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

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/12/24	⇓ Δwk	5/15/23	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	3,462.800		2,937.210	525.590	17.89	USD	14.65
		Toyota	2,447.500	8/09/24	-0.14	3,323.000		1,933.000	1,390.000	71.91	JPY	45.12
		UnibailRodaWestfield	5.550	8/12/24	0.73	5.810		3.640	2.170	59.62	AUD	38.33
		IBM	189.480	8/12/24	-1.03	186.160		123.360	62.800	50.91	USD	31.49
		General Electric	166.870	8/12/24	-0.16	140.170		102.000	38.170	37.42	USD	30.13
		Caterpillar	336.030	8/12/24	-0.66	321.630		211.290	110.340	52.22	USD	28.02
		Banco Bilbao Viz	8.924	8/12/24	0.27	9.250		6.322	2.928	46.31	EUR	27.86
		Microsoft	406.810	8/12/24	0.19	415.260		309.460	105.800	34.19	USD	27.57
	S	Intel	19.360	8/12/24	-1.78	44.030		29.800	14.230	47.75	USD	26.83
		Saint-Gobain	73.560	8/12/24	-0.41	69.140		54.090	15.050	27.82	EUR	22.71
		Schneider Electric	211.250	8/12/24	0.38	195.080		158.460	36.620	23.11	EUR	22.03
	L	Alphabet A	162.290	8/12/24	-0.84	147.530		116.510	31.020	26.62	USD	21.03
		Honda Motor	1,420.000	8/09/24	-0.14	1,703.500		1,249.670	453.830	36.32	JPY	20.82
		JP Morgan Chase	206.190	8/12/24	0.19	175.790		135.230	40.560	29.99	USD	19.69
		UBS	24.850	8/12/24	0.44	24.500		17.235	7.265	42.15	CHF	18.84
		Vivendi	9.488	8/12/24	0.40	10.445		9.738	0.707	7.26	EUR	17.41
		Citigroup	57.840	8/12/24		53.920		46.050	7.870	17.09	USD	17.13
		Canon	4,525.000	8/09/24	1.64	4,048.000		3,245.000	803.000	24.75	JPY	16.91
		Aegon	5.562	8/12/24	0.22	5.432		4.171	1.261	30.23	EUR	16.26
	L	Goldman Sachs	485.500	8/12/24	-0.97	392.640		322.070	70.570	21.91	USD	16.15
	L	ABB	45.510	8/12/24	0.55	38.430		33.100	5.330	16.10	CHF	15.51
	L	Münchener Rück	439.200	8/12/24	1.01	406.300		325.300	81.000	24.90	EUR	15.46
		Merck (MSD)	113.480	8/12/24	-0.93	125.340		116.370	8.970	7.71	USD	14.52
		Deutsche Bank	13.308	8/12/24	0.14	11.874		9.722	2.152	22.14	EUR	14.35
		GSK	1,572.000	8/12/24	0.42	1,626.400		1,469.600	156.800	10.67	GBP	12.94
		⇓instrument	freshest		⇓ Δday	2/12/24	⇓ Δwk	5/15/23	prc diff	⇓ Δ39	Curr	∅-RS
		Siemens	157.200	8/12/24	0.01	165.140		150.620	14.520	9.64	EUR	12.29
	S	Sony	12,325.000	8/09/24	0.28	14,235.000		12,875.000	1,360.000	10.56	JPY	12.12
		Bridgestone	5,582.000	8/09/24	-1.33	6,355.000		5,635.000	720.000	12.78	JPY	11.51
		Allianz	255.900	8/12/24		246.250		210.550	35.700	16.96	EUR	10.85
	L	Walmart	68.700	8/12/24	1.10	56.767		50.627	6.140	12.13	USD	9.94
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	83.560		81.080	2.480	3.06	USD	9.88
		Axa	32.350	8/12/24	-0.77	30.630		27.600	3.030	10.98	EUR	8.71
		Swiss Re	104.000	8/12/24	0.10	100.450		89.780	10.670	11.88	CHF	7.89
		Samsung Electronics	75,500.000	8/12/24	1.07	74,100.000		64,500.000	9,600.000	14.88	KRW	7.86
	S	Ford Motor	9.860	8/12/24	-2.38	12.980		11.640	1.340	11.51	USD	7.49
		Marsh & McLennan	217.350	8/12/24	-1.23	196.190		181.590	14.600	8.04	USD	6.45
	L	Deutsche Telekom	24.730	8/12/24	0.49	22.260		21.840	0.420	1.92	EUR	6.26
	S	LVMH	635.100	8/12/24	-0.14	821.900		881.100	-59.200	-6.72	EUR	5.88
		Banco Santander	4.089	8/12/24	-0.24	3.705		3.148	0.557	17.69	EUR	5.83
	L	Apple	217.530	8/12/24	0.71	187.150		172.070	15.080	8.76	USD	5.69
	L	Procter & Gamble	166.810	8/12/24	-2.19	157.110		156.010	1.100	0.71	USD	5.20
		E.on	12.325	8/12/24	0.78	12.005		12.060	-0.055	-0.46	EUR	4.96
		Seven & i	1,672.500	8/09/24	-0.54	2,057.670		2,121.670	-64.000	-3.02	JPY	4.64
		L´Oreal	376.650	8/12/24	-1.59	428.650		421.200	7.450	1.77	EUR	4.18
	S	Kimberly-Clark	34.140	8/12/24	-1.01	38.490		39.320	-0.830	-2.11	MXN	3.46
	L	Philips	26.060	8/12/24	-0.91	19.162		19.118	0.044	0.23	EUR	3.18
	L	Raytheon Tech	116.600	8/12/24	0.39	91.140		96.700	-5.560	-5.75	USD	3.16
		Aviva	484.200	8/12/24	0.35	421.500		412.800	8.700	2.11	GBP	2.99
		Shell	33.025	8/12/24	0.93	29.595		27.990	1.605	5.73	EUR	2.97
		TotalEnergies	61.720	8/12/24	0.60	59.820		55.880	3.940	7.05	EUR	2.92
		⇓instrument	freshest		⇓ Δday	2/12/24	⇓ Δwk	5/15/23	prc diff	⇓ Δ39	Curr	∅-RS
	S	McDonald´s	269.460	8/12/24	0.58	289.440		295.900	-6.460	-2.18	USD	2.87
	S	Volkswagen	93.500	8/12/24	-0.47	119.760		118.740	1.020	0.86	EUR	2.52
		Rio Tinto	4,942.000	8/12/24	0.56	5,355.000		4,963.000	392.000	7.90	GBP	2.13
	L	Morgan Stanley	94.840	8/12/24	0.13	86.870		82.950	3.920	4.73	USD	1.80
	L	Ericsson	71.080	8/12/24	1.14	56.990		54.850	2.140	3.90	SEK	1.27
	L	Unilever	55.100	8/12/24	-0.36	46.825		49.895	-3.070	-6.15	EUR	0.62
	L	Novartis	96.740	8/12/24	0.16	87.680		92.490	-4.810	-5.20	CHF	0.48
	L	HSBC	643.900	8/12/24	0.22	608.400		611.000	-2.600	-0.43	GBP	0.27
		Repsol	12.765	8/12/24	0.67	13.945		13.295	0.650	4.89	EUR	0.07
	L	Coca-Cola	68.170	8/12/24	-0.74	59.700		63.940	-4.240	-6.63	USD	-0.00
		BHP	2,094.000	8/12/24	-0.14	2,388.500		2,364.500	24.000	1.02	GBP	-0.55
	S	Johnson & Johnson	159.880	8/12/24	-0.46	157.850		159.550	-1.700	-1.07	USD	-0.80
		ING Groep	15.232	8/12/24	0.21	12.276		11.682	0.594	5.08	EUR	-1.27
	S	Nissan Motor	410.200	8/09/24	-0.56	553.100		512.800	40.300	7.86	JPY	-1.37
	S	Mercedes-Benz	57.480	8/12/24	-0.57	65.650		68.000	-2.350	-3.46	EUR	-1.62
	S	BASF	41.280	8/12/24	-0.22	44.820		47.725	-2.905	-6.09	EUR	-1.93
		Nike	74.640	8/12/24	0.40	107.180		119.830	-12.650	-10.56	USD	-1.95
	L	HP	33.780	8/12/24	0.72	28.690		29.570	-0.880	-2.98	USD	-2.45
	S	Orange	10.115	8/12/24	-0.25	10.568		11.556	-0.988	-8.55	EUR	-2.53
		BP	439.600	8/12/24	1.35	479.450		481.700	-2.250	-0.47	GBP	-2.70
		Panasonic	1,058.500	8/09/24	1.34	1,406.500		1,382.500	24.000	1.74	JPY	-3.04
		Chevron	145.020	8/12/24	0.02	152.080		157.200	-5.120	-3.26	USD	-3.14
		PepsiCo	171.420	8/12/24	-0.56	170.610		194.270	-23.660	-12.18	USD	-3.23
	S	National Grid	978.400	8/12/24	-0.04	1,002.000		1,160.500	-158.500	-13.66	GBP	-3.43
	S	Engie	15.335	8/12/24	0.49	14.282		14.782	-0.500	-3.38	EUR	-3.52
		⇓instrument	freshest		⇓ Δday	2/12/24	⇓ Δwk	5/15/23	prc diff	⇓ Δ39	Curr	∅-RS
	L	Texas Instruments	192.060	8/12/24	-0.08	161.080		165.260	-4.180	-2.53	USD	-3.66
		Exxon Mobil	119.000	8/12/24	0.13	103.170		105.070	-1.900	-1.81	USD	-3.84
	L	DuPont	78.330	8/12/24	-0.25	68.470		65.620	2.850	4.34	USD	-4.61
		Barclays	220.100	8/12/24	0.85	142.880		155.020	-12.140	-7.83	GBP	-5.20
	L	Philip Morris	116.090	8/12/24	0.07	90.000		95.000	-5.000	-5.26	USD	-5.30
	L	Fox A	38.830	8/12/24	-1.27	30.440		31.010	-0.570	-1.84	USD	-5.33
		Telefónica	4.032	8/12/24	0.12	3.586		3.926	-0.340	-8.66	EUR	-5.88
	L	3M	123.360	8/12/24	-0.65	94.630		100.490	-5.860	-5.83	USD	-6.53
		Societe Generale	20.520	8/12/24	0.44	21.715		22.275	-0.560	-2.51	EUR	-6.97
	L	Nestlé	88.640	8/12/24	-0.40	96.800		114.860	-18.060	-15.72	CHF	-8.01
		Sanofi	95.670	8/12/24	-0.60	86.070		99.680	-13.610	-13.65	EUR	-8.96
	S	Diageo	2,451.500	8/12/24	1.03	2,890.500		3,538.000	-647.500	-18.30	GBP	-10.05
		Carrefour	13.730	8/12/24	-0.36	15.155		18.240	-3.085	-16.91	EUR	-12.05
	L	AstraZeneca	12,780.000	8/12/24	0.63	9,501.000		12,000.000	-2,499.000	-20.83	GBP	-12.76
		Standard Chartered	722.000	8/12/24	0.92	581.600		619.000	-37.400	-6.04	GBP	-13.34
	L	RWE	32.360	8/12/24	1.70	32.510		42.450	-9.940	-23.42	EUR	-15.39
	S	Bristol-Myers	47.060	8/12/24	0.73	49.750		68.170	-18.420	-27.02	USD	-16.52
	L	Vodafone	74.440	8/12/24	0.87	64.250		90.030	-25.780	-28.63	GBP	-17.45
		Prudential	635.400	8/12/24	0.41	812.400		1,171.000	-358.600	-30.62	GBP	-18.05
	L	Pfizer	28.450	8/12/24	-0.35	27.660		37.160	-9.500	-25.57	USD	-19.91
	L	Anglo American	2,232.500	8/12/24	0.29	1,751.600		2,380.000	-628.400	-26.40	GBP	-21.99
	L	Bayer	25.960	8/12/24	-0.04	28.325		53.300	-24.975	-46.86	EUR	-37.23
SP Global 100 - 96 out of 96 instruments rated - 2/12/24 / 5/15/23 - 54 did rise, Market-Ratio(39) = 56.25 %

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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