Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/13/22 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/13/22	⇓ Δwk	9/13/21	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,576.440		2,981.870	-405.430	-13.60	USD	-13.25
		Exxon Mobil	119.000	8/12/24	0.13	95.850		55.370	40.480	73.11	USD	41.29
		Repsol	12.765	8/12/24	0.67	15.190		9.783	5.407	55.27	EUR	37.26
		Chevron	145.020	8/12/24	0.02	167.330		97.970	69.360	70.80	USD	37.01
		Shell	33.025	8/12/24	0.93	26.660		17.140	9.520	55.54	EUR	30.61
		TotalEnergies	61.720	8/12/24	0.60	53.350		37.750	15.600	41.32	EUR	22.84
		BP	439.600	8/12/24	1.35	426.300		302.300	124.000	41.02	GBP	22.75
	L	Bayer	25.960	8/12/24	-0.04	63.470		45.925	17.545	38.20	EUR	22.26
		Standard Chartered	722.000	8/12/24	0.92	579.400		449.600	129.800	28.87	GBP	20.13
		Canon	4,525.000	8/09/24	1.64	3,292.000		2,710.500	581.500	21.45	JPY	19.96
	L	RWE	32.360	8/12/24	1.70	38.980		33.030	5.950	18.01	EUR	12.59
		GSK	1,572.000	8/12/24	0.42	1,749.380		1,425.810	323.570	22.69	GBP	12.28
	S	Bristol-Myers	47.060	8/12/24	0.73	73.580		62.840	10.740	17.09	USD	11.93
	L	HSBC	643.900	8/12/24	0.22	502.900		380.350	122.550	32.22	GBP	11.25
	L	Anglo American	2,232.500	8/12/24	0.29	3,518.500		3,093.000	425.500	13.76	GBP	11.15
		BHP	2,094.000	8/12/24	-0.14	2,503.000		2,080.500	422.500	20.31	GBP	10.03
	L	AstraZeneca	12,780.000	8/12/24	0.63	9,777.000		8,098.000	1,679.000	20.73	GBP	9.37
		Carrefour	13.730	8/12/24	-0.36	18.480		15.175	3.305	21.78	EUR	8.70
	S	Orange	10.115	8/12/24	-0.25	10.900		9.417	1.483	15.75	EUR	8.44
		Telefónica	4.032	8/12/24	0.12	4.445		4.161	0.284	6.83	EUR	7.71
		Merck (MSD)	113.480	8/12/24	-0.93	85.000		73.180	11.820	16.15	USD	6.65
		Sanofi	95.670	8/12/24	-0.60	95.870		81.480	14.390	17.66	EUR	6.22
	S	National Grid	978.400	8/12/24	-0.04	1,078.000		959.700	118.300	12.33	GBP	5.25
	L	Coca-Cola	68.170	8/12/24	-0.74	61.340		56.070	5.270	9.40	USD	5.15
		Bridgestone	5,582.000	8/09/24	-1.33	5,167.000		5,330.000	-163.000	-3.06	JPY	5.00
		⇓instrument	freshest		⇓ Δday	6/13/22	⇓ Δwk	9/13/21	prc diff	⇓ Δ39	Curr	∅-RS
	L	Vodafone	74.440	8/12/24	0.87	126.000		117.640	8.360	7.11	GBP	4.81
		Rio Tinto	4,942.000	8/12/24	0.56	5,580.000		5,287.000	293.000	5.54	GBP	4.33
	L	Deutsche Telekom	24.730	8/12/24	0.49	17.812		17.516	0.296	1.69	EUR	4.30
		Seven & i	1,672.500	8/09/24	-0.54	1,798.670		1,733.330	65.340	3.77	JPY	4.23
		Toyota	2,447.500	8/09/24	-0.14	2,131.500		1,959.000	172.500	8.81	JPY	3.48
	L	HP	33.780	8/12/24	0.72	33.760		28.380	5.380	18.96	USD	2.23
	L	Novartis	96.740	8/12/24	0.16	82.780		78.600	4.180	5.32	CHF	2.16
	L	Raytheon Tech	116.600	8/12/24	0.39	91.950		83.640	8.310	9.94	USD	2.15
		IBM	189.480	8/12/24	-1.03	135.110		138.150	-3.040	-2.20	USD	1.46
		Aegon	5.562	8/12/24	0.22	4.353		4.220	0.133	3.15	EUR	0.97
	S	Johnson & Johnson	159.880	8/12/24	-0.46	170.810		165.800	5.010	3.02	USD	0.68
	L	Pfizer	28.450	8/12/24	-0.35	47.910		44.580	3.330	7.47	USD	-0.12
	L	Philip Morris	116.090	8/12/24	0.07	98.500		102.590	-4.090	-3.99	USD	-0.18
		UBS	24.850	8/12/24	0.44	16.050		15.395	0.655	4.25	CHF	-0.42
		Caterpillar	336.030	8/12/24	-0.66	206.880		206.200	0.680	0.33	USD	-0.52
	S	Engie	15.335	8/12/24	0.49	12.100		11.972	0.128	1.07	EUR	-1.12
		PepsiCo	171.420	8/12/24	-0.56	159.740		155.760	3.980	2.56	USD	-1.58
		Aviva	484.200	8/12/24	0.35	404.200		411.800	-7.600	-1.85	GBP	-1.78
	S	Nissan Motor	410.200	8/09/24	-0.56	544.500		565.100	-20.600	-3.65	JPY	-2.38
		Honda Motor	1,420.000	8/09/24	-0.14	1,097.330		1,129.000	-31.670	-2.81	JPY	-2.42
	S	McDonald´s	269.460	8/12/24	0.58	238.470		241.210	-2.740	-1.14	USD	-2.95
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	76.190		77.380	-1.190	-1.54	USD	-3.58
	S	Diageo	2,451.500	8/12/24	1.03	3,520.500		3,531.500	-11.000	-0.31	GBP	-4.29
	S	Sony	12,325.000	8/09/24	0.28	11,530.000		12,230.000	-700.000	-5.72	JPY	-5.27
		Marsh & McLennan	217.350	8/12/24	-1.23	147.310		159.140	-11.830	-7.43	USD	-6.39
		⇓instrument	freshest		⇓ Δday	6/13/22	⇓ Δwk	9/13/21	prc diff	⇓ Δ39	Curr	∅-RS
	L	Nestlé	88.640	8/12/24	-0.40	110.740		115.060	-4.320	-3.75	CHF	-6.53
	L	Procter & Gamble	166.810	8/12/24	-2.19	138.150		145.680	-7.530	-5.17	USD	-7.06
	L	Unilever	55.100	8/12/24	-0.36	42.280		46.885	-4.605	-9.82	EUR	-7.10
		Axa	32.350	8/12/24	-0.77	22.115		23.480	-1.365	-5.81	EUR	-9.53
	L	Münchener Rück	439.200	8/12/24	1.01	218.800		245.050	-26.250	-10.71	EUR	-9.70
		Panasonic	1,058.500	8/09/24	1.34	1,118.500		1,446.000	-327.500	-22.65	JPY	-11.26
		Allianz	255.900	8/12/24		182.040		194.740	-12.700	-6.52	EUR	-11.43
		Swiss Re	104.000	8/12/24	0.10	75.840		82.960	-7.120	-8.58	CHF	-11.50
		Barclays	220.100	8/12/24	0.85	156.080		184.100	-28.020	-15.22	GBP	-11.62
	L	ABB	45.510	8/12/24	0.55	27.780		33.820	-6.040	-17.86	CHF	-12.33
	S	Kimberly-Clark	34.140	8/12/24	-1.01	27.200		33.560	-6.360	-18.95	MXN	-12.40
		UnibailRodaWestfield	5.550	8/12/24	0.73	4.530		5.320	-0.790	-14.85	AUD	-12.79
	S	Mercedes-Benz	57.480	8/12/24	-0.57	62.150		71.700	-9.550	-13.32	EUR	-13.16
		Saint-Gobain	73.560	8/12/24	-0.41	50.060		61.380	-11.320	-18.44	EUR	-13.66
		E.on	12.325	8/12/24	0.78	9.326		11.128	-1.802	-16.19	EUR	-13.66
	L	Apple	217.530	8/12/24	0.71	131.880		149.550	-17.670	-11.82	USD	-14.79
		Banco Santander	4.089	8/12/24	-0.24	2.611		3.114	-0.504	-16.17	EUR	-14.83
		Samsung Electronics	75,500.000	8/12/24	1.07	62,100.000		76,300.000	-14,200.000	-18.61	KRW	-15.44
		Deutsche Bank	13.308	8/12/24	0.14	9.250		11.052	-1.802	-16.30	EUR	-15.45
	S	LVMH	635.100	8/12/24	-0.14	550.000		657.000	-107.000	-16.29	EUR	-15.95
		Societe Generale	20.520	8/12/24	0.44	22.255		26.750	-4.495	-16.80	EUR	-16.20
	L	Texas Instruments	192.060	8/12/24	-0.08	153.530		193.980	-40.450	-20.85	USD	-16.27
	L	Walmart	68.700	8/12/24	1.10	39.803		48.353	-8.550	-17.68	USD	-16.33
		ING Groep	15.232	8/12/24	0.21	9.338		11.804	-2.466	-20.89	EUR	-16.44
		Siemens	157.200	8/12/24	0.01	111.600		146.540	-34.940	-23.84	EUR	-17.01
		⇓instrument	freshest		⇓ Δday	6/13/22	⇓ Δwk	9/13/21	prc diff	⇓ Δ39	Curr	∅-RS
		L´Oreal	376.650	8/12/24	-1.59	308.300		397.500	-89.200	-22.44	EUR	-17.39
	L	Fox A	38.830	8/12/24	-1.27	31.520		36.340	-4.820	-13.26	USD	-17.47
		Schneider Electric	211.250	8/12/24	0.38	119.640		153.460	-33.820	-22.04	EUR	-17.51
	L	DuPont	78.330	8/12/24	-0.25	60.870		70.670	-9.800	-13.87	USD	-17.58
		Microsoft	406.810	8/12/24	0.19	242.260		296.990	-54.730	-18.43	USD	-18.05
	S	BASF	41.280	8/12/24	-0.22	49.075		65.610	-16.535	-25.20	EUR	-18.26
	S	Volkswagen	93.500	8/12/24	-0.47	145.180		196.620	-51.440	-26.16	EUR	-18.43
	L	Alphabet A	162.290	8/12/24	-0.84	106.393		142.332	-35.939	-25.25	USD	-20.11
	L	3M	123.360	8/12/24	-0.65	136.370		185.230	-48.860	-26.38	USD	-20.14
	L	Morgan Stanley	94.840	8/12/24	0.13	75.180		104.400	-29.220	-27.99	USD	-20.25
	L	Ericsson	71.080	8/12/24	1.14	75.750		102.300	-26.550	-25.95	SEK	-20.35
		Vivendi	9.488	8/12/24	0.40	10.880		32.600	-21.720	-66.63	EUR	-21.36
		Prudential	635.400	8/12/24	0.41	976.600		1,479.000	-502.400	-33.97	GBP	-22.01
		JP Morgan Chase	206.190	8/12/24	0.19	115.990		159.860	-43.870	-27.44	USD	-22.09
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.154		5.597	-1.443	-25.78	EUR	-22.10
	L	Goldman Sachs	485.500	8/12/24	-0.97	283.320		409.260	-125.940	-30.77	USD	-22.27
		Nike	74.640	8/12/24	0.40	110.440		159.520	-49.080	-30.77	USD	-24.19
	S	Intel	19.360	8/12/24	-1.78	37.770		54.990	-17.220	-31.31	USD	-25.02
	S	Ford Motor	9.860	8/12/24	-2.38	11.810		12.990	-1.180	-9.08	USD	-25.50
		Citigroup	57.840	8/12/24		45.690		70.520	-24.830	-35.21	USD	-26.88
		General Electric	166.870	8/12/24	-0.16	67.720		104.460	-36.740	-35.17	USD	-29.16
	L	Philips	26.060	8/12/24	-0.91	21.255		39.605	-18.350	-46.33	EUR	-34.09
SP Global 100 - 96 out of 96 instruments rated - 6/13/22 / 9/13/21 - 38 did rise, Market-Ratio(39) = 39.58 %

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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