Share-o-matic - Portfolio

Tue, Jul 14th, 2026, 8:58UTC

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

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/06/21	Δwk	3/08/21	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	3,061.280		2,589.950	471.330	18.20	9.31
		Exxon Mobil	119.000	8/12/24	0.13	61.580		60.870	0.710	1.17	11.15
		Canon	39.878	8/09/24	1.64	22.340		21.582	0.759	3.52	-1.41
		Banco Bilbao Viz	10.071	8/12/24	0.27	5.644		5.695	-0.051	-0.89	-3.47
	L	Münchener Rück	495.655	8/12/24	1.01	281.796		314.628	-32.832	-10.44	-2.45
		General Electric	166.870	8/12/24	-0.16	96.010		113.360	-17.350	-15.31	-4.94
		Shell	37.270	8/12/24	0.93	22.300		21.590	0.710	3.29	9.82
		Caterpillar	336.030	8/12/24	-0.66	201.280		221.580	-20.300	-9.16	-3.51
		Standard Chartered	957.919	8/12/24	0.92	576.742		704.794	-128.052	-18.17	-11.19
		IBM	189.480	8/12/24	-1.03	119.910		124.810	-4.900	-3.93	-9.96
	L	Deutsche Telekom	27.909	8/12/24	0.49	17.917		18.169	-0.253	-1.39	-8.88
		Merck (MSD)	113.480	8/12/24	-0.93	73.420		74.170	-0.750	-1.01	-5.73
	L	AstraZeneca	16,955.962	8/12/24	0.63	11,095.674		9,699.570	1,396.104	14.39	0.91
		UBS	26.851	8/12/24	0.44	17.753		15.829	1.924	12.16	11.87
	L	Walmart	68.700	8/12/24	1.10	46.333		42.627	3.707	8.70	-2.10
	L	HSBC	854.299	8/12/24	0.22	580.191		630.714	-50.523	-8.01	1.56
		Banco Santander	4.615	8/12/24	-0.24	3.175		3.624	-0.449	-12.38	-11.47
		TotalEnergies	69.653	8/12/24	0.60	49.024		48.547	0.477	0.98	6.69
	L	Raytheon Tech	116.600	8/12/24	0.39	83.760		75.610	8.150	10.78	3.79
		Aegon	6.277	8/12/24	0.22	4.584		5.069	-0.485	-9.57	0.23
	L	ABB	49.175	8/12/24	0.55	35.917		30.245	5.671	18.75	10.14
		Honda Motor	12.514	8/09/24	-0.14	9.365		9.649	-0.284	-2.94	-6.52
	L	Apple	217.530	8/12/24	0.71	165.320		116.360	48.960	42.08	21.40
		Schneider Electric	238.404	8/12/24	0.38	182.417		148.238	34.179	23.06	13.72
	L	Novartis	104.530	8/12/24	0.16	80.639		84.370	-3.731	-4.42	-8.92
		⇓instrument	freshest		⇓ Δday	12/06/21	Δwk	3/08/21	prc diff	⇓ Δ39	⇓∅-RS
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	78.580		76.450	2.130	2.79	-1.43
		JP Morgan Chase	206.190	8/12/24	0.19	160.160		152.910	7.250	4.74	5.84
		Marsh & McLennan	217.350	8/12/24	-1.23	170.460		117.350	53.110	45.26	26.62
		Axa	36.508	8/12/24	-0.77	28.738		26.771	1.968	7.35	8.46
	L	Philip Morris	116.090	8/12/24	0.07	91.390		86.360	5.030	5.82	-1.28
		BP	583.243	8/12/24	1.35	459.722		441.223	18.498	4.19	9.81
		Allianz	288.793	8/12/24		229.037		255.368	-26.331	-10.31	-5.75
		Saint-Gobain	83.015	8/12/24	-0.41	66.403		57.516	8.888	15.45	7.40
		Chevron	145.020	8/12/24	0.02	116.200		109.750	6.450	5.88	14.95
		Microsoft	406.810	8/12/24	0.19	326.190		227.390	98.800	43.45	24.68
	L	Goldman Sachs	485.500	8/12/24	-0.97	389.300		334.190	55.110	16.49	12.79
		Repsol	14.406	8/12/24	0.67	11.592		12.671	-1.078	-8.51	-2.08
	L	Coca-Cola	68.170	8/12/24	-0.74	54.910		51.640	3.270	6.33	2.20
		ING Groep	17.190	8/12/24	0.21	14.084		12.379	1.705	13.78	14.67
		Aviva	642.416	8/12/24	0.35	530.040		549.296	-19.256	-3.51	-0.13
	L	Unilever	62.183	8/12/24	-0.36	52.043		53.618	-1.576	-2.94	-8.07
		Deutsche Bank	15.019	8/12/24	0.14	12.610		13.079	-0.468	-3.58	1.58
		Toyota	21.569	8/09/24	-0.14	18.207		14.630	3.577	24.45	10.75
		Barclays	292.019	8/12/24	0.85	248.183		246.359	1.824	0.74	4.41
	S	Engie	17.306	8/12/24	0.49	14.795		13.643	1.152	8.44	1.43
		Swiss Re	112.374	8/12/24	0.10	96.599		97.936	-1.337	-1.37	3.42
		UnibailRodaWestfield	3.914	8/12/24	0.73	3.371		3.884	-0.513	-13.21	-15.68
		Bridgestone	49.193	8/09/24	-1.33	42.469		39.543	2.926	7.40	1.54
		Sanofi	107.967	8/12/24	-0.60	95.192		92.977	2.216	2.38	-4.96
	L	Alphabet A	162.290	8/12/24	-0.84	143.155		100.375	42.780	42.62	23.58
		⇓instrument	freshest		⇓ Δday	12/06/21	Δwk	3/08/21	prc diff	⇓ Δ39	⇓∅-RS
		E.on	13.909	8/12/24	0.78	12.459		10.141	2.318	22.86	5.58
	L	Procter & Gamble	166.810	8/12/24	-2.19	152.150		127.310	24.840	19.51	10.76
	S	Orange	11.415	8/12/24	-0.25	10.460		11.797	-1.337	-11.33	-10.89
		Rio Tinto	6,556.836	8/12/24	0.56	6,093.134		8,363.370	-2,270.235	-27.14	-20.43
		Telefónica	4.550	8/12/24	0.12	4.246		4.606	-0.359	-7.80	-7.59
	S	Kimberly-Clark	1.609	8/12/24	-1.01	1.507		1.638	-0.130	-7.95	-10.96
	L	Fox A	38.830	8/12/24	-1.27	36.520		42.330	-5.810	-13.73	0.75
	S	McDonald´s	269.460	8/12/24	0.58	255.790		209.110	46.680	22.32	11.38
		Siemens	177.406	8/12/24	0.01	168.536		159.592	8.944	5.60	4.89
		Seven & i	14.739	8/09/24	-0.54	14.068		13.135	0.933	7.10	0.86
		PepsiCo	171.420	8/12/24	-0.56	166.420		132.130	34.290	25.95	12.48
	L	DuPont	78.330	8/12/24	-0.25	76.390		75.200	1.190	1.58	1.39
		BHP	2,778.230	8/12/24	-0.14	2,731.131		3,122.417	-391.286	-12.53	-5.56
		GSK	2,085.663	8/12/24	0.42	2,078.021		1,746.629	331.392	18.97	8.21
		Samsung Electronics	63.992	8/12/24	1.07	64.670		71.998	-7.328	-10.18	-6.45
	L	Texas Instruments	192.060	8/12/24	-0.08	194.610		162.110	32.500	20.05	6.17
	S	Johnson & Johnson	159.880	8/12/24	-0.46	162.940		157.400	5.540	3.52	-0.54
	L	Morgan Stanley	94.840	8/12/24	0.13	99.270		81.100	18.170	22.40	15.61
	S	National Grid	1,298.100	8/12/24	-0.04	1,359.661		1,151.486	208.175	18.08	9.04
		Citigroup	57.840	8/12/24		62.520		72.220	-9.700	-13.43	-9.17
		L´Oreal	425.065	8/12/24	-1.59	461.121		366.354	94.767	25.87	10.32
	S	LVMH	716.736	8/12/24	-0.14	778.805		634.595	144.211	22.72	8.31
	L	RWE	36.520	8/12/24	1.70	39.736		37.371	2.365	6.33	2.52
	L	HP	33.780	8/12/24	0.72	36.930		30.160	6.770	22.45	27.41
		Carrefour	15.495	8/12/24	-0.36	17.165		16.977	0.188	1.11	-7.04
		⇓instrument	freshest		⇓ Δday	12/06/21	Δwk	3/08/21	prc diff	⇓ Δ39	⇓∅-RS
	S	Sony	108.618	8/09/24	0.28	120.559		101.269	19.290	19.05	14.67
		Panasonic	9.328	8/09/24	1.34	10.945		13.086	-2.140	-16.36	-10.10
	L	Philips	29.410	8/12/24	-0.91	34.759		53.915	-19.156	-35.53	-31.15
		Vivendi	10.708	8/12/24	0.40	12.764		33.029	-20.265	-61.36	-50.62
	S	Bristol-Myers	47.060	8/12/24	0.73	56.830		60.450	-3.620	-5.99	-9.70
	L	Anglo American	2,961.986	8/12/24	0.29	3,731.506		4,179.608	-448.102	-10.72	-5.25
	L	Ericsson	7.817	8/12/24	1.14	10.355		12.182	-1.827	-15.00	-15.68
	S	Nissan Motor	3.615	8/09/24	-0.56	4.855		5.457	-0.602	-11.03	-7.64
	L	Nestlé	95.777	8/12/24	-0.40	131.564		106.302	25.262	23.76	9.59
		Societe Generale	23.158	8/12/24	0.44	32.338		26.498	5.841	22.04	18.58
	L	3M	123.360	8/12/24	-0.65	177.200		183.770	-6.570	-3.58	-5.25
	S	BASF	46.586	8/12/24	-0.22	67.250		86.143	-18.893	-21.93	-14.74
	S	Mercedes-Benz	64.868	8/12/24	-0.57	96.456		86.001	10.456	12.16	13.25
	L	Vodafone	98.764	8/12/24	0.87	149.764		174.551	-24.786	-14.20	-12.02
	S	Diageo	3,252.546	8/12/24	1.03	5,238.039		4,068.835	1,169.204	28.74	15.70
	L	Bayer	29.297	8/12/24	-0.04	50.316		63.056	-12.740	-20.20	-16.20
	L	Pfizer	28.450	8/12/24	-0.35	51.480		34.350	17.130	49.87	28.06
	S	Volkswagen	105.518	8/12/24	-0.47	192.190		232.222	-40.032	-17.24	-15.37
	S	Ford Motor	9.860	8/12/24	-2.38	19.220		12.650	6.570	51.94	50.53
		Prudential	843.022	8/12/24	0.41	1,733.409		2,090.150	-356.741	-17.07	-12.19
		Nike	74.640	8/12/24	0.40	168.910		134.560	34.350	25.53	14.74
	S	Intel	19.360	8/12/24	-1.78	50.990		59.850	-8.860	-14.80	-7.76
SP Global 100 - 96 out of 96 instruments rated - 12/06/21 / 3/08/21 - 54 did rise, Market-Ratio(39) in USD = 56.25 %

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	6756	days out of 7498 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


	is taking down something concerning