Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Dollar - 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	3,757.070	8/12/24	0.32	3,087.600		2,686.110	401.490	14.95	11.80
		Exxon Mobil	119.000	8/12/24	0.13	64.370		50.520	13.850	27.41	19.87
		Canon	39.693	8/09/24	1.64	22.776		22.459	0.317	1.41	1.89
	L	Münchener Rück	500.398	8/12/24	1.01	290.418		285.922	4.496	1.57	0.51
		Shell	37.627	8/12/24	0.93	22.493		20.184	2.308	11.44	12.41
		Caterpillar	336.030	8/12/24	-0.66	207.710		197.990	9.720	4.91	0.53
		IBM	189.480	8/12/24	-1.03	118.870		120.800	-1.930	-1.60	-10.87
		General Electric	166.870	8/12/24	-0.16	106.670		93.840	12.830	13.67	7.32
		Banco Bilbao Viz	10.167	8/12/24	0.27	6.682		5.541	1.141	20.59	16.57
		Standard Chartered	970.166	8/12/24	0.92	637.595		669.685	-32.090	-4.79	-1.76
		UBS	26.936	8/12/24	0.44	18.086		15.677	2.409	15.37	15.27
	L	Deutsche Telekom	28.176	8/12/24	0.49	19.070		18.101	0.970	5.36	-2.68
	L	HSBC	865.221	8/12/24	0.22	586.802		571.341	15.461	2.71	3.41
	L	Apple	217.530	8/12/24	0.71	150.000		135.370	14.630	10.81	11.99
	L	AstraZeneca	17,172.740	8/12/24	0.63	12,050.480		10,331.328	1,719.152	16.64	9.98
		TotalEnergies	70.320	8/12/24	0.60	49.721		44.345	5.376	12.12	9.04
	L	ABB	49.331	8/12/24	0.55	34.947		29.578	5.369	18.15	8.95
	L	Walmart	68.700	8/12/24	1.10	48.970		48.157	0.813	1.69	3.20
		Merck (MSD)	113.480	8/12/24	-0.93	83.690		75.000	8.690	11.59	7.42
		Schneider Electric	240.686	8/12/24	0.38	178.010		156.250	21.761	13.93	12.48
	L	Raytheon Tech	116.600	8/12/24	0.39	89.350		72.610	16.740	23.05	12.01
		Marsh & McLennan	217.350	8/12/24	-1.23	167.350		112.800	54.550	48.36	26.99
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	78.300		78.430	-0.130	-0.17	-2.29
		BP	590.699	8/12/24	1.35	458.948		388.225	70.722	18.22	11.65
		Honda Motor	12.456	8/09/24	-0.14	9.708		9.663	0.045	0.46	-3.11
		⇓instrument	freshest		⇓ Δday	11/15/21	Δwk	2/15/21	prc diff	⇓ Δ39	⇓∅-RS
		Aegon	6.337	8/12/24	0.22	4.963		4.653	0.310	6.66	10.33
		Banco Santander	4.659	8/12/24	-0.24	3.659		3.532	0.127	3.61	3.32
	L	Novartis	104.861	8/12/24	0.16	82.597		92.599	-10.002	-10.80	-7.15
		Axa	36.858	8/12/24	-0.77	29.463		23.750	5.713	24.06	12.69
		Allianz	291.557	8/12/24		234.419		241.529	-7.109	-2.94	-3.72
		Chevron	145.020	8/12/24	0.02	116.820		92.550	24.270	26.22	17.28
		JP Morgan Chase	206.190	8/12/24	0.19	166.560		141.250	25.310	17.92	12.38
		Saint-Gobain	83.810	8/12/24	-0.41	68.565		51.954	16.612	31.97	13.38
	L	Philip Morris	116.090	8/12/24	0.07	95.360		86.120	9.240	10.73	4.09
		Microsoft	406.810	8/12/24	0.19	336.070		244.990	91.080	37.18	31.78
		Aviva	650.629	8/12/24	0.35	539.504		501.533	37.971	7.57	3.00
	L	Coca-Cola	68.170	8/12/24	-0.74	56.620		50.690	5.930	11.70	5.70
	L	Goldman Sachs	485.500	8/12/24	-0.97	404.810		306.320	98.490	32.15	21.67
	L	Unilever	62.778	8/12/24	-0.36	52.358		55.431	-3.072	-5.54	-8.26
		Deutsche Bank	15.162	8/12/24	0.14	12.763		11.137	1.626	14.60	3.53
		Swiss Re	112.731	8/12/24	0.10	96.255		95.476	0.779	0.82	3.32
		Repsol	14.544	8/12/24	0.67	12.458		11.359	1.098	9.67	6.60
		Toyota	21.469	8/09/24	-0.14	18.439		16.062	2.377	14.80	13.92
	S	Engie	17.472	8/12/24	0.49	15.240		15.904	-0.664	-4.18	4.53
		ING Groep	17.354	8/12/24	0.21	15.183		10.791	4.392	40.70	26.91
		Bridgestone	48.965	8/09/24	-1.33	43.184		41.756	1.429	3.42	4.43
	L	Procter & Gamble	166.810	8/12/24	-2.19	147.400		127.620	19.780	15.50	7.64
		Barclays	295.753	8/12/24	0.85	263.369		214.310	49.059	22.89	13.14
		E.on	14.042	8/12/24	0.78	12.592		10.723	1.869	17.43	7.58
		Rio Tinto	6,640.664	8/12/24	0.56	6,065.551		8,610.832	-2,545.281	-29.56	-21.09
		⇓instrument	freshest		⇓ Δday	11/15/21	Δwk	2/15/21	prc diff	⇓ Δ39	⇓∅-RS
	L	Alphabet A	162.290	8/12/24	-0.84	148.452		104.752	43.700	41.72	32.09
		BHP	2,813.749	8/12/24	-0.14	2,584.511		3,101.347	-516.836	-16.66	-9.66
	S	Kimberly-Clark	1.653	8/12/24	-1.01	1.534		1.765	-0.231	-13.09	-9.71
	L	HP	33.780	8/12/24	0.72	31.350		27.490	3.860	14.04	11.23
		UnibailRodaWestfield	4.083	8/12/24	0.73	3.804		3.451	0.353	10.23	-4.35
	S	McDonald´s	269.460	8/12/24	0.58	252.940		213.900	39.040	18.25	11.07
		Sanofi	109.001	8/12/24	-0.60	102.620		95.315	7.305	7.66	2.40
		Samsung Electronics	63.941	8/12/24	1.07	60.469		76.462	-15.993	-20.92	-12.43
		Siemens	179.104	8/12/24	0.01	170.969		160.097	10.873	6.79	7.99
		PepsiCo	171.420	8/12/24	-0.56	163.800		133.870	29.930	22.36	11.49
		Telefónica	4.594	8/12/24	0.12	4.453		4.676	-0.223	-4.77	-2.51
	S	Orange	11.524	8/12/24	-0.25	11.219		12.002	-0.783	-6.53	-5.08
	L	Texas Instruments	192.060	8/12/24	-0.08	189.230		179.640	9.590	5.34	4.42
		Seven & i	14.671	8/09/24	-0.54	14.620		13.377	1.243	9.29	6.73
	S	National Grid	1,314.696	8/12/24	-0.04	1,318.995		1,204.626	114.370	9.49	6.36
	L	DuPont	78.330	8/12/24	-0.25	78.770		71.470	7.300	10.21	5.90
		GSK	2,112.328	8/12/24	0.42	2,148.716		1,804.948	343.768	19.05	12.59
	S	Johnson & Johnson	159.880	8/12/24	-0.46	163.520		166.580	-3.060	-1.84	0.40
	L	RWE	36.869	8/12/24	1.70	37.860		41.129	-3.268	-7.95	-2.78
	L	Morgan Stanley	94.840	8/12/24	0.13	100.210		74.610	25.600	34.31	20.49
	L	Fox A	38.830	8/12/24	-1.27	41.270		32.590	8.680	26.63	16.19
		L´Oreal	429.132	8/12/24	-1.59	483.137		382.281	100.856	26.38	17.19
	S	LVMH	723.595	8/12/24	-0.14	821.236		650.363	170.873	26.27	16.58
	S	Sony	108.115	8/09/24	0.28	123.641		113.697	9.944	8.75	19.65
		Carrefour	15.643	8/12/24	-0.36	18.514		17.870	0.644	3.60	0.77
		⇓instrument	freshest		⇓ Δday	11/15/21	Δwk	2/15/21	prc diff	⇓ Δ39	⇓∅-RS
		Citigroup	57.840	8/12/24		68.740		63.630	5.110	8.03	1.44
		Vivendi	10.810	8/12/24	0.40	12.857		37.888	-25.031	-66.06	-53.63
	S	Bristol-Myers	47.060	8/12/24	0.73	59.620		59.990	-0.370	-0.62	-5.83
	L	Anglo American	2,999.855	8/12/24	0.29	3,829.602		3,887.820	-58.218	-1.50	-1.05
		Panasonic	9.285	8/09/24	1.34	12.443		14.229	-1.786	-12.55	2.96
	L	Ericsson	8.093	8/12/24	1.14	10.865		13.546	-2.682	-19.80	-12.32
	L	Nestlé	96.081	8/12/24	-0.40	133.434		113.344	20.090	17.72	12.12
	L	Philips	29.691	8/12/24	-0.91	42.486		58.167	-15.681	-26.96	-17.43
		Societe Generale	23.379	8/12/24	0.44	33.947		22.961	10.986	47.84	28.44
	L	3M	123.360	8/12/24	-0.65	183.310		178.700	4.610	2.58	-1.78
	S	BASF	47.032	8/12/24	-0.22	71.061		81.796	-10.735	-13.12	-10.04
	L	Vodafone	100.027	8/12/24	0.87	151.168		188.753	-37.585	-19.91	-11.71
	S	Mercedes-Benz	65.489	8/12/24	-0.57	101.208		78.689	22.518	28.62	21.78
	S	Diageo	3,294.129	8/12/24	1.03	5,128.979		4,263.656	865.322	20.30	15.10
	S	Nissan Motor	3.598	8/09/24	-0.56	5.691		5.793	-0.102	-1.76	9.30
	L	Pfizer	28.450	8/12/24	-0.35	49.650		34.720	14.930	43.00	25.56
	L	Bayer	29.577	8/12/24	-0.04	57.389		66.517	-9.128	-13.72	-4.72
	S	Ford Motor	9.860	8/12/24	-2.38	19.860		11.450	8.410	73.45	62.67
	S	Volkswagen	106.528	8/12/24	-0.47	214.629		196.869	17.760	9.02	-4.66
		Nike	74.640	8/12/24	0.40	168.850		142.120	26.730	18.81	16.33
		Prudential	853.800	8/12/24	0.41	2,020.955		1,913.286	107.668	5.63	3.25
	S	Intel	19.360	8/12/24	-1.78	50.320		61.810	-11.490	-18.59	-8.57
SP Global 100 - 96 out of 96 instruments rated - 11/15/21 / 2/15/21 - 70 did rise, Market-Ratio(39) in USD = 72.92 %

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 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
1/02/06		1/14/08	742		- cash -
short	1/14/08	7/06/09	539		Citigroup	100	34	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	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	7,655	28.907	20.110	41.553	12.646	44	318,093	62
long	4/30/12	10/20/14	903		Apple	100	15,251	20.856	24.940		4.084	20	380,374	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	13,794	27.573	27.646	27.501	-0.072	0	379,378	-7
long	11/03/14	8/24/15	294		Apple	100	13,871	27.350	25.788		-1.563	-6	357,704	-7
short	8/24/15	9/12/16	385		RWE	100	23,305	15.348	16.458	14.239	-1.110	-7	331,845	-7
long	9/12/16	7/02/18	658		Anglo American	100	30,361	10.930	21.635		10.705	98	656,864	46
short	7/02/18	7/15/19	378		Deutsche Bank	100	61,733	10.640	7.754	14.601	3.960	37	901,348	36
long	7/15/19	3/09/20	238		LVMH	100	2,105	428.031	387.571		-40.460	-9	816,179	-14
short	3/09/20	12/07/20	273		DuPont	100	23,219	35.150	65.430	4.870	-30.280	-86	113,108	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,616	69.965	62.428		-7.537	-11	100,928	-9
short	3/07/22	3/21/22	14		Vivendi	100	8,639	11.683	12.965	10.401	-1.282	-11	89,852	-95
long	3/21/22	6/13/22	84		Chevron	100	545	164.640	167.330		2.690	2	91,318	7
short	6/13/22	12/05/22	175		Philips	100	4,115	22.191	14.959	32.921	10.729	48	135,469	128
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,231	110.010	109.440		-0.570	-1	134,767	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,066	2.990	3.413	2.568	-0.423	-14	115,712	-80
long	1/23/23	10/23/23	273		Münchener Rück	100	326	353.906	396.949		43.043	12	129,744	17
short	10/23/23	12/11/23	49		Pfizer	100	4,207	30.840	28.640	33.209	2.369	8	139,711	74
long	12/11/23	8/12/24	245		Intel	100	3,136	44.540	19.360		-25.180	-57	60,746	-71
accum	1/14/08	8/12/24	6727	days out of 7469 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	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	10.93	21.64		10.71	97.94	97.94
Philips	short	6/13/22	12/05/22	175	22.19	14.96	32.92	10.73	48.35	48.35
Carrefour	short	8/01/11	4/30/12	273	28.91	20.11	41.55	12.65	43.75	43.75
Deutsche Bank	short	10/20/14	11/03/14	14	27.57	27.65	27.50	-0.07	-0.26
	short	7/02/18	7/15/19	378	10.64	7.75	14.60	3.96	37.22	36.86
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
Münchener Rück	long	1/23/23	10/23/23	273	353.91	396.95		43.04	12.16	12.16
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
RWE	short	8/24/15	9/12/16	385	15.35	16.46	14.24	-1.11	-7.23	-7.23
LVMH	long	7/15/19	3/09/20	238	428.03	387.57		-40.46	-9.45	-9.45
Mercedes-Benz	long	12/07/20	3/07/22	455	69.96	62.43		-7.54	-10.77	-10.77
Vivendi	short	3/07/22	3/21/22	14	11.68	12.96	10.40	-1.28	-10.97	-10.97
Credit Suisse	short	12/19/22	1/23/23	35	2.99	3.41	2.57	-0.42	-14.14	-14.14
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


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