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Assessment - SP Global 100 - 1/30/23 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	1/30/23	⇓ Δwk	5/02/22	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,743.830		2,830.200	-86.370	-3.05	USD	0.09
	L	Münchener Rück	439.200	8/12/24	1.01	325.700		223.800	101.900	45.53	EUR	30.95
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.450		4.845	1.605	33.13	EUR	29.65
		Prudential	635.400	8/12/24	0.41	1,299.500		1,010.000	289.500	28.66	GBP	28.13
		ING Groep	15.232	8/12/24	0.21	12.608		9.042	3.566	39.44	EUR	25.73
	S	Kimberly-Clark	34.140	8/12/24	-1.01	36.110		28.830	7.280	25.25	MXN	24.02
		Caterpillar	336.030	8/12/24	-0.66	252.700		212.070	40.630	19.16	USD	23.88
		Standard Chartered	722.000	8/12/24	0.92	703.800		551.800	152.000	27.55	GBP	23.74
		Siemens	157.200	8/12/24	0.01	143.920		115.120	28.800	25.02	EUR	23.64
	S	LVMH	635.100	8/12/24	-0.14	788.100		606.600	181.500	29.92	EUR	22.87
		Deutsche Bank	13.308	8/12/24	0.14	11.916		9.477	2.439	25.74	EUR	22.31
		Exxon Mobil	119.000	8/12/24	0.13	112.760		86.410	26.350	30.49	USD	22.20
		Merck (MSD)	113.480	8/12/24	-0.93	109.880		87.650	22.230	25.36	USD	21.63
		Repsol	12.765	8/12/24	0.67	15.530		14.105	1.425	10.10	EUR	19.31
		UBS	24.850	8/12/24	0.44	19.550		16.365	3.185	19.46	CHF	18.49
		Rio Tinto	4,942.000	8/12/24	0.56	6,249.000		5,706.000	543.000	9.52	GBP	17.76
	L	DuPont	78.330	8/12/24	-0.25	75.300		65.900	9.400	14.26	USD	17.57
		Swiss Re	104.000	8/12/24	0.10	94.180		79.360	14.820	18.67	CHF	16.47
	L	HSBC	643.900	8/12/24	0.22	592.100		501.300	90.800	18.11	GBP	15.56
		TotalEnergies	61.720	8/12/24	0.60	59.200		46.980	12.220	26.01	EUR	15.48
		BHP	2,094.000	8/12/24	-0.14	2,797.000		2,725.000	72.000	2.64	GBP	14.27
		Allianz	255.900	8/12/24		220.100		215.000	5.100	2.37	EUR	14.22
		BP	439.600	8/12/24	1.35	480.800		391.550	89.250	22.79	GBP	14.21
		Nike	74.640	8/12/24	0.40	128.290		126.080	2.210	1.75	USD	13.75
		Axa	32.350	8/12/24	-0.77	28.040		25.185	2.855	11.34	EUR	13.75
		⇓instrument	freshest		⇓ Δday	1/30/23	⇓ Δwk	5/02/22	prc diff	⇓ Δ39	Curr	∅-RS
	L	Morgan Stanley	94.840	8/12/24	0.13	97.130		81.960	15.170	18.51	USD	13.54
		Saint-Gobain	73.560	8/12/24	-0.41	53.480		55.890	-2.410	-4.31	EUR	13.34
		Chevron	145.020	8/12/24	0.02	180.660		159.750	20.910	13.09	USD	13.08
	L	Anglo American	2,232.500	8/12/24	0.29	3,588.500		3,586.000	2.500	0.07	GBP	12.19
		Banco Santander	4.089	8/12/24	-0.24	3.096		2.740	0.356	12.97	EUR	12.01
		L´Oreal	376.650	8/12/24	-1.59	383.000		340.100	42.900	12.61	EUR	11.82
		Barclays	220.100	8/12/24	0.85	179.880		148.200	31.680	21.38	GBP	11.80
	L	Deutsche Telekom	24.730	8/12/24	0.49	20.280		17.290	2.990	17.29	EUR	11.72
		Schneider Electric	211.250	8/12/24	0.38	145.580		132.940	12.640	9.51	EUR	10.71
	L	ABB	45.510	8/12/24	0.55	31.570		28.750	2.820	9.81	CHF	10.63
	S	Mercedes-Benz	57.480	8/12/24	-0.57	67.270		62.220	5.050	8.12	EUR	10.05
		Aegon	5.562	8/12/24	0.22	5.016		4.839	0.177	3.66	EUR	9.39
		JP Morgan Chase	206.190	8/12/24	0.19	137.270		120.450	16.820	13.96	USD	9.23
	S	BASF	41.280	8/12/24	-0.22	52.570		47.435	5.135	10.83	EUR	9.02
		Seven & i	1,672.500	8/09/24	-0.54	2,015.670		1,936.000	79.670	4.12	JPY	8.39
		Marsh & McLennan	217.350	8/12/24	-1.23	173.510		157.930	15.580	9.87	USD	8.23
	L	AstraZeneca	12,780.000	8/12/24	0.63	11,038.000		10,688.000	350.000	3.27	GBP	7.60
	S	McDonald´s	269.460	8/12/24	0.58	269.290		246.640	22.650	9.18	USD	6.36
		IBM	189.480	8/12/24	-1.03	141.860		133.040	8.820	6.63	USD	6.12
		E.on	12.325	8/12/24	0.78	9.960		9.874	0.086	0.87	EUR	6.04
	L	RWE	32.360	8/12/24	1.70	41.680		38.850	2.830	7.28	EUR	6.01
	L	Texas Instruments	192.060	8/12/24	-0.08	178.170		174.000	4.170	2.40	USD	5.96
	L	Goldman Sachs	485.500	8/12/24	-0.97	349.140		310.420	38.720	12.47	USD	5.67
		Shell	33.025	8/12/24	0.93	27.005		25.015	1.990	7.96	EUR	5.13
	L	Novartis	96.740	8/12/24	0.16	85.430		85.640	-0.210	-0.25	CHF	4.61
		⇓instrument	freshest		⇓ Δday	1/30/23	⇓ Δwk	5/02/22	prc diff	⇓ Δ39	Curr	∅-RS
		Societe Generale	20.520	8/12/24	0.44	24.695		22.690	2.005	8.84	EUR	4.60
	L	Unilever	55.100	8/12/24	-0.36	46.740		43.285	3.455	7.98	EUR	4.41
		Citigroup	57.840	8/12/24		51.980		48.710	3.270	6.71	USD	3.99
		Aviva	484.200	8/12/24	0.35	440.100		433.300	6.800	1.57	GBP	3.82
	L	Philip Morris	116.090	8/12/24	0.07	101.150		98.570	2.580	2.62	USD	3.66
	L	Walmart	68.700	8/12/24	1.10	47.547		50.660	-3.113	-6.15	USD	3.62
		UnibailRodaWestfield	5.550	8/12/24	0.73	4.320		4.980	-0.660	-13.25	AUD	2.78
	L	Raytheon Tech	116.600	8/12/24	0.39	96.250		94.220	2.030	2.15	USD	2.47
	S	Sony	12,325.000	8/09/24	0.28	11,450.000		11,160.000	290.000	2.60	JPY	2.41
		General Electric	166.870	8/12/24	-0.16	79.770		75.550	4.220	5.59	USD	2.22
	L	Bayer	25.960	8/12/24	-0.04	55.960		60.180	-4.220	-7.01	EUR	1.34
	S	Engie	15.335	8/12/24	0.49	12.610		11.242	1.368	12.17	EUR	0.90
		Carrefour	13.730	8/12/24	-0.36	17.340		20.390	-3.050	-14.96	EUR	0.68
	S	Bristol-Myers	47.060	8/12/24	0.73	73.260		75.080	-1.820	-2.42	USD	0.44
	S	Diageo	2,451.500	8/12/24	1.03	3,705.500		4,018.500	-313.000	-7.79	GBP	-0.30
		Panasonic	1,058.500	8/09/24	1.34	1,137.500		1,153.500	-16.000	-1.39	JPY	-0.55
	L	Nestlé	88.640	8/12/24	-0.40	113.180		125.800	-12.620	-10.03	CHF	-0.88
		Samsung Electronics	75,500.000	8/12/24	1.07	61,800.000		67,300.000	-5,500.000	-8.17	KRW	-1.11
		Sanofi	95.670	8/12/24	-0.60	89.930		101.020	-11.090	-10.98	EUR	-1.21
		PepsiCo	171.420	8/12/24	-0.56	169.120		167.760	1.360	0.81	USD	-1.51
		Vivendi	9.488	8/12/24	0.40	9.600		10.925	-1.325	-12.13	EUR	-1.68
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	75.500		75.180	0.320	0.43	USD	-2.49
	L	Coca-Cola	68.170	8/12/24	-0.74	60.230		63.440	-3.210	-5.06	USD	-2.50
	S	Johnson & Johnson	159.880	8/12/24	-0.46	168.310		178.640	-10.330	-5.78	USD	-2.54
	L	Procter & Gamble	166.810	8/12/24	-2.19	141.050		158.380	-17.330	-10.94	USD	-3.62
		⇓instrument	freshest		⇓ Δday	1/30/23	⇓ Δwk	5/02/22	prc diff	⇓ Δ39	Curr	∅-RS
		Bridgestone	5,582.000	8/09/24	-1.33	4,771.000		4,824.000	-53.000	-1.10	JPY	-3.79
	S	National Grid	978.400	8/12/24	-0.04	1,030.500		1,194.000	-163.500	-13.69	GBP	-3.82
	L	Fox A	38.830	8/12/24	-1.27	32.670		36.570	-3.900	-10.66	USD	-4.26
		Canon	4,525.000	8/09/24	1.64	2,868.000		2,987.500	-119.500	-4.00	JPY	-6.59
	L	Apple	217.530	8/12/24	0.71	141.110		157.960	-16.850	-10.67	USD	-6.74
	S	Orange	10.115	8/12/24	-0.25	9.587		11.262	-1.675	-14.87	EUR	-7.01
		Honda Motor	1,420.000	8/09/24	-0.14	1,031.000		1,144.000	-113.000	-9.88	JPY	-7.24
		Microsoft	406.810	8/12/24	0.19	242.580		284.470	-41.890	-14.73	USD	-7.52
	S	Ford Motor	9.860	8/12/24	-2.38	12.800		14.270	-1.470	-10.30	USD	-7.97
		Toyota	2,447.500	8/09/24	-0.14	1,889.000		2,228.000	-339.000	-15.22	JPY	-8.41
		GSK	1,572.000	8/12/24	0.42	1,410.800		1,808.010	-397.210	-21.97	GBP	-8.69
	L	Pfizer	28.450	8/12/24	-0.35	44.980		48.340	-3.360	-6.95	USD	-8.82
	L	3M	123.360	8/12/24	-0.65	122.620		145.910	-23.290	-15.96	USD	-8.97
	L	Alphabet A	162.290	8/12/24	-0.84	99.790		116.583	-16.793	-14.40	USD	-9.11
	L	HP	33.780	8/12/24	0.72	28.600		37.060	-8.460	-22.83	USD	-10.20
		Telefónica	4.032	8/12/24	0.12	3.586		4.597	-1.011	-21.99	EUR	-11.38
	S	Volkswagen	93.500	8/12/24	-0.47	125.160		147.220	-22.060	-14.98	EUR	-12.22
	S	Nissan Motor	410.200	8/09/24	-0.56	434.100		514.700	-80.600	-15.66	JPY	-13.96
	S	Intel	19.360	8/12/24	-1.78	30.270		44.960	-14.690	-32.67	USD	-14.55
	L	Philips	26.060	8/12/24	-0.91	15.842		24.925	-9.083	-36.44	EUR	-17.14
	L	Vodafone	74.440	8/12/24	0.87	91.530		121.540	-30.010	-24.69	GBP	-19.05
	L	Ericsson	71.080	8/12/24	1.14	60.670		79.240	-18.570	-23.44	SEK	-20.00
SP Global 100 - 96 out of 96 instruments rated - 1/30/23 / 5/02/22 - 58 did rise, Market-Ratio(39) = 60.42 %

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	6354	days out of 7096 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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