Share-o-matic - Portfolio

Fri, Aug 7th, 2026, 5:51UTC

Assessment - SP Global 100 in Pound sterling - 9/04/23 - RS = 39

historical assessment - show freshest

		instrument	freshest		⇓ Δday	9/04/23	⇓ Δwk	12/05/22	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	2,974.011	8/12/24	0.32	2,466.262		2,223.366	242.896	10.92	7.51
	L	3M	97.649	8/12/24	-0.65	84.659		102.278	-17.619	-17.23	-6.74
	L	ABB	40.752	8/12/24	0.55	29.837		25.692	4.145	16.13	9.74
		Aegon	4.754	8/12/24	0.22	4.006		4.027	-0.022	-0.54	1.10
		Allianz	218.705	8/12/24		190.843		174.882	15.961	9.13	7.62
	L	Alphabet A	128.465	8/12/24	-0.84	107.385		81.639	25.747	31.54	24.54
	L	Anglo American	2,232.500	8/12/24	0.29	2,135.000		3,337.000	-1,202.000	-36.02	-20.53
	L	Apple	172.192	8/12/24	0.71	149.972		120.333	29.640	24.63	15.28
	L	AstraZeneca	12,780.000	8/12/24	0.63	10,690.000		11,260.000	-570.000	-5.06	-2.71
		Aviva	484.200	8/12/24	0.35	372.800		443.400	-70.600	-15.92	-10.79
		Axa	27.648	8/12/24	-0.77	23.695		23.527	0.168	0.71	1.33
		Banco Bilbao Viz	7.627	8/12/24	0.27	6.229		4.785	1.444	30.18	17.61
		Banco Santander	3.495	8/12/24	-0.24	3.004		2.420	0.584	24.12	12.34
		Barclays	220.100	8/12/24	0.85	150.800		156.280	-5.480	-3.51	-3.97
	S	BASF	35.280	8/12/24	-0.22	39.840		41.326	-1.486	-3.60	-2.49
	L	Bayer	22.187	8/12/24	-0.04	43.279		45.737	-2.457	-5.37	-7.09
		BHP	2,094.000	8/12/24	-0.14	2,342.500		2,582.000	-239.500	-9.28	-2.92
		BP	439.600	8/12/24	1.35	501.700		483.500	18.200	3.76	3.67
		Bridgestone	30.174	8/09/24	-1.33	30.774		30.243	0.531	1.76	-1.64
	S	Bristol-Myers	37.252	8/12/24	0.73	49.094		66.227	-17.133	-25.87	-13.50
		Canon	24.461	8/09/24	1.64	19.450		18.376	1.073	5.84	2.19
		Carrefour	11.734	8/12/24	-0.36	14.644		14.318	0.326	2.28	-1.16
		Caterpillar	265.994	8/12/24	-0.66	226.589		190.860	35.729	18.72	21.27
		Chevron	114.795	8/12/24	0.02	130.056		144.895	-14.839	-10.24	-3.77
		Citigroup	45.785	8/12/24		32.922		37.455	-4.533	-12.10	-14.04
		instrument	freshest		⇓ Δday	9/04/23	⇓ Δwk	12/05/22	prc diff	⇓ Δ39	⇓∅-RS
	L	Coca-Cola	53.962	8/12/24	-0.74	46.948		52.087	-5.138	-9.87	-6.26
	L	Colgate-Palmolive	80.171	8/12/24	-0.77	57.999		63.289	-5.290	-8.36	-6.77
		Deutsche Bank	11.374	8/12/24	0.14	8.596		8.744	-0.148	-1.69	-0.07
	L	Deutsche Telekom	21.135	8/12/24	0.49	16.799		16.818	-0.019	-0.11	-3.14
	S	Diageo	2,451.500	8/12/24	1.03	3,182.000		3,821.500	-639.500	-16.73	-10.74
	L	DuPont	62.004	8/12/24	-0.25	61.719		57.790	3.929	6.80	11.03
		E.on	10.534	8/12/24	0.78	9.649		7.974	1.675	21.01	9.81
	S	Engie	13.106	8/12/24	0.49	12.610		12.438	0.171	1.38	4.63
	L	Ericsson	5.110	8/12/24	1.14	4.082		5.332	-1.250	-23.44	-12.14
		Exxon Mobil	94.198	8/12/24	0.13	89.860		87.687	2.173	2.48	2.34
	S	Ford Motor	7.805	8/12/24	-2.38	9.610		10.980	-1.371	-12.48	-8.52
	L	Fox A	30.737	8/12/24	-1.27	24.523		26.269	-1.746	-6.65	-7.97
		General Electric	132.090	8/12/24	-0.16	90.430		69.477	20.953	30.16	24.17
	L	Goldman Sachs	384.311	8/12/24	-0.97	259.162		304.906	-45.744	-15.00	-6.75
		GSK	1,572.000	8/12/24	0.42	1,373.600		1,422.200	-48.600	-3.42	-2.12
	L	HP	26.739	8/12/24	0.72	24.040		23.971	0.069	0.29	0.37
		Honda Motor	7.676	8/09/24	-0.14	8.710		6.494	2.216	34.13	22.36
	L	HSBC	643.900	8/12/24	0.22	585.800		500.000	85.800	17.16	5.33
		ING Groep	13.018	8/12/24	0.21	11.085		9.783	1.302	13.31	11.03
	S	Intel	15.325	8/12/24	-1.78	28.980		23.938	5.041	21.06	17.98
		IBM	149.988	8/12/24	-1.03	117.106		120.973	-3.867	-3.20	6.27
	S	Johnson & Johnson	126.557	8/12/24	-0.46	127.032		146.717	-19.684	-13.42	-6.39
		JP Morgan Chase	163.215	8/12/24	0.19	116.219		107.809	8.410	7.80	5.09
	S	Kimberly-Clark	1.573	8/12/24	-1.01	1.762		1.391	0.371	26.64	13.67
		L´Oreal	321.904	8/12/24	-1.59	346.774		307.380	39.395	12.82	5.70
		instrument	freshest		⇓ Δday	9/04/23	⇓ Δwk	12/05/22	prc diff	⇓ Δ39	⇓∅-RS
	S	LVMH	542.788	8/12/24	-0.14	660.303		615.535	44.768	7.27	-0.43
		Marsh & McLennan	172.049	8/12/24	-1.23	154.967		140.882	14.085	10.00	10.00
	S	McDonald´s	213.298	8/12/24	0.58	222.386		222.881	-0.496	-0.22	-1.45
	S	Mercedes-Benz	49.125	8/12/24	-0.57	56.834		55.359	1.475	2.66	-1.34
		Merck (MSD)	89.828	8/12/24	-0.93	86.947		90.280	-3.333	-3.69	-0.21
		Microsoft	322.022	8/12/24	0.19	260.160		205.328	54.832	26.70	15.60
	L	Morgan Stanley	75.073	8/12/24	0.13	67.878		73.703	-5.825	-7.90	-5.45
	L	Münchener Rück	375.362	8/12/24	1.01	303.572		261.462	42.109	16.11	12.96
	S	National Grid	978.400	8/12/24	-0.04	978.200		1,026.000	-47.800	-4.66	-5.03
	L	Nestlé	79.373	8/12/24	-0.40	94.059		96.932	-2.873	-2.96	-3.31
		Nike	59.083	8/12/24	0.40	81.026		89.960	-8.934	-9.93	-10.68
	S	Nissan Motor	2.217	8/09/24	-0.56	3.460		2.773	0.687	24.78	15.71
	L	Novartis	86.626	8/12/24	0.16	79.722		74.724	4.999	6.69	6.47
	S	Orange	8.645	8/12/24	-0.25	8.875		8.075	0.800	9.91	-0.47
		Panasonic	5.722	8/09/24	1.34	9.395		7.459	1.936	25.96	23.69
		PepsiCo	135.692	8/12/24	-0.56	138.779		150.278	-11.499	-7.65	-6.04
	L	Pfizer	22.520	8/12/24	-0.35	28.323		41.632	-13.309	-31.97	-17.64
	L	Philip Morris	91.894	8/12/24	0.07	75.738		84.921	-9.183	-10.81	-4.24
	L	Philips	22.272	8/12/24	-0.91	17.465		12.276	5.189	42.26	22.19
	L	Procter & Gamble	132.043	8/12/24	-2.19	122.307		122.351	-0.045	-0.04	2.44
		Prudential	635.400	8/12/24	0.41	969.600		1,085.500	-115.900	-10.68	-8.90
	L	Raytheon Tech	92.298	8/12/24	0.39	68.297		82.623	-14.326	-17.34	-12.10
		Repsol	10.910	8/12/24	0.67	12.521		12.591	-0.070	-0.56	4.30
		Rio Tinto	4,942.000	8/12/24	0.56	5,000.000		5,671.000	-671.000	-11.83	-4.62
	L	RWE	27.656	8/12/24	1.70	31.733		35.872	-4.139	-11.54	-8.80
		instrument	freshest		⇓ Δday	9/04/23	⇓ Δwk	12/05/22	prc diff	⇓ Δ39	⇓∅-RS
		Saint-Gobain	62.868	8/12/24	-0.41	49.877		39.508	10.369	26.25	15.44
		Samsung Electronics	45.383	8/12/24	1.07	42.799		37.974	4.825	12.71	9.48
		Sanofi	81.764	8/12/24	-0.60	83.781		74.036	9.745	13.16	5.50
		Schneider Electric	180.545	8/12/24	0.38	134.402		120.178	14.224	11.84	6.43
		Seven & i	9.041	8/09/24	-0.54	10.743		10.832	-0.089	-0.82	-7.53
		Shell	28.225	8/12/24	0.93	24.776		23.743	1.034	4.35	3.94
		Siemens	134.351	8/12/24	0.01	118.061		116.680	1.381	1.18	1.03
		Societe Generale	17.537	8/12/24	0.44	22.080		19.922	2.158	10.83	7.66
	S	Sony	66.625	8/09/24	0.28	67.652		66.930	0.722	1.08	-1.53
		Standard Chartered	722.000	8/12/24	0.92	709.400		592.200	117.200	19.79	10.37
		Swiss Re	93.127	8/12/24	0.10	76.185		74.427	1.758	2.36	-1.07
		Telefónica	3.446	8/12/24	0.12	3.208		3.045	0.162	5.32	-0.31
	L	Texas Instruments	152.030	8/12/24	-0.08	134.434		145.576	-11.142	-7.65	-4.72
		TotalEnergies	52.749	8/12/24	0.60	50.185		50.621	-0.436	-0.86	3.80
		Toyota	13.230	8/09/24	-0.14	14.041		11.716	2.325	19.84	18.54
		UBS	22.252	8/12/24	0.44	21.231		15.319	5.912	38.59	34.36
		UnibailRodaWestfield	2.839	8/12/24	0.73	2.077		2.180	-0.103	-4.74	-3.82
	L	Unilever	47.091	8/12/24	-0.36	40.241		41.748	-1.507	-3.61	-2.16
		Vivendi	8.109	8/12/24	0.40	7.189		7.671	-0.481	-6.28	-6.34
	L	Vodafone	74.440	8/12/24	0.87	72.450		91.020	-18.570	-20.40	-17.68
	S	Volkswagen	79.910	8/12/24	-0.47	92.559		121.332	-28.774	-23.71	-16.36
	L	Walmart	54.381	8/12/24	1.10	42.632		41.484	1.148	2.77	6.32
SP Global 100 - 96 out of 96 instruments rated - 9/04/23 / 12/05/22 - 49 did rise, Market-Ratio(39) in GBP = 51.04 %

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 Pound sterling * 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	67	148.515	17.082	1,291.194	1,142.679	769	86,559	333
long	7/06/09	8/01/11	756		Ford Motor	100	24,586	3.521	7.518		3.998	114	184,851	44
short	8/01/11	4/30/12	273		Carrefour	100	10,504	17.598	12.366	25.044	7.446	42	263,059	60
long	4/30/12	10/20/14	903		Apple	100	20,511	12.825	15.430		2.605	20	316,491	8
short	10/20/14	11/03/14	14		Deutsche Bank	100	18,552	17.059	17.302	16.817	-0.243	-1	311,985	-31
long	11/03/14	8/24/15	294		Apple	100	18,226	17.117	16.345		-0.772	-5	297,917	-6
short	8/24/15	9/12/16	385		RWE	100	30,622	9.729	12.340	7.117	-2.611	-27	217,953	-26
long	9/12/16	7/02/18	658		Anglo American	100	26,595	8.195	16.440		8.245	101	437,229	47
short	7/02/18	7/15/19	378		Deutsche Bank	100	54,076	8.085	6.195	10.552	2.467	31	570,637	29
long	7/15/19	3/09/20	238		LVMH	100	1,668	341.969	295.304		-46.665	-14	492,799	-20
short	3/09/20	12/07/20	273		DuPont	100	18,400	26.782	49.066	4.498	-22.284	-83	82,774	-91
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1,577	52.467	47.582		-4.885	-9	75,071	-8
short	3/07/22	3/21/22	14		Vivendi	100	8,430	8.905	9.835	7.974	-0.930	-10	67,229	-94
long	3/21/22	6/13/22	84		Chevron	100	538	124.891	137.416		12.525	10	73,967	51
short	6/13/22	12/05/22	175		Philips	100	4,058	18.224	12.276	27.054	8.830	48	109,799	128
long	12/05/22	12/19/22	14		Merck (MSD)	100	1,216	90.280	89.827		-0.453	-1	109,248	-12
short	12/19/22	1/23/23	35		Credit Suisse	100	44,509	2.454	2.758	2.151	-0.304	-12	95,717	-75
long	1/23/23	10/23/23	273		Münchener Rück	100	334	286.017	324.371		38.354	13	108,527	18
short	10/23/23	12/11/23	49		Pfizer	100	4,306	25.201	22.831	27.817	2.616	10	119,792	109
long	12/11/23	8/12/24	245		Intel	100	3,373	35.506	15.314		-20.192	-57	51,684	-71
accum	1/14/08	8/12/24	6780	days out of 7522 invested (90%)							417		51,684	9

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	148.52	17.08	1,291.19	1,142.68	769.40	769.40
Ford Motor	long	7/06/09	8/01/11	756	3.52	7.52		4.00	113.56	113.56
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	18.22	12.28	27.05	8.83	48.45	48.45
Carrefour	short	8/01/11	4/30/12	273	17.60	12.37	25.04	7.45	42.31	42.31
Deutsche Bank	short	10/20/14	11/03/14	14	17.06	17.30	16.82	-0.24	-1.42
	short	7/02/18	7/15/19	378	8.09	6.20	10.55	2.47	30.51	28.65
Apple	long	4/30/12	10/20/14	903	12.83	15.43		2.61	20.31
	long	11/03/14	8/24/15	294	17.12	16.35		-0.77	-4.51	14.89
Münchener Rück	long	1/23/23	10/23/23	273	286.02	324.37		38.35	13.41	13.41
Pfizer	short	10/23/23	12/11/23	49	25.20	22.83	27.82	2.62	10.38	10.38
Chevron	long	3/21/22	6/13/22	84	124.89	137.42		12.52	10.03	10.03
Merck (MSD)	long	12/05/22	12/19/22	14	90.28	89.83		-0.45	-0.50	-0.50
Mercedes-Benz	long	12/07/20	3/07/22	455	52.47	47.58		-4.88	-9.31	-9.31
Vivendi	short	3/07/22	3/21/22	14	8.90	9.83	7.97	-0.93	-10.45	-10.45
Credit Suisse	short	12/19/22	1/23/23	35	2.45	2.76	2.15	-0.30	-12.39	-12.39
LVMH	long	7/15/19	3/09/20	238	341.97	295.30		-46.67	-13.65	-13.65
RWE	short	8/24/15	9/12/16	385	9.73	12.34	7.12	-2.61	-26.84	-26.84
Intel	long	12/11/23	8/12/24	245	35.51	15.31		-20.19	-56.87	-56.87
DuPont	short	3/09/20	12/07/20	273	26.78	49.07	4.50	-22.28	-83.21	-83.21

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


	is taking down something concerning