Share-o-matic - Assessment S&P 100 (Stand and Poor's 100)

Assessment - Stand and Poor's 100 - 4/15/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	∅-RS
		S&P 100	2,378.640	Thu	-0.21	2,401.320	-0.94	2,059.090	342.230	16.62	12.65
		Meta Platforms	501.800	Thu	1.54	500.230	0.31	321.150	179.080	55.76	55.50
		Broadcom	1,258.990	Thu	-1.84	1,310.690	-3.94	902.570	408.120	45.22	41.93
		Eli Lilly	745.950	Thu	-0.64	750.770	-0.64	616.640	134.130	21.75	37.36
		Netflix	610.560	Thu	-0.51	607.150	0.56	360.820	246.330	68.27	37.11
	L	Caterpillar	359.401	14:12	0.78	363.910	-1.24	270.790	93.120	34.39	36.14
	L	Qualcomm	161.440	Thu	-1.75	169.840	-4.95	110.510	59.330	53.69	34.21
		Amazon.com	179.220	Thu	-1.14	183.620	-2.40	132.550	51.070	38.53	32.51
		AMD	155.080	Thu	0.69	160.320	-3.27	106.460	53.860	50.59	30.90
	L	Freeport-McMoRan	50.160	Thu	0.68	50.020	0.28	35.850	14.170	39.53	28.33
	L	Wells Fargo	58.740	Thu	2.73	56.970	3.11	41.650	15.320	36.78	27.38
		American Express	225.010	14:12	3.45	218.400	3.03	152.790	65.610	42.94	26.64
		Capital One	141.630	Thu	3.55	139.180	1.76	97.150	42.030	43.26	24.38
	L	Citigroup	58.320	Thu	0.26	58.560	-0.41	40.950	17.610	43.00	23.51
	L	General Motors	42.440	Thu	-0.05	42.690	-0.59	30.060	12.630	42.02	22.75
		Costco	711.250	Thu	-0.55	718.280	-0.98	572.240	146.040	25.52	22.30
	L	Target	166.580	Thu	1.28	165.010	0.95	111.390	53.620	48.14	22.18
	L	Walt Disney	112.030	14:15	-0.36	112.950	-0.81	85.710	27.240	31.78	21.44
		IBM	182.505	14:13	0.57	181.250	0.69	139.210	42.040	30.20	20.60
	L	General Dynamics	285.270	Thu	0.28	284.750	0.18	242.870	41.880	17.24	19.96
	L	Emerson Electric	109.310	Thu	-0.46	111.760	-2.19	96.350	15.410	15.99	19.33
		Alphabet C	157.460	Thu	0.37	156.330	0.72	140.490	15.840	11.27	18.33
	L	Bank of America	35.770	Thu	1.53	35.950	-0.50	26.990	8.960	33.20	18.32
		JP Morgan Chase	182.300	14:13	0.58	182.890	-0.32	147.850	35.040	23.70	17.82
		Microsoft	401.970	14:13	-0.57	413.640	-2.82	332.640	81.000	24.35	17.59
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	∅-RS
		AIG	72.990	Thu	0.56	73.050	-0.08	62.610	10.440	16.67	17.42
		BNY Mellon	55.250	Thu	1.45	55.090	0.29	41.840	13.250	31.67	17.36
		Simon Property	140.370	Thu	-0.40	142.390	-1.42	108.330	34.060	31.44	16.17
	L	Goldman Sachs	407.450	14:13	1.08	400.880	1.64	314.390	86.490	27.51	15.63
	L	eBay	49.950	Thu	1.01	50.890	-1.85	42.470	8.420	19.83	15.51
	L	ConocoPhilips	127.810	Thu	-0.41	130.250	-1.87	125.310	4.940	3.94	15.40
	L	Raytheon Tech	100.710	Thu	-0.04	100.020	0.69	73.980	26.040	35.20	14.29
		U.S. Bancorp	39.440	Thu	-0.20	41.440	-4.83	32.620	8.820	27.04	13.31
		Linde	446.430	Thu	-0.08	444.750	0.38	379.240	65.510	17.27	12.69
		Merck (MSD)	125.280	14:13	0.04	126.190	-0.72	104.140	22.050	21.17	12.57
		Mastercard	454.700	Thu	-1.19	459.790	-1.11	401.160	58.630	14.62	12.09
	L	Walmart	59.430	14:15	0.29	59.930	-0.83	53.737	6.193	11.53	11.92
		Berkshire Hathaway	399.890	Thu	0.54	400.260	-0.09	346.230	54.030	15.61	11.91
	L	Exxon Mobil	118.520	Thu	-0.09	119.680	-0.97	109.950	9.730	8.85	11.75
		MetLife	69.950	Thu	1.49	69.440	0.73	63.350	6.090	9.61	11.09
		Norfolk Southern	240.270	Thu	0.39	245.570	-2.16	207.550	38.020	18.32	10.95
	L	Devon Energy	51.430	Thu	-0.46	52.680	-2.37	49.400	3.280	6.64	10.70
		Colgate-Palmolive	86.710	Thu	-0.05	86.170	0.63	72.150	14.020	19.43	10.28
		Verizon	40.360	14:15	0.57	40.110	0.62	31.250	8.860	28.35	10.25
		Visa	270.170	14:15	-0.44	271.280	-0.41	240.070	31.210	13.00	9.21
		T-Mobile US	160.850	Thu	0.47	159.820	0.64	143.240	16.580	11.57	8.66
	L	Halliburton	38.650	Thu	1.60	39.100	-1.15	42.360	-3.260	-7.70	7.93
	L	Dow	56.770	14:12	0.50	57.320	-0.96	50.190	7.130	14.21	7.39
		Oracle	116.000	Thu	-2.25	119.880	-3.24	108.710	11.170	10.28	7.39
	L	FedEx	263.370	Thu	0.11	266.740	-1.26	247.560	19.180	7.75	7.28
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	∅-RS
		AbbVie	164.660	Thu	0.25	161.670	1.85	147.230	14.440	9.81	6.31
		Lowe´s	228.790	Thu	-0.03	230.010	-0.53	198.250	31.760	16.02	6.24
		Union Pacific	229.810	Thu	0.25	233.940	-1.77	210.830	23.110	10.96	6.12
		Thermo Fisher	541.520	Thu	-1.05	557.870	-2.93	488.540	69.330	14.19	5.86
		Home Depot	334.850	14:13	0.59	337.930	-0.91	297.330	40.600	13.65	4.81
		Abbott Labs	105.270	Thu	-0.59	108.890	-3.32	92.180	16.710	18.13	2.42
		Morgan Stanley	90.260	Thu	0.20	86.990	3.76	78.730	8.260	10.49	2.32
		Procter & Gamble	155.765	14:15	-0.97	155.450	0.20	146.070	9.380	6.42	2.17
		Amgen	264.370	14:12	0.62	265.510	-0.43	286.880	-21.370	-7.45	2.07
		AT&T	16.330	Thu	1.30	16.240	0.55	14.410	1.830	12.70	1.81
	L	Lockheed Martin	456.090	Thu	0.01	453.080	0.66	440.410	12.670	2.88	1.40
	L	Chevron	159.860	14:12	1.45	157.590	1.44	165.400	-7.810	-4.72	1.29
		Ford Motor	12.060	Thu	0.17	12.230	-1.39	11.930	0.300	2.51	0.85
		Texas Instruments	163.670	Thu	-1.23	166.350	-1.61	154.300	12.050	7.81	0.30
		Baxter	39.650	Thu	0.33	40.040	-0.97	31.980	8.060	25.20	-0.43
	L	AEP	82.560	Thu	1.62	80.910	2.04	76.060	4.850	6.38	-0.68
	S	Honeywell	193.320	14:12	1.17	194.040	-0.37	186.230	7.810	4.19	-0.93
	S	Southern	70.570	Thu	1.10	68.390	3.19	67.500	0.890	1.32	-1.72
		Coca-Cola	59.195	14:12	0.48	58.140	1.81	53.430	4.710	8.82	-2.39
	S	Accenture	316.000	Thu	0.46	313.270	0.87	305.340	7.930	2.60	-2.86
	S	Intel	34.670	14:13	-1.06	36.310	-4.52	36.560	-0.250	-0.68	-2.91
	S	Medtronic	79.190	Thu	0.14	80.230	-1.30	71.750	8.480	11.82	-2.96
	L	Fox A	30.770	Thu	1.02	30.350	1.38	31.620	-1.270	-4.02	-3.46
		PepsiCo	172.270	Thu	1.65	166.950	3.19	161.080	5.870	3.64	-4.47
		Altria	41.300	Thu	0.49	40.950	0.85	42.870	-1.920	-4.48	-4.53
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	∅-RS
	S	CVS Health	69.390	Thu	1.15	68.960	0.62	71.490	-2.530	-3.54	-4.55
	S	Apple	165.526	14:12	-0.91	172.690	-4.15	178.720	-6.030	-3.37	-4.65
	S	HP	27.620	Thu	-0.25	27.960	-1.22	26.880	1.080	4.02	-5.19
	S	Cisco Systems	48.215	14:12	0.22	48.240	-0.05	54.160	-5.920	-10.93	-5.28
	S	Philip Morris	91.200	Thu	0.68	88.600	2.93	93.120	-4.520	-4.85	-5.58
	S	McDonald´s	270.759	14:13	-0.08	266.230	1.70	249.940	16.290	6.52	-6.19
	L	Exelon	36.680	Thu	0.71	36.270	1.13	40.170	-3.900	-9.71	-6.55
	S	Johnson & Johnson	146.255	14:13	0.35	147.590	-0.90	157.530	-9.940	-6.31	-7.28
	S	Comcast	39.620	Thu	1.62	39.430	0.48	44.250	-4.820	-10.89	-7.56
		3M	91.790	14:12	0.34	91.300	0.54	89.940	1.360	1.51	-8.01
	S	Mondelez	67.170	Thu	0.99	65.870	1.97	62.620	3.250	5.19	-8.10
	S	UPS	142.740	Thu	0.34	144.850	-1.46	156.650	-11.800	-7.53	-10.19
	S	UnitedHealth	502.480	14:15	1.89	445.630	12.76	538.030	-92.400	-17.17	-11.57
	S	Nike	95.968	14:15	0.24	93.100	3.08	102.040	-8.940	-8.76	-11.83
	S	Gilead Sciences	66.160	Thu	-1.15	67.750	-2.35	79.200	-11.450	-14.46	-12.32
	S	Starbucks	87.150	Thu	1.09	85.170	2.32	93.650	-8.480	-9.05	-12.66
		Bristol-Myers	48.300	Thu	0.96	48.510	-0.43	57.170	-8.660	-15.15	-14.39
		Pfizer	25.390	Thu	-0.12	25.910	-2.01	33.270	-7.360	-22.12	-19.40
	S	Boeing	171.480	14:12	0.73	167.820	2.18	184.930	-17.110	-9.25	-19.82
	S	Biogen	190.520	Thu	-0.85	196.800	-3.19	267.940	-71.140	-26.55	-23.32
	S	Tesla Motors	149.930	Thu	-3.55	161.480	-7.15	253.920	-92.440	-36.41	-25.42
	S	Walgreens Boots	17.685	14:15	0.54	17.650	0.20	22.780	-5.130	-22.52	-28.28
S&P 100 - 96 out of 96 instruments rated - 4/15/24 / 10/16/23 - 72 did rise, Market-Ratio(26) = 75.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	S&P 100 RS = 26 - B/S = 60/40

1/06/20	scale up chart	4/15/24

Transactions Stand and Poor's 100 * 26 - 60/40 (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		1/21/08	749		- cash -
short	1/21/08	5/18/09	483		Citigroup	100	40	244.000	36.400	1,635.604	1,391.604	570	65,664	321
long	5/18/09	7/06/09	49		Ford Motor	100	11,938	5.500	5.750		0.250	5	68,649	39
short	7/06/09	7/20/09	14		AIG	100	4,240	16.190	13.460	19.474	3.284	20	82,572	12,230
long	7/20/09	6/07/10	322		Ford Motor	100	13,339	6.190	11.090		4.900	79	147,933	94
short	6/07/10	8/09/10	63		Monsanto	100	2,987	49.520	59.560	39.480	-10.040	-20	117,943	-73
long	8/09/10	8/23/10	14		Booking	100	402	292.730	299.820		7.090	2	120,793	87
short	8/23/10	11/08/10	77		Gilead Sciences	100	7,354	16.425	19.415	13.435	-2.990	-18	98,805	-61
long	11/08/10	8/08/11	273		Booking	100	254	388.580	505.000		116.420	30	128,376	42
short	8/08/11	1/16/12	161		Bank of America	100	19,719	6.510	6.480	6.540	0.030	0	128,969	1
long	1/16/12	8/24/15	1316		Biogen	100	1,103	116.900	278.230		161.330	138	306,916	27
short	8/24/15	3/07/16	196		Devon Energy	100	8,059	38.080	24.190	59.946	21.866	57	483,132	133
long	3/07/16	6/25/18	840		Meta Platforms	100	4,569	105.730	196.350		90.620	86	897,175	31
short	6/25/18	8/06/18	42		General Electric	100	8,795	102.000	104.800	99.200	-2.800	-3	872,549	-21
long	8/06/18	12/10/18	126		Amazon.com	100	9,444	92.388	82.052		-10.336	-11	774,935	-29
short	12/10/18	4/15/19	126		General Electric	100	13,977	55.440	71.840	39.040	-16.400	-30	545,713	-64
long	4/15/19	3/09/20	329		Starbucks	100	7,165	76.160	70.830		-5.330	-7	507,523	-8
short	3/09/20	8/31/20	175		Occidental Pet	100	40,569	12.510	12.740	12.280	-0.230	-2	498,192	-4
long	8/31/20	2/28/22	546		NVidia	100	3,724	133.745	243.850		110.105	82	908,223	49
short	2/28/22	12/12/22	287		PayPal	100	8,114	111.930	73.800	169.761	57.831	52	1,377,460	70
long	12/12/22	3/13/23	91		Gilead Sciences	100	15,557	88.540	79.510		-9.030	-10	1,236,980	-35
short	3/13/23	3/27/23	14		Charles Schwab	100	23,829	51.910	54.860	48.960	-2.950	-6	1,166,685	-78
long	3/27/23	5/29/23	63		NVidia	100	4,397	265.310	389.460		124.150	47	1,712,572	824
short	5/29/23	7/24/23	56		U.S. Bancorp	100	55,838	30.670	39.260	22.080	-8.590	-28	1,232,924	-88
long	7/24/23	10/23/23	91		NVidia	100	2,763	446.120	429.750		-16.370	-4	1,187,694	-14
short	10/23/23	11/27/23	35		Walgreens Boots	100	54,084	21.960	20.110	23.980	2.020	9	1,296,954	150
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	11/27/23	4/18/24	143		NVidia	100	2,688	482.420	846.710		364.290	76	2,276,166	320
accum	1/21/08	4/18/24	5933	days out of 6682 invested (89%)							22,662		2,276,166	40

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	1/21/08	5/18/09	483	244.00	36.40	1,635.60	1,391.60	570.33	570.33
NVidia	long	8/31/20	2/28/22	546	133.75	243.85		110.11	82.32
	long	3/27/23	5/29/23	63	265.31	389.46		124.15	46.79
	long	7/24/23	10/23/23	91	446.12	429.75		-16.37	-3.67
	long	11/27/23	4/18/24	143	482.42	846.71		364.29	75.51	352.51
Biogen	long	1/16/12	8/24/15	1316	116.90	278.23		161.33	138.01	138.01
Ford Motor	long	5/18/09	7/06/09	49	5.50	5.75		0.25	4.55
	long	7/20/09	6/07/10	322	6.19	11.09		4.90	79.16	87.30
Meta Platforms	long	3/07/16	6/25/18	840	105.73	196.35		90.62	85.71	85.71
Devon Energy	short	8/24/15	3/07/16	196	38.08	24.19	59.95	21.87	57.42	57.42
PayPal	short	2/28/22	12/12/22	287	111.93	73.80	169.76	57.83	51.67	51.67
Booking	long	8/09/10	8/23/10	14	292.73	299.82		7.09	2.42
	long	11/08/10	8/08/11	273	388.58	505.00		116.42	29.96	33.11
AIG	short	7/06/09	7/20/09	14	16.19	13.46	19.47	3.28	20.28	20.28
Walgreens Boots	short	10/23/23	11/27/23	35	21.96	20.11	23.98	2.02	9.20	9.20
Bank of America	short	8/08/11	1/16/12	161	6.51	6.48	6.54	0.03	0.46	0.46
Occidental Pet	short	3/09/20	8/31/20	175	12.51	12.74	12.28	-0.23	-1.84	-1.84
Charles Schwab	short	3/13/23	3/27/23	14	51.91	54.86	48.96	-2.95	-5.68	-5.68
Starbucks	long	4/15/19	3/09/20	329	76.16	70.83		-5.33	-7.00	-7.00
Amazon.com	long	8/06/18	12/10/18	126	92.39	82.05		-10.34	-11.19	-11.19
Monsanto	short	6/07/10	8/09/10	63	49.52	59.56	39.48	-10.04	-20.27	-20.27
Gilead Sciences	short	8/23/10	11/08/10	77	16.43	19.42	13.44	-2.99	-18.20
	long	12/12/22	3/13/23	91	88.54	79.51		-9.03	-10.20	-26.55
U.S. Bancorp	short	5/29/23	7/24/23	56	30.67	39.26	22.08	-8.59	-28.01	-28.01
General Electric	short	6/25/18	8/06/18	42	102.00	104.80	99.20	-2.80	-2.75
	short	12/10/18	4/15/19	126	55.44	71.84	39.04	-16.40	-29.58	-31.51

Annotations

2/26/24	Walmart	stock split 1:3 (three for one)
8/25/22	Tesla Motors	stock split 1:3 (three for one)
7/18/22	Alphabet C	stock split 1:20 (twenty for one)
6/06/22	Amazon.com	stock split 1:20 (twenty for one)
4/03/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
6/19/18	S&P 100	removal of Monsanto (Bayer) and Time Warner (AT&T) due to acquisitions
9/01/17	S&P 100	Charter Communications replaces DuPont
2/21/17	Comcast	split 1:2 (two for one)
12/17/16	S&P 100	index components adjustment in: Danaher, Duke Energy and NextEra Energy out: Anadarko Petroleum, Devon Energy and Norfolk Southern
9/07/16	S&P 100	Kraft Heinz replaces EMC²
12/24/15	Nike	stock split 1:2 (two for one)
11/02/15	S&P 100	BlackRock replaces HP
	Hewlett-Packard	forward stock split 1000:2202 (two thousand two hundred and two for one thousand)
	Hewlett-Packard	spin-off of HP Enterprise
9/01/15	S&P 100	complete analysis
7/20/15	S&P 100	PayPal replaces eBay
	eBay	spin-off of PayPal ratio 2790 : 3839
7/14/15	Netflix	forward stock split 1:7 (seven for one)
6/30/15	S&P 100	Priceline replaces Baxter
	Baxter	drops out of S&P 100
4/09/15	Starbucks	forward stock split 1:2 (two for one)
3/20/15	S&P 100	Actavis, Celgene and Kinder Morgan replace Apache, Freeport-McMoRan and National Oilwell Varco
3/19/15	Visa	forward stock split 1:4 (four for one)
5/01/13	T-Mobile US	reverse split 2:1 (one for two) and special dividend 4,06


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