Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Japanese yen - 24/10/22 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	24/10/22	Δwk	24/01/22	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	559,453.553	12/08/24	0.32	383,957.866		338,783.625	45,174.241	13.33	6.84
		General Electric	24,848.090	12/08/24	-0.16	10,923.808		11,019.693	-95.884	-0.87	5.26
	L	Philips	3,831.472	12/08/24	-0.91	1,920.441		3,612.310	-1,691.869	-46.84	-41.12
		Saint-Gobain	10,815.159	12/08/24	-0.41	5,969.950		7,468.146	-1,498.196	-20.06	-12.73
		Caterpillar	50,037.177	12/08/24	-0.66	28,485.885		24,382.960	4,102.925	16.83	13.92
		Banco Bilbao Viz	1,312.051	12/08/24	0.27	762.913		699.784	63.128	9.02	14.10
		JP Morgan Chase	30,703.109	12/08/24	0.19	18,223.223		16,482.349	1,740.874	10.56	9.28
	L	Münchener Rück	64,573.380	12/08/24	1.01	38,652.873		33,584.753	5,068.120	15.09	18.88
	L	ABB	6,765.186	12/08/24	0.55	4,071.599		3,987.710	83.888	2.10	4.02
		Schneider Electric	31,059.031	12/08/24	0.38	18,760.390		19,319.769	-559.379	-2.90	1.72
		Microsoft	60,576.806	12/08/24	0.19	36,817.225		33,700.405	3,116.819	9.25	2.89
		UBS	3,694.021	12/08/24	0.44	2,249.859		2,076.699	173.160	8.34	3.45
		UnibailRodaWestfield	520.703	12/08/24	0.73	324.619		404.448	-79.830	-19.74	-18.00
	L	Alphabet A	24,166.097	12/08/24	-0.84	15,265.933		14,873.799	392.134	2.64	-1.64
		ING Groep	2,239.485	12/08/24	0.21	1,447.461		1,604.956	-157.494	-9.81	3.86
		E.on	1,812.083	12/08/24	0.78	1,201.194		1,535.892	-334.698	-21.79	-10.68
		Banco Santander	601.185	12/08/24	-0.24	400.496		379.206	21.291	5.61	5.12
	L	Walmart	10,229.902	12/08/24	1.10	6,919.702		5,314.071	1,605.632	30.21	20.06
		Barclays	36,964.499	12/08/24	0.85	25,013.596		29,140.889	-4,127.293	-14.16	-6.82
	L	Goldman Sachs	72,294.288	12/08/24	-0.97	48,945.690		39,047.077	9,898.613	25.35	14.96
		Deutsche Bank	1,956.609	12/08/24	0.14	1,340.427		1,386.426	-45.999	-3.32	-0.45
	L	Apple	32,391.713	12/08/24	0.71	22,254.132		18,377.904	3,876.228	21.09	12.51
		Allianz	37,623.698	12/08/24		25,976.377		27,908.910	-1,932.533	-6.92	-1.04
		Siemens	23,112.330	12/08/24	0.01	16,149.226		17,709.144	-1,559.918	-8.81	-0.95
		IBM	28,214.875	12/08/24	-1.03	19,758.453		14,648.197	5,110.256	34.89	21.78
		⇓instrument	freshest		⇓ Δday	24/10/22	Δwk	24/01/22	prc diff	⇓ Δ39	⇓∅-RS
	L	Colgate-Palmolive	15,081.288	12/08/24	-0.77	10,724.273		9,514.164	1,210.109	12.72	9.20
	L	DuPont	11,663.876	12/08/24	-0.25	8,340.274		8,776.183	-435.909	-4.97	-0.74
		Marsh & McLennan	32,364.909	12/08/24	-1.23	23,296.481		17,961.724	5,334.757	29.70	15.71
		Swiss Re	15,459.886	12/08/24	0.10	11,312.474		12,036.631	-724.158	-6.02	3.36
		Canon	4,525.000	9/08/24	1.64	3,326.000		2,804.000	522.000	18.62	12.14
	L	HSBC	108,139.214	12/08/24	0.22	79,790.248		75,339.823	4,450.425	5.91	1.07
	L	Deutsche Telekom	3,635.928	12/08/24	0.49	2,691.440		2,025.522	665.918	32.88	15.14
	L	Philip Morris	17,286.599	12/08/24	0.07	12,983.190		11,437.010	1,546.180	13.52	7.10
		Samsung Electronics	7,790.292	12/08/24	1.07	5,933.004		7,148.815	-1,215.811	-17.01	-10.31
	L	Fox A	5,782.054	12/08/24	-1.27	4,410.622		4,444.947	-34.325	-0.77	-3.65
		Honda Motor	1,420.000	9/08/24	-0.14	1,086.000		1,128.330	-42.330	-3.75	-2.88
	L	AstraZeneca	2,146,325.755	12/08/24	0.63	1,642,829.306		1,273,038.646	369,790.660	29.05	7.37
		Axa	4,756.259	12/08/24	-0.77	3,651.366		3,448.670	202.696	5.88	10.55
		Citigroup	8,612.774	12/08/24		6,612.954		7,129.654	-516.699	-7.25	-3.68
	L	Raytheon Tech	17,362.542	12/08/24	0.39	13,361.414		10,020.177	3,341.237	33.35	16.66
	L	Procter & Gamble	24,839.156	12/08/24	-2.19	19,264.082		18,341.517	922.565	5.03	3.38
		Standard Chartered	121,255.649	12/08/24	0.92	94,317.413		74,689.220	19,628.193	26.28	12.27
		Aegon	817.753	12/08/24	0.22	637.647		621.186	16.462	2.65	5.36
	S	Sony	12,325.000	9/08/24	0.28	9,614.000		12,835.000	-3,221.000	-25.10	-19.28
	L	HP	5,030.074	12/08/24	0.72	4,029.420		4,050.371	-20.951	-0.52	-5.00
	L	Novartis	14,380.667	12/08/24	0.16	11,591.941		9,561.286	2,030.655	21.24	9.06
		Shell	4,855.501	12/08/24	0.93	3,941.740		2,674.282	1,267.459	47.39	24.22
		Telefónica	592.805	12/08/24	0.12	481.801		518.235	-36.434	-7.03	-14.24
	L	Unilever	8,101.078	12/08/24	-0.36	6,595.542		6,048.863	546.678	9.04	9.69
		Toyota	2,447.500	9/08/24	-0.14	1,996.500		2,278.500	-282.000	-12.38	-5.19
		⇓instrument	freshest		⇓ Δday	24/10/22	Δwk	24/01/22	prc diff	⇓ Δ39	⇓∅-RS
	S	Engie	2,254.628	12/08/24	0.49	1,864.571		1,697.212	167.359	9.86	11.98
	L	Morgan Stanley	14,122.328	12/08/24	0.13	11,827.673		11,156.145	671.528	6.02	6.12
		Vivendi	1,394.973	12/08/24	0.40	1,169.437		1,439.899	-270.462	-18.78	-17.22
		L´Oreal	55,376.966	12/08/24	-1.59	46,474.603		47,204.198	-729.595	-1.55	-3.64
	L	Texas Instruments	28,599.054	12/08/24	-0.08	24,070.796		20,279.145	3,791.651	18.70	10.73
	S	Kimberly-Clark	254.977	12/08/24	-1.01	214.871		164.674	50.198	30.48	20.52
	L	Coca-Cola	10,150.982	12/08/24	-0.74	8,572.569		6,818.087	1,754.482	25.73	13.19
		Aviva	81,318.539	12/08/24	0.35	69,713.601		64,922.522	4,791.079	7.38	5.69
		Merck (MSD)	16,897.952	12/08/24	-0.93	14,499.062		8,963.805	5,535.257	61.75	38.12
		Sanofi	14,065.882	12/08/24	-0.60	12,083.985		11,405.802	678.183	5.95	-1.58
	L	Ericsson	946.452	12/08/24	1.14	814.364		1,227.096	-412.732	-33.63	-25.23
		TotalEnergies	9,074.383	12/08/24	0.60	7,865.838		6,173.848	1,691.990	27.41	21.60
		GSK	264,008.144	12/08/24	0.42	233,005.661		248,986.520	-15,980.858	-6.42	-7.88
		Exxon Mobil	17,719.918	12/08/24	0.13	15,873.473		8,283.816	7,589.657	91.62	59.86
		Bridgestone	5,582.000	9/08/24	-1.33	5,164.000		5,111.000	53.000	1.04	4.54
	S	Orange	1,487.158	12/08/24	-0.25	1,395.561		1,286.696	108.865	8.46	0.59
	S	National Grid	164,316.519	12/08/24	-0.04	154,676.527		165,176.611	-10,500.084	-6.36	-9.55
	S	McDonald´s	40,124.447	12/08/24	0.58	38,018.903		28,838.141	9,180.762	31.84	21.22
	L	3M	18,369.152	12/08/24	-0.65	17,627.596		19,649.189	-2,021.593	-10.29	-5.13
		Rio Tinto	829,979.803	12/08/24	0.56	797,734.533		805,829.177	-8,094.643	-1.00	-2.08
		Panasonic	1,058.500	9/08/24	1.34	1,050.500		1,307.000	-256.500	-19.63	-10.66
	S	LVMH	93,375.578	12/08/24	-0.14	93,493.198		85,401.780	8,091.418	9.47	7.62
	S	Mercedes-Benz	8,450.997	12/08/24	-0.57	8,592.141		8,800.455	-208.314	-2.37	-1.31
		PepsiCo	25,525.617	12/08/24	-0.56	26,457.774		19,709.455	6,748.318	34.24	25.43
		Repsol	1,876.774	12/08/24	0.67	1,955.433		1,343.132	612.300	45.59	20.59
		⇓instrument	freshest		⇓ Δday	24/10/22	Δwk	24/01/22	prc diff	⇓ Δ39	⇓∅-RS
		BHP	351,674.971	12/08/24	-0.14	367,209.801		357,219.298	9,990.504	2.80	-1.17
		BP	73,828.232	12/08/24	1.35	78,933.733		55,737.539	23,196.194	41.62	28.17
	S	Johnson & Johnson	23,807.231	12/08/24	-0.46	25,460.097		18,531.414	6,928.684	37.39	19.50
		Seven & i	1,672.500	9/08/24	-0.54	1,863.670		1,753.670	110.000	6.27	3.94
	S	Nissan Motor	410.200	9/08/24	-0.56	458.200		599.900	-141.700	-23.62	-14.71
		Carrefour	2,018.653	12/08/24	-0.36	2,263.450		2,241.346	22.104	0.99	-2.02
		Societe Generale	3,016.953	12/08/24	0.44	3,383.045		4,009.168	-626.122	-15.62	0.41
	S	BASF	6,069.192	12/08/24	-0.22	6,850.630		8,279.901	-1,429.271	-17.26	-0.99
		Nike	11,114.409	12/08/24	0.40	13,105.294		16,601.745	-3,496.451	-21.06	-17.22
	L	RWE	4,757.729	12/08/24	1.70	5,642.820		4,525.212	1,117.608	24.70	11.36
		Chevron	21,594.475	12/08/24	0.02	25,780.247		14,461.712	11,318.535	78.27	44.90
	L	Anglo American	374,935.231	12/08/24	0.29	451,181.858		493,080.505	-41,898.647	-8.50	-9.56
	L	Nestlé	13,176.579	12/08/24	-0.40	15,923.682		14,700.088	1,223.594	8.32	2.13
	S	Ford Motor	1,468.222	12/08/24	-2.38	1,858.358		2,318.559	-460.201	-19.85	-5.17
		Prudential	106,711.689	12/08/24	0.41	135,060.655		188,751.401	-53,690.746	-28.45	-21.76
	L	Vodafone	12,501.760	12/08/24	0.87	16,723.875		18,807.784	-2,083.909	-11.08	-11.99
	S	Volkswagen	13,746.838	12/08/24	-0.47	19,145.596		22,744.602	-3,599.007	-15.82	-8.56
	S	Intel	2,882.837	12/08/24	-1.78	4,047.289		5,906.128	-1,858.839	-31.47	-22.95
	S	Diageo	411,714.991	12/08/24	1.03	606,026.329		562,120.961	43,905.368	7.81	1.42
	S	Bristol-Myers	7,007.558	12/08/24	0.73	10,868.713		7,119.420	3,749.293	52.66	27.31
	L	Pfizer	4,236.401	12/08/24	-0.35	6,781.219		5,861.781	919.439	15.69	7.83
	L	Bayer	3,816.769	12/08/24	-0.04	7,498.275		6,442.500	1,055.775	16.39	3.24
SP Global 100 - 96 out of 96 instruments rated - 24/10/22 / 24/01/22 - 56 did rise, Market-Ratio(39) in JPY = 58.33 %

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	6775	days out of 7517 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


	is taking down something concerning