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Assessment - SP Global 100 - 11/27/23 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	11/27/23	⇓ Δwk	2/27/23	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	3,165.780		2,688.920	476.860	17.73	USD	9.24
	S	Intel	19.360	8/12/24	-1.78	44.080		24.900	19.180	77.03	USD	39.26
		Toyota	2,447.500	8/09/24	-0.14	2,770.000		1,857.000	913.000	49.17	JPY	30.83
		Microsoft	406.810	8/12/24	0.19	378.610		250.160	128.450	51.35	USD	28.40
		Banco Bilbao Viz	8.924	8/12/24	0.27	8.400		7.187	1.213	16.88	EUR	24.87
		General Electric	166.870	8/12/24	-0.16	119.970		83.840	36.130	43.09	USD	22.68
	L	Alphabet A	162.290	8/12/24	-0.84	136.410		89.870	46.540	51.79	USD	21.92
		Honda Motor	1,420.000	8/09/24	-0.14	1,545.500		1,179.670	365.830	31.01	JPY	19.41
		UBS	24.850	8/12/24	0.44	23.010		20.320	2.690	13.24	CHF	19.20
	L	Münchener Rück	439.200	8/12/24	1.01	390.100		321.000	69.100	21.53	EUR	16.11
	L	Apple	217.530	8/12/24	0.71	189.790		147.920	41.870	28.31	USD	15.08
		Canon	4,525.000	8/09/24	1.64	3,745.000		2,973.500	771.500	25.95	JPY	14.07
	L	Philips	26.060	8/12/24	-0.91	19.690		15.812	3.878	24.53	EUR	13.80
		IBM	189.480	8/12/24	-1.03	155.570		130.490	25.080	19.22	USD	13.17
		Swiss Re	104.000	8/12/24	0.10	103.050		97.540	5.510	5.65	CHF	13.03
		Panasonic	1,058.500	8/09/24	1.34	1,553.000		1,189.000	364.000	30.61	JPY	12.35
		Banco Santander	4.089	8/12/24	-0.24	3.720		3.553	0.167	4.70	EUR	12.20
		Marsh & McLennan	217.350	8/12/24	-1.23	200.240		162.230	38.010	23.43	USD	11.79
		UnibailRodaWestfield	5.550	8/12/24	0.73	4.470		4.540	-0.070	-1.54	AUD	11.13
	S	Nissan Motor	410.200	8/09/24	-0.56	585.200		528.600	56.600	10.71	JPY	10.64
		Bridgestone	5,582.000	8/09/24	-1.33	6,002.000		5,209.000	793.000	15.22	JPY	10.60
	S	Engie	15.335	8/12/24	0.49	15.836		13.964	1.872	13.41	EUR	10.55
		E.on	12.325	8/12/24	0.78	11.890		10.415	1.475	14.16	EUR	10.00
		L´Oreal	376.650	8/12/24	-1.59	432.950		378.250	54.700	14.46	EUR	9.95
		TotalEnergies	61.720	8/12/24	0.60	62.860		59.220	3.640	6.15	EUR	9.13
		⇓instrument	freshest		⇓ Δday	11/27/23	⇓ Δwk	2/27/23	prc diff	⇓ Δ39	Curr	∅-RS
		Schneider Electric	211.250	8/12/24	0.38	165.700		152.020	13.680	9.00	EUR	8.81
		Samsung Electronics	75,500.000	8/12/24	1.07	71,300.000		60,500.000	10,800.000	17.85	KRW	8.69
		JP Morgan Chase	206.190	8/12/24	0.19	153.190		142.160	11.030	7.76	USD	8.65
		Saint-Gobain	73.560	8/12/24	-0.41	58.020		55.720	2.300	4.13	EUR	8.60
		Deutsche Bank	13.308	8/12/24	0.14	11.052		11.550	-0.498	-4.31	EUR	8.37
	L	Deutsche Telekom	24.730	8/12/24	0.49	21.955		21.265	0.690	3.24	EUR	7.80
		Aegon	5.562	8/12/24	0.22	4.937		4.876	0.061	1.25	EUR	7.48
		Allianz	255.900	8/12/24		230.500		219.050	11.450	5.23	EUR	6.95
	S	Orange	10.115	8/12/24	-0.25	11.238		10.858	0.380	3.50	EUR	6.83
		Shell	33.025	8/12/24	0.93	30.110		28.815	1.295	4.49	EUR	6.68
	L	ABB	45.510	8/12/24	0.55	33.890		31.350	2.540	8.10	CHF	6.20
		Siemens	157.200	8/12/24	0.01	150.240		143.800	6.440	4.48	EUR	5.99
	S	Sony	12,325.000	8/09/24	0.28	12,810.000		11,400.000	1,410.000	12.37	JPY	5.57
		Aviva	484.200	8/12/24	0.35	428.200		444.100	-15.900	-3.58	GBP	4.01
		ING Groep	15.232	8/12/24	0.21	12.652		13.112	-0.460	-3.51	EUR	3.80
	L	HSBC	643.900	8/12/24	0.22	607.400		631.800	-24.400	-3.86	GBP	3.17
	L	Walmart	68.700	8/12/24	1.10	52.257		47.147	5.110	10.84	USD	3.11
		Rio Tinto	4,942.000	8/12/24	0.56	5,462.000		5,648.000	-186.000	-3.29	GBP	2.98
		Telefónica	4.032	8/12/24	0.12	3.840		3.913	-0.073	-1.87	EUR	2.59
		Axa	32.350	8/12/24	-0.77	28.360		29.375	-1.015	-3.46	EUR	2.50
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	77.110		73.600	3.510	4.77	USD	2.10
	S	McDonald´s	269.460	8/12/24	0.58	281.840		264.780	17.060	6.44	USD	1.80
	L	Procter & Gamble	166.810	8/12/24	-2.19	151.240		139.140	12.100	8.70	USD	1.52
		Caterpillar	336.030	8/12/24	-0.66	247.390		239.980	7.410	3.09	USD	1.40
		Carrefour	13.730	8/12/24	-0.36	17.405		18.345	-0.940	-5.12	EUR	1.05
		⇓instrument	freshest		⇓ Δday	11/27/23	⇓ Δwk	2/27/23	prc diff	⇓ Δ39	Curr	∅-RS
	L	Goldman Sachs	485.500	8/12/24	-0.97	337.710		365.530	-27.820	-7.61	USD	0.50
		BHP	2,094.000	8/12/24	-0.14	2,437.000		2,511.500	-74.500	-2.97	GBP	0.25
		Vivendi	9.488	8/12/24	0.40	8.794		9.730	-0.936	-9.62	EUR	-0.46
	L	Novartis	96.740	8/12/24	0.16	85.970		80.380	5.590	6.95	CHF	-0.49
		Repsol	12.765	8/12/24	0.67	14.100		14.945	-0.845	-5.65	EUR	-0.54
	L	DuPont	78.330	8/12/24	-0.25	71.220		73.030	-1.810	-2.48	USD	-0.76
		GSK	1,572.000	8/12/24	0.42	1,414.200		1,450.200	-36.000	-2.48	GBP	-0.78
		Citigroup	57.840	8/12/24		45.080		50.470	-5.390	-10.68	USD	-0.82
		Standard Chartered	722.000	8/12/24	0.92	667.400		787.600	-120.200	-15.26	GBP	-0.94
	S	National Grid	978.400	8/12/24	-0.04	1,014.500		1,070.000	-55.500	-5.19	GBP	-1.56
	L	RWE	32.360	8/12/24	1.70	38.390		39.970	-1.580	-3.95	EUR	-1.57
		Seven & i	1,672.500	8/09/24	-0.54	1,931.670		2,015.670	-84.000	-4.17	JPY	-1.70
	L	HP	33.780	8/12/24	0.72	28.520		29.390	-0.870	-2.96	USD	-2.03
	L	Philip Morris	116.090	8/12/24	0.07	94.050		98.170	-4.120	-4.20	USD	-2.72
		Nike	74.640	8/12/24	0.40	107.960		118.530	-10.570	-8.92	USD	-2.96
	L	Coca-Cola	68.170	8/12/24	-0.74	58.460		59.820	-1.360	-2.27	USD	-3.07
		Societe Generale	20.520	8/12/24	0.44	22.490		26.785	-4.295	-16.04	EUR	-4.16
		BP	439.600	8/12/24	1.35	475.050		558.200	-83.150	-14.90	GBP	-4.23
		Exxon Mobil	119.000	8/12/24	0.13	103.960		110.550	-6.590	-5.96	USD	-4.84
		PepsiCo	171.420	8/12/24	-0.56	168.320		175.910	-7.590	-4.31	USD	-5.69
	L	Fox A	38.830	8/12/24	-1.27	30.220		35.680	-5.460	-15.30	USD	-6.73
	S	Johnson & Johnson	159.880	8/12/24	-0.46	151.280		155.630	-4.350	-2.80	USD	-6.82
		Merck (MSD)	113.480	8/12/24	-0.93	101.430		109.360	-7.930	-7.25	USD	-6.97
	L	Nestlé	88.640	8/12/24	-0.40	100.220		108.640	-8.420	-7.75	CHF	-7.14
	L	Unilever	55.100	8/12/24	-0.36	43.850		47.605	-3.755	-7.89	EUR	-7.20
		⇓instrument	freshest		⇓ Δday	11/27/23	⇓ Δwk	2/27/23	prc diff	⇓ Δ39	Curr	∅-RS
	S	BASF	41.280	8/12/24	-0.22	43.195		47.890	-4.695	-9.80	EUR	-7.25
	S	Kimberly-Clark	34.140	8/12/24	-1.01	34.040		36.880	-2.840	-7.70	MXN	-7.36
	L	3M	123.360	8/12/24	-0.65	97.070		108.270	-11.200	-10.34	USD	-7.39
		Sanofi	95.670	8/12/24	-0.60	86.630		90.550	-3.920	-4.33	EUR	-8.17
	L	Ericsson	71.080	8/12/24	1.14	52.260		58.470	-6.210	-10.62	SEK	-8.26
		Barclays	220.100	8/12/24	0.85	140.200		172.640	-32.440	-18.79	GBP	-9.48
	L	Morgan Stanley	94.840	8/12/24	0.13	77.950		96.700	-18.750	-19.39	USD	-9.57
	L	AstraZeneca	12,780.000	8/12/24	0.63	9,976.000		11,098.000	-1,122.000	-10.11	GBP	-9.82
	L	Texas Instruments	192.060	8/12/24	-0.08	152.600		170.740	-18.140	-10.62	USD	-9.94
	S	LVMH	635.100	8/12/24	-0.14	697.300		794.800	-97.500	-12.27	EUR	-10.65
		Chevron	145.020	8/12/24	0.02	144.360		162.820	-18.460	-11.34	USD	-11.45
	S	Volkswagen	93.500	8/12/24	-0.47	106.120		129.340	-23.220	-17.95	EUR	-11.48
	L	Anglo American	2,232.500	8/12/24	0.29	2,205.000		2,846.000	-641.000	-22.52	GBP	-12.40
	L	Raytheon Tech	116.600	8/12/24	0.39	79.470		99.160	-19.690	-19.86	USD	-12.82
	S	Mercedes-Benz	57.480	8/12/24	-0.57	58.360		72.590	-14.230	-19.60	EUR	-13.60
	L	Vodafone	74.440	8/12/24	0.87	71.040		100.720	-29.680	-29.47	GBP	-13.63
		Prudential	635.400	8/12/24	0.41	908.800		1,251.500	-342.700	-27.38	GBP	-14.15
	S	Ford Motor	9.860	8/12/24	-2.38	10.340		12.060	-1.720	-14.26	USD	-16.27
	S	Diageo	2,451.500	8/12/24	1.03	2,808.500		3,598.500	-790.000	-21.95	GBP	-17.56
	L	Pfizer	28.450	8/12/24	-0.35	30.140		40.780	-10.640	-26.09	USD	-21.94
	S	Bristol-Myers	47.060	8/12/24	0.73	49.020		69.990	-20.970	-29.96	USD	-24.42
	L	Bayer	25.960	8/12/24	-0.04	31.660		58.580	-26.920	-45.95	EUR	-38.20
SP Global 100 - 96 out of 96 instruments rated - 11/27/23 / 2/27/23 - 41 did rise, Market-Ratio(39) = 42.71 %

Technical Chart

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

1/04/21	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	6354	days out of 7096 invested (90%)								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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