Share-o-matic - Portfolio

Mon, Jun 22nd, 2026, 9:52UTC

Assessment - SP Global 100 - 12/06/21 - RS = 39

historical assessment - show freshest

		instrument	freshest		⇓ Δday	12/06/21	⇓ Δwk	3/08/21	prc diff	⇓ Δ39	Curr	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	3,061.280		2,589.950	471.330	18.20	USD	9.31
	L	3M	123.360	8/12/24	-0.65	177.200		183.770	-6.570	-3.58	USD	-5.25
	L	ABB	45.510	8/12/24	0.55	33.240		28.270	4.970	17.58	CHF	12.01
		Aegon	5.562	8/12/24	0.22	4.062		4.273	-0.211	-4.94	EUR	5.85
		Allianz	255.900	8/12/24		202.950		215.250	-12.300	-5.71	EUR	-0.62
	L	Alphabet A	162.290	8/12/24	-0.84	143.155		100.375	42.780	42.62	USD	23.58
	L	Anglo American	2,232.500	8/12/24	0.29	2,812.500		3,018.500	-206.000	-6.82	GBP	-1.74
	L	Apple	217.530	8/12/24	0.71	165.320		116.360	48.960	42.08	USD	21.40
	L	AstraZeneca	12,780.000	8/12/24	0.63	8,363.000		7,005.000	1,358.000	19.39	GBP	4.78
		Aviva	484.200	8/12/24	0.35	399.500		396.700	2.800	0.71	GBP	3.59
		Axa	32.350	8/12/24	-0.77	25.465		22.565	2.900	12.85	EUR	14.54
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.001		4.800	0.201	4.19	EUR	1.99
		Banco Santander	4.089	8/12/24	-0.24	2.814		3.055	-0.241	-7.89	EUR	-6.56
		Barclays	220.100	8/12/24	0.85	187.060		177.920	9.140	5.14	GBP	8.33
	S	BASF	41.280	8/12/24	-0.22	59.590		72.610	-13.020	-17.93	EUR	-10.12
	L	Bayer	25.960	8/12/24	-0.04	44.585		53.150	-8.565	-16.11	EUR	-11.67
		BHP	2,094.000	8/12/24	-0.14	2,058.500		2,255.000	-196.500	-8.71	GBP	-2.03
		BP	439.600	8/12/24	1.35	346.500		318.650	27.850	8.74	GBP	13.98
		Bridgestone	5,582.000	8/09/24	-1.33	4,819.000		4,303.000	516.000	11.99	JPY	6.07
	S	Bristol-Myers	47.060	8/12/24	0.73	56.830		60.450	-3.620	-5.99	USD	-9.70
		Canon	4,525.000	8/09/24	1.64	2,535.000		2,348.500	186.500	7.94	JPY	2.91
		Carrefour	13.730	8/12/24	-0.36	15.210		14.310	0.900	6.29	EUR	-1.93
		Caterpillar	336.030	8/12/24	-0.66	201.280		221.580	-20.300	-9.16	USD	-3.51
		Chevron	145.020	8/12/24	0.02	116.200		109.750	6.450	5.88	USD	14.95
		Citigroup	57.840	8/12/24		62.520		72.220	-9.700	-13.43	USD	-9.17
		instrument	freshest		⇓ Δday	12/06/21	⇓ Δwk	3/08/21	prc diff	⇓ Δ39	Curr	⇓∅-RS
	L	Coca-Cola	68.170	8/12/24	-0.74	54.910		51.640	3.270	6.33	USD	2.20
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	78.580		76.450	2.130	2.79	USD	-1.43
		Deutsche Bank	13.308	8/12/24	0.14	11.174		11.024	0.150	1.36	EUR	7.21
	L	Deutsche Telekom	24.730	8/12/24	0.49	15.876		15.315	0.561	3.66	EUR	-3.84
	S	Diageo	2,451.500	8/12/24	1.03	3,948.000		2,938.500	1,009.500	34.35	GBP	20.11
	L	DuPont	78.330	8/12/24	-0.25	76.390		75.200	1.190	1.58	USD	1.39
		E.on	12.325	8/12/24	0.78	11.040		8.548	2.492	29.15	EUR	11.49
	S	Engie	15.335	8/12/24	0.49	13.110		11.500	1.610	14.00	EUR	6.95
	L	Ericsson	71.080	8/12/24	1.14	94.150		104.350	-10.200	-9.77	SEK	-10.01
		Exxon Mobil	119.000	8/12/24	0.13	61.580		60.870	0.710	1.17	USD	11.15
	S	Ford Motor	9.860	8/12/24	-2.38	19.220		12.650	6.570	51.94	USD	50.53
	L	Fox A	38.830	8/12/24	-1.27	36.520		42.330	-5.810	-13.73	USD	0.75
		General Electric	166.870	8/12/24	-0.16	96.010		113.360	-17.350	-15.31	USD	-4.94
	L	Goldman Sachs	485.500	8/12/24	-0.97	389.300		334.190	55.110	16.49	USD	12.79
		GSK	1,572.000	8/12/24	0.42	1,566.240		1,261.410	304.830	24.17	GBP	12.39
	L	HP	33.780	8/12/24	0.72	36.930		30.160	6.770	22.45	USD	27.41
		Honda Motor	1,420.000	8/09/24	-0.14	1,062.670		1,050.000	12.670	1.21	JPY	-2.50
	L	HSBC	643.900	8/12/24	0.22	437.300		455.500	-18.200	-4.00	GBP	5.39
		ING Groep	15.232	8/12/24	0.21	12.480		10.434	2.046	19.61	EUR	21.26
	S	Intel	19.360	8/12/24	-1.78	50.990		59.850	-8.860	-14.80	USD	-7.76
		IBM	189.480	8/12/24	-1.03	119.910		124.810	-4.900	-3.93	USD	-9.96
	S	Johnson & Johnson	159.880	8/12/24	-0.46	162.940		157.400	5.540	3.52	USD	-0.54
		JP Morgan Chase	206.190	8/12/24	0.19	160.160		152.910	7.250	4.74	USD	5.84
	S	Kimberly-Clark	34.140	8/12/24	-1.01	31.980		35.010	-3.030	-8.65	MXN	-6.55
		L´Oreal	376.650	8/12/24	-1.59	408.600		308.800	99.800	32.32	EUR	16.53
		instrument	freshest		⇓ Δday	12/06/21	⇓ Δwk	3/08/21	prc diff	⇓ Δ39	Curr	⇓∅-RS
	S	LVMH	635.100	8/12/24	-0.14	690.100		534.900	155.200	29.01	EUR	14.41
		Marsh & McLennan	217.350	8/12/24	-1.23	170.460		117.350	53.110	45.26	USD	26.62
	S	McDonald´s	269.460	8/12/24	0.58	255.790		209.110	46.680	22.32	USD	11.38
	S	Mercedes-Benz	57.480	8/12/24	-0.57	85.470		72.490	12.980	17.91	EUR	19.66
		Merck (MSD)	113.480	8/12/24	-0.93	73.420		74.170	-0.750	-1.01	USD	-5.73
		Microsoft	406.810	8/12/24	0.19	326.190		227.390	98.800	43.45	USD	24.68
	L	Morgan Stanley	94.840	8/12/24	0.13	99.270		81.100	18.170	22.40	USD	15.61
	L	Münchener Rück	439.200	8/12/24	1.01	249.700		265.200	-15.500	-5.84	EUR	2.91
	S	National Grid	978.400	8/12/24	-0.04	1,024.800		831.600	193.200	23.23	GBP	13.20
	L	Nestlé	88.640	8/12/24	-0.40	121.760		99.360	22.400	22.54	CHF	11.38
		Nike	74.640	8/12/24	0.40	168.910		134.560	34.350	25.53	USD	14.74
	S	Nissan Motor	410.200	8/09/24	-0.56	550.900		593.800	-42.900	-7.22	JPY	-3.77
	L	Novartis	96.740	8/12/24	0.16	74.630		78.860	-4.230	-5.36	CHF	-7.49
	S	Orange	10.115	8/12/24	-0.25	9.269		9.944	-0.675	-6.79	EUR	-6.06
		Panasonic	1,058.500	8/09/24	1.34	1,242.000		1,424.000	-182.000	-12.78	JPY	-6.33
		PepsiCo	171.420	8/12/24	-0.56	166.420		132.130	34.290	25.95	USD	12.48
	L	Pfizer	28.450	8/12/24	-0.35	51.480		34.350	17.130	49.87	USD	28.06
	L	Philip Morris	116.090	8/12/24	0.07	91.390		86.360	5.030	5.82	USD	-1.28
	L	Philips	26.060	8/12/24	-0.91	30.800		45.445	-14.645	-32.23	EUR	-27.51
	L	Procter & Gamble	166.810	8/12/24	-2.19	152.150		127.310	24.840	19.51	USD	10.76
		Prudential	635.400	8/12/24	0.41	1,306.500		1,509.500	-203.000	-13.45	GBP	-8.89
	L	Raytheon Tech	116.600	8/12/24	0.39	83.760		75.610	8.150	10.78	USD	3.79
		Repsol	12.765	8/12/24	0.67	10.272		10.680	-0.408	-3.82	EUR	3.37
		Rio Tinto	4,942.000	8/12/24	0.56	4,592.500		6,040.000	-1,447.500	-23.97	GBP	-17.49
	L	RWE	32.360	8/12/24	1.70	35.210		31.500	3.710	11.78	EUR	8.10
		instrument	freshest		⇓ Δday	12/06/21	⇓ Δwk	3/08/21	prc diff	⇓ Δ39	Curr	⇓∅-RS
		Saint-Gobain	73.560	8/12/24	-0.41	58.840		48.480	10.360	21.37	EUR	13.53
		Samsung Electronics	75,500.000	8/12/24	1.07	76,300.000		82,000.000	-5,700.000	-6.95	KRW	-3.04
		Sanofi	95.670	8/12/24	-0.60	84.350		78.370	5.980	7.63	EUR	0.28
		Schneider Electric	211.250	8/12/24	0.38	161.640		124.950	36.690	29.36	EUR	20.10
		Seven & i	1,672.500	8/09/24	-0.54	1,596.330		1,429.330	167.000	11.68	JPY	5.31
		Shell	33.025	8/12/24	0.93	19.760		18.198	1.562	8.58	EUR	16.00
		Siemens	157.200	8/12/24	0.01	149.340		134.520	14.820	11.02	EUR	10.72
		Societe Generale	20.520	8/12/24	0.44	28.655		22.335	6.320	28.30	EUR	25.41
	S	Sony	12,325.000	8/09/24	0.28	13,680.000		11,020.000	2,660.000	24.14	JPY	19.64
		Standard Chartered	722.000	8/12/24	0.92	434.700		509.000	-74.300	-14.60	GBP	-7.84
		Swiss Re	104.000	8/12/24	0.10	89.400		91.540	-2.140	-2.34	CHF	5.09
		Telefónica	4.032	8/12/24	0.12	3.763		3.882	-0.120	-3.08	EUR	-2.47
	L	Texas Instruments	192.060	8/12/24	-0.08	194.610		162.110	32.500	20.05	USD	6.17
		TotalEnergies	61.720	8/12/24	0.60	43.440		40.920	2.520	6.16	EUR	12.62
		Toyota	2,447.500	8/09/24	-0.14	2,066.000		1,592.000	474.000	29.77	JPY	15.64
		UBS	24.850	8/12/24	0.44	16.430		14.795	1.635	11.05	CHF	13.74
		UnibailRodaWestfield	5.550	8/12/24	0.73	4.780		5.060	-0.280	-5.53	AUD	-9.69
	L	Unilever	55.100	8/12/24	-0.36	46.115		45.195	0.920	2.04	EUR	-3.08
		Vivendi	9.488	8/12/24	0.40	11.310		27.840	-16.530	-59.38	EUR	-48.30
	L	Vodafone	74.440	8/12/24	0.87	112.880		126.060	-13.180	-10.46	GBP	-8.71
	S	Volkswagen	93.500	8/12/24	-0.47	170.300		195.740	-25.440	-13.00	EUR	-10.70
	L	Walmart	68.700	8/12/24	1.10	46.333		42.627	3.707	8.70	USD	-2.10
SP Global 100 - 96 out of 96 instruments rated - 12/06/21 / 3/08/21 - 60 did rise, Market-Ratio(39) = 62.50 %

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	6734	days out of 7476 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