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Assessment - SP Global 100 - 10/02/23 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	10/02/23	⇓ Δwk	1/02/23	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12	0.32	2,975.600		2,610.120	365.480	14.00	USD	5.45
		Honda Motor	1,420.000	8/09	-0.14	1,688.500		1,010.670	677.830	67.07	JPY	37.85
		Toyota	2,447.500	8/09	-0.14	2,687.000		1,812.500	874.500	48.25	JPY	32.26
	S	Nissan Motor	410.200	8/09	-0.56	663.000		418.100	244.900	58.57	JPY	29.88
		Panasonic	1,058.500	8/09	1.34	1,680.000		1,110.500	569.500	51.28	JPY	27.60
	L	Alphabet A	162.290	8/12	-0.84	134.170		88.230	45.940	52.07	USD	25.88
		UBS	24.850	8/12	0.44	22.420		17.205	5.215	30.31	CHF	22.52
		Banco Bilbao Viz	8.924	8/12	0.27	7.692		5.782	1.910	33.03	EUR	22.35
		General Electric	166.870	8/12	-0.16	108.790		83.790	25.000	29.84	USD	18.70
	S	Intel	19.360	8/12	-1.78	35.460		26.430	9.030	34.17	USD	17.05
	L	Münchener Rück	439.200	8/12	1.01	368.400		303.800	64.600	21.26	EUR	15.97
		Caterpillar	336.030	8/12	-0.66	271.720		239.560	32.160	13.42	USD	15.64
		Standard Chartered	722.000	8/12	0.92	753.800		622.400	131.400	21.11	GBP	15.62
		Microsoft	406.810	8/12	0.19	321.800		239.820	81.980	34.18	USD	15.57
	L	HSBC	643.900	8/12	0.22	639.800		515.700	124.100	24.06	GBP	13.76
	L	Philips	26.060	8/12	-0.91	18.828		14.488	4.340	29.96	EUR	13.75
		Banco Santander	4.089	8/12	-0.24	3.573		2.850	0.723	25.37	EUR	13.54
		Canon	4,525.000	8/09	1.64	3,582.000		2,855.500	726.500	25.44	JPY	11.04
		Sanofi	95.670	8/12	-0.60	101.820		91.680	10.140	11.06	EUR	9.74
		Repsol	12.765	8/12	0.67	15.345		15.190	0.155	1.02	EUR	9.71
	L	Novartis	96.740	8/12	0.16	93.370		83.590	9.780	11.70	CHF	9.69
		Bridgestone	5,582.000	8/09	-1.33	5,840.000		4,691.000	1,149.000	24.49	JPY	9.64
		Shell	33.025	8/12	0.93	30.230		27.205	3.025	11.12	EUR	9.44
		TotalEnergies	61.720	8/12	0.60	61.550		60.020	1.530	2.55	EUR	9.21
	L	Apple	217.530	8/12	0.71	173.750		129.930	43.820	33.73	USD	8.79
		⇓instrument	freshest		⇓ Δday	10/02/23	⇓ Δwk	1/02/23	prc diff	⇓ Δ39	Curr	∅-RS
		Marsh & McLennan	217.350	8/12	-1.23	188.770		165.480	23.290	14.07	USD	8.48
	L	Walmart	68.700	8/12	1.10	53.367		47.263	6.103	12.91	USD	7.84
		Saint-Gobain	73.560	8/12	-0.41	54.710		46.960	7.750	16.50	EUR	7.19
		Samsung Electronics	75,500.000	8/12	1.07	68,400.000		55,500.000	12,900.000	23.24	KRW	7.08
		Allianz	255.900	8/12		222.700		203.050	19.650	9.68	EUR	6.97
		Exxon Mobil	119.000	8/12	0.13	115.630		110.300	5.330	4.83	USD	6.31
		Swiss Re	104.000	8/12	0.10	92.920		86.480	6.440	7.45	CHF	6.22
		BP	439.600	8/12	1.35	519.100		474.900	44.200	9.31	GBP	6.13
		ING Groep	15.232	8/12	0.21	12.478		11.676	0.802	6.87	EUR	6.07
	L	ABB	45.510	8/12	0.55	32.950		28.060	4.890	17.43	CHF	5.98
	L	DuPont	78.330	8/12	-0.25	73.320		68.630	4.690	6.83	USD	5.90
	S	Orange	10.115	8/12	-0.25	10.896		9.394	1.502	15.99	EUR	5.83
		E.on	12.325	8/12	0.78	10.895		9.468	1.427	15.07	EUR	5.71
		GSK	1,572.000	8/12	0.42	1,484.000		1,437.600	46.400	3.23	GBP	5.03
		JP Morgan Chase	206.190	8/12	0.19	143.770		134.100	9.670	7.21	USD	4.96
		Schneider Electric	211.250	8/12	0.38	154.780		132.740	22.040	16.60	EUR	4.52
	S	Sony	12,325.000	8/09	0.28	12,205.000		10,035.000	2,170.000	21.62	JPY	3.96
		IBM	189.480	8/12	-1.03	140.800		140.890	-0.090	-0.06	USD	3.80
		Telefónica	4.032	8/12	0.12	3.823		3.444	0.379	11.00	EUR	3.48
		L´Oreal	376.650	8/12	-1.59	393.700		337.100	56.600	16.79	EUR	3.19
		Axa	32.350	8/12	-0.77	27.685		26.485	1.200	4.53	EUR	1.94
	S	Engie	15.335	8/12	0.49	14.278		13.556	0.722	5.33	EUR	1.86
		Deutsche Bank	13.308	8/12	0.14	10.116		10.942	-0.826	-7.55	EUR	1.31
		Chevron	145.020	8/12	0.02	166.540		179.490	-12.950	-7.21	USD	0.53
		Aegon	5.562	8/12	0.22	4.566		4.799	-0.233	-4.86	EUR	0.15
		⇓instrument	freshest		⇓ Δday	10/02/23	⇓ Δwk	1/02/23	prc diff	⇓ Δ39	Curr	∅-RS
		Barclays	220.100	8/12	0.85	155.820		158.520	-2.700	-1.70	GBP	-0.09
	L	Deutsche Telekom	24.730	8/12	0.49	19.926		18.934	0.992	5.24	EUR	-0.50
	L	AstraZeneca	12,780.000	8/12	0.63	10,950.000		11,218.000	-268.000	-2.39	GBP	-0.68
	L	Procter & Gamble	166.810	8/12	-2.19	145.190		151.560	-6.370	-4.20	USD	-0.80
	L	Unilever	55.100	8/12	-0.36	46.515		47.235	-0.720	-1.52	EUR	-1.74
		Seven & i	1,672.500	8/09	-0.54	1,925.000		1,886.670	38.330	2.03	JPY	-2.03
	S	Mercedes-Benz	57.480	8/12	-0.57	65.610		63.780	1.830	2.87	EUR	-2.11
		Siemens	157.200	8/12	0.01	134.440		129.820	4.620	3.56	EUR	-2.25
	S	Ford Motor	9.860	8/12	-2.38	12.310		11.630	0.680	5.85	USD	-2.74
		Rio Tinto	4,942.000	8/12	0.56	5,120.000		5,798.000	-678.000	-11.69	GBP	-2.81
		UnibailRodaWestfield	5.550	8/12	0.73	3.840		3.860	-0.020	-0.52	AUD	-3.04
	S	Kimberly-Clark	34.140	8/12	-1.01	34.700		33.420	1.280	3.83	MXN	-3.20
		Societe Generale	20.520	8/12	0.44	22.855		24.185	-1.330	-5.50	EUR	-3.27
	L	Fox A	38.830	8/12	-1.27	30.850		30.370	0.480	1.58	USD	-4.41
		BHP	2,094.000	8/12	-0.14	2,310.000		2,570.000	-260.000	-10.12	GBP	-4.48
		Merck (MSD)	113.480	8/12	-0.93	102.550		110.950	-8.400	-7.57	USD	-4.90
		Vivendi	9.488	8/12	0.40	8.352		9.072	-0.720	-7.94	EUR	-4.94
	L	Philip Morris	116.090	8/12	0.07	91.410		101.210	-9.800	-9.68	USD	-5.09
		Carrefour	13.730	8/12	-0.36	16.125		15.750	0.375	2.38	EUR	-5.53
	L	Nestlé	88.640	8/12	-0.40	102.760		107.140	-4.380	-4.09	CHF	-5.75
	S	Johnson & Johnson	159.880	8/12	-0.46	155.150		176.650	-21.500	-12.17	USD	-6.02
	L	Goldman Sachs	485.500	8/12	-0.97	318.500		343.380	-24.880	-7.25	USD	-6.08
		PepsiCo	171.420	8/12	-0.56	169.170		180.660	-11.490	-6.36	USD	-6.16
	L	Colgate-Palmolive	101.280	8/12	-0.77	70.760		78.790	-8.030	-10.19	USD	-6.25
	S	McDonald´s	269.460	8/12	0.58	257.750		263.530	-5.780	-2.19	USD	-6.70
		⇓instrument	freshest		⇓ Δday	10/02/23	⇓ Δwk	1/02/23	prc diff	⇓ Δ39	Curr	∅-RS
	L	Texas Instruments	192.060	8/12	-0.08	159.950		165.220	-5.270	-3.19	USD	-6.83
	S	LVMH	635.100	8/12	-0.14	714.900		694.100	20.800	3.00	EUR	-7.29
	S	National Grid	978.400	8/12	-0.04	949.800		997.400	-47.600	-4.77	GBP	-7.45
		Aviva	484.200	8/12	0.35	381.700		442.800	-61.100	-13.80	GBP	-7.83
	L	Morgan Stanley	94.840	8/12	0.13	80.410		85.020	-4.610	-5.42	USD	-7.93
	L	Coca-Cola	68.170	8/12	-0.74	55.480		63.610	-8.130	-12.78	USD	-8.76
	L	Vodafone	74.440	8/12	0.87	76.820		84.240	-7.420	-8.81	GBP	-10.40
	L	Ericsson	71.080	8/12	1.14	52.510		62.500	-9.990	-15.98	SEK	-11.03
	S	BASF	41.280	8/12	-0.22	41.890		47.985	-6.095	-12.70	EUR	-11.17
	L	HP	33.780	8/12	0.72	25.670		26.870	-1.200	-4.47	USD	-12.17
		Citigroup	57.840	8/12		40.500		45.230	-4.730	-10.46	USD	-12.21
	S	Volkswagen	93.500	8/12	-0.47	109.000		120.040	-11.040	-9.20	EUR	-12.29
		Nike	74.640	8/12	0.40	94.560		117.010	-22.450	-19.19	USD	-13.58
	L	RWE	32.360	8/12	1.70	34.040		41.590	-7.550	-18.15	EUR	-14.11
	S	Diageo	2,451.500	8/12	1.03	3,008.000		3,650.000	-642.000	-17.59	GBP	-14.38
	L	Anglo American	2,232.500	8/12	0.29	2,236.500		3,236.500	-1,000.000	-30.90	GBP	-15.00
	S	Bristol-Myers	47.060	8/12	0.73	57.850		71.950	-14.100	-19.60	USD	-15.41
	L	Bayer	25.960	8/12	-0.04	44.865		49.495	-4.630	-9.35	EUR	-15.77
	L	Pfizer	28.450	8/12	-0.35	33.940		51.240	-17.300	-33.76	USD	-17.29
	L	3M	123.360	8/12	-0.65	90.220		119.920	-29.700	-24.77	USD	-17.66
		Prudential	635.400	8/12	0.41	860.200		1,127.500	-267.300	-23.71	GBP	-18.90
	L	Raytheon Tech	116.600	8/12	0.39	71.340		100.920	-29.580	-29.31	USD	-23.88
SP Global 100 - 96 out of 96 instruments rated - 10/02/23 / 1/02/23 - 54 did rise, Market-Ratio(39) = 56.25 %

Technical Chart

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

1/06/20	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	6156	days out of 6898 invested (89%)								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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