Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Dollar - 3/25/24 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/25/24	Δwk	6/26/23	prc diff	⇓ Δ39	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	3,608.850		3,015.010	593.840	19.70	16.12
	L	Philips	28.246	8/12/24	-0.91	19.963		20.605	-0.642	-3.11	-3.23
	L	Fox A	38.830	8/12/24	-1.27	30.220		33.240	-3.020	-9.09	-4.37
	L	Philip Morris	116.090	8/12/24	0.07	91.150		96.770	-5.620	-5.81	-3.18
	L	Apple	217.530	8/12/24	0.71	170.850		185.270	-14.420	-7.78	-5.39
	L	Ericsson	6.726	8/12/24	1.14	5.375		5.073	0.302	5.95	1.72
	L	AstraZeneca	16,157.271	8/12/24	0.63	13,140.742		14,369.948	-1,229.206	-8.55	-2.99
	L	Raytheon Tech	116.600	8/12/24	0.39	95.630		96.550	-0.920	-0.95	9.24
		Barclays	278.264	8/12/24	0.85	229.438		184.422	45.016	24.41	21.34
	L	Goldman Sachs	485.500	8/12/24	-0.97	404.940		312.360	92.580	29.64	18.33
	L	Unilever	59.722	8/12/24	-0.36	50.097		51.632	-1.534	-2.97	-0.46
	L	3M	123.360	8/12/24	-0.65	104.840		100.410	4.430	4.41	5.25
	L	Anglo American	2,822.465	8/12/24	0.29	2,441.543		2,895.114	-453.571	-15.67	-8.46
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	88.640		76.640	12.000	15.66	14.49
	L	Walmart	68.700	8/12/24	1.10	60.570		51.683	8.887	17.19	14.40
	L	HP	33.780	8/12/24	0.72	29.880		29.770	0.110	0.37	1.46
	L	Coca-Cola	68.170	8/12/24	-0.74	60.400		61.220	-0.820	-1.34	1.21
	L	Texas Instruments	192.060	8/12/24	-0.08	170.850		168.745	2.105	1.25	2.72
	L	Deutsche Telekom	26.805	8/12/24	0.49	23.894		21.495	2.399	11.16	4.73
	L	Novartis	107.647	8/12/24	0.16	96.152		99.378	-3.226	-3.25	-3.79
	L	Vodafone	94.112	8/12/24	0.87	86.450		89.157	-2.707	-3.04	-7.96
	L	ABB	50.641	8/12/24	0.55	46.524		38.424	8.100	21.08	20.46
	L	Alphabet A	162.290	8/12/24	-0.84	150.070		118.340	31.730	26.81	17.06
		Marsh & McLennan	217.350	8/12/24	-1.23	203.080		182.980	20.100	10.98	7.42
		Standard Chartered	912.797	8/12/24	0.92	853.883		837.356	16.527	1.97	2.87
		⇓instrument	freshest		⇓ Δday	3/25/24	Δwk	6/26/23	prc diff	⇓ Δ39	⇓∅-RS
		Sanofi	103.696	8/12/24	-0.60	97.171		106.778	-9.607	-9.00	-5.01
		Shell	35.795	8/12/24	0.93	33.801		30.138	3.663	12.16	7.78
		JP Morgan Chase	206.190	8/12/24	0.19	194.820		139.190	55.630	39.97	28.54
		Saint-Gobain	79.731	8/12/24	-0.41	76.447		58.922	17.525	29.74	21.91
	L	Procter & Gamble	166.810	8/12/24	-2.19	160.190		148.610	11.580	7.79	5.69
	L	Morgan Stanley	94.840	8/12/24	0.13	91.140		83.590	7.550	9.03	7.69
	L	RWE	35.075	8/12/24	1.70	33.785		43.174	-9.389	-21.75	-16.52
		Exxon Mobil	119.000	8/12/24	0.13	114.650		104.290	10.360	9.93	7.33
	L	Pfizer	28.450	8/12/24	-0.35	27.430		36.890	-9.460	-25.64	-16.63
		ING Groep	16.510	8/12/24	0.21	15.931		12.926	3.005	23.25	17.55
	L	DuPont	78.330	8/12/24	-0.25	75.940		67.800	8.140	12.01	6.17
	L	HSBC	814.058	8/12/24	0.22	789.658		768.764	20.894	2.72	3.49
	S	Johnson & Johnson	159.880	8/12/24	-0.46	155.220		163.630	-8.410	-5.14	-2.60
		Canon	29.873	8/09/24	1.64	29.471		26.520	2.951	11.13	16.96
		Telefónica	4.370	8/12/24	0.12	4.325		3.945	0.379	9.62	4.76
	L	Münchener Rück	476.044	8/12/24	1.01	473.226		361.346	111.880	30.96	20.22
		IBM	189.480	8/12/24	-1.03	188.790		131.340	57.450	43.74	28.19
		Aegon	6.029	8/12/24	0.22	6.057		4.913	1.144	23.27	17.93
		PepsiCo	171.420	8/12/24	-0.56	172.600		184.890	-12.290	-6.65	-1.56
	S	Engie	16.621	8/12/24	0.49	16.818		15.667	1.150	7.34	3.86
		Rio Tinto	6,247.984	8/12/24	0.56	6,337.747		6,379.432	-41.686	-0.65	-2.40
		Schneider Electric	228.972	8/12/24	0.38	232.982		173.808	59.174	34.05	30.11
		E.on	13.359	8/12/24	0.78	13.630		12.430	1.199	9.65	7.98
		Aviva	612.156	8/12/24	0.35	625.810		494.396	131.413	26.58	21.38
		TotalEnergies	66.898	8/12/24	0.60	68.534		57.372	11.162	19.46	8.15
		⇓instrument	freshest		⇓ Δday	3/25/24	Δwk	6/26/23	prc diff	⇓ Δ39	⇓∅-RS
	L	Bayer	28.138	8/12/24	-0.04	29.092		54.666	-25.574	-46.78	-34.75
	S	McDonald´s	269.460	8/12/24	0.58	278.620		289.090	-10.470	-3.62	-1.92
		Samsung Electronics	56.348	8/12/24	1.07	58.363		55.507	2.856	5.15	9.52
		Microsoft	406.810	8/12/24	0.19	422.860		328.600	94.260	28.69	23.04
		General Electric	166.870	8/12/24	-0.16	173.490		104.450	69.040	66.10	50.54
		Vivendi	10.284	8/12/24	0.40	10.802		9.004	1.798	19.97	11.33
	S	Orange	10.964	8/12/24	-0.25	11.535		11.328	0.207	1.82	-1.95
		Citigroup	57.840	8/12/24		60.950		46.240	14.710	31.81	30.53
	S	Sony	81.368	8/09/24	0.28	86.154		90.488	-4.334	-4.79	-3.83
		Caterpillar	336.030	8/12/24	-0.66	355.950		236.950	119.000	50.22	36.82
		Deutsche Bank	14.424	8/12/24	0.14	15.333		10.016	5.316	53.08	34.20
		Axa	35.064	8/12/24	-0.77	37.475		28.948	8.527	29.46	20.94
	L	Nestlé	98.634	8/12/24	-0.40	105.432		120.702	-15.270	-12.65	-9.86
		Allianz	277.367	8/12/24		298.287		228.310	69.976	30.65	21.63
		GSK	1,987.420	8/12/24	0.42	2,142.419		1,806.806	335.613	18.57	16.62
		Chevron	145.020	8/12/24	0.02	156.470		154.010	2.460	1.60	0.35
		Banco Santander	4.432	8/12/24	-0.24	4.784		3.365	1.419	42.15	24.56
		BHP	2,647.365	8/12/24	-0.14	2,862.290		2,964.470	-102.180	-3.45	-3.69
	S	National Grid	1,236.954	8/12/24	-0.04	1,352.128		1,319.027	33.102	2.51	4.09
	S	Kimberly-Clark	2.047	8/12/24	-1.01	2.238		2.298	-0.060	-2.63	4.08
		UnibailRodaWestfield	3.630	8/12/24	0.73	3.977		2.459	1.518	61.72	40.43
		Merck (MSD)	113.480	8/12/24	-0.93	125.310		113.080	12.230	10.82	12.73
		Siemens	170.388	8/12/24	0.01	188.662		169.683	18.979	11.18	15.81
		Swiss Re	115.725	8/12/24	0.10	128.411		98.395	30.016	30.51	20.80
	S	Bristol-Myers	47.060	8/12/24	0.73	52.250		64.790	-12.540	-19.35	-9.23
		⇓instrument	freshest		⇓ Δday	3/25/24	Δwk	6/26/23	prc diff	⇓ Δ39	⇓∅-RS
		UBS	27.652	8/12/24	0.44	31.546		19.625	11.921	60.74	31.62
		BP	555.770	8/12/24	1.35	639.590		584.113	55.477	9.50	4.74
		L´Oreal	408.247	8/12/24	-1.59	471.980		440.851	31.129	7.06	3.99
		Carrefour	14.882	8/12/24	-0.36	17.337		18.127	-0.791	-4.36	-5.71
		Societe Generale	22.241	8/12/24	0.44	26.078		24.866	1.212	4.87	4.39
	S	Diageo	3,099.339	8/12/24	1.03	3,650.557		4,184.236	-533.678	-12.75	-7.55
		Bridgestone	36.851	8/09/24	-1.33	44.213		41.315	2.897	7.01	9.01
		Repsol	13.836	8/12/24	0.67	16.649		14.286	2.363	16.54	10.40
		Banco Bilbao Viz	9.673	8/12/24	0.27	11.766		7.364	4.401	59.76	44.73
		Prudential	803.312	8/12/24	0.41	979.045		1,369.930	-390.885	-28.53	-17.58
		Nike	74.640	8/12/24	0.40	93.750		111.740	-17.990	-16.10	-12.60
	S	Volkswagen	101.344	8/12/24	-0.47	129.395		133.952	-4.558	-3.40	3.13
		Seven & i	11.042	8/09/24	-0.54	14.118		14.129	-0.011	-0.08	2.99
	S	BASF	44.743	8/12/24	-0.22	57.370		46.693	10.677	22.87	16.22
	S	Mercedes-Benz	62.302	8/12/24	-0.57	79.904		78.555	1.349	1.72	10.78
	S	LVMH	688.379	8/12/24	-0.14	894.751		911.277	-16.526	-1.81	5.87
	S	Ford Motor	9.860	8/12/24	-2.38	12.900		14.110	-1.210	-8.58	6.80
		Honda Motor	9.375	8/09/24	-0.14	12.405		9.989	2.416	24.18	20.05
		Panasonic	6.988	8/09/24	1.34	9.596		11.766	-2.170	-18.44	-7.04
	S	Nissan Motor	2.708	8/09/24	-0.56	4.152		3.732	0.420	11.26	5.01
		Toyota	16.158	8/09/24	-0.14	25.285		15.471	9.814	63.43	47.58
	S	Intel	19.360	8/12/24	-1.78	41.830		33.340	8.490	25.46	13.68
SP Global 100 - 96 out of 96 instruments rated - 3/25/24 / 6/26/23 - 63 did rise, Market-Ratio(39) in USD = 65.63 %

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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