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Assessment - SP Global 100 in Euro - 4/10/23 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/10/23	⇓ Δwk	7/11/22	prc diff	⇓ Δ39	∅-RS
	L	S&P Global 100	3,462.514	8/12/24	0.32	2,627.526		2,623.800	3.726	0.14	1.54
		Banco Bilbao Viz	8.924	8/12/24	0.27	6.580		4.285	2.295	53.56	27.05
		E.on	12.325	8/12/24	0.78	11.715		8.112	3.603	44.42	26.70
	L	Münchener Rück	439.200	8/12/24	1.01	329.800		220.900	108.900	49.30	26.11
		Banco Santander	4.089	8/12/24	-0.24	3.524		2.560	0.964	37.66	25.29
	S	LVMH	635.100	8/12/24	-0.14	829.100		604.300	224.800	37.20	24.08
	S	Kimberly-Clark	1.733	8/12/24	-1.01	1.913		1.244	0.669	53.75	27.68
		General Electric	153.787	8/12/24	-0.16	86.962		61.508	25.454	41.38	17.70
		Siemens	157.200	8/12/24	0.01	141.120		96.800	44.320	45.79	19.17
	S	Engie	15.335	8/12/24	0.49	15.066		10.782	4.284	39.73	18.99
	L	Deutsche Telekom	24.730	8/12/24	0.49	22.600		19.222	3.378	17.57	18.32
		BP	501.460	8/12/24	1.35	606.748		454.170	152.579	33.60	16.52
		L´Oreal	376.650	8/12/24	-1.59	410.100		329.500	80.600	24.46	17.93
		Merck (MSD)	104.583	8/12/24	-0.93	103.781		93.687	10.094	10.77	11.59
		Exxon Mobil	109.670	8/12/24	0.13	105.560		85.084	20.476	24.07	11.01
		Swiss Re	105.318	8/12/24	0.10	95.414		73.739	21.675	29.39	16.35
		Axa	32.350	8/12/24	-0.77	28.700		21.440	7.260	33.86	14.51
		Microsoft	374.916	8/12/24	0.19	266.702		262.791	3.910	1.49	8.64
		Sanofi	95.670	8/12/24	-0.60	102.440		100.140	2.300	2.30	13.04
		Allianz	255.900	8/12/24		216.350		178.280	38.070	21.35	11.94
	S	Orange	10.115	8/12/24	-0.25	11.460		10.604	0.856	8.07	11.69
		UBS	25.165	8/12/24	0.44	18.967		15.707	3.260	20.76	11.91
		ING Groep	15.232	8/12/24	0.21	11.422		9.253	2.169	23.44	11.21
		Nike	68.788	8/12/24	0.40	112.352		104.427	7.925	7.59	5.44
		Prudential	724.813	8/12/24	0.41	1,285.590		1,192.697	92.893	7.79	8.39
		⇓instrument	freshest		⇓ Δday	4/10/23	⇓ Δwk	7/11/22	prc diff	⇓ Δ39	∅-RS
	L	DuPont	72.189	8/12/24	-0.25	64.337		54.533	9.804	17.98	5.09
	S	McDonald´s	248.334	8/12/24	0.58	261.532		251.634	9.897	3.93	5.36
	S	Mercedes-Benz	57.480	8/12/24	-0.57	67.820		53.580	14.240	26.58	9.48
	L	Apple	200.476	8/12/24	0.71	149.327		143.929	5.398	3.75	4.77
	L	Walmart	63.314	8/12/24	1.10	46.237		41.545	4.692	11.29	4.63
	L	AstraZeneca	14,578.390	8/12/24	0.63	13,346.413		13,171.630	174.783	1.33	7.54
	L	Bayer	25.960	8/12/24	-0.04	60.560		56.150	4.410	7.85	8.56
		Samsung Electronics	52.694	8/12/24	1.07	45.854		44.640	1.214	2.72	3.14
		TotalEnergies	61.720	8/12/24	0.60	57.500		48.920	8.580	17.54	7.95
		Carrefour	13.730	8/12/24	-0.36	18.555		16.960	1.595	9.40	7.87
		Schneider Electric	211.250	8/12/24	0.38	142.640		115.860	26.780	23.11	7.78
	L	Unilever	55.100	8/12/24	-0.36	49.070		45.375	3.695	8.14	7.73
	S	National Grid	1,116.080	8/12/24	-0.04	1,300.420		1,280.674	19.746	1.54	6.12
	L	HSBC	734.509	8/12/24	0.22	642.111		623.155	18.956	3.04	5.60
	L	Novartis	97.966	8/12/24	0.16	88.203		84.163	4.040	4.80	7.01
	L	Texas Instruments	177.002	8/12/24	-0.08	165.353		152.562	12.791	8.38	1.89
		Panasonic	7.301	8/09/24	1.34	8.342		8.244	0.098	1.19	3.20
		PepsiCo	157.981	8/12/24	-0.56	168.837		169.362	-0.525	-0.31	1.32
	L	Raytheon Tech	107.459	8/12/24	0.39	91.810		94.095	-2.285	-2.43	1.13
	S	Sony	85.007	8/09/24	0.28	80.524		82.293	-1.769	-2.15	2.70
	L	Procter & Gamble	153.732	8/12/24	-2.19	139.125		145.091	-5.966	-4.11	0.79
		Saint-Gobain	73.560	8/12/24	-0.41	49.050		41.530	7.520	18.11	5.06
	L	ABB	46.087	8/12/24	0.55	30.248		26.354	3.894	14.78	5.48
		Honda Motor	9.794	8/09/24	-0.14	8.024		7.986	0.038	0.47	1.90
		Shell	33.025	8/12/24	0.93	27.725		23.950	3.775	15.76	4.38
		⇓instrument	freshest		⇓ Δday	4/10/23	⇓ Δwk	7/11/22	prc diff	⇓ Δ39	∅-RS
	S	BASF	41.280	8/12/24	-0.22	48.410		41.265	7.145	17.31	3.66
		Marsh & McLennan	200.310	8/12/24	-1.23	154.949		154.370	0.578	0.37	-0.60
	L	Alphabet A	149.566	8/12/24	-0.84	98.095		114.924	-16.829	-14.64	-0.86
		Bridgestone	38.500	8/09/24	-1.33	35.727		36.431	-0.704	-1.93	0.25
		Telefónica	4.032	8/12/24	0.12	4.063		4.787	-0.724	-15.12	2.89
	L	Fox A	35.786	8/12/24	-1.27	31.270		32.686	-1.416	-4.33	-1.36
		Caterpillar	309.685	8/12/24	-0.66	198.632		173.883	24.750	14.23	-1.83
		JP Morgan Chase	190.025	8/12/24	0.19	117.863		112.127	5.737	5.12	-1.73
		Chevron	133.650	8/12/24	0.02	155.096		140.591	14.505	10.32	-1.66
		Repsol	12.765	8/12/24	0.67	14.060		12.910	1.150	8.91	2.41
		Standard Chartered	823.599	8/12/24	0.92	704.964		691.056	13.908	2.01	0.70
	L	Coca-Cola	62.825	8/12/24	-0.74	57.775		62.531	-4.756	-7.61	-2.42
	S	Intel	17.842	8/12/24	-1.78	29.970		36.958	-6.988	-18.91	-2.52
	L	RWE	32.360	8/12/24	1.70	40.520		36.490	4.030	11.04	1.67
	L	Nestlé	89.763	8/12/24	-0.40	115.161		116.794	-1.633	-1.40	1.78
	L	Philip Morris	106.988	8/12/24	0.07	90.842		92.624	-1.782	-1.92	-3.19
		GSK	1,793.210	8/12/24	0.42	1,737.315		2,104.119	-366.804	-17.43	-0.30
		Seven & i	11.535	8/09/24	-0.54	13.125		13.214	-0.089	-0.67	-1.77
	S	Diageo	2,796.473	8/12/24	1.03	4,202.979		4,212.820	-9.840	-0.23	-1.66
		Rio Tinto	5,637.434	8/12/24	0.56	6,040.108		5,681.845	358.262	6.31	-2.10
	S	Nissan Motor	2.829	8/09/24	-0.56	3.372		3.741	-0.369	-9.88	-3.38
	L	Philips	26.060	8/12/24	-0.91	16.948		20.765	-3.817	-18.38	-1.13
		Vivendi	9.488	8/12/24	0.40	9.290		9.392	-0.102	-1.09	-1.33
		BHP	2,388.666	8/12/24	-0.14	2,754.837		2,543.634	211.203	8.30	-2.87
		Deutsche Bank	13.308	8/12/24	0.14	9.456		7.870	1.586	20.15	-1.66
		⇓instrument	freshest		⇓ Δday	4/10/23	⇓ Δwk	7/11/22	prc diff	⇓ Δ39	∅-RS
	L	Goldman Sachs	447.437	8/12/24	-0.97	299.483		291.275	8.208	2.82	-5.79
	L	Morgan Stanley	87.404	8/12/24	0.13	77.414		75.327	2.087	2.77	-5.83
	L	Colgate-Palmolive	93.340	8/12/24	-0.77	69.249		78.189	-8.940	-11.43	-5.79
		Aviva	552.336	8/12/24	0.35	475.794		469.757	6.036	1.29	-3.33
	L	HP	31.132	8/12/24	0.72	27.408		31.196	-3.788	-12.14	-6.23
	S	Ford Motor	9.087	8/12/24	-2.38	11.723		11.217	0.506	4.51	-6.21
		IBM	174.625	8/12/24	-1.03	120.757		140.084	-19.327	-13.80	-6.64
		Citigroup	53.305	8/12/24		42.873		45.890	-3.017	-6.57	-7.27
	S	Johnson & Johnson	147.345	8/12/24	-0.46	151.437		177.191	-25.754	-14.53	-7.22
	S	Bristol-Myers	43.370	8/12/24	0.73	64.770		75.069	-10.299	-13.72	-8.13
		Barclays	251.072	8/12/24	0.85	172.956		178.314	-5.358	-3.00	-5.70
		UnibailRodaWestfield	3.394	8/12/24	0.73	2.385		2.452	-0.067	-2.72	-11.31
		Canon	31.209	8/09/24	1.64	20.143		22.945	-2.802	-12.21	-8.30
		Societe Generale	20.520	8/12/24	0.44	21.390		20.285	1.105	5.45	-7.68
		Toyota	16.881	8/09/24	-0.14	12.604		15.562	-2.957	-19.00	-11.23
	S	Volkswagen	93.500	8/12/24	-0.47	123.460		130.280	-6.820	-5.23	-8.88
	L	Ericsson	6.214	8/12/24	1.14	5.437		7.369	-1.932	-26.21	-14.38
		Aegon	5.562	8/12/24	0.22	4.063		4.122	-0.059	-1.43	-11.48
	L	Pfizer	26.220	8/12/24	-0.35	38.458		52.546	-14.088	-26.81	-15.36
	L	Vodafone	84.915	8/12/24	0.87	104.342		151.980	-47.639	-31.35	-14.62
	L	Anglo American	2,546.655	8/12/24	0.29	2,966.440		3,217.331	-250.891	-7.80	-16.55
	L	3M	113.689	8/12/24	-0.65	94.704		128.172	-33.468	-26.11	-21.55
SP Global 100 - 96 out of 96 instruments rated - 4/10/23 / 7/11/22 - 61 did rise, Market-Ratio(39) in EUR = 63.54 %

Technical Chart

	SP Global 100 RS = 39 - B/S = 55/40

1/03/22	scale up chart	7/01/24

Transactions SP Global 100 in Euro * 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
1/02/06		1/14/08	742		- cash -
short	1/14/08	7/06/09	539		Citigroup	100	50	196.657	19.959	1,937.718	1,741.061	885	97,053	371
long	7/06/09	8/01/11	756		Ford Motor	100	23,594	4.113	8.579		4.465	109	202,411	43
short	8/01/11	4/30/12	273		Carrefour	100	10,080	20.080	15.175	26.570	6.490	32	267,834	45
long	4/30/12	10/20/14	903		Apple	100	17,018	15.738	19.487		3.749	24	331,638	9
short	10/20/14	11/03/14	14		Deutsche Bank	100	15,392	21.545	22.134	20.956	-0.589	-3	322,571	-51
long	11/03/14	8/24/15	294		Apple	100	14,730	21.898	22.211		0.314	1	327,195	2
short	8/24/15	9/12/16	385		RWE	100	24,749	13.220	14.645	11.795	-1.425	-11	291,928	-10
long	9/12/16	7/02/18	658		Anglo American	100	30,015	9.726	18.582		8.857	91	557,756	43
short	7/02/18	7/15/19	378		Deutsche Bank	100	61,030	9.139	6.885	12.131	2.992	33	740,351	31
long	7/15/19	3/09/20	238		LVMH	100	1,948	380.050	338.000		-42.050	-11	658,438	-16
short	3/09/20	12/07/20	273		DuPont	100	21,479	30.654	53.960	7.348	-23.306	-76	157,850	-85
long	12/07/20	3/07/22	455		Mercedes-Benz	100	2,735	57.700	57.390		-0.310	-1	157,002	0
short	3/07/22	3/21/22	14		Vivendi	100	14,618	10.740	11.750	9.730	-1.010	-9	142,238	-92
long	3/21/22	6/13/22	84		Chevron	100	953	149.213	160.269		11.056	7	152,774	36
short	6/13/22	12/05/22	175		Philips	100	7,187	21.255	14.250	31.704	10.449	49	227,867	130
long	12/05/22	12/19/22	14		Merck (MSD)	100	2,174	104.795	102.972		-1.823	-2	223,904	-37
short	12/19/22	1/23/23	35		Credit Suisse	100	79,576	2.814	3.141	2.486	-0.327	-12	197,843	-72
long	1/23/23	10/23/23	273		Münchener Rück	100	607	325.700	372.100		46.400	14	226,008	19
short	10/23/23	12/11/23	49		Pfizer	100	7,817	28.909	26.650	31.361	2.452	8	245,172	83
long	12/11/23	8/12/24	245		Intel	100	5,915	41.445	18.049		-23.395	-56	106,789	-71
accum	1/14/08	8/12/24	6732	days out of 7474 invested (90%)							968		106,789	14

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	196.66	19.96	1,937.72	1,741.06	885.33	885.33
Ford Motor	long	7/06/09	8/01/11	756	4.11	8.58		4.47	108.56	108.56
Anglo American	long	9/12/16	7/02/18	658	9.73	18.58		8.86	91.06	91.06
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
Apple	long	4/30/12	10/20/14	903	15.74	19.49		3.75	23.82
	long	11/03/14	8/24/15	294	21.90	22.21		0.31	1.43	25.60
Münchener Rück	long	1/23/23	10/23/23	273	325.70	372.10		46.40	14.25	14.25
Pfizer	short	10/23/23	12/11/23	49	28.91	26.65	31.36	2.45	8.48	8.48
Chevron	long	3/21/22	6/13/22	84	149.21	160.27		11.06	7.41	7.41
Mercedes-Benz	long	12/07/20	3/07/22	455	57.70	57.39		-0.31	-0.54	-0.54
Merck (MSD)	long	12/05/22	12/19/22	14	104.80	102.97		-1.82	-1.74	-1.74
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	2.81	3.14	2.49	-0.33	-11.64	-11.64
Intel	long	12/11/23	8/12/24	245	41.44	18.05		-23.40	-56.45	-56.45
DuPont	short	3/09/20	12/07/20	273	30.65	53.96	7.35	-23.31	-76.03	-76.03

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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