Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Japanese yen - 18/04/22 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	18/04/22	⇓ Δwk	19/07/21	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	476,438.658	12/08/24	0.32	377,770.646		313,300.625	64,470.021	20.58	13.01
		Chevron	18,390.164	12/08/24	0.02	22,051.204		10,493.035	11,558.170	110.15	71.50
		Shell	4,515.772	12/08/24	0.93	3,622.873		2,025.625	1,597.249	78.85	46.08
		Exxon Mobil	15,090.536	12/08/24	0.13	11,229.134		6,052.412	5,176.722	85.53	56.25
		BHP	345,808.433	12/08/24	-0.14	493,941.272		321,030.240	172,911.032	53.86	45.11
	L	Anglo American	368,680.672	12/08/24	0.29	688,396.587		415,679.584	272,717.004	65.61	43.97
	L	Bayer	3,549.718	12/08/24	-0.04	9,202.467		6,375.413	2,827.055	44.34	38.76
		Repsol	1,745.461	12/08/24	0.67	1,882.882		1,130.395	752.487	66.57	35.25
		Aegon	760.537	12/08/24	0.22	711.858		433.675	278.183	64.15	30.99
		Telefónica	551.328	12/08/24	0.12	683.143		468.847	214.296	45.71	30.25
	L	AstraZeneca	2,110,521.383	12/08/24	0.63	1,739,941.572		1,242,104.425	497,837.147	40.08	32.22
		Carrefour	1,877.413	12/08/24	-0.36	2,760.740		2,036.725	724.016	35.55	27.75
		BP	72,596.651	12/08/24	1.35	65,966.179		41,635.245	24,330.934	58.44	28.94
	S	National Grid	161,575.440	12/08/24	-0.04	195,446.170		139,207.803	56,238.367	40.40	28.86
	S	Bristol-Myers	5,967.736	12/08/24	0.73	9,732.762		7,256.334	2,476.428	34.13	34.31
	L	RWE	4,424.842	12/08/24	1.70	5,455.846		3,749.484	1,706.363	45.51	24.80
	L	HP	4,283.683	12/08/24	0.72	4,873.355		3,016.911	1,856.444	61.53	33.83
		GSK	259,604.039	12/08/24	0.42	292,723.371		212,983.453	79,739.918	37.44	27.23
	L	Raytheon Tech	14,786.189	12/08/24	0.39	13,226.411		8,862.656	4,363.755	49.24	33.04
	L	HSBC	106,335.267	12/08/24	0.22	86,270.452		58,583.907	27,686.545	47.26	26.82
		Sanofi	13,081.724	12/08/24	-0.60	14,103.157		11,199.404	2,903.753	25.93	22.29
		Rio Tinto	816,134.325	12/08/24	0.56	1,025,865.323		860,516.548	165,348.775	19.22	23.08
	S	Orange	1,383.105	12/08/24	-0.25	1,539.396		1,208.611	330.785	27.37	18.76
		Canon	4,525.000	9/08/24	1.64	3,027.000		2,479.000	548.000	22.11	13.33
	L	Coca-Cola	8,644.721	12/08/24	-0.74	8,171.715		6,093.964	2,077.751	34.10	27.49
		⇓instrument	freshest		⇓ Δday	18/04/22	⇓ Δwk	19/07/21	prc diff	⇓ Δ39	∅-RS
	L	Pfizer	3,607.779	12/08/24	-0.35	6,573.894		4,390.322	2,183.572	49.74	27.17
		TotalEnergies	8,439.469	12/08/24	0.60	6,384.297		4,503.252	1,881.045	41.77	17.02
		Marsh & McLennan	27,562.420	12/08/24	-1.23	21,614.974		15,203.747	6,411.227	42.17	25.72
		Axa	4,423.474	12/08/24	-0.77	3,691.926		2,710.470	981.456	36.21	16.51
		Merck (MSD)	14,390.538	12/08/24	-0.93	10,914.642		8,425.264	2,489.379	29.55	24.26
	S	Diageo	404,846.883	12/08/24	1.03	654,542.371		513,394.191	141,148.180	27.49	18.37
		Seven & i	1,672.500	9/08/24	-0.54	1,850.000		1,668.330	181.670	10.89	9.90
	L	Apple	27,585.246	12/08/24	0.71	20,932.729		15,576.623	5,356.106	34.39	23.73
	L	Walmart	8,711.931	12/08/24	1.10	6,589.111		5,147.743	1,441.368	28.00	23.03
	L	Novartis	13,000.525	12/08/24	0.16	11,741.326		9,902.240	1,839.086	18.57	19.42
		Caterpillar	42,612.377	12/08/24	-0.66	29,156.437		22,206.393	6,950.044	31.30	22.56
	L	Vodafone	12,293.209	12/08/24	0.87	21,821.932		16,896.328	4,925.604	29.15	16.89
		Toyota	2,447.500	9/08/24	-0.14	2,155.000		1,948.000	207.000	10.63	8.23
	L	Procter & Gamble	21,153.381	12/08/24	-2.19	19,916.971		15,356.834	4,560.137	29.69	21.33
		PepsiCo	21,737.981	12/08/24	-0.56	21,611.169		17,036.419	4,574.750	26.85	21.15
		Standard Chartered	119,232.898	12/08/24	0.92	83,958.456		62,665.940	21,292.516	33.98	15.11
		UBS	3,339.498	12/08/24	0.44	2,242.234		1,591.176	651.058	40.92	16.73
	L	Nestlé	11,911.996	12/08/24	-0.40	16,682.708		13,771.122	2,911.586	21.14	16.53
		Aviva	79,962.007	12/08/24	0.35	71,721.396		56,341.031	15,380.364	27.30	14.06
	S	Johnson & Johnson	20,274.579	12/08/24	-0.46	22,529.283		18,247.995	4,281.287	23.46	19.12
		Allianz	34,991.254	12/08/24		29,959.296		25,955.977	4,003.319	15.42	10.54
	L	Philip Morris	14,721.515	12/08/24	0.07	12,814.275		10,708.450	2,105.824	19.67	16.38
	S	McDonald´s	34,170.553	12/08/24	0.58	31,837.227		25,069.124	6,768.103	27.00	16.12
		Swiss Re	13,976.169	12/08/24	0.10	11,984.565		9,525.602	2,458.963	25.81	12.67
	L	Deutsche Telekom	3,381.531	12/08/24	0.49	2,365.567		2,264.146	101.421	4.48	7.18
		⇓instrument	freshest		⇓ Δday	18/04/22	⇓ Δwk	19/07/21	prc diff	⇓ Δ39	∅-RS
	L	Fox A	4,924.080	12/08/24	-1.27	4,944.370		3,796.563	1,147.807	30.23	13.91
		Banco Santander	559.122	12/08/24	-0.24	431.067		378.756	52.311	13.81	5.86
	L	Colgate-Palmolive	12,843.441	12/08/24	-0.77	10,146.166		9,181.952	964.214	10.50	13.02
	S	Ford Motor	1,250.359	12/08/24	-2.38	1,987.132		1,452.142	534.990	36.84	13.30
	L	Münchener Rück	60,055.330	12/08/24	1.01	33,022.227		27,982.376	5,039.851	18.01	3.06
		Deutsche Bank	1,819.709	12/08/24	0.14	1,500.836		1,275.212	225.625	17.69	2.80
		UnibailRodaWestfield	517.760	12/08/24	0.73	478.578		460.411	18.166	3.95	9.17
		Schneider Electric	28,885.903	12/08/24	0.38	19,323.814		16,993.356	2,330.458	13.71	1.81
	S	LVMH	86,842.304	12/08/24	-0.14	87,512.320		82,591.893	4,920.427	5.96	1.27
		Honda Motor	1,420.000	9/08/24	-0.14	1,085.330		1,152.330	-67.000	-5.81	-3.78
		Microsoft	51,588.075	12/08/24	0.19	35,573.085		30,290.491	5,282.594	17.44	8.31
	L	Alphabet A	20,580.194	12/08/24	-0.84	16,190.750		13,622.356	2,568.394	18.85	8.03
		L´Oreal	51,502.368	12/08/24	-1.59	49,423.950		48,162.471	1,261.480	2.62	0.16
	L	Texas Instruments	24,355.364	12/08/24	-0.08	22,389.790		20,364.973	2,024.818	9.94	6.89
		Banco Bilbao Viz	1,220.250	12/08/24	0.27	688.339		634.250	54.089	8.53	-1.08
	S	Engie	2,096.877	12/08/24	0.49	1,593.545		1,449.198	144.347	9.96	-1.18
		Bridgestone	5,582.000	9/08/24	-1.33	4,601.000		4,681.000	-80.000	-1.71	-5.80
		IBM	24,028.191	12/08/24	-1.03	15,999.773		15,081.277	918.496	6.09	5.54
		E.on	1,685.296	12/08/24	0.78	1,386.523		1,314.449	72.074	5.48	-2.23
	S	Sony	12,325.000	9/08/24	0.28	11,140.000		10,930.000	210.000	1.92	-7.93
	L	ABB	6,115.918	12/08/24	0.55	3,946.924		3,767.571	179.353	4.76	0.72
	L	Morgan Stanley	12,026.777	12/08/24	0.13	10,966.635		9,770.244	1,196.391	12.25	2.62
	L	DuPont	9,933.123	12/08/24	-0.25	8,699.250		7,961.628	737.622	9.26	1.17
	S	Kimberly-Clark	217.720	12/08/24	-1.01	184.048		176.191	7.857	4.46	3.10
		General Electric	21,160.989	12/08/24	-0.16	11,463.735		10,497.409	966.326	9.21	0.88
		⇓instrument	freshest		⇓ Δday	18/04/22	⇓ Δwk	19/07/21	prc diff	⇓ Δ39	∅-RS
	S	Nissan Motor	410.200	9/08/24	-0.56	506.500		561.900	-55.400	-9.86	-10.35
		Saint-Gobain	10,058.447	12/08/24	-0.41	7,096.702		7,155.641	-58.939	-0.82	-6.56
	L	Unilever	7,534.264	12/08/24	-0.36	5,667.790		6,510.291	-842.501	-12.94	-6.74
	S	Intel	2,455.065	12/08/24	-1.78	5,914.476		5,974.775	-60.299	-1.01	-0.23
	L	Goldman Sachs	61,566.851	12/08/24	-0.97	41,832.488		38,787.925	3,044.563	7.85	-0.50
		Nike	9,465.190	12/08/24	0.40	16,692.162		17,262.770	-570.608	-3.31	-0.62
		Samsung Electronics	7,765.114	12/08/24	1.07	6,860.041		7,499.103	-639.062	-8.52	-6.01
		Panasonic	1,058.500	9/08/24	1.34	1,120.500		1,296.000	-175.500	-13.54	-12.50
	S	Mercedes-Benz	7,859.700	12/08/24	-0.57	8,658.250		8,987.144	-328.894	-3.66	-9.84
		Societe Generale	2,805.864	12/08/24	0.44	3,125.831		2,973.773	152.058	5.11	-10.57
		Siemens	21,495.214	12/08/24	0.01	15,998.346		16,273.146	-274.800	-1.69	-11.50
	L	Ericsson	939.575	12/08/24	1.14	1,111.945		1,282.489	-170.545	-13.30	-13.14
		JP Morgan Chase	26,147.207	12/08/24	0.19	16,290.170		16,070.876	219.294	1.36	-6.85
		ING Groep	2,082.793	12/08/24	0.21	1,291.901		1,301.026	-9.125	-0.70	-13.56
	S	BASF	5,644.545	12/08/24	-0.22	7,063.885		8,330.178	-1,266.293	-15.20	-14.53
	L	3M	15,643.433	12/08/24	-0.65	18,537.265		21,602.792	-3,065.527	-14.19	-8.55
		Barclays	36,347.868	12/08/24	0.85	24,087.688		23,822.328	265.360	1.11	-13.78
		Prudential	104,931.556	12/08/24	0.41	176,537.352		195,354.452	-18,817.100	-9.63	-14.42
	S	Volkswagen	12,785.003	12/08/24	-0.47	20,371.227		26,033.419	-5,662.192	-21.75	-17.76
		Citigroup	7,334.761	12/08/24		6,633.495		7,116.368	-482.873	-6.79	-11.88
	L	Philips	3,563.392	12/08/24	-0.91	3,728.162		5,025.340	-1,297.179	-25.81	-20.18
		Vivendi	1,297.370	12/08/24	0.40	1,630.601		3,558.460	-1,927.859	-54.18	-20.31
SP Global 100 - 96 out of 96 instruments rated - 18/04/22 / 19/07/21 - 76 did rise, Market-Ratio(39) in JPY = 79.17 %

Technical Chart

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

3/01/22	scale up chart	1/07/24

Transactions SP Global 100 in Japanese yen * 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
2/01/06		14/01/08	742		- cash -
short	14/01/08	6/07/09	539		Citigroup	100	0	31,630.306	2,679.629	373,363.670	341,733.364	1,080	10,000	0
long	6/07/09	1/08/11	756		Ford Motor	100	18	552.253	948.469		396.216	72	17,132	30
short	1/08/11	30/04/12	273		Carrefour	100	7	2,220.045	1,614.468	3,052.769	832.724	38	22,961	53
long	30/04/12	20/10/14	903		Apple	100	13	1,674.390	2,667.457		993.067	59	35,871	21
short	20/10/14	3/11/14	14		Deutsche Bank	100	12	2,949.115	3,146.709	2,751.521	-197.594	-7	33,500	-84
long	3/11/14	24/08/15	294		Apple	100	10	3,113.061	3,054.008		-59.052	-2	32,909	-2
short	24/08/15	12/09/16	385		RWE	100	18	1,817.710	1,676.208	1,971.158	153.448	8	35,671	8
long	12/09/16	2/07/18	658		Anglo American	100	32	1,113.182	2,398.109		1,284.927	115	76,789	53
short	2/07/18	15/07/19	378		Deutsche Bank	100	65	1,179.415	836.190	1,663.522	484.107	41	108,256	39
long	15/07/19	9/03/20	238		LVMH	100	2	46,157.453	39,573.378		-6,584.075	-14	95,088	-21
short	9/03/20	7/12/20	273		DuPont	100	26	3,589.030	6,804.977	373.084	-3,215.946	-90	11,473	-95
long	7/12/20	7/03/22	455		Mercedes-Benz	100	1	7,276.605	7,201.297		-75.308	-1	11,398	-1
short	7/03/22	21/03/22	14		Vivendi	100	8	1,347.655	1,546.664	1,148.646	-199.009	-15	9,806	-98
long	21/03/22	13/06/22	84		Chevron	100	0	19,641.041	22,446.895		2,805.854	14	9,806	0
short	13/06/22	5/12/22	175		Philips	100	3	2,976.933	2,044.205	4,335.244	1,358.311	46	13,881	119
long	5/12/22	19/12/22	14		Merck (MSD)	100	0	15,033.212	14,962.907		-70.306	0	13,881	0
short	19/12/22	23/01/23	35		Credit Suisse	100	33	408.858	445.781	371.935	-36.923	-9	12,662	-63
long	23/01/23	23/10/23	273		Münchener Rück	100	0	46,221.390	59,414.695		13,193.306	29	12,662	0
short	23/10/23	11/12/23	49		Pfizer	100	2	4,616.084	4,193.226	5,081.584	465.500	10	13,593	105
long	11/12/23	12/08/24	245		Intel	100	2	6,521.169	3,128.081		-3,393.088	-52	6,807	-67
accum	14/01/08	12/08/24	6867	days out of 7609 invested (90%)							-32		6,807	-2

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	14/01/08	6/07/09	539	31,630.31	2,679.63	373,363.67	341,733.36	1,080.40	1,080.40
Anglo American	long	12/09/16	2/07/18	658	1,113.18	2,398.11		1,284.93	115.43	115.43
Ford Motor	long	6/07/09	1/08/11	756	552.25	948.47		396.22	71.75	71.75
Apple	long	30/04/12	20/10/14	903	1,674.39	2,667.46		993.07	59.31
	long	3/11/14	24/08/15	294	3,113.06	3,054.01		-59.05	-1.90	56.29
Philips	short	13/06/22	5/12/22	175	2,976.93	2,044.21	4,335.24	1,358.31	45.63	45.63
Carrefour	short	1/08/11	30/04/12	273	2,220.04	1,614.47	3,052.77	832.72	37.51	37.51
Deutsche Bank	short	20/10/14	3/11/14	14	2,949.11	3,146.71	2,751.52	-197.59	-6.70
	short	2/07/18	15/07/19	378	1,179.42	836.19	1,663.52	484.11	41.05	31.60
Münchener Rück	long	23/01/23	23/10/23	273	46,221.39	59,414.70		13,193.31	28.54	28.54
Chevron	long	21/03/22	13/06/22	84	19,641.04	22,446.89		2,805.85	14.29	14.29
Pfizer	short	23/10/23	11/12/23	49	4,616.08	4,193.23	5,081.58	465.50	10.08	10.08
RWE	short	24/08/15	12/09/16	385	1,817.71	1,676.21	1,971.16	153.45	8.44	8.44
Merck (MSD)	long	5/12/22	19/12/22	14	15,033.21	14,962.91		-70.31	-0.47	-0.47
Mercedes-Benz	long	7/12/20	7/03/22	455	7,276.60	7,201.30		-75.31	-1.03	-1.03
Credit Suisse	short	19/12/22	23/01/23	35	408.86	445.78	371.93	-36.92	-9.03	-9.03
LVMH	long	15/07/19	9/03/20	238	46,157.45	39,573.38		-6,584.07	-14.26	-14.26
Vivendi	short	7/03/22	21/03/22	14	1,347.66	1,546.66	1,148.65	-199.01	-14.77	-14.77
Intel	long	11/12/23	12/08/24	245	6,521.17	3,128.08		-3,393.09	-52.03	-52.03
DuPont	short	9/03/20	7/12/20	273	3,589.03	6,804.98	373.08	-3,215.95	-89.60	-89.60

Annotations

28/02/24	Seven & i	stock split 1:3 (three for one)
26/02/24	Walmart	stock split 1:3 (three for one)
28/09/23	Honda Motor	stock split 1:3 (three for one)
18/07/22	Alphabet A	stock split 1:20 (twenty for one)
	GlaxoSmithKline	demergers OTC business -> Haleon
29/09/21	Toyota	stock split 1:5 (five for one)
2/08/21	General Electric	reverse stock split 8:1 (eight become one)
3/04/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
4/05/18	Samsung Electronics	stock split 1:50 (fifty for one)
4/10/16	SP Global 100	EMC² removed (acquired by Dell)
12/09/16	E.on	demerger of Uniper (power plants) 10 + 1 (one additional Uniper for ten E.on)
24/12/15	Nike	stock split 1:2 (two for one)
2/11/15	Hewlett-Packard	forward stock split 1000:2202 (two thousand two hundred and two for one thousand)
	Hewlett-Packard	spin-off of HP Enterprise
2/10/15	Google A	changes name to Alphabet
24/04/15	GDF Suez	changes name to Engie


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