Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 7/11/22 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	7/11/22	⇓ Δwk	10/11/21	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,640.960		2,921.090	-280.130	-9.59	USD	-10.36
		Exxon Mobil	119.000	8/12/24	0.13	85.640		61.560	24.080	39.12	USD	23.09
	L	AstraZeneca	12,780.000	8/12/24	0.63	11,154.000		9,003.000	2,151.000	23.89	GBP	23.00
		Standard Chartered	722.000	8/12/24	0.92	585.200		491.700	93.500	19.02	GBP	19.23
		Merck (MSD)	113.480	8/12/24	-0.93	94.300		79.930	14.370	17.98	USD	17.04
	L	HSBC	643.900	8/12/24	0.22	527.700		430.800	96.900	22.49	GBP	14.90
		Telefónica	4.032	8/12/24	0.12	4.787		3.990	0.797	19.97	EUR	14.63
		Repsol	12.765	8/12/24	0.67	12.910		11.458	1.452	12.67	EUR	14.48
	S	Bristol-Myers	47.060	8/12/24	0.73	75.560		57.420	18.140	31.59	USD	13.91
		Shell	33.025	8/12/24	0.93	23.950		20.555	3.395	16.52	EUR	13.84
		Canon	4,525.000	8/09/24	1.64	3,173.000		2,760.000	413.000	14.96	JPY	13.74
		Chevron	145.020	8/12/24	0.02	141.510		107.130	34.380	32.09	USD	12.76
		GSK	1,572.000	8/12/24	0.42	1,781.810		1,403.050	378.760	27.00	GBP	12.55
	L	Deutsche Telekom	24.730	8/12/24	0.49	19.222		16.716	2.506	14.99	EUR	12.23
		TotalEnergies	61.720	8/12/24	0.60	48.920		44.220	4.700	10.63	EUR	10.44
		Sanofi	95.670	8/12/24	-0.60	100.140		84.700	15.440	18.23	EUR	10.14
		BP	439.600	8/12/24	1.35	384.600		360.300	24.300	6.74	GBP	8.90
	L	Pfizer	28.450	8/12/24	-0.35	52.890		42.060	10.830	25.75	USD	8.17
	L	Bayer	25.960	8/12/24	-0.04	56.150		48.615	7.535	15.50	EUR	6.97
	L	Vodafone	74.440	8/12/24	0.87	128.700		111.760	16.940	15.16	GBP	6.93
	L	Coca-Cola	68.170	8/12/24	-0.74	62.940		54.230	8.710	16.06	USD	6.83
		IBM	189.480	8/12/24	-1.03	141.000		142.430	-1.430	-1.00	USD	6.26
		Seven & i	1,672.500	8/09/24	-0.54	1,827.330		1,588.670	238.660	15.02	JPY	5.51
	S	National Grid	978.400	8/12/24	-0.04	1,084.500		886.900	197.600	22.28	GBP	4.71
	L	Raytheon Tech	116.600	8/12/24	0.39	94.710		89.890	4.820	5.36	USD	4.68
		⇓instrument	freshest		⇓ Δday	7/11/22	⇓ Δwk	10/11/21	prc diff	⇓ Δ39	Curr	∅-RS
	S	Johnson & Johnson	159.880	8/12/24	-0.46	178.350		160.250	18.100	11.29	USD	4.66
	S	Orange	10.115	8/12/24	-0.25	10.604		9.448	1.156	12.24	EUR	4.59
		PepsiCo	171.420	8/12/24	-0.56	170.470		156.240	14.230	9.11	USD	4.20
		Toyota	2,447.500	8/09/24	-0.14	2,152.000		1,987.000	165.000	8.30	JPY	3.85
	L	RWE	32.360	8/12/24	1.70	36.490		30.140	6.350	21.07	EUR	3.71
	S	McDonald´s	269.460	8/12/24	0.58	253.280		246.580	6.700	2.72	USD	2.76
	L	Novartis	96.740	8/12/24	0.16	83.000		76.700	6.300	8.21	CHF	2.73
		Bridgestone	5,582.000	8/09/24	-1.33	5,038.000		5,272.000	-234.000	-4.44	JPY	2.36
	L	Unilever	55.100	8/12/24	-0.36	45.375		45.520	-0.145	-0.32	EUR	0.86
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	78.700		75.800	2.900	3.83	USD	-0.01
		Carrefour	13.730	8/12/24	-0.36	16.960		15.565	1.395	8.96	EUR	-0.59
		Honda Motor	1,420.000	8/09/24	-0.14	1,104.330		1,144.330	-40.000	-3.50	JPY	-1.20
		Marsh & McLennan	217.350	8/12/24	-1.23	155.380		156.820	-1.440	-0.92	USD	-1.95
	L	Procter & Gamble	166.810	8/12/24	-2.19	146.040		142.320	3.720	2.61	USD	-2.05
	L	Nestlé	88.640	8/12/24	-0.40	115.180		112.120	3.060	2.73	CHF	-2.49
	S	Diageo	2,451.500	8/12/24	1.03	3,567.500		3,552.500	15.000	0.42	GBP	-3.19
		Aviva	484.200	8/12/24	0.35	397.800		405.400	-7.600	-1.87	GBP	-3.24
		UBS	24.850	8/12/24	0.44	15.490		15.625	-0.135	-0.86	CHF	-4.65
	L	Philip Morris	116.090	8/12/24	0.07	93.230		95.120	-1.890	-1.99	USD	-5.51
	L	HP	33.780	8/12/24	0.72	31.400		27.680	3.720	13.44	USD	-5.84
		Aegon	5.562	8/12/24	0.22	4.122		4.577	-0.455	-9.94	EUR	-5.85
		BHP	2,094.000	8/12/24	-0.14	2,154.000		1,974.400	179.600	9.10	GBP	-6.05
	S	LVMH	635.100	8/12/24	-0.14	604.300		631.700	-27.400	-4.34	EUR	-6.34
	L	Apple	217.530	8/12/24	0.71	144.870		142.810	2.060	1.44	USD	-6.50
	S	Sony	12,325.000	8/09/24	0.28	11,380.000		12,385.000	-1,005.000	-8.11	JPY	-6.79
		⇓instrument	freshest		⇓ Δday	7/11/22	⇓ Δwk	10/11/21	prc diff	⇓ Δ39	Curr	∅-RS
	S	Nissan Motor	410.200	8/09/24	-0.56	517.400		564.400	-47.000	-8.33	JPY	-6.94
	L	Münchener Rück	439.200	8/12/24	1.01	220.900		242.000	-21.100	-8.72	EUR	-8.43
		Panasonic	1,058.500	8/09/24	1.34	1,140.000		1,360.000	-220.000	-16.18	JPY	-8.54
		Rio Tinto	4,942.000	8/12/24	0.56	4,811.500		5,101.000	-289.500	-5.68	GBP	-9.02
		Microsoft	406.810	8/12/24	0.19	264.510		294.230	-29.720	-10.10	USD	-10.11
		L´Oreal	376.650	8/12/24	-1.59	329.500		355.750	-26.250	-7.38	EUR	-10.42
	L	Walmart	68.700	8/12/24	1.10	41.817		46.510	-4.693	-10.09	USD	-11.08
	S	Engie	15.335	8/12/24	0.49	10.782		11.570	-0.788	-6.81	EUR	-11.66
		Allianz	255.900	8/12/24		178.280		198.940	-20.660	-10.39	EUR	-12.14
	L	Alphabet A	162.290	8/12/24	-0.84	115.676		138.914	-23.238	-16.73	USD	-12.24
		Axa	32.350	8/12/24	-0.77	21.440		24.225	-2.785	-11.50	EUR	-12.36
	L	Fox A	38.830	8/12/24	-1.27	32.900		42.100	-9.200	-21.85	USD	-12.77
		Barclays	220.100	8/12/24	0.85	151.000		197.680	-46.680	-23.61	GBP	-13.75
		Swiss Re	104.000	8/12/24	0.10	72.720		80.360	-7.640	-9.51	CHF	-14.30
	S	Kimberly-Clark	34.140	8/12/24	-1.01	26.000		32.600	-6.600	-20.25	MXN	-14.40
	L	Anglo American	2,232.500	8/12/24	0.29	2,724.500		2,831.000	-106.500	-3.76	GBP	-14.50
	L	Texas Instruments	192.060	8/12/24	-0.08	153.560		193.370	-39.810	-20.59	USD	-14.70
		Caterpillar	336.030	8/12/24	-0.66	175.020		192.890	-17.870	-9.26	USD	-15.00
	L	Ericsson	71.080	8/12/24	1.14	78.700		104.740	-26.040	-24.86	SEK	-15.04
		Banco Santander	4.089	8/12/24	-0.24	2.560		3.349	-0.789	-23.56	EUR	-15.17
		ING Groep	15.232	8/12/24	0.21	9.253		12.772	-3.519	-27.55	EUR	-16.18
	L	ABB	45.510	8/12/24	0.55	25.990		30.520	-4.530	-14.84	CHF	-16.74
		Prudential	635.400	8/12/24	0.41	1,010.000		1,488.000	-478.000	-32.12	GBP	-16.91
		Samsung Electronics	75,500.000	8/12/24	1.07	58,800.000		71,500.000	-12,700.000	-17.76	KRW	-17.89
	L	Goldman Sachs	485.500	8/12/24	-0.97	293.180		385.240	-92.060	-23.90	USD	-17.93
		⇓instrument	freshest		⇓ Δday	7/11/22	⇓ Δwk	10/11/21	prc diff	⇓ Δ39	Curr	∅-RS
		Banco Bilbao Viz	8.924	8/12/24	0.27	4.285		5.914	-1.629	-27.54	EUR	-18.20
	L	Morgan Stanley	94.840	8/12/24	0.13	75.820		97.290	-21.470	-22.07	USD	-18.40
		Schneider Electric	211.250	8/12/24	0.38	115.860		138.720	-22.860	-16.48	EUR	-19.07
	L	3M	123.360	8/12/24	-0.65	129.010		176.280	-47.270	-26.82	USD	-21.92
		JP Morgan Chase	206.190	8/12/24	0.19	112.860		166.640	-53.780	-32.27	USD	-22.26
		Societe Generale	20.520	8/12/24	0.44	20.285		28.340	-8.055	-28.42	EUR	-22.74
		Citigroup	57.840	8/12/24		46.190		71.680	-25.490	-35.56	USD	-23.46
	S	Mercedes-Benz	57.480	8/12/24	-0.57	53.580		83.000	-29.420	-35.45	EUR	-23.49
	S	Intel	19.360	8/12/24	-1.78	37.200		53.440	-16.240	-30.39	USD	-23.52
	L	DuPont	78.330	8/12/24	-0.25	54.890		69.760	-14.870	-21.32	USD	-23.67
		E.on	12.325	8/12/24	0.78	8.112		10.350	-2.238	-21.62	EUR	-23.95
	S	Volkswagen	93.500	8/12/24	-0.47	130.280		190.820	-60.540	-31.73	EUR	-24.11
		Nike	74.640	8/12/24	0.40	105.110		150.280	-45.170	-30.06	USD	-25.99
		Siemens	157.200	8/12/24	0.01	96.800		136.380	-39.580	-29.02	EUR	-26.37
		Deutsche Bank	13.308	8/12/24	0.14	7.870		11.516	-3.646	-31.66	EUR	-26.72
		Saint-Gobain	73.560	8/12/24	-0.41	41.530		60.020	-18.490	-30.81	EUR	-26.81
		UnibailRodaWestfield	5.550	8/12/24	0.73	3.660		4.990	-1.330	-26.65	AUD	-27.12
	S	Ford Motor	9.860	8/12/24	-2.38	11.290		15.090	-3.800	-25.18	USD	-27.12
		Vivendi	9.488	8/12/24	0.40	9.392		11.050	-1.658	-15.00	EUR	-27.54
	S	BASF	41.280	8/12/24	-0.22	41.265		64.190	-22.925	-35.71	EUR	-28.95
	L	Philips	26.060	8/12/24	-0.91	20.765		37.850	-17.085	-45.14	EUR	-31.58
		General Electric	166.870	8/12/24	-0.16	61.910		104.080	-42.170	-40.52	USD	-32.52
SP Global 100 - 96 out of 96 instruments rated - 7/11/22 / 10/11/21 - 38 did rise, Market-Ratio(39) = 39.58 %

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	6382	days out of 7124 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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