Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Japanese yen - 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	550,166.758	8/12/24	0.32	456,237.455		370,228.899	86,008.556	23.23	18.19
		Panasonic	1,058.500	8/09/24	1.34	1,738.000		1,242.000	496.000	39.94	36.43
		Honda Motor	1,420.000	8/09/24	-0.14	1,611.330		1,081.330	530.000	49.01	34.74
		UBS	4,116.446	8/12/24	0.44	3,927.603		2,550.914	1,376.689	53.97	47.69
		Toyota	2,447.500	8/09/24	-0.14	2,597.500		1,951.000	646.500	33.14	30.30
		General Electric	24,435.618	8/12/24	-0.16	16,728.741		11,569.055	5,159.686	44.60	36.99
	L	Alphabet A	23,764.945	8/12/24	-0.84	19,865.380		13,594.255	6,271.125	46.13	37.21
	S	Nissan Motor	410.200	8/09/24	-0.56	640.000		461.700	178.300	38.62	27.24
		Caterpillar	49,206.572	8/12/24	-0.66	41,917.035		31,781.422	10,135.613	31.89	33.32
	L	Philips	4,120.164	8/12/24	-0.91	3,230.835		2,044.205	1,186.630	58.05	34.60
	S	Intel	2,834.983	8/12/24	-1.78	5,360.987		3,986.172	1,374.815	34.49	29.78
		Microsoft	59,571.245	8/12/24	0.19	48,127.346		34,190.617	13,936.729	40.76	27.43
		Banco Bilbao Viz	1,410.911	8/12/24	0.27	1,152.255		796.738	355.517	44.62	29.48
	L	Apple	31,854.018	8/12/24	0.71	27,743.586		20,037.451	7,706.135	38.46	26.96
		Saint-Gobain	11,630.057	8/12/24	-0.41	9,226.891		6,578.755	2,648.137	40.25	27.11
	L	DuPont	11,470.258	8/12/24	-0.25	11,417.541		9,623.114	1,794.427	18.65	21.95
	L	Münchener Rück	69,438.838	8/12/24	1.01	56,158.186		43,537.986	12,620.200	28.99	24.27
		Banco Santander	646.483	8/12/24	-0.24	555.732		403.031	152.701	37.89	23.59
		Marsh & McLennan	31,827.660	8/12/24	-1.23	28,667.591		23,459.245	5,208.346	22.20	20.90
		Samsung Electronics	8,395.538	8/12/24	1.07	7,917.381		6,323.257	1,594.124	25.21	20.41
		ING Groep	2,408.225	8/12/24	0.21	2,050.596		1,629.052	421.544	25.88	22.14
		Canon	4,525.000	8/09/24	1.64	3,598.000		3,060.000	538.000	17.58	12.36
		E.on	1,948.619	8/12/24	0.78	1,784.983		1,327.801	457.182	34.43	20.90
	L	Walmart	10,060.088	8/12/24	1.10	7,886.509		6,907.816	978.692	14.17	16.81
		Standard Chartered	133,563.869	8/12/24	0.92	131,232.976		98,611.554	32,621.423	33.08	21.34
		⇓instrument	freshest		⇓ Δday	9/04/23	⇓ Δwk	12/05/22	prc diff	⇓ Δ39	∅-RS
		IBM	27,746.515	8/12/24	-1.03	21,663.602		20,144.040	1,519.562	7.54	16.58
		Societe Generale	3,244.274	8/12/24	0.44	4,084.591		3,317.351	767.240	23.13	18.18
		Allianz	40,458.558	8/12/24		35,304.400		29,120.959	6,183.441	21.23	18.26
	S	Kimberly-Clark	291.061	8/12/24	-1.01	325.930		231.664	94.266	40.69	25.28
		JP Morgan Chase	30,193.444	8/12/24	0.19	21,499.595		17,952.124	3,547.471	19.76	15.53
	L	ABB	7,538.811	8/12/24	0.55	5,519.516		4,278.110	1,241.406	29.02	20.82
		Schneider Electric	33,399.259	8/12/24	0.38	24,863.278		20,011.694	4,851.584	24.24	17.14
	S	Sony	12,325.000	8/09/24	0.28	12,515.000		11,145.000	1,370.000	12.29	8.19
		Bridgestone	5,582.000	8/09/24	-1.33	5,693.000		5,036.000	657.000	13.05	8.04
		L´Oreal	59,549.495	8/12/24	-1.59	64,150.292		51,184.030	12,966.262	25.33	16.26
		Sanofi	15,125.714	8/12/24	-0.60	15,498.837		12,328.351	3,170.486	25.72	15.99
	S	Engie	2,424.510	8/12/24	0.49	2,332.652		2,071.174	261.477	12.62	15.05
	L	Procter & Gamble	24,426.832	8/12/24	-2.19	22,625.681		20,373.617	2,252.063	11.05	12.45
		Repsol	2,018.185	8/12/24	0.67	2,316.209		2,096.566	219.643	10.48	14.37
		Exxon Mobil	17,425.772	8/12/24	0.13	16,623.308		14,601.389	2,021.919	13.85	12.23
		Shell	5,221.352	8/12/24	0.93	4,583.406		3,953.565	629.841	15.93	14.13
		TotalEnergies	9,758.117	8/12/24	0.60	9,283.808		8,429.298	854.510	10.14	13.86
	L	Novartis	16,025.150	8/12/24	0.16	14,747.975		12,442.774	2,305.201	18.53	17.11
	L	HSBC	119,116.033	8/12/24	0.22	108,368.026		83,258.657	25,109.369	30.16	15.88
	L	HP	4,946.576	8/12/24	0.72	4,447.233		3,991.638	455.594	11.41	10.30
		Merck (MSD)	16,617.450	8/12/24	-0.93	16,084.427		15,033.212	1,051.214	6.99	9.54
		BP	81,322.267	8/12/24	1.35	92,810.240		80,511.121	12,299.119	15.28	13.75
		Axa	5,114.632	8/12/24	-0.77	4,383.406		3,917.701	465.704	11.89	11.23
		UnibailRodaWestfield	525.228	8/12/24	0.73	384.221		363.054	21.167	5.83	5.39
		Aegon	879.369	8/12/24	0.22	741.029		670.643	70.386	10.50	10.98
		⇓instrument	freshest		⇓ Δday	9/04/23	⇓ Δwk	12/05/22	prc diff	⇓ Δ39	∅-RS
		Siemens	24,853.792	8/12/24	0.01	21,840.348		19,429.274	2,411.074	12.41	11.17
	S	McDonald´s	39,458.390	8/12/24	0.58	41,139.465		37,113.628	4,025.837	10.85	8.26
		Deutsche Bank	2,104.035	8/12/24	0.14	1,590.200		1,456.048	134.152	9.21	9.60
		Telefónica	637.471	8/12/24	0.12	593.361		507.106	86.254	17.01	9.43
	S	LVMH	100,411.215	8/12/24	-0.14	122,150.378		102,497.169	19,653.209	19.17	9.53
	S	Orange	1,599.212	8/12/24	-0.25	1,641.742		1,344.585	297.157	22.10	9.33
		Seven & i	1,672.500	8/09/24	-0.54	1,987.330		1,803.670	183.660	10.18	1.34
		Carrefour	2,170.754	8/12/24	-0.36	2,709.095		2,384.189	324.906	13.63	8.57
	S	Mercedes-Benz	9,087.760	8/12/24	-0.57	10,513.850		9,218.290	1,295.560	14.05	8.47
		Chevron	21,236.012	8/12/24	0.02	24,059.280		24,127.479	-68.199	-0.28	5.41
	L	Unilever	8,711.475	8/12/24	-0.36	7,444.280		6,951.732	492.547	7.09	7.38
	L	Philip Morris	16,999.646	8/12/24	0.07	14,010.906		14,140.867	-129.961	-0.92	4.96
	S	BASF	6,526.492	8/12/24	-0.22	7,369.971		6,881.440	488.531	7.10	6.92
	L	Texas Instruments	28,124.317	8/12/24	-0.08	24,869.066		24,240.901	628.164	2.59	4.49
	L	Deutsche Telekom	3,909.887	8/12/24	0.49	3,107.673		2,800.489	307.183	10.97	6.26
		Swiss Re	17,227.782	8/12/24	0.10	14,093.651		12,393.467	1,700.184	13.72	8.62
	L	Morgan Stanley	13,887.901	8/12/24	0.13	12,556.806		12,272.819	283.987	2.31	3.60
		GSK	290,806.652	8/12/24	0.42	254,104.337		236,820.924	17,283.412	7.30	7.40
		PepsiCo	25,101.897	8/12/24	-0.56	25,672.994		25,023.924	649.070	2.59	3.13
	L	AstraZeneca	2,364,191.483	8/12/24	0.63	1,977,559.229		1,874,984.959	102,574.271	5.47	6.82
	L	Coca-Cola	9,982.478	8/12/24	-0.74	8,685.063		8,673.375	11.688	0.13	2.79
		BHP	387,372.219	8/12/24	-0.14	433,342.609		429,947.705	3,394.904	0.79	6.41
	S	Johnson & Johnson	23,412.037	8/12/24	-0.46	23,499.898		24,430.849	-930.951	-3.81	2.63
	L	Colgate-Palmolive	14,830.943	8/12/24	-0.77	10,729.297		10,538.691	190.606	1.81	2.23
	L	Goldman Sachs	71,094.220	8/12/24	-0.97	47,942.838		50,772.109	-2,829.272	-5.57	2.19
		⇓instrument	freshest		⇓ Δday	9/04/23	⇓ Δwk	12/05/22	prc diff	⇓ Δ39	∅-RS
	L	3M	18,064.229	8/12/24	-0.65	15,661.229		17,031.081	-1,369.852	-8.04	1.99
	L	Nestlé	14,683.371	8/12/24	-0.40	17,400.060		16,140.802	1,259.258	7.80	6.07
		Barclays	40,716.631	8/12/24	0.85	27,896.720		26,023.326	1,873.394	7.20	5.27
	L	Fox A	5,686.073	8/12/24	-1.27	4,536.558		4,374.267	162.291	3.71	0.94
		Vivendi	1,500.081	8/12/24	0.40	1,329.962		1,277.306	52.657	4.12	2.58
		Rio Tinto	914,228.037	8/12/24	0.56	924,957.544		944,319.689	-19,362.145	-2.05	4.47
	S	National Grid	180,995.692	8/12/24	-0.04	180,958.694		170,846.764	10,111.929	5.92	4.24
	S	Ford Motor	1,443.850	8/12/24	-2.38	1,777.722		1,828.419	-50.697	-2.77	0.41
	L	Bayer	4,104.354	8/12/24	-0.04	8,006.336		7,615.920	390.416	5.13	1.86
	L	Ericsson	945.344	8/12/24	1.14	755.158		887.850	-132.693	-14.95	-3.98
	L	RWE	5,116.213	8/12/24	1.70	5,870.364		5,973.383	-103.019	-1.72	0.04
		Nike	10,929.913	8/12/24	0.40	14,989.092		14,979.918	9.175	0.06	-2.18
	L	Raytheon Tech	17,074.328	8/12/24	0.39	12,634.417		13,758.239	-1,123.822	-8.17	-3.68
		Prudential	117,543.605	8/12/24	0.41	179,367.767		180,754.545	-1,386.778	-0.77	-0.10
	S	Bristol-Myers	6,891.234	8/12/24	0.73	9,081.902		11,027.909	-1,946.007	-17.65	-5.39
	S	Diageo	453,506.684	8/12/24	1.03	588,642.981		636,345.916	-47,702.935	-7.50	-2.18
		Aviva	89,572.889	8/12/24	0.35	68,964.834		73,833.777	-4,868.943	-6.59	-2.27
		Citigroup	8,469.804	8/12/24		6,090.234		6,236.850	-146.616	-2.35	-5.83
	S	Volkswagen	14,782.631	8/12/24	-0.47	17,122.555		20,203.921	-3,081.366	-15.25	-8.34
	L	Pfizer	4,166.077	8/12/24	-0.35	5,239.446		6,932.414	-1,692.968	-24.42	-10.07
	L	Vodafone	13,770.768	8/12/24	0.87	13,402.635		15,156.406	-1,753.771	-11.57	-10.10
	L	Anglo American	412,993.543	8/12/24	0.29	394,956.871		555,668.278	-160,711.406	-28.92	-13.29
SP Global 100 - 96 out of 96 instruments rated - 9/04/23 / 12/05/22 - 77 did rise, Market-Ratio(39) in JPY = 80.21 %

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 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
1/02/06		1/14/08	742		- cash -
short	1/14/08	7/06/09	539		Citigroup	100	0	31,630.306	2,679.629	373,363.670	341,733.364	1,080	10,000	0
long	7/06/09	8/01/11	756		Ford Motor	100	18	552.253	948.469		396.216	72	17,132	30
short	8/01/11	4/30/12	273		Carrefour	100	7	2,220.045	1,614.468	3,052.769	832.724	38	22,961	53
long	4/30/12	10/20/14	903		Apple	100	13	1,674.390	2,667.457		993.067	59	35,871	21
short	10/20/14	11/03/14	14		Deutsche Bank	100	12	2,949.115	3,146.709	2,751.521	-197.594	-7	33,500	-84
long	11/03/14	8/24/15	294		Apple	100	10	3,113.061	3,054.008		-59.052	-2	32,909	-2
short	8/24/15	9/12/16	385		RWE	100	18	1,817.710	1,676.208	1,971.158	153.448	8	35,671	8
long	9/12/16	7/02/18	658		Anglo American	100	32	1,113.182	2,398.109		1,284.927	115	76,789	53
short	7/02/18	7/15/19	378		Deutsche Bank	100	65	1,179.415	836.190	1,663.522	484.107	41	108,256	39
long	7/15/19	3/09/20	238		LVMH	100	2	46,157.453	39,573.378		-6,584.075	-14	95,088	-21
short	3/09/20	12/07/20	273		DuPont	100	26	3,589.030	6,804.977	373.084	-3,215.946	-90	11,473	-95
long	12/07/20	3/07/22	455		Mercedes-Benz	100	1	7,276.605	7,201.297		-75.308	-1	11,398	-1
short	3/07/22	3/21/22	14		Vivendi	100	8	1,347.655	1,546.664	1,148.646	-199.009	-15	9,806	-98
long	3/21/22	6/13/22	84		Chevron	100	0	19,641.041	22,446.895		2,805.854	14	9,806	0
short	6/13/22	12/05/22	175		Philips	100	3	2,976.933	2,044.205	4,335.244	1,358.311	46	13,881	119
long	12/05/22	12/19/22	14		Merck (MSD)	100	0	15,033.212	14,962.907		-70.306	0	13,881	0
short	12/19/22	1/23/23	35		Credit Suisse	100	33	408.858	445.781	371.935	-36.923	-9	12,662	-63
long	1/23/23	10/23/23	273		Münchener Rück	100	0	46,221.390	59,414.695		13,193.306	29	12,662	0
short	10/23/23	12/11/23	49		Pfizer	100	2	4,616.084	4,193.226	5,081.584	465.500	10	13,593	105
long	12/11/23	8/12/24	245		Intel	100	2	6,521.169	3,128.081		-3,393.088	-52	6,807	-67
accum	1/14/08	8/12/24	6820	days out of 7562 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	1/14/08	7/06/09	539	31,630.31	2,679.63	373,363.67	341,733.36	1,080.40	1,080.40
Anglo American	long	9/12/16	7/02/18	658	1,113.18	2,398.11		1,284.93	115.43	115.43
Ford Motor	long	7/06/09	8/01/11	756	552.25	948.47		396.22	71.75	71.75
Apple	long	4/30/12	10/20/14	903	1,674.39	2,667.46		993.07	59.31
	long	11/03/14	8/24/15	294	3,113.06	3,054.01		-59.05	-1.90	56.29
Philips	short	6/13/22	12/05/22	175	2,976.93	2,044.21	4,335.24	1,358.31	45.63	45.63
Carrefour	short	8/01/11	4/30/12	273	2,220.04	1,614.47	3,052.77	832.72	37.51	37.51
Deutsche Bank	short	10/20/14	11/03/14	14	2,949.11	3,146.71	2,751.52	-197.59	-6.70
	short	7/02/18	7/15/19	378	1,179.42	836.19	1,663.52	484.11	41.05	31.60
Münchener Rück	long	1/23/23	10/23/23	273	46,221.39	59,414.70		13,193.31	28.54	28.54
Chevron	long	3/21/22	6/13/22	84	19,641.04	22,446.89		2,805.85	14.29	14.29
Pfizer	short	10/23/23	12/11/23	49	4,616.08	4,193.23	5,081.58	465.50	10.08	10.08
RWE	short	8/24/15	9/12/16	385	1,817.71	1,676.21	1,971.16	153.45	8.44	8.44
Merck (MSD)	long	12/05/22	12/19/22	14	15,033.21	14,962.91		-70.31	-0.47	-0.47
Mercedes-Benz	long	12/07/20	3/07/22	455	7,276.60	7,201.30		-75.31	-1.03	-1.03
Credit Suisse	short	12/19/22	1/23/23	35	408.86	445.78	371.93	-36.92	-9.03	-9.03
LVMH	long	7/15/19	3/09/20	238	46,157.45	39,573.38		-6,584.07	-14.26	-14.26
Vivendi	short	3/07/22	3/21/22	14	1,347.66	1,546.66	1,148.65	-199.01	-14.77	-14.77
Intel	long	12/11/23	8/12/24	245	6,521.17	3,128.08		-3,393.09	-52.03	-52.03
DuPont	short	3/09/20	12/07/20	273	3,589.03	6,804.98	373.08	-3,215.95	-89.60	-89.60

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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