Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 6/10/24 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/10/24	⇓ Δwk	9/11/23	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	3,837.940		3,089.340	748.600	24.23	USD	17.83
		UnibailRodaWestfield	5.550	8/12/24	0.73	6.530		4.040	2.490	61.63	AUD	37.49
	L	ABB	45.510	8/12/24	0.55	50.360		33.000	17.360	52.61	CHF	37.35
		Barclays	220.100	8/12/24	0.85	214.750		149.900	64.850	43.26	GBP	35.72
		Deutsche Bank	13.308	8/12/24	0.14	15.280		9.837	5.443	55.33	EUR	32.86
		Schneider Electric	211.250	8/12/24	0.38	228.050		157.400	70.650	44.89	EUR	29.02
		General Electric	166.870	8/12/24	-0.16	162.840		114.260	48.580	42.52	USD	27.94
	L	Alphabet A	162.290	8/12/24	-0.84	175.010		136.920	38.090	27.82	USD	25.97
	L	Goldman Sachs	485.500	8/12/24	-0.97	453.550		324.650	128.900	39.70	USD	25.63
		Citigroup	57.840	8/12/24		61.430		40.590	20.840	51.34	USD	24.62
		Banco Santander	4.089	8/12/24	-0.24	4.711		3.434	1.277	37.19	EUR	24.24
		Saint-Gobain	73.560	8/12/24	-0.41	77.120		57.370	19.750	34.43	EUR	23.67
	L	Philips	26.060	8/12/24	-0.91	24.450		20.080	4.370	21.76	EUR	23.20
	L	HP	33.780	8/12/24	0.72	36.180		29.560	6.620	22.40	USD	22.74
		JP Morgan Chase	206.190	8/12/24	0.19	199.610		144.460	55.150	38.18	USD	22.24
		ING Groep	15.232	8/12/24	0.21	16.228		12.846	3.382	26.33	EUR	21.95
	L	Raytheon Tech	116.600	8/12/24	0.39	107.090		76.900	30.190	39.26	USD	21.39
	L	Walmart	68.700	8/12/24	1.10	66.960		54.780	12.180	22.23	USD	21.14
		UBS	24.850	8/12/24	0.44	28.030		22.880	5.150	22.51	CHF	20.91
	L	Münchener Rück	439.200	8/12/24	1.01	460.500		369.300	91.200	24.70	EUR	19.70
		Banco Bilbao Viz	8.924	8/12/24	0.27	9.760		7.070	2.690	38.05	EUR	18.45
	L	Texas Instruments	192.060	8/12/24	-0.08	197.620		165.840	31.780	19.16	USD	18.00
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	93.900		73.950	19.950	26.98	USD	17.51
		Canon	4,525.000	8/09/24	1.64	4,571.000		3,579.000	992.000	27.72	JPY	17.45
	L	AstraZeneca	12,780.000	8/12/24	0.63	12,600.000		10,502.000	2,098.000	19.98	GBP	17.36
		⇓instrument	freshest		⇓ Δday	6/10/24	⇓ Δwk	9/11/23	prc diff	⇓ Δ39	Curr	∅-RS
		Microsoft	406.810	8/12/24	0.19	427.870		337.940	89.930	26.61	USD	16.27
		Toyota	2,447.500	8/09/24	-0.14	3,272.000		2,595.000	677.000	26.09	JPY	16.06
	L	Ericsson	71.080	8/12/24	1.14	65.120		57.160	7.960	13.93	SEK	15.88
		Aegon	5.562	8/12/24	0.22	5.908		4.662	1.246	26.73	EUR	15.58
		Merck (MSD)	113.480	8/12/24	-0.93	131.490		108.600	22.890	21.08	USD	15.45
		Swiss Re	104.000	8/12/24	0.10	112.250		90.340	21.910	24.25	CHF	14.96
		Caterpillar	336.030	8/12/24	-0.66	329.610		282.050	47.560	16.86	USD	14.43
		Telefónica	4.032	8/12/24	0.12	4.337		3.894	0.443	11.38	EUR	13.14
	L	Anglo American	2,232.500	8/12/24	0.29	2,373.000		2,071.500	301.500	14.55	GBP	12.95
		Siemens	157.200	8/12/24	0.01	174.440		136.980	37.460	27.35	EUR	12.18
	L	Unilever	55.100	8/12/24	-0.36	51.740		47.215	4.525	9.58	EUR	12.12
	L	Morgan Stanley	94.840	8/12/24	0.13	96.390		83.510	12.880	15.42	USD	11.64
		Aviva	484.200	8/12/24	0.35	470.000		374.900	95.100	25.37	GBP	11.05
	L	HSBC	643.900	8/12/24	0.22	693.600		590.000	103.600	17.56	GBP	10.98
		Standard Chartered	722.000	8/12/24	0.92	753.200		715.000	38.200	5.34	GBP	10.80
	L	Philip Morris	116.090	8/12/24	0.07	103.680		94.530	9.150	9.68	USD	10.17
		Bridgestone	5,582.000	8/09/24	-1.33	6,712.000		5,644.000	1,068.000	18.92	JPY	9.87
		Allianz	255.900	8/12/24		259.400		224.750	34.650	15.42	EUR	9.51
	L	DuPont	78.330	8/12/24	-0.25	79.880		75.430	4.450	5.90	USD	9.04
		Axa	32.350	8/12/24	-0.77	32.330		27.955	4.375	15.65	EUR	8.94
		Shell	33.025	8/12/24	0.93	32.705		29.650	3.055	10.30	EUR	8.92
	L	Procter & Gamble	166.810	8/12/24	-2.19	167.350		154.750	12.600	8.14	USD	8.83
		Vivendi	9.488	8/12/24	0.40	9.836		8.246	1.590	19.28	EUR	8.33
		IBM	189.480	8/12/24	-1.03	170.380		148.380	22.000	14.83	USD	7.99
		TotalEnergies	61.720	8/12/24	0.60	65.210		60.740	4.470	7.36	EUR	7.81
		⇓instrument	freshest		⇓ Δday	6/10/24	⇓ Δwk	9/11/23	prc diff	⇓ Δ39	Curr	∅-RS
		GSK	1,572.000	8/12/24	0.42	1,621.000		1,468.800	152.200	10.36	GBP	7.39
		Marsh & McLennan	217.350	8/12/24	-1.23	209.610		195.690	13.920	7.11	USD	7.29
	L	Deutsche Telekom	24.730	8/12/24	0.49	22.610		20.430	2.180	10.67	EUR	7.15
		L´Oreal	376.650	8/12/24	-1.59	452.550		407.150	45.400	11.15	EUR	7.03
	L	Fox A	38.830	8/12/24	-1.27	33.690		31.680	2.010	6.34	USD	7.02
	L	Coca-Cola	68.170	8/12/24	-0.74	63.590		58.880	4.710	8.00	USD	7.01
	L	Novartis	96.740	8/12/24	0.16	94.300		88.310	5.990	6.78	CHF	6.38
		Honda Motor	1,420.000	8/09/24	-0.14	1,708.000		1,651.000	57.000	3.45	JPY	5.80
	L	Apple	217.530	8/12/24	0.71	193.120		179.360	13.760	7.67	USD	5.71
		Exxon Mobil	119.000	8/12/24	0.13	113.080		114.160	-1.080	-0.95	USD	4.48
		E.on	12.325	8/12/24	0.78	12.315		11.550	0.765	6.62	EUR	4.07
		Samsung Electronics	75,500.000	8/12/24	1.07	75,700.000		70,800.000	4,900.000	6.92	KRW	3.91
		Repsol	12.765	8/12/24	0.67	14.700		15.075	-0.375	-2.49	EUR	3.40
		Seven & i	1,672.500	8/09/24	-0.54	2,048.000		1,991.000	57.000	2.86	JPY	3.27
	S	Sony	12,325.000	8/09/24	0.28	13,360.000		12,465.000	895.000	7.18	JPY	3.05
		Rio Tinto	4,942.000	8/12/24	0.56	5,357.000		5,001.000	356.000	7.12	GBP	2.56
	L	3M	123.360	8/12/24	-0.65	100.660		107.890	-7.230	-6.70	USD	2.22
	S	Ford Motor	9.860	8/12/24	-2.38	12.380		12.220	0.160	1.31	USD	1.72
		Societe Generale	20.520	8/12/24	0.44	24.080		25.715	-1.635	-6.36	EUR	1.26
		Chevron	145.020	8/12/24	0.02	156.740		163.760	-7.020	-4.29	USD	0.71
	S	BASF	41.280	8/12/24	-0.22	46.150		44.995	1.155	2.57	EUR	0.23
	L	Vodafone	74.440	8/12/24	0.87	70.880		75.130	-4.250	-5.66	GBP	-1.00
	S	Mercedes-Benz	57.480	8/12/24	-0.57	65.520		66.230	-0.710	-1.07	EUR	-2.02
		Sanofi	95.670	8/12/24	-0.60	90.270		101.820	-11.550	-11.34	EUR	-2.13
		BHP	2,094.000	8/12/24	-0.14	2,293.000		2,256.000	37.000	1.64	GBP	-2.49
		⇓instrument	freshest		⇓ Δday	6/10/24	⇓ Δwk	9/11/23	prc diff	⇓ Δ39	Curr	∅-RS
	S	Volkswagen	93.500	8/12/24	-0.47	112.350		108.060	4.290	3.97	EUR	-2.52
	S	LVMH	635.100	8/12/24	-0.14	746.300		742.200	4.100	0.55	EUR	-2.68
		BP	439.600	8/12/24	1.35	470.850		517.300	-46.450	-8.98	GBP	-3.06
	L	Nestlé	88.640	8/12/24	-0.40	95.600		106.100	-10.500	-9.90	CHF	-4.11
		PepsiCo	171.420	8/12/24	-0.56	165.900		178.930	-13.030	-7.28	USD	-4.13
	S	Engie	15.335	8/12/24	0.49	14.520		14.888	-0.368	-2.47	EUR	-4.22
		Nike	74.640	8/12/24	0.40	96.000		96.790	-0.790	-0.82	USD	-5.74
	L	RWE	32.360	8/12/24	1.70	33.610		36.760	-3.150	-8.57	EUR	-5.96
	S	Johnson & Johnson	159.880	8/12/24	-0.46	147.130		162.660	-15.530	-9.55	USD	-6.44
	S	Nissan Motor	410.200	8/09/24	-0.56	545.100		629.300	-84.200	-13.38	JPY	-6.82
	S	Orange	10.115	8/12/24	-0.25	9.938		10.916	-0.978	-8.96	EUR	-7.24
	L	Pfizer	28.450	8/12/24	-0.35	28.070		33.940	-5.870	-17.30	USD	-8.13
	S	Kimberly-Clark	34.140	8/12/24	-1.01	33.750		38.270	-4.520	-11.81	MXN	-8.65
	S	McDonald´s	269.460	8/12/24	0.58	253.810		279.760	-25.950	-9.28	USD	-9.35
		Panasonic	1,058.500	8/09/24	1.34	1,357.500		1,661.500	-304.000	-18.30	JPY	-9.47
		Carrefour	13.730	8/12/24	-0.36	14.590		17.050	-2.460	-14.43	EUR	-11.65
	S	Diageo	2,451.500	8/12/24	1.03	2,607.000		3,175.500	-568.500	-17.90	GBP	-12.67
	S	National Grid	978.400	8/12/24	-0.04	872.400		997.000	-124.600	-12.50	GBP	-14.30
		Prudential	635.400	8/12/24	0.41	720.800		892.800	-172.000	-19.27	GBP	-16.92
	S	Intel	19.360	8/12/24	-1.78	30.910		38.590	-7.680	-19.90	USD	-18.22
	S	Bristol-Myers	47.060	8/12/24	0.73	42.570		60.810	-18.240	-30.00	USD	-19.85
	L	Bayer	25.960	8/12/24	-0.04	27.475		51.200	-23.725	-46.34	EUR	-22.54
SP Global 100 - 96 out of 96 instruments rated - 6/10/24 / 9/11/23 - 68 did rise, Market-Ratio(39) = 70.83 %

Technical Chart

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

1/03/22	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	6752	days out of 7494 invested (90%)								492		59,187	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	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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