Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 5/02/22 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/02/22	⇓ Δwk	8/02/21	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,830.200		2,943.580	-113.380	-3.85	USD	-4.84
		Chevron	145.020	8/12/24	0.02	159.750		101.630	58.120	57.19	USD	37.14
		Exxon Mobil	119.000	8/12/24	0.13	86.410		57.580	28.830	50.07	USD	33.01
		Repsol	12.765	8/12/24	0.67	14.105		9.259	4.846	52.34	EUR	31.09
		Shell	33.025	8/12/24	0.93	25.015		17.158	7.857	45.79	EUR	29.57
	L	AstraZeneca	12,780.000	8/12/24	0.63	10,688.000		8,274.000	2,414.000	29.18	GBP	23.26
		BHP	2,094.000	8/12/24	-0.14	2,725.000		2,349.000	376.000	16.01	GBP	22.11
		Carrefour	13.730	8/12/24	-0.36	20.390		16.065	4.325	26.92	EUR	22.10
	S	National Grid	978.400	8/12/24	-0.04	1,194.000		928.100	265.900	28.65	GBP	19.78
		GSK	1,572.000	8/12/24	0.42	1,808.010		1,438.100	369.910	25.72	GBP	19.57
	L	Bayer	25.960	8/12/24	-0.04	60.180		50.510	9.670	19.14	EUR	17.75
		BP	439.600	8/12/24	1.35	391.550		289.750	101.800	35.13	GBP	16.44
		Standard Chartered	722.000	8/12/24	0.92	551.800		436.700	115.100	26.36	GBP	16.12
	S	Bristol-Myers	47.060	8/12/24	0.73	75.080		68.020	7.060	10.38	USD	16.10
	L	RWE	32.360	8/12/24	1.70	38.850		30.170	8.680	28.77	EUR	15.41
		Aegon	5.562	8/12/24	0.22	4.839		3.611	1.228	34.01	EUR	15.14
	L	Anglo American	2,232.500	8/12/24	0.29	3,586.000		3,300.000	286.000	8.67	GBP	14.66
		Seven & i	1,672.500	8/09/24	-0.54	1,936.000		1,656.000	280.000	16.91	JPY	14.07
	L	HP	33.780	8/12/24	0.72	37.060		29.140	7.920	27.18	USD	14.02
		Sanofi	95.670	8/12/24	-0.60	101.020		86.750	14.270	16.45	EUR	13.70
		Telefónica	4.032	8/12/24	0.12	4.597		3.932	0.666	16.93	EUR	13.40
	S	Orange	10.115	8/12/24	-0.25	11.262		9.445	1.817	19.24	EUR	13.16
	L	HSBC	643.900	8/12/24	0.22	501.300		396.150	105.150	26.54	GBP	12.41
		Merck (MSD)	113.480	8/12/24	-0.93	87.650		76.180	11.470	15.06	USD	11.97
		TotalEnergies	61.720	8/12/24	0.60	46.980		36.690	10.290	28.05	EUR	11.65
		⇓instrument	freshest		⇓ Δday	5/02/22	⇓ Δwk	8/02/21	prc diff	⇓ Δ39	Curr	∅-RS
		Canon	4,525.000	8/09/24	1.64	2,987.500		2,582.000	405.500	15.70	JPY	11.31
	S	Diageo	2,451.500	8/12/24	1.03	4,018.500		3,600.500	418.000	11.61	GBP	10.82
		Toyota	2,447.500	8/09/24	-0.14	2,228.000		2,006.000	222.000	11.07	JPY	10.74
	L	Coca-Cola	68.170	8/12/24	-0.74	63.440		56.880	6.560	11.53	USD	10.62
	L	Procter & Gamble	166.810	8/12/24	-2.19	158.380		141.880	16.500	11.63	USD	7.84
	L	Nestlé	88.640	8/12/24	-0.40	125.800		114.860	10.940	9.52	CHF	7.16
	L	Novartis	96.740	8/12/24	0.16	85.640		83.770	1.870	2.23	CHF	6.65
	L	Walmart	68.700	8/12/24	1.10	50.660		47.407	3.253	6.86	USD	6.10
	S	Johnson & Johnson	159.880	8/12/24	-0.46	178.640		172.270	6.370	3.70	USD	5.99
		Aviva	484.200	8/12/24	0.35	433.300		388.000	45.300	11.68	GBP	5.66
	L	Raytheon Tech	116.600	8/12/24	0.39	94.220		86.610	7.610	8.79	USD	5.66
		Rio Tinto	4,942.000	8/12/24	0.56	5,706.000		6,216.000	-510.000	-8.20	GBP	5.48
		PepsiCo	171.420	8/12/24	-0.56	167.760		156.320	11.440	7.32	USD	5.11
	L	Apple	217.530	8/12/24	0.71	157.960		145.520	12.440	8.55	USD	4.15
	L	Pfizer	28.450	8/12/24	-0.35	48.340		43.960	4.380	9.96	USD	3.98
		UBS	24.850	8/12/24	0.44	16.365		15.085	1.280	8.49	CHF	3.84
		Allianz	255.900	8/12/24		215.000		193.700	21.300	11.00	EUR	3.64
		Axa	32.350	8/12/24	-0.77	25.185		22.805	2.380	10.44	EUR	3.39
		Marsh & McLennan	217.350	8/12/24	-1.23	157.930		147.990	9.940	6.72	USD	2.10
	L	Deutsche Telekom	24.730	8/12/24	0.49	17.290		17.428	-0.138	-0.79	EUR	2.06
		Honda Motor	1,420.000	8/09/24	-0.14	1,144.000		1,195.330	-51.330	-4.29	JPY	1.42
	S	McDonald´s	269.460	8/12/24	0.58	246.640		240.100	6.540	2.72	USD	0.99
		Caterpillar	336.030	8/12/24	-0.66	212.070		205.160	6.910	3.37	USD	0.64
	L	Philip Morris	116.090	8/12/24	0.07	98.570		100.030	-1.460	-1.46	USD	0.57
	L	Vodafone	74.440	8/12/24	0.87	121.540		116.800	4.740	4.06	GBP	0.23
		⇓instrument	freshest		⇓ Δday	5/02/22	⇓ Δwk	8/02/21	prc diff	⇓ Δ39	Curr	∅-RS
		IBM	189.480	8/12/24	-1.03	133.040		141.420	-8.380	-5.93	USD	-0.84
		Bridgestone	5,582.000	8/09/24	-1.33	4,824.000		4,860.000	-36.000	-0.74	JPY	-1.39
		Microsoft	406.810	8/12/24	0.19	284.470		284.820	-0.350	-0.12	USD	-2.85
		Saint-Gobain	73.560	8/12/24	-0.41	55.890		60.220	-4.330	-7.19	EUR	-3.86
	L	Fox A	38.830	8/12/24	-1.27	36.570		35.640	0.930	2.61	USD	-5.19
		UnibailRodaWestfield	5.550	8/12/24	0.73	4.980		5.730	-0.750	-13.09	AUD	-5.26
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	75.180		79.540	-4.360	-5.48	USD	-5.63
	L	Texas Instruments	192.060	8/12/24	-0.08	174.000		190.720	-16.720	-8.77	USD	-6.04
	L	Unilever	55.100	8/12/24	-0.36	43.285		48.320	-5.035	-10.42	EUR	-6.51
	S	Sony	12,325.000	8/09/24	0.28	11,160.000		11,550.000	-390.000	-3.38	JPY	-7.53
	S	LVMH	635.100	8/12/24	-0.14	606.600		687.000	-80.400	-11.70	EUR	-8.30
		Swiss Re	104.000	8/12/24	0.10	79.360		82.620	-3.260	-3.95	CHF	-8.32
	L	Münchener Rück	439.200	8/12/24	1.01	223.800		228.400	-4.600	-2.01	EUR	-8.42
	S	Nissan Motor	410.200	8/09/24	-0.56	514.700		628.300	-113.600	-18.08	JPY	-8.52
		Schneider Electric	211.250	8/12/24	0.38	132.940		142.000	-9.060	-6.38	EUR	-8.55
	S	Engie	15.335	8/12/24	0.49	11.242		11.346	-0.104	-0.92	EUR	-8.67
		E.on	12.325	8/12/24	0.78	9.874		10.446	-0.572	-5.48	EUR	-9.06
		Panasonic	1,058.500	8/09/24	1.34	1,153.500		1,338.000	-184.500	-13.79	JPY	-9.24
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.845		5.450	-0.605	-11.10	EUR	-9.40
	S	Kimberly-Clark	34.140	8/12/24	-1.01	28.830		32.010	-3.180	-9.93	MXN	-9.43
	S	Ford Motor	9.860	8/12/24	-2.38	14.270		13.910	0.360	2.59	USD	-9.58
	L	ABB	45.510	8/12/24	0.55	28.750		33.060	-4.310	-13.04	CHF	-9.81
		L´Oreal	376.650	8/12/24	-1.59	340.100		392.700	-52.600	-13.39	EUR	-10.05
		Samsung Electronics	75,500.000	8/12/24	1.07	67,300.000		79,300.000	-12,000.000	-15.13	KRW	-10.38
		Banco Santander	4.089	8/12/24	-0.24	2.740		3.066	-0.326	-10.63	EUR	-12.34
		⇓instrument	freshest		⇓ Δday	5/02/22	⇓ Δwk	8/02/21	prc diff	⇓ Δ39	Curr	∅-RS
	L	Alphabet A	162.290	8/12/24	-0.84	116.583		134.855	-18.272	-13.55	USD	-12.76
	L	DuPont	78.330	8/12/24	-0.25	65.900		74.650	-8.750	-11.72	USD	-13.17
	S	Intel	19.360	8/12/24	-1.78	44.960		53.680	-8.720	-16.24	USD	-13.52
	L	Morgan Stanley	94.840	8/12/24	0.13	81.960		96.230	-14.270	-14.83	USD	-13.80
	S	Mercedes-Benz	57.480	8/12/24	-0.57	62.220		76.440	-14.220	-18.60	EUR	-14.77
		Nike	74.640	8/12/24	0.40	126.080		168.750	-42.670	-25.29	USD	-15.28
		Societe Generale	20.520	8/12/24	0.44	22.690		24.865	-2.175	-8.75	EUR	-15.31
		Deutsche Bank	13.308	8/12/24	0.14	9.477		10.518	-1.041	-9.90	EUR	-15.39
		Siemens	157.200	8/12/24	0.01	115.120		135.100	-19.980	-14.79	EUR	-16.08
	L	Goldman Sachs	485.500	8/12/24	-0.97	310.420		378.190	-67.770	-17.92	USD	-16.52
		Barclays	220.100	8/12/24	0.85	148.200		175.900	-27.700	-15.75	GBP	-17.52
	L	3M	123.360	8/12/24	-0.65	145.910		197.520	-51.610	-26.13	USD	-17.64
	L	Ericsson	71.080	8/12/24	1.14	79.240		100.620	-21.380	-21.25	SEK	-20.06
		ING Groep	15.232	8/12/24	0.21	9.042		10.834	-1.792	-16.54	EUR	-20.55
	S	Volkswagen	93.500	8/12/24	-0.47	147.220		205.750	-58.530	-28.45	EUR	-21.00
		JP Morgan Chase	206.190	8/12/24	0.19	120.450		151.170	-30.720	-20.32	USD	-21.71
		Prudential	635.400	8/12/24	0.41	1,010.000		1,363.500	-353.500	-25.93	GBP	-23.38
	S	BASF	41.280	8/12/24	-0.22	47.435		66.080	-18.645	-28.22	EUR	-24.03
		General Electric	166.870	8/12/24	-0.16	75.550		100.600	-25.050	-24.90	USD	-24.43
		Citigroup	57.840	8/12/24		48.710		67.730	-19.020	-28.08	USD	-25.84
		Vivendi	9.488	8/12/24	0.40	10.925		28.540	-17.615	-61.72	EUR	-28.18
	L	Philips	26.060	8/12/24	-0.91	24.925		38.960	-14.035	-36.02	EUR	-28.57
SP Global 100 - 96 out of 96 instruments rated - 5/02/22 / 8/02/21 - 47 did rise, Market-Ratio(39) = 48.96 %

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	6727	days out of 7469 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


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