Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Dollar - 2/12/24 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/12/24	Δwk	5/15/23	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	3,462.800		2,937.210	525.590	17.89	14.65
		Barclays	278.267	8/12/24	0.85	180.640		194.322	-13.683	-7.04	-4.08
	L	Philips	28.109	8/12/24	-0.91	20.669		20.803	-0.134	-0.65	2.86
	L	AstraZeneca	16,157.451	8/12/24	0.63	12,011.889		15,042.371	-3,030.482	-20.15	-11.72
	L	3M	123.360	8/12/24	-0.65	94.630		100.490	-5.860	-5.83	-6.53
	L	Philip Morris	116.090	8/12/24	0.07	90.000		95.000	-5.000	-5.26	-5.30
	L	Raytheon Tech	116.600	8/12/24	0.39	91.140		96.700	-5.560	-5.75	3.16
	L	Fox A	38.830	8/12/24	-1.27	30.440		31.010	-0.570	-1.84	-5.33
	L	Anglo American	2,822.497	8/12/24	0.29	2,214.506		2,983.404	-768.897	-25.77	-21.15
	L	Ericsson	6.834	8/12/24	1.14	5.479		5.304	0.176	3.31	3.33
		Standard Chartered	912.807	8/12/24	0.92	735.303		775.936	-40.633	-5.24	-12.32
		ING Groep	16.430	8/12/24	0.21	13.241		12.712	0.530	4.17	-1.63
	L	Goldman Sachs	485.500	8/12/24	-0.97	392.640		322.070	70.570	21.91	16.15
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	83.560		81.080	2.480	3.06	9.88
	L	Walmart	68.700	8/12/24	1.10	56.767		50.627	6.140	12.13	9.94
	L	Texas Instruments	192.060	8/12/24	-0.08	161.080		165.260	-4.180	-2.53	-3.66
		General Electric	166.870	8/12/24	-0.16	140.170		102.000	38.170	37.42	30.13
	L	ABB	52.016	8/12/24	0.55	43.924		37.024	6.900	18.64	17.80
	L	HP	33.780	8/12/24	0.72	28.690		29.570	-0.880	-2.98	-2.45
	L	Unilever	59.433	8/12/24	-0.36	50.507		54.293	-3.786	-6.97	0.26
		JP Morgan Chase	206.190	8/12/24	0.19	175.790		135.230	40.560	29.99	19.69
	L	Apple	217.530	8/12/24	0.71	187.150		172.070	15.080	8.76	5.69
	L	Vodafone	94.113	8/12/24	0.87	81.230		112.855	-31.626	-28.02	-16.57
		Exxon Mobil	119.000	8/12/24	0.13	103.170		105.070	-1.900	-1.81	-3.84
		Aviva	612.163	8/12/24	0.35	532.892		517.458	15.435	2.98	4.20
		⇓instrument	freshest		⇓ Δday	2/12/24	Δwk	5/15/23	prc diff	⇓ Δ39	⇓∅-RS
	L	DuPont	78.330	8/12/24	-0.25	68.470		65.620	2.850	4.34	-4.61
	L	Coca-Cola	68.170	8/12/24	-0.74	59.700		63.940	-4.240	-6.63	-0.00
		Telefónica	4.349	8/12/24	0.12	3.868		4.272	-0.404	-9.46	-6.24
		Deutsche Bank	14.354	8/12/24	0.14	12.808		10.579	2.229	21.07	13.92
		Canon	30.325	8/09/24	1.64	27.128		23.852	3.276	13.73	11.13
		Shell	35.622	8/12/24	0.93	31.922		30.457	1.465	4.81	2.55
		Sanofi	103.193	8/12/24	-0.60	92.838		108.466	-15.628	-14.41	-9.29
	L	Deutsche Telekom	26.675	8/12/24	0.49	24.010		23.765	0.245	1.03	5.86
		Marsh & McLennan	217.350	8/12/24	-1.23	196.190		181.590	14.600	8.04	6.45
		Banco Santander	4.411	8/12/24	-0.24	3.996		3.425	0.571	16.67	5.43
	L	Novartis	110.570	8/12/24	0.16	100.214		103.454	-3.240	-3.13	2.42
	L	Alphabet A	162.290	8/12/24	-0.84	147.530		116.510	31.020	26.62	21.03
	L	Morgan Stanley	94.840	8/12/24	0.13	86.870		82.950	3.920	4.73	1.80
		Schneider Electric	227.861	8/12/24	0.38	210.419		172.427	37.992	22.03	21.62
	L	Münchener Rück	473.734	8/12/24	1.01	438.247		353.972	84.275	23.81	15.02
	S	Engie	16.541	8/12/24	0.49	15.405		16.085	-0.680	-4.23	-3.85
		Citigroup	57.840	8/12/24		53.920		46.050	7.870	17.09	17.13
		Saint-Gobain	79.344	8/12/24	-0.41	74.576		58.857	15.719	26.71	22.29
	L	Procter & Gamble	166.810	8/12/24	-2.19	157.110		156.010	1.100	0.71	5.20
	L	HSBC	814.067	8/12/24	0.22	769.186		765.907	3.278	0.43	1.49
		Axa	34.894	8/12/24	-0.77	33.038		30.033	3.006	10.01	8.30
		Caterpillar	336.030	8/12/24	-0.66	321.630		211.290	110.340	52.22	28.02
		Allianz	276.021	8/12/24		265.613		229.108	36.505	15.93	10.44
		Swiss Re	118.867	8/12/24	0.10	114.810		100.423	14.387	14.33	9.91
		TotalEnergies	66.573	8/12/24	0.60	64.524		60.805	3.718	6.12	2.49
		⇓instrument	freshest		⇓ Δday	2/12/24	Δwk	5/15/23	prc diff	⇓ Δ39	⇓∅-RS
	L	Pfizer	28.450	8/12/24	-0.35	27.660		37.160	-9.500	-25.57	-19.91
		E.on	13.294	8/12/24	0.78	12.949		13.123	-0.174	-1.33	4.61
		Aegon	5.999	8/12/24	0.22	5.859		4.539	1.320	29.09	15.83
		Samsung Electronics	56.893	8/12/24	1.07	55.838		48.323	7.514	15.55	6.77
		IBM	189.480	8/12/24	-1.03	186.160		123.360	62.800	50.91	31.49
		UBS	28.402	8/12/24	0.44	28.002		19.278	8.724	45.26	21.25
	S	Johnson & Johnson	159.880	8/12/24	-0.46	157.850		159.550	-1.700	-1.07	-0.80
		PepsiCo	171.420	8/12/24	-0.56	170.610		194.270	-23.660	-12.18	-3.23
	L	RWE	34.904	8/12/24	1.70	35.066		46.192	-11.125	-24.09	-15.66
		Microsoft	406.810	8/12/24	0.19	415.260		309.460	105.800	34.19	27.57
	S	National Grid	1,236.968	8/12/24	-0.04	1,266.805		1,454.723	-187.918	-12.92	-2.26
		GSK	1,987.442	8/12/24	0.42	2,056.219		1,842.189	214.030	11.62	14.27
		Banco Bilbao Viz	9.626	8/12/24	0.27	9.977		6.879	3.098	45.04	27.37
	S	Orange	10.910	8/12/24	-0.25	11.399		12.575	-1.176	-9.35	-2.90
		UnibailRodaWestfield	3.632	8/12/24	0.73	3.802		2.442	1.360	55.68	37.01
		Chevron	145.020	8/12/24	0.02	152.080		157.200	-5.120	-3.26	-3.14
		Siemens	169.561	8/12/24	0.01	178.125		163.896	14.229	8.68	11.93
	S	Bristol-Myers	47.060	8/12/24	0.73	49.750		68.170	-18.420	-27.02	-16.52
		Societe Generale	22.133	8/12/24	0.44	23.422		24.238	-0.816	-3.37	-7.31
	S	McDonald´s	269.460	8/12/24	0.58	289.440		295.900	-6.460	-2.18	2.87
		Rio Tinto	6,248.053	8/12/24	0.56	6,770.199		6,221.274	548.926	8.82	3.32
	S	BASF	44.526	8/12/24	-0.22	48.344		51.931	-3.587	-6.91	-2.26
		BP	555.776	8/12/24	1.35	606.157		603.826	2.331	0.39	-1.62
	L	Bayer	28.001	8/12/24	-0.04	30.552		57.998	-27.446	-47.32	-37.47
	L	Nestlé	101.312	8/12/24	-0.40	110.638		128.476	-17.838	-13.88	-6.35
		⇓instrument	freshest		⇓ Δday	2/12/24	Δwk	5/15/23	prc diff	⇓ Δ39	⇓∅-RS
		Repsol	13.769	8/12/24	0.67	15.041		14.467	0.575	3.97	-0.35
		Vivendi	10.234	8/12/24	0.40	11.266		10.596	0.670	6.32	16.99
		Carrefour	14.810	8/12/24	-0.36	16.347		19.848	-3.501	-17.64	-12.36
		Merck (MSD)	113.480	8/12/24	-0.93	125.340		116.370	8.970	7.71	14.52
	S	Kimberly-Clark	2.000	8/12/24	-1.01	2.255		2.244	0.011	0.47	6.27
		L´Oreal	406.266	8/12/24	-1.59	462.355		458.325	4.030	0.88	3.83
		Bridgestone	37.408	8/09/24	-1.33	42.588		41.420	1.168	2.82	6.16
		BHP	2,647.395	8/12/24	-0.14	3,019.724		2,963.974	55.750	1.88	0.63
	S	Mercedes-Benz	62.000	8/12/24	-0.57	70.812		73.994	-3.181	-4.30	-1.97
	S	Sony	82.597	8/09/24	0.28	95.397		94.638	0.759	0.80	6.83
	S	Diageo	3,099.373	8/12/24	1.03	3,654.391		4,434.992	-780.602	-17.60	-9.01
		Honda Motor	9.516	8/09/24	-0.14	11.416		9.186	2.230	24.28	14.63
		Seven & i	11.208	8/09/24	-0.54	13.790		15.595	-1.806	-11.58	-0.10
		Prudential	803.321	8/12/24	0.41	1,027.098		1,467.885	-440.787	-30.03	-17.10
	S	Volkswagen	100.852	8/12/24	-0.47	129.177		129.206	-0.029	-0.02	2.17
	S	LVMH	685.038	8/12/24	-0.14	886.526		958.760	-72.234	-7.53	5.54
	S	Ford Motor	9.860	8/12/24	-2.38	12.980		11.640	1.340	11.51	7.49
		Panasonic	7.094	8/09/24	1.34	9.426		10.162	-0.736	-7.25	-7.85
	S	Nissan Motor	2.749	8/09/24	-0.56	3.707		3.769	-0.063	-1.66	-6.22
		Toyota	16.402	8/09/24	-0.14	22.269		14.209	8.061	56.73	37.51
		Nike	74.640	8/12/24	0.40	107.180		119.830	-12.650	-10.56	-1.95
	S	Intel	19.360	8/12/24	-1.78	44.030		29.800	14.230	47.75	26.83
SP Global 100 - 96 out of 96 instruments rated - 2/12/24 / 5/15/23 - 53 did rise, Market-Ratio(39) in USD = 55.21 %

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 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	6727	days out of 7469 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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