	8/12/24	-0.41	60.180		42.810	17.370	40.57	19.01
		Axa	32.350	8/12/24	-0.77	25.860		19.570	6.290	32.14	18.18
		Schneider Electric	211.250	8/12/24	0.38	156.240		128.750	27.490	21.35	17.97
		Shell	33.025	8/12/24	0.93	19.742		16.632	3.110	18.70	17.91
	S	Diageo	2,891.261	8/12/24	1.03	4,501.710		3,513.259	988.451	28.13	20.73
		Chevron	127.284	8/12/24	0.02	102.533		76.261	26.272	34.45	23.00
		UBS	23.642	8/12/24	0.44	15.874		12.918	2.956	22.89	20.90
		Nike	65.512	8/12/24	0.40	148.200		117.107	31.093	26.55	22.04
		⇓instrument	freshest		⇓ Δday	11/15/21	⇓ Δwk	2/15/21	prc diff	⇓ Δ39	∅-RS
	L	Fox A	34.081	8/12/24	-1.27	36.223		26.854	9.369	34.89	21.92
		Barclays	259.583	8/12/24	0.85	231.159		176.592	54.567	30.90	18.71
		Aegon	5.562	8/12/24	0.22	4.356		3.834	0.522	13.62	15.73
		GSK	1,853.992	8/12/24	0.42	1,885.930		1,487.280	398.650	26.80	18.05
	S	Nissan Motor	3.158	8/09/24	-0.56	4.995		4.774	0.222	4.64	14.54
		BP	518.457	8/12/24	1.35	402.819		319.898	82.921	25.92	17.11
		TotalEnergies	61.720	8/12/24	0.60	43.640		36.540	7.100	19.43	14.32
	L	Nestlé	84.331	8/12/24	-0.40	117.115		93.396	23.720	25.40	17.57
		Siemens	157.200	8/12/24	0.01	150.060		131.920	18.140	13.75	13.22
		E.on	12.325	8/12/24	0.78	11.052		8.836	2.216	25.08	12.82
	L	AstraZeneca	15,072.533	8/12/24	0.63	10,576.719		8,513.030	2,063.689	24.24	15.36
		Seven & i	12.877	8/09/24	-0.54	12.832		11.023	1.809	16.41	11.94
		JP Morgan Chase	180.973	8/12/24	0.19	146.190		116.390	29.800	25.60	17.89
	L	Raytheon Tech	102.340	8/12/24	0.39	78.423		59.831	18.592	31.07	17.50
	L	Apple	190.926	8/12/24	0.71	131.655		111.545	20.110	18.03	17.46
		Repsol	12.765	8/12/24	0.67	10.934		9.360	1.574	16.82	11.78
		PepsiCo	150.456	8/12/24	-0.56	143.767		110.309	33.458	30.33	16.92
	L	HP	29.649	8/12/24	0.72	27.516		22.652	4.864	21.47	16.63
	S	McDonald´s	236.505	8/12/24	0.58	222.006		176.254	45.752	25.96	16.49
	L	ABB	43.297	8/12/24	0.55	30.673		24.372	6.300	25.85	14.28
		Bridgestone	42.977	8/09/24	-1.33	37.903		34.407	3.496	10.16	9.57
	S	Engie	15.335	8/12/24	0.49	13.376		13.105	0.271	2.07	9.49
	S	National Grid	1,153.910	8/12/24	-0.04	1,157.684		992.613	165.070	16.63	11.50
		Deutsche Bank	13.308	8/12/24	0.14	11.202		9.177	2.025	22.07	8.55
		Panasonic	8.150	8/09/24	1.34	10.921		11.725	-0.803	-6.85	7.93
		⇓instrument	freshest		⇓ Δday	11/15/21	⇓ Δwk	2/15/21	prc diff	⇓ Δ39	∅-RS
		Banco Santander	4.089	8/12/24	-0.24	3.212		2.910	0.302	10.36	8.33
	L	Procter & Gamble	146.409	8/12/24	-2.19	129.373		105.159	24.214	23.03	12.86
		Canon	34.839	8/09/24	1.64	19.991		18.506	1.484	8.02	6.86
		Merck (MSD)	99.602	8/12/24	-0.93	73.455		61.800	11.655	18.86	12.60
		Sanofi	95.670	8/12/24	-0.60	90.070		78.540	11.530	14.68	7.33
		General Electric	146.462	8/12/24	-0.16	93.624		77.324	16.300	21.08	12.54
	L	DuPont	68.750	8/12/24	-0.25	69.137		58.891	10.245	17.40	10.96
	L	HSBC	759.406	8/12/24	0.22	515.037		470.786	44.251	9.40	8.37
		Prudential	749.381	8/12/24	0.41	1,773.794		1,576.551	197.243	12.51	8.24
	L	Coca-Cola	59.833	8/12/24	-0.74	49.695		41.769	7.927	18.98	10.82
		Carrefour	13.730	8/12/24	-0.36	16.250		14.725	1.525	10.36	5.61
		Aviva	571.058	8/12/24	0.35	473.523		413.264	60.259	14.58	8.03
	L	Münchener Rück	439.200	8/12/24	1.01	254.900		235.600	19.300	8.19	5.33
		Swiss Re	98.944	8/12/24	0.10	84.483		78.672	5.810	7.39	8.27
	L	Texas Instruments	168.571	8/12/24	-0.08	166.087		148.024	18.064	12.20	9.51
	L	Philip Morris	101.892	8/12/24	0.07	83.698		70.963	12.735	17.95	9.16
	L	Walmart	60.298	8/12/24	1.10	42.981		39.681	3.300	8.32	8.17
		Telefónica	4.032	8/12/24	0.12	3.909		3.853	0.055	1.44	2.19
		Honda Motor	10.933	8/09/24	-0.14	8.520		7.962	0.558	7.01	1.59
	L	Deutsche Telekom	24.730	8/12/24	0.49	16.738		14.915	1.823	12.22	2.03
	L	RWE	32.360	8/12/24	1.70	33.230		33.890	-0.660	-1.95	1.85
		Citigroup	50.766	8/12/24		60.333		52.431	7.902	15.07	6.35
	L	Anglo American	2,632.976	8/12/24	0.29	3,361.246		3,203.569	157.676	4.92	3.71
		Allianz	255.900	8/12/24		205.750		199.020	6.730	3.38	0.87
		Standard Chartered	851.516	8/12/24	0.92	559.618		551.821	7.796	1.41	2.92
		⇓instrument	freshest		⇓ Δday	11/15/21	⇓ Δwk	2/15/21	prc diff	⇓ Δ39	∅-RS
		Caterpillar	294.934	8/12/24	-0.66	182.307		163.144	19.163	11.75	5.37
	S	Johnson & Johnson	140.327	8/12/24	-0.46	143.522		137.262	6.260	4.56	5.25
	S	Volkswagen	93.500	8/12/24	-0.47	188.380		162.220	26.160	16.13	-0.02
	L	Bayer	25.960	8/12/24	-0.04	50.370		54.810	-4.440	-8.10	-0.21
	S	Orange	10.115	8/12/24	-0.25	9.847		9.890	-0.043	-0.43	-0.57
		UnibailRodaWestfield	3.584	8/12/24	0.73	3.339		2.844	0.495	17.41	0.25
	L	3M	108.273	8/12/24	-0.65	160.891		147.249	13.642	9.26	2.96
	L	Colgate-Palmolive	88.894	8/12/24	-0.77	68.724		64.626	4.098	6.34	2.37
	L	Unilever	55.100	8/12/24	-0.36	45.955		45.675	0.280	0.61	-3.89
	S	BASF	41.280	8/12/24	-0.22	62.370		67.400	-5.030	-7.46	-5.76
	S	Bristol-Myers	41.305	8/12/24	0.73	52.329		49.432	2.897	5.86	-1.32
	L	Novartis	92.037	8/12/24	0.16	72.495		76.302	-3.806	-4.99	-2.72
	S	Kimberly-Clark	1.451	8/12/24	-1.01	1.346		1.454	-0.108	-7.43	-5.41
		BHP	2,469.631	8/12/24	-0.14	2,268.428		2,555.515	-287.087	-11.23	-5.35
	S	Intel	16.992	8/12/24	-1.78	44.166		50.932	-6.766	-13.28	-4.18
		Samsung Electronics	56.121	8/12/24	1.07	53.074		63.005	-9.931	-15.76	-8.31
	L	Ericsson	7.104	8/12/24	1.14	9.536		11.162	-1.626	-14.57	-8.16
	L	Vodafone	87.793	8/12/24	0.87	132.681		155.533	-22.852	-14.69	-7.54
		IBM	166.307	8/12/24	-1.03	104.332		99.539	4.793	4.82	-6.56
	L	Philips	26.060	8/12/24	-0.91	37.290		47.930	-10.640	-22.20	-13.57
		Rio Tinto	5,828.518	8/12/24	0.56	5,323.741		7,095.339	-1,771.597	-24.97	-17.39
		Vivendi	9.488	8/12/24	0.40	11.285		31.220	-19.935	-63.85	-51.63
SP Global 100 - 96 out of 96 instruments rated - 11/15/21 / 2/15/21 - 81 did rise, Market-Ratio(39) in EUR = 84.38 %

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 Euro * 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	50	196.657	19.959	1,937.718	1,741.061	885	97,053	371
long	7/06/09	8/01/11	756		Ford Motor	100	23,594	4.113	8.579		4.465	109	202,411	43
short	8/01/11	4/30/12	273		Carrefour	100	10,080	20.080	15.175	26.570	6.490	32	267,834	45
long	4/30/12	10/20/14	903		Apple	100	17,018	15.738	19.487		3.749	24	331,638	9
short	10/20/14	11/03/14	14		Deutsche Bank	100	15,392	21.545	22.134	20.956	-0.589	-3	322,571	-51
long	11/03/14	8/24/15	294		Apple	100	14,730	21.898	22.211		0.314	1	327,195	2
short	8/24/15	9/12/16	385		RWE	100	24,749	13.220	14.645	11.795	-1.425	-11	291,928	-10
long	9/12/16	7/02/18	658		Anglo American	100	30,015	9.726	18.582		8.857	91	557,756	43
short	7/02/18	7/15/19	378		Deutsche Bank	100	61,030	9.139	6.885	12.131	2.992	33	740,351	31
long	7/15/19	3/09/20	238		LVMH	100	1,948	380.050	338.000		-42.050	-11	658,438	-16
short	3/09/20	12/07/20	273		DuPont	100	21,479	30.654	53.960	7.348	-23.306	-76	157,850	-85
long	12/07/20	3/07/22	455		Mercedes-Benz	100	2,735	57.700	57.390		-0.310	-1	157,002	0
short	3/07/22	3/21/22	14		Vivendi	100	14,618	10.740	11.750	9.730	-1.010	-9	142,238	-92
long	3/21/22	6/13/22	84		Chevron	100	953	149.213	160.269		11.056	7	152,774	36
short	6/13/22	12/05/22	175		Philips	100	7,187	21.255	14.250	31.704	10.449	49	227,867	130
long	12/05/22	12/19/22	14		Merck (MSD)	100	2,174	104.795	102.972		-1.823	-2	223,904	-37
short	12/19/22	1/23/23	35		Credit Suisse	100	79,576	2.814	3.141	2.486	-0.327	-12	197,843	-72
long	1/23/23	10/23/23	273		Münchener Rück	100	607	325.700	372.100		46.400	14	226,008	19
short	10/23/23	12/11/23	49		Pfizer	100	7,817	28.909	26.650	31.361	2.452	8	245,172	83
long	12/11/23	8/12/24	245		Intel	100	5,915	41.445	18.049		-23.395	-56	106,789	-71
accum	1/14/08	8/12/24	6732	days out of 7474 invested (90%)							968		106,789	14

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	196.66	19.96	1,937.72	1,741.06	885.33	885.33
Ford Motor	long	7/06/09	8/01/11	756	4.11	8.58		4.47	108.56	108.56
Anglo American	long	9/12/16	7/02/18	658	9.73	18.58		8.86	91.06	91.06
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
Apple	long	4/30/12	10/20/14	903	15.74	19.49		3.75	23.82
	long	11/03/14	8/24/15	294	21.90	22.21		0.31	1.43	25.60
Münchener Rück	long	1/23/23	10/23/23	273	325.70	372.10		46.40	14.25	14.25
Pfizer	short	10/23/23	12/11/23	49	28.91	26.65	31.36	2.45	8.48	8.48
Chevron	long	3/21/22	6/13/22	84	149.21	160.27		11.06	7.41	7.41
Mercedes-Benz	long	12/07/20	3/07/22	455	57.70	57.39		-0.31	-0.54	-0.54
Merck (MSD)	long	12/05/22	12/19/22	14	104.80	102.97		-1.82	-1.74	-1.74
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	2.81	3.14	2.49	-0.33	-11.64	-11.64
Intel	long	12/11/23	8/12/24	245	41.44	18.05		-23.40	-56.45	-56.45
DuPont	short	3/09/20	12/07/20	273	30.65	53.96	7.35	-23.31	-76.03	-76.03

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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