Share-o-matic - Portfolio

Tue, Jul 14th, 2026, 9:02UTC

Assessment - SP Global 100 in Dollar - 5/29/23 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/29/23	Δwk	8/29/22	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	2,962.270		2,716.030	246.240	9.07	9.62
		General Electric	166.870	8/12/24	-0.16	102.740		76.050	26.690	35.10	30.46
		Caterpillar	336.030	8/12/24	-0.66	211.800		191.780	20.020	10.44	0.53
		UnibailRodaWestfield	3.630	8/12/24	0.73	2.328		2.558	-0.229	-8.97	-13.10
		JP Morgan Chase	206.190	8/12/24	0.19	136.940		114.390	22.550	19.71	8.49
		IBM	189.480	8/12/24	-1.03	128.890		130.310	-1.420	-1.09	-3.69
	L	Goldman Sachs	485.500	8/12/24	-0.97	332.010		333.920	-1.910	-0.57	-0.36
	L	Philips	27.925	8/12/24	-0.91	19.535		16.831	2.704	16.07	12.90
	L	Walmart	68.700	8/12/24	1.10	48.807		44.293	4.513	10.19	5.82
		Barclays	272.130	8/12/24	0.85	194.509		190.053	4.456	2.34	1.49
		Banco Bilbao Viz	9.563	8/12/24	0.27	6.858		4.441	2.417	54.43	22.61
		UBS	27.501	8/12/24	0.44	19.826		15.970	3.856	24.15	10.55
		Deutsche Bank	14.261	8/12/24	0.14	10.384		8.256	2.128	25.77	4.15
		Saint-Gobain	78.825	8/12/24	-0.41	57.469		40.629	16.840	41.45	18.62
	L	ABB	50.366	8/12/24	0.55	37.296		28.335	8.960	31.62	22.35
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	76.210		79.590	-3.380	-4.25	-0.42
		Aegon	5.960	8/12/24	0.22	4.534		4.493	0.041	0.92	-3.03
	L	Münchener Rück	470.638	8/12/24	1.01	358.229		234.798	123.431	52.57	25.35
	L	Alphabet A	162.290	8/12/24	-0.84	124.610		109.420	15.190	13.88	21.98
		Banco Santander	4.382	8/12/24	-0.24	3.367		2.411	0.957	39.69	13.07
		Citigroup	57.840	8/12/24		44.600		49.370	-4.770	-9.66	-6.53
		Canon	32.249	8/09/24	1.64	25.001		24.410	0.591	2.42	9.67
		Schneider Electric	226.371	8/12/24	0.38	175.846		122.448	53.398	43.61	25.18
	L	Philip Morris	116.090	8/12/24	0.07	90.840		96.240	-5.400	-5.61	-6.36
		ING Groep	16.322	8/12/24	0.21	12.820		8.724	4.097	46.96	16.43
		⇓instrument	freshest		⇓ Δday	5/29/23	Δwk	8/29/22	prc diff	⇓ Δ39	⇓∅-RS
	L	3M	123.360	8/12/24	-0.65	96.940		126.440	-29.500	-23.33	-19.10
		Toyota	17.443	8/09/24	-0.14	13.744		15.067	-1.323	-8.78	-4.65
		Marsh & McLennan	217.350	8/12/24	-1.23	173.230		164.350	8.880	5.40	5.51
	L	Raytheon Tech	116.600	8/12/24	0.39	93.260		92.120	1.140	1.24	-1.58
	L	Ericsson	6.571	8/12/24	1.14	5.270		7.199	-1.929	-26.79	-16.11
	L	Apple	217.530	8/12/24	0.71	175.430		161.380	14.050	8.71	16.94
	L	Fox A	38.830	8/12/24	-1.27	31.400		34.320	-2.920	-8.51	-3.58
		Allianz	274.217	8/12/24		222.621		169.708	52.913	31.18	10.06
		Microsoft	406.810	8/12/24	0.19	332.890		265.230	67.660	25.51	28.81
		Aviva	598.661	8/12/24	0.35	496.164		493.012	3.151	0.64	-2.82
		Shell	35.389	8/12/24	0.93	29.420		27.957	1.463	5.23	5.23
		Axa	34.666	8/12/24	-0.77	29.201		23.335	5.866	25.14	9.82
	L	Deutsche Telekom	26.500	8/12/24	0.49	22.562		18.804	3.758	19.99	9.97
	L	DuPont	78.330	8/12/24	-0.25	67.600		57.940	9.660	16.67	5.97
	L	Unilever	59.044	8/12/24	-0.36	51.350		46.223	5.127	11.09	5.81
	L	Procter & Gamble	166.810	8/12/24	-2.19	145.400		141.690	3.710	2.62	1.43
		Swiss Re	115.096	8/12/24	0.10	101.086		76.194	24.891	32.67	16.21
		Exxon Mobil	119.000	8/12/24	0.13	104.970		100.120	4.850	4.84	2.51
	L	Coca-Cola	68.170	8/12/24	-0.74	60.260		62.730	-2.470	-3.94	-2.03
	L	Morgan Stanley	94.840	8/12/24	0.13	83.900		85.350	-1.450	-1.70	-2.38
		GSK	1,943.607	8/12/24	0.42	1,721.304		1,635.323	85.980	5.26	-2.61
		Vivendi	10.167	8/12/24	0.40	9.081		9.035	0.045	0.50	-5.64
		Standard Chartered	892.674	8/12/24	0.92	802.912		691.272	111.640	16.15	8.39
		TotalEnergies	66.138	8/12/24	0.60	59.719		54.492	5.227	9.59	4.99
	S	Engie	16.433	8/12/24	0.49	14.914		12.221	2.694	22.04	9.41
		⇓instrument	freshest		⇓ Δday	5/29/23	Δwk	8/29/22	prc diff	⇓ Δ39	⇓∅-RS
		E.on	13.207	8/12/24	0.78	12.002		8.595	3.407	39.64	22.46
	L	Texas Instruments	192.060	8/12/24	-0.08	176.290		167.940	8.350	4.97	4.35
	L	Novartis	107.062	8/12/24	0.16	98.396		82.609	15.787	19.11	13.08
	L	AstraZeneca	15,801.077	8/12/24	0.63	14,569.631		13,323.641	1,245.990	9.35	11.31
	L	HP	33.780	8/12/24	0.72	31.190		31.530	-0.340	-1.08	5.24
		Samsung Electronics	57.087	8/12/24	1.07	53.156		43.575	9.581	21.99	16.05
		Honda Motor	10.120	8/09/24	-0.14	9.562		8.817	0.745	8.45	16.05
	L	HSBC	796.112	8/12/24	0.22	755.188		613.188	142.000	23.16	17.54
	S	Johnson & Johnson	159.880	8/12/24	-0.46	154.350		163.000	-8.650	-5.31	-7.98
		Merck (MSD)	113.480	8/12/24	-0.93	111.070		87.590	23.480	26.81	10.84
		Telefónica	4.321	8/12/24	0.12	4.257		4.149	0.108	2.61	5.39
		Siemens	168.452	8/12/24	0.01	167.166		102.394	64.773	63.26	31.63
		Rio Tinto	6,110.244	8/12/24	0.56	6,089.226		5,838.766	250.460	4.29	-3.66
		Repsol	13.679	8/12/24	0.67	14.107		13.653	0.454	3.33	-1.30
		Bridgestone	39.782	8/09/24	-1.33	41.072		38.785	2.287	5.90	9.47
		Sanofi	102.518	8/12/24	-0.60	106.033		81.548	24.484	30.02	12.36
	L	Anglo American	2,760.243	8/12/24	0.29	2,866.572		3,426.464	-559.892	-16.34	-18.41
	S	Kimberly-Clark	1.945	8/12/24	-1.01	2.060		1.412	0.648	45.86	25.45
	S	McDonald´s	269.460	8/12/24	0.58	286.040		255.660	30.380	11.88	8.27
		Chevron	145.020	8/12/24	0.02	154.080		164.630	-10.550	-6.41	-5.98
	L	Vodafone	92.037	8/12/24	0.87	98.256		134.925	-36.669	-27.18	-19.51
		PepsiCo	171.420	8/12/24	-0.56	183.580		174.490	9.090	5.21	4.43
	S	Sony	87.838	8/09/24	0.28	94.608		81.426	13.183	16.19	15.41
		L´Oreal	403.611	8/12/24	-1.59	437.365		347.440	89.926	25.88	17.20
		BP	543.517	8/12/24	1.35	589.635		536.744	52.890	9.85	5.54
		⇓instrument	freshest		⇓ Δday	5/29/23	Δwk	8/29/22	prc diff	⇓ Δ39	⇓∅-RS
		BHP	2,589.003	8/12/24	-0.14	2,827.626		2,939.314	-111.688	-3.80	-2.36
	S	National Grid	1,209.685	8/12/24	-0.04	1,347.048		1,333.654	13.394	1.00	6.59
	S	Orange	10.839	8/12/24	-0.25	12.195		10.217	1.977	19.35	13.83
	S	BASF	44.235	8/12/24	-0.22	50.048		42.312	7.736	18.28	3.27
		Societe Generale	21.989	8/12/24	0.44	25.396		21.807	3.589	16.46	5.76
	L	RWE	34.676	8/12/24	1.70	41.792		40.158	1.633	4.07	0.26
		Seven & i	11.920	8/09/24	-0.54	14.610		13.507	1.103	8.16	4.71
	S	Ford Motor	9.860	8/12/24	-2.38	12.090		15.570	-3.480	-22.35	-5.24
	S	Mercedes-Benz	61.594	8/12/24	-0.57	76.254		56.276	19.978	35.50	16.90
	L	Nestlé	98.097	8/12/24	-0.40	124.016		119.270	4.746	3.98	5.23
	S	Nissan Motor	2.923	8/09/24	-0.56	3.741		3.833	-0.092	-2.40	3.87
	S	Volkswagen	100.193	8/12/24	-0.47	128.847		142.842	-13.996	-9.80	-6.79
		Carrefour	14.713	8/12/24	-0.36	19.026		16.944	2.082	12.29	7.38
	L	Pfizer	28.450	8/12/24	-0.35	37.600		46.230	-8.630	-18.67	-17.71
	S	LVMH	680.560	8/12/24	-0.14	900.127		664.027	236.100	35.56	23.15
	S	Bristol-Myers	47.060	8/12/24	0.73	63.820		66.750	-2.930	-4.39	-11.87
		Panasonic	7.544	8/09/24	1.34	10.352		8.002	2.350	29.36	21.82
	S	Diageo	3,031.012	8/12/24	1.03	4,324.896		4,485.180	-160.285	-3.57	-1.85
		Nike	74.640	8/12/24	0.40	107.510		107.880	-0.370	-0.34	-3.11
	S	Intel	19.360	8/12/24	-1.78	29.000		32.940	-3.940	-11.96	-5.37
		Prudential	785.603	8/12/24	0.41	1,390.940		1,072.785	318.155	29.66	11.01
	L	Bayer	27.818	8/12/24	-0.04	58.240		51.157	7.084	13.85	1.29
SP Global 100 - 96 out of 96 instruments rated - 5/29/23 / 8/29/22 - 70 did rise, Market-Ratio(39) in USD = 72.92 %

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 Dollar * 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	34	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	5.750	12.350		6.600	115	221,290	45
short	8/01/11	4/30/12	273		Carrefour	100	7,655	28.907	20.110	41.553	12.646	44	318,093	62
long	4/30/12	10/20/14	903		Apple	100	15,251	20.856	24.940		4.084	20	380,374	7
short	10/20/14	11/03/14	14		Deutsche Bank	100	13,794	27.573	27.646	27.501	-0.072	0	379,378	-7
long	11/03/14	8/24/15	294		Apple	100	13,871	27.350	25.788		-1.563	-6	357,704	-7
short	8/24/15	9/12/16	385		RWE	100	23,305	15.348	16.458	14.239	-1.110	-7	331,845	-7
long	9/12/16	7/02/18	658		Anglo American	100	30,361	10.930	21.635		10.705	98	656,864	46
short	7/02/18	7/15/19	378		Deutsche Bank	100	61,733	10.640	7.754	14.601	3.960	37	901,348	36
long	7/15/19	3/09/20	238		LVMH	100	2,105	428.031	387.571		-40.460	-9	816,179	-14
short	3/09/20	12/07/20	273		DuPont	100	23,219	35.150	65.430	4.870	-30.280	-86	113,108	-93
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,616	69.965	62.428		-7.537	-11	100,928	-9
short	3/07/22	3/21/22	14		Vivendi	100	8,639	11.683	12.965	10.401	-1.282	-11	89,852	-95
long	3/21/22	6/13/22	84		Chevron	100	545	164.640	167.330		2.690	2	91,318	7
short	6/13/22	12/05/22	175		Philips	100	4,115	22.191	14.959	32.921	10.729	48	135,469	128
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,231	110.010	109.440		-0.570	-1	134,767	-13
short	12/19/22	1/23/23	35		Credit Suisse	100	45,066	2.990	3.413	2.568	-0.423	-14	115,712	-80
long	1/23/23	10/23/23	273		Münchener Rück	100	326	353.906	396.949		43.043	12	129,744	17
short	10/23/23	12/11/23	49		Pfizer	100	4,207	30.840	28.640	33.209	2.369	8	139,711	74
long	12/11/23	8/12/24	245		Intel	100	3,136	44.540	19.360		-25.180	-57	60,746	-71
accum	1/14/08	8/12/24	6756	days out of 7498 invested (90%)							507		60,746	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	10.93	21.64		10.71	97.94	97.94
Philips	short	6/13/22	12/05/22	175	22.19	14.96	32.92	10.73	48.35	48.35
Carrefour	short	8/01/11	4/30/12	273	28.91	20.11	41.55	12.65	43.75	43.75
Deutsche Bank	short	10/20/14	11/03/14	14	27.57	27.65	27.50	-0.07	-0.26
	short	7/02/18	7/15/19	378	10.64	7.75	14.60	3.96	37.22	36.86
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
Münchener Rück	long	1/23/23	10/23/23	273	353.91	396.95		43.04	12.16	12.16
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
RWE	short	8/24/15	9/12/16	385	15.35	16.46	14.24	-1.11	-7.23	-7.23
LVMH	long	7/15/19	3/09/20	238	428.03	387.57		-40.46	-9.45	-9.45
Mercedes-Benz	long	12/07/20	3/07/22	455	69.96	62.43		-7.54	-10.77	-10.77
Vivendi	short	3/07/22	3/21/22	14	11.68	12.96	10.40	-1.28	-10.97	-10.97
Credit Suisse	short	12/19/22	1/23/23	35	2.99	3.41	2.57	-0.42	-14.14	-14.14
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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