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Assessment - SP Global 100 - 1/03/22 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/03/22	⇓ Δwk	4/05/21	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	3,183.310		2,726.190	457.120	16.77	USD	11.79
	S	Ford Motor	9.860	8/12/24	-2.38	21.770		12.700	9.070	71.42	USD	60.26
	L	Pfizer	28.450	8/12/24	-0.35	56.650		36.280	20.370	56.15	USD	37.34
	L	Apple	217.530	8/12/24	0.71	182.010		125.900	56.110	44.57	USD	30.78
		Societe Generale	20.520	8/12/24	0.44	30.455		22.680	7.775	34.28	EUR	27.62
	L	HP	33.780	8/12/24	0.72	38.020		32.460	5.560	17.13	USD	26.86
		Schneider Electric	211.250	8/12/24	0.38	175.140		131.400	43.740	33.29	EUR	26.69
		Microsoft	406.810	8/12/24	0.19	334.750		249.070	85.680	34.40	USD	23.95
	S	Sony	12,325.000	8/09/24	0.28	14,475.000		12,330.000	2,145.000	17.40	JPY	23.51
		E.on	12.325	8/12/24	0.78	12.300		9.978	2.322	23.27	EUR	21.76
		Marsh & McLennan	217.350	8/12/24	-1.23	167.230		124.890	42.340	33.90	USD	20.60
	L	Alphabet A	162.290	8/12/24	-0.84	144.992		110.948	34.044	30.68	USD	20.27
	S	Diageo	2,451.500	8/12/24	1.03	4,036.000		3,007.000	1,029.000	34.22	GBP	20.09
		L´Oreal	376.650	8/12/24	-1.59	426.000		323.850	102.150	31.54	EUR	18.59
	S	LVMH	635.100	8/12/24	-0.14	731.000		571.700	159.300	27.86	EUR	17.89
	L	Procter & Gamble	166.810	8/12/24	-2.19	162.900		136.450	26.450	19.38	USD	17.44
		Axa	32.350	8/12/24	-0.77	26.500		23.005	3.495	15.19	EUR	16.80
		ING Groep	15.232	8/12/24	0.21	12.460		10.426	2.034	19.51	EUR	16.74
	L	Nestlé	88.640	8/12/24	-0.40	129.220		105.520	23.700	22.46	CHF	16.26
		Saint-Gobain	73.560	8/12/24	-0.41	62.290		50.590	11.700	23.13	EUR	15.84
	L	ABB	45.510	8/12/24	0.55	35.280		28.790	6.490	22.54	CHF	15.70
		PepsiCo	171.420	8/12/24	-0.56	172.980		143.160	29.820	20.83	USD	15.62
		Chevron	145.020	8/12/24	0.02	119.260		104.510	14.750	14.11	USD	15.42
	S	National Grid	978.400	8/12/24	-0.04	1,059.800		863.500	196.300	22.73	GBP	15.31
		Toyota	2,447.500	8/09/24	-0.14	2,105.500		1,692.000	413.500	24.44	JPY	15.23
		⇓instrument	freshest		⇓ Δday	1/03/22	⇓ Δwk	4/05/21	prc diff	⇓ Δ39	Curr	∅-RS
	S	McDonald´s	269.460	8/12/24	0.58	268.580		228.850	39.730	17.36	USD	15.06
		TotalEnergies	61.720	8/12/24	0.60	44.990		39.100	5.890	15.06	EUR	14.94
		GSK	1,572.000	8/12/24	0.42	1,609.150		1,299.290	309.860	23.85	GBP	14.24
		Shell	33.025	8/12/24	0.93	19.684		16.814	2.870	17.07	EUR	13.36
	L	Morgan Stanley	94.840	8/12/24	0.13	100.190		78.000	22.190	28.45	USD	12.77
		UBS	24.850	8/12/24	0.44	16.630		14.880	1.750	11.76	CHF	12.75
		Aegon	5.562	8/12/24	0.22	4.430		4.082	0.348	8.53	EUR	12.73
		Siemens	157.200	8/12/24	0.01	153.720		140.800	12.920	9.18	EUR	11.58
		Canon	4,525.000	8/09/24	1.64	2,801.000		2,548.500	252.500	9.91	JPY	11.07
		Exxon Mobil	119.000	8/12/24	0.13	63.540		56.500	7.040	12.46	USD	10.97
		Nike	74.640	8/12/24	0.40	164.670		135.120	29.550	21.87	USD	10.51
	L	Goldman Sachs	485.500	8/12/24	-0.97	395.330		323.540	71.790	22.19	USD	10.20
	L	RWE	32.360	8/12/24	1.70	35.970		34.290	1.680	4.90	EUR	10.12
	L	Coca-Cola	68.170	8/12/24	-0.74	59.300		52.810	6.490	12.29	USD	9.79
	L	Münchener Rück	439.200	8/12/24	1.01	264.350		263.900	0.450	0.17	EUR	8.53
		Seven & i	1,672.500	8/09/24	-0.54	1,685.330		1,517.670	167.660	11.05	JPY	8.25
	L	AstraZeneca	12,780.000	8/12/24	0.63	8,678.000		7,172.000	1,506.000	21.00	GBP	7.86
	S	Engie	15.335	8/12/24	0.49	13.190		12.122	1.068	8.81	EUR	7.35
	L	HSBC	643.900	8/12/24	0.22	448.650		423.200	25.450	6.01	GBP	7.25
		Deutsche Bank	13.308	8/12/24	0.14	11.348		10.340	1.008	9.75	EUR	7.18
		Swiss Re	104.000	8/12/24	0.10	91.540		93.500	-1.960	-2.10	CHF	6.95
		BP	439.600	8/12/24	1.35	330.500		289.800	40.700	14.04	GBP	6.73
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	84.590		79.530	5.060	6.36	USD	6.45
	L	Raytheon Tech	116.600	8/12/24	0.39	86.970		77.910	9.060	11.63	USD	6.35
		Barclays	220.100	8/12/24	0.85	187.000		184.000	3.000	1.63	GBP	6.31
		⇓instrument	freshest		⇓ Δday	1/03/22	⇓ Δwk	4/05/21	prc diff	⇓ Δ39	Curr	∅-RS
		Bridgestone	5,582.000	8/09/24	-1.33	4,949.000		4,410.000	539.000	12.22	JPY	6.03
	L	DuPont	78.330	8/12/24	-0.25	80.660		77.630	3.030	3.90	USD	5.90
		Sanofi	95.670	8/12/24	-0.60	89.330		84.200	5.130	6.09	EUR	5.46
		Repsol	12.765	8/12/24	0.67	10.648		10.438	0.210	2.01	EUR	5.38
		Banco Bilbao Viz	8.924	8/12/24	0.27	5.260		4.446	0.815	18.32	EUR	5.25
		JP Morgan Chase	206.190	8/12/24	0.19	161.700		153.620	8.080	5.26	USD	4.58
		Aviva	484.200	8/12/24	0.35	410.400		409.100	1.300	0.32	GBP	4.57
		BHP	2,094.000	8/12/24	-0.14	2,199.500		2,068.000	131.500	6.36	GBP	3.97
	L	Anglo American	2,232.500	8/12/24	0.29	3,016.000		2,898.500	117.500	4.05	GBP	3.91
	S	Johnson & Johnson	159.880	8/12/24	-0.46	171.540		163.430	8.110	4.96	USD	3.87
		Carrefour	13.730	8/12/24	-0.36	16.120		15.250	0.870	5.70	EUR	2.83
	L	Texas Instruments	192.060	8/12/24	-0.08	190.600		196.930	-6.330	-3.21	USD	2.64
	L	Philip Morris	116.090	8/12/24	0.07	95.730		88.600	7.130	8.05	USD	2.52
		Allianz	255.900	8/12/24		209.850		217.200	-7.350	-3.38	EUR	2.47
	L	Walmart	68.700	8/12/24	1.10	48.217		46.477	1.740	3.74	USD	2.19
		IBM	189.480	8/12/24	-1.03	136.040		135.930	0.110	0.08	USD	2.08
	L	Fox A	38.830	8/12/24	-1.27	37.640		36.400	1.240	3.41	USD	1.70
	L	Novartis	96.740	8/12/24	0.16	80.330		81.150	-0.820	-1.01	CHF	-0.08
	L	Deutsche Telekom	24.730	8/12/24	0.49	16.546		17.250	-0.704	-4.08	EUR	-0.33
	L	Unilever	55.100	8/12/24	-0.36	47.310		47.315	-0.005	-0.01	EUR	-0.40
		Samsung Electronics	75,500.000	8/12/24	1.07	78,600.000		85,400.000	-6,800.000	-7.96	KRW	-0.44
		Merck (MSD)	113.480	8/12/24	-0.93	76.870		77.000	-0.130	-0.17	USD	-0.75
		Telefónica	4.032	8/12/24	0.12	3.856		3.782	0.074	1.94	EUR	-0.89
	S	Bristol-Myers	47.060	8/12/24	0.73	61.880		63.160	-1.280	-2.03	USD	-1.52
		Honda Motor	1,420.000	8/09/24	-0.14	1,076.670		1,106.330	-29.660	-2.68	JPY	-1.57
		⇓instrument	freshest		⇓ Δday	1/03/22	⇓ Δwk	4/05/21	prc diff	⇓ Δ39	Curr	∅-RS
		Caterpillar	336.030	8/12/24	-0.66	207.000		233.710	-26.710	-11.43	USD	-1.75
		Banco Santander	4.089	8/12/24	-0.24	2.951		2.883	0.067	2.34	EUR	-2.61
	S	Nissan Motor	410.200	8/09/24	-0.56	555.800		591.300	-35.500	-6.00	JPY	-2.91
	L	Ericsson	71.080	8/12/24	1.14	100.480		116.300	-15.820	-13.60	SEK	-3.65
	S	Orange	10.115	8/12/24	-0.25	9.424		10.468	-1.044	-9.97	EUR	-3.95
	S	Intel	19.360	8/12/24	-1.78	53.210		66.540	-13.330	-20.03	USD	-4.10
		Standard Chartered	722.000	8/12/24	0.92	448.400		490.200	-41.800	-8.53	GBP	-4.22
		Panasonic	1,058.500	8/09/24	1.34	1,265.000		1,424.000	-159.000	-11.17	JPY	-5.03
	L	3M	123.360	8/12/24	-0.65	177.740		194.970	-17.230	-8.84	USD	-5.05
	S	BASF	41.280	8/12/24	-0.22	62.580		71.050	-8.470	-11.92	EUR	-5.18
	L	Bayer	25.960	8/12/24	-0.04	47.675		53.220	-5.545	-10.42	EUR	-5.29
		General Electric	166.870	8/12/24	-0.16	96.240		107.680	-11.440	-10.62	USD	-5.38
	S	Mercedes-Benz	57.480	8/12/24	-0.57	68.700		75.340	-6.640	-8.81	EUR	-5.87
	S	Volkswagen	93.500	8/12/24	-0.47	180.800		241.150	-60.350	-25.03	EUR	-6.78
	S	Kimberly-Clark	34.140	8/12/24	-1.01	31.220		34.520	-3.300	-9.56	MXN	-8.25
	L	Vodafone	74.440	8/12/24	0.87	112.260		133.660	-21.400	-16.01	GBP	-8.33
		Citigroup	57.840	8/12/24		63.100		72.750	-9.650	-13.26	USD	-8.41
		UnibailRodaWestfield	5.550	8/12/24	0.73	4.770		5.300	-0.530	-10.00	AUD	-9.33
		Prudential	635.400	8/12/24	0.41	1,274.500		1,551.500	-277.000	-17.85	GBP	-10.87
		Rio Tinto	4,942.000	8/12/24	0.56	4,892.000		5,480.000	-588.000	-10.73	GBP	-10.95
	L	Philips	26.060	8/12/24	-0.91	33.150		49.160	-16.010	-32.57	EUR	-19.57
		Vivendi	9.488	8/12/24	0.40	11.975		28.000	-16.025	-57.23	EUR	-40.78
SP Global 100 - 96 out of 96 instruments rated - 1/03/22 / 4/05/21 - 65 did rise, Market-Ratio(39) = 67.71 %

Technical Chart

	SP Global 100 RS = 39 - B/S = 55/40

1/04/21	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	6354	days out of 7096 invested (90%)								492		59,187	11

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


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