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

Assessment - Stand and Poor's 100 - 16/05/22 - RS = 26

		⇓instrument	freshest		⇓ Δday	16/05/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ26	∅-RS
	S	S&P 100	1,764.110	Fri	0.05	1,821.550	-3.15	2,154.060	-332.510	-15.44	-10.38
	L	Occidental Pet	63.260	Fri	-1.09	67.720	-6.59	31.980	35.740	111.76	104.90
		ConocoPhilips	105.020	Fri	0.39	105.500	-0.45	72.720	32.780	45.08	48.06
	L	Chevron	167.820	Fri	0.58	173.010	-3.00	116.820	56.190	48.10	46.50
	L	Exxon Mobil	91.860	Fri	0.79	90.950	1.00	64.370	26.580	41.29	38.33
		Schlumberger	41.120	Fri	0.66	42.140	-2.42	32.720	9.420	28.79	26.67
		AbbVie	151.010	Fri	-0.47	155.470	-2.87	116.840	38.630	33.06	23.93
	L	Eli Lilly	298.850	Fri	4.39	299.380	-0.18	258.430	40.950	15.85	20.47
	L	Bristol-Myers	76.190	Fri	0.30	76.910	-0.94	59.620	17.290	29.00	18.23
	L	Merck (MSD)	93.550	Fri	1.59	92.320	1.33	83.690	8.630	10.31	17.38
		Lockheed Martin	424.150	Fri	-0.35	437.550	-3.06	340.920	96.630	28.34	15.59
	L	Kraft Heinz	38.370	Fri	-0.49	44.080	-12.95	37.620	6.460	17.17	15.35
	L	Coca-Cola	60.980	Fri	1.63	65.960	-7.55	56.620	9.340	16.50	14.34
	L	Southern	73.410	Fri	0.11	74.250	-1.13	62.200	12.050	19.37	12.68
	L	Dow	68.110	Fri	-0.95	67.980	0.19	59.920	8.060	13.45	11.56
	L	Kinder Morgan	19.030	Fri	0.05	19.390	-1.86	16.860	2.530	15.01	11.31
		General Dynamics	213.500	Fri	-1.97	227.800	-6.28	201.070	26.730	13.29	10.34
	L	Altria	51.090	Fri		53.740	-4.93	45.200	8.540	18.89	9.69
		UnitedHealth	485.730	Fri	1.50	489.220	-0.71	450.800	38.420	8.52	9.47
		PepsiCo	162.210	Fri	0.63	175.470	-7.56	163.800	11.670	7.12	9.30
		Pfizer	52.470	Fri	3.59	50.670	3.55	49.650	1.020	2.05	8.12
		Philip Morris	101.150	Fri	0.65	105.910	-4.49	95.360	10.550	11.06	7.96
	L	Amgen	247.500	Fri	1.12	243.870	1.49	207.400	36.470	17.58	7.15
		CVS Health	94.930	Fri	1.92	98.550	-3.67	93.490	5.060	5.41	6.48
	L	Duke Energy	109.830	Fri	0.81	110.030	-0.18	100.600	9.430	9.37	6.06
		⇓instrument	freshest		⇓ Δday	16/05/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ26	∅-RS
		AIG	55.620	Fri	-3.94	58.640	-5.15	58.090	0.550	0.95	5.57
	L	Johnson & Johnson	176.980	Fri	1.75	178.080	-0.62	163.520	14.560	8.90	5.42
		Procter & Gamble	141.790	Fri	0.06	155.120	-8.59	147.400	7.720	5.24	5.05
		Mondelez	61.190	Fri	0.13	66.130	-7.47	62.850	3.280	5.22	4.80
		Berkshire Hathaway	304.050	Fri	-0.03	309.290	-1.69	284.670	24.620	8.65	3.92
		Costco	416.430	Fri	-1.54	494.530	-15.79	519.890	-25.360	-4.88	3.71
		Raytheon Tech	90.080	Fri	-0.19	92.480	-2.60	89.350	3.130	3.50	3.33
	L	Walmart	119.200	Fri	0.11	148.210	-19.57	146.910	1.300	0.88	3.19
	L	IBM	128.480	Fri	-0.91	135.030	-4.85	118.870	16.160	13.59	0.96
		Allstate	123.030	Fri	-2.19	127.250	-3.32	114.800	12.450	10.84	0.10
	S	McDonald´s	233.910	Fri	2.14	244.040	-4.15	252.940	-8.900	-3.52	-0.25
	S	MetLife	62.050	Fri	-0.54	63.620	-2.47	64.150	-0.530	-0.83	-0.26
		Colgate-Palmolive	75.130	Fri	0.01	78.730	-4.57	78.300	0.430	0.55	-0.89
		Caterpillar	197.820	Fri	-4.32	207.190	-4.52	207.710	-0.520	-0.25	-1.26
	S	Union Pacific	213.580	Fri	-1.35	227.890	-6.28	241.460	-13.570	-5.62	-2.00
		Exelon	47.150	Fri	-0.42	46.870	0.60	54.770	-7.900	-14.42	-3.41
	S	Thermo Fisher	555.150	Fri	0.80	539.380	2.92	632.360	-92.980	-14.70	-3.60
	S	Apple	137.590	Fri	0.17	145.540	-5.46	150.000	-4.460	-2.97	-4.74
		Target	155.360	Fri	1.26	219.250	-29.14	264.330	-45.080	-17.05	-6.14
		Gilead Sciences	63.840	Fri	0.90	62.240	2.57	67.200	-4.960	-7.38	-6.76
	S	Mastercard	336.180	Fri	1.19	329.730	1.96	361.360	-31.630	-8.75	-7.29
		Honeywell	189.750	Fri	-1.51	193.960	-2.17	222.470	-28.510	-12.82	-7.87
	S	American Express	153.240	Fri	-0.49	156.430	-2.04	183.130	-26.700	-14.58	-8.39
	S	Verizon	49.530	Fri	0.88	49.040	1.00	52.400	-3.360	-6.41	-8.48
	S	Texas Instruments	169.810	Fri	1.31	168.500	0.78	189.230	-20.730	-10.95	-8.77
		⇓instrument	freshest		⇓ Δday	16/05/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ26	∅-RS
	S	Lowe´s	184.690	Fri	-1.69	194.730	-5.16	234.920	-40.190	-17.11	-8.92
	S	Walgreens Boots	40.960	Fri	0.86	44.150	-7.23	49.220	-5.070	-10.30	-9.17
	S	Abbott Labs	113.240	Fri	0.71	109.710	3.22	129.440	-19.730	-15.24	-10.09
		Medtronic	102.530	Fri	-0.21	103.810	-1.23	117.580	-13.770	-11.71	-10.35
	S	Visa	199.030	Fri	0.84	197.810	0.62	212.300	-14.490	-6.83	-10.39
	S	Booking	2,115.900	Fri	0.59	2,046.010	3.42	2,405.010	-359.000	-14.93	-10.41
	S	Qualcomm	131.600	Fri	0.79	133.910	-1.73	168.510	-34.600	-20.53	-10.54
	S	Microsoft	252.560	Fri	-0.23	261.500	-3.42	336.070	-74.570	-22.19	-11.06
	S	UPS	171.040	Fri	2.18	179.770	-4.86	211.520	-31.750	-15.01	-11.12
	S	Emerson Electric	83.640	Fri	0.41	84.450	-0.96	96.380	-11.930	-12.38	-11.45
	S	Cisco Systems	42.940	Fri	2.92	49.000	-12.37	57.270	-8.270	-14.44	-11.73
	S	American Tower	244.280	Fri	4.73	230.220	6.11	260.500	-30.280	-11.62	-12.57
	S	Home Depot	287.190	Fri	-0.20	295.990	-2.97	371.080	-75.090	-20.24	-12.66
	S	NextEra Energy	71.220	Fri	1.08	70.120	1.57	87.340	-17.220	-19.72	-12.66
	S	Accenture	276.650	Fri	1.11	286.170	-3.33	368.450	-82.280	-22.33	-12.90
	S	Wells Fargo	41.670	Fri	-0.79	42.210	-1.28	51.080	-8.870	-17.36	-12.95
		3M	143.830	Fri	-2.13	150.500	-4.43	183.310	-32.810	-17.90	-14.02
	S	Alphabet A	2,178.160	Fri	-1.34	2,288.900	-4.84	2,969.040	-680.140	-22.91	-14.31
	S	Danaher	251.800	Fri	1.00	246.370	2.20	299.680	-53.310	-17.79	-14.44
	S	Simon Property	108.840	Fri	-1.09	116.870	-6.87	166.290	-49.420	-29.72	-14.51
	S	DuPont	63.850	Fri	-0.73	64.130	-0.44	78.770	-14.640	-18.59	-14.80
	S	Alphabet C	2,186.260	Fri	-1.29	2,295.850	-4.77	2,987.760	-691.910	-23.16	-14.84
		FedEx	200.900	Fri	0.93	209.720	-4.21	252.300	-42.580	-16.88	-15.18
	S	U.S. Bancorp	49.210	Fri	-0.06	48.270	1.95	60.460	-12.190	-20.16	-15.42
	S	Morgan Stanley	79.370	Fri	-0.74	79.900	-0.66	100.210	-20.310	-20.27	-15.84
		⇓instrument	freshest		⇓ Δday	16/05/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ26	∅-RS
	S	Intel	41.650	Fri	-0.86	43.080	-3.32	50.320	-7.240	-14.39	-16.30
	S	Goldman Sachs	306.800	Fri	-0.45	303.440	1.11	404.810	-101.370	-25.04	-17.88
	S	Oracle	68.630	Fri	2.37	69.710	-1.55	94.020	-24.310	-25.86	-17.92
		Ford Motor	12.500	Fri	-2.72	13.050	-4.21	19.860	-6.810	-34.29	-17.98
	S	Bank of America	33.860	Fri	-1.71	34.810	-2.73	47.050	-12.240	-26.01	-18.06
	S	BNY Mellon	43.770	Fri	1.04	43.240	1.23	59.910	-16.670	-27.83	-18.92
	S	Comcast	42.010	Fri	-0.02	41.870	0.33	53.380	-11.510	-21.56	-19.48
	S	AT&T	20.400	Fri	0.94	20.280	0.59	24.800	-4.520	-18.23	-19.77
	S	JP Morgan Chase	117.340	Fri	-0.82	118.260	-0.78	166.560	-48.300	-29.00	-22.27
	S	NVidia	166.940	Fri	-2.51	172.640	-3.30	300.250	-127.610	-42.50	-22.37
	S	Biogen	199.650	Fri	3.40	198.380	0.64	271.820	-73.440	-27.02	-23.07
	S	Nike	108.000	Fri	1.47	112.600	-4.09	168.850	-56.250	-33.31	-23.88
	S	General Electric	75.250	Fri	-0.65	74.630	0.83	106.670	-32.040	-30.04	-24.15
	S	Capital One	113.700	Fri	0.33	113.970	-0.24	156.360	-42.390	-27.11	-24.76
	S	Adobe	399.090	Fri	1.19	402.860	-0.94	659.730	-256.870	-38.94	-25.49
	S	Citigroup	49.750	Fri	-0.06	47.460	4.83	68.740	-21.280	-30.96	-26.52
	S	BlackRock	600.440	Fri	1.24	598.600	0.31	953.240	-354.640	-37.20	-28.15
	S	General Motors	35.400	Fri	-1.99	37.100	-4.58	62.970	-25.870	-41.08	-28.54
	S	Charter Comm	479.030	Fri	0.94	463.340	3.39	692.910	-229.570	-33.13	-28.56
	S	Starbucks	73.390	Fri	2.03	72.420	1.34	111.870	-39.450	-35.26	-29.86
	S	salesforce.com	159.650	Fri	2.60	164.120	-2.72	305.490	-141.370	-46.28	-30.55
		Meta	193.540	Fri	1.18	200.040	-3.25	347.560	-147.520	-42.44	-31.19
	S	Amazon.com	2,151.820	Fri	0.25	2,216.210	-2.91	3,545.680	-1,329.470	-37.50	-31.49
	S	Walt Disney	102.420	Fri	-0.70	105.180	-2.62	158.430	-53.250	-33.61	-32.64
	S	Boeing	120.700	Fri	-5.07	124.050	-2.70	233.090	-109.040	-46.78	-40.19
		⇓instrument	freshest		⇓ Δday	16/05/22	⇓ Δwk	15/11/21	prc diff	⇓ Δ26	∅-RS
	S	PayPal	80.540	Fri	-0.91	77.650	3.72	212.540	-134.890	-63.47	-55.61
	S	Netflix	186.350	Fri	1.56	186.510	-0.09	679.330	-492.820	-72.55	-59.23
S&P 100 - 101 out of 101 instruments rated - 16/05/22 / 15/11/21 - 34 did rise, Market-Ratio(26) = 33.66 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/01/18	scale up chart	16/05/22

Transactions Stand and Poor's 100 * 26 - 60/40 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		21/01/08	749		- cash -
short	21/01/08	18/05/09	483		Capital One	50	125	39.810	26.060	60.815	21.005	53	12,626	38
					Citigroup	50	20	244.000	36.400	1,635.604	1,391.604	570	40,458	321
100							309						190
long	18/05/09	6/07/09	49		Ford Motor	50	3,677	5.500	5.750		0.250	5	41,377	39
					Goldman Sachs	50	141	143.150	146.460		3.310	2	41,844	19
100							3						29
short	6/07/09	20/07/09	14		Citigroup	50	749	27.900	27.900	27.900	0.000	0	41,844	0
					AIG	50	1,293	16.190	13.460	19.474	3.284	20	46,089	12,230
100							10						1,143
long	20/07/09	7/06/10	322		Ford Motor	50	3,722	6.190	11.090		4.900	79	64,327	94
					Goldman Sachs	50	144	160.030	138.680		-21.350	-13	61,253	-15
100							33						38
short	7/06/10	9/08/10	63		Gilead Sciences	50	1,778	17.220	17.880	16.560	-0.660	-4	60,079	-20
					Monsanto	50	618	49.520	59.560	39.480	-10.040	-20	53,875	-73
100							-12						-52
long	9/08/10	23/08/10	14		Booking	50	92	292.730	299.820		7.090	2	54,527	87
					Ford Motor	50	2,064	13.050	11.610		-1.440	-11	51,555	-95
100							-4						-68
short	23/08/10	8/11/10	77		HP	50	660	39.040	44.250	33.830	-5.210	-13	48,116	-49
					Gilead Sciences	50	1,570	16.425	19.415	13.435	-2.990	-18	43,422	-61
100							-16						-56
long	8/11/10	8/08/11	273		Booking	50	55	388.580	505.000		116.420	30	49,825	42
					Ford Motor	50	1,343	16.410	9.930		-6.480	-39	41,122	-49
100							-5						-7
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	8/08/11	16/01/12	161		Bank of America	50	3,158	6.510	6.480	6.540	0.030	0	41,217	1
					AIG	50	910	22.580	24.560	20.600	-1.980	-9	39,416	-19
100							-4						-9
long	16/01/12	24/08/15	1316		Biogen	50	168	116.900	278.230		161.330	138	66,519	27
					Starbucks	50	829	23.855	50.340		26.485	111	88,475	23
100							124						25
short	24/08/15	7/03/16	196		ConocoPhilips	50	1,030	42.930	41.400	44.517	1.587	4	90,109	7
					Devon Energy	50	1,162	38.080	24.190	59.946	21.866	57	115,517	133
100							31						64
long	7/03/16	25/06/18	840		Meta	50	546	105.730	196.350		90.620	86	164,996	31
					Altria	50	934	61.810	57.070		-4.740	-8	160,569	-3
100							39						15
short	25/06/18	6/08/18	42		General Electric	50	787	102.000	104.800	99.200	-2.800	-3	158,365	-21
					Celgene	50	1,022	78.530	89.240	67.820	-10.710	-14	147,419	-72
100							-8						-52
long	6/08/18	10/12/18	126		Amazon.com	50	39	1,847.750	1,641.030		-206.720	-11	139,357	-29
					Fox A	50	1,649	45.690	49.350		3.660	8	145,393	25
100							-1						-4
short	10/12/18	15/04/19	126		General Electric	50	1,311	55.440	71.840	39.040	-16.400	-30	123,892	-64
					Schlumberger	50	1,732	41.970	46.400	37.540	-4.430	-11	116,219	-28
100							-20						-48
long	15/04/19	9/03/20	329		Starbucks	50	762	76.160	70.830		-5.330	-7	112,158	-8
					PayPal	50	538	108.140	101.630		-6.510	-6	108,656	-7
100							-7						-7
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	9/03/20	31/08/20	175		Occidental Pet	50	4,342	12.510	12.740	12.280	-0.230	-2	107,657	-4
					Schlumberger	50	3,139	17.310	19.010	15.610	-1.700	-10	102,321	-19
100							-6						-12
long	31/08/20	28/02/22	546		Apple	50	396	129.040	165.120		36.080	28	116,608	18
					NVidia	50	382	133.745	243.850		110.105	82	158,668	49
100							55						34
short	28/02/22	20/05/22	81		Meta	50	375	211.030	193.540	230.101	19.071	9	165,820	48
					PayPal	50	710	111.930	80.540	155.554	43.624	39	196,793	341
100							24						164
accum	21/01/08	20/05/22	5234	days out of 5983 invested (87%)							1,868		196,793	23

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Citigroup	short	21/01/08	18/05/09	483	244.00	36.40	1,635.60	1,391.60	570.33	50	285.16
	short	6/07/09	20/07/09	14	27.90	27.90	27.90	0.00	0.00		0.00	285.16
Biogen	long	16/01/12	24/08/15	1316	116.90	278.23		161.33	138.01		69.00	69.00
Starbucks	long	16/01/12	24/08/15	1316	23.86	50.34		26.49	111.02		55.51
	long	15/04/19	9/03/20	329	76.16	70.83		-5.33	-7.00		-3.50	50.07
Meta	long	7/03/16	25/06/18	840	105.73	196.35		90.62	85.71		42.85
	short	28/02/22	20/05/22	81	211.03	193.54	230.10	19.07	9.04		4.52	49.31
NVidia	long	31/08/20	28/02/22	546	133.75	243.85		110.11	82.32		41.16	41.16
Devon Energy	short	24/08/15	7/03/16	196	38.08	24.19	59.95	21.87	57.42		28.71	28.71
Capital One	short	21/01/08	18/05/09	483	39.81	26.06	60.81	21.00	52.76		26.38	26.38
Booking	long	9/08/10	23/08/10	14	292.73	299.82		7.09	2.42		1.21
	long	8/11/10	8/08/11	273	388.58	505.00		116.42	29.96		14.98	16.37
PayPal	long	15/04/19	9/03/20	329	108.14	101.63		-6.51	-6.02		-3.01
	short	28/02/22	20/05/22	81	111.93	80.54	155.55	43.62	38.97		19.49	15.89
Apple	long	31/08/20	28/02/22	546	129.04	165.12		36.08	27.96		13.98	13.98
Ford Motor	long	18/05/09	6/07/09	49	5.50	5.75		0.25	4.55		2.27
	long	20/07/09	7/06/10	322	6.19	11.09		4.90	79.16		39.58
	long	9/08/10	23/08/10	14	13.05	11.61		-1.44	-11.03		-5.52
	long	8/11/10	8/08/11	273	16.41	9.93		-6.48	-39.49		-19.74	8.25
AIG	short	6/07/09	20/07/09	14	16.19	13.46	19.47	3.28	20.28		10.14
	short	8/08/11	16/01/12	161	22.58	24.56	20.60	-1.98	-8.77		-4.38	5.31
Fox A	long	6/08/18	10/12/18	126	45.69	49.35		3.66	8.01		4.01	4.01
ConocoPhilips	short	24/08/15	7/03/16	196	42.93	41.40	44.52	1.59	3.70		1.85	1.85
Bank of America	short	8/08/11	16/01/12	161	6.51	6.48	6.54	0.03	0.46		0.23	0.23
Occidental Pet	short	9/03/20	31/08/20	175	12.51	12.74	12.28	-0.23	-1.84		-0.92	-0.92
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Altria	long	7/03/16	25/06/18	840	61.81	57.07		-4.74	-7.67		-3.83	-3.83
Goldman Sachs	long	18/05/09	6/07/09	49	143.15	146.46		3.31	2.31		1.16
	long	20/07/09	7/06/10	322	160.03	138.68		-21.35	-13.34		-6.67	-5.59
Amazon.com	long	6/08/18	10/12/18	126	1,847.75	1,641.03		-206.72	-11.19		-5.59	-5.59
HP	short	23/08/10	8/11/10	77	39.04	44.25	33.83	-5.21	-13.35		-6.67	-6.67
Celgene	short	25/06/18	6/08/18	42	78.53	89.24	67.82	-10.71	-13.64		-6.82	-6.82
Schlumberger	short	10/12/18	15/04/19	126	41.97	46.40	37.54	-4.43	-10.56		-5.28
	short	9/03/20	31/08/20	175	17.31	19.01	15.61	-1.70	-9.82		-4.91	-9.93
Monsanto	short	7/06/10	9/08/10	63	49.52	59.56	39.48	-10.04	-20.27		-10.14	-10.14
Gilead Sciences	short	7/06/10	9/08/10	63	17.22	17.88	16.56	-0.66	-3.83		-1.92
	short	23/08/10	8/11/10	77	16.43	19.42	13.44	-2.99	-18.20		-9.10	-10.84
General Electric	short	25/06/18	6/08/18	42	102.00	104.80	99.20	-2.80	-2.75		-1.37
	short	10/12/18	15/04/19	126	55.44	71.84	39.04	-16.40	-29.58		-14.79	-15.96

Annotations

2/08/21	General Electric	reverse stock split 8:1 (eight become one)
20/07/21	NVidia	stock split 1:4 (four for one)
3/04/20	Raytheon Tech	spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger
19/06/18	S&P 100	removal of Monsanto (Bayer) and Time Warner (AT&T) due to acquisitions
2/03/18	Priceline	changed name to Booking Holdings
1/09/17	S&P 100	Charter Communications replaces DuPont
21/02/17	Comcast	split 1:2 (two for one)
17/12/16	S&P 100	index components adjustment in: Danaher, Duke Energy and NextEra Energy out: Anadarko Petroleum, Devon Energy and Norfolk Southern
7/09/16	S&P 100	Kraft Heinz replaces EMC²
24/12/15	Nike	stock split 1:2 (two for one)
2/11/15	S&P 100	BlackRock replaces HP
	BlackRock	recording started
2/10/15	Google A	changes name to Alphabet
1/09/15	S&P 100	complete analysis
20/07/15	S&P 100	PayPal replaces eBay
	PayPal	recording started
14/07/15	Netflix	forward stock split 1:7 (seven for one)
30/06/15	S&P 100	Priceline replaces Baxter
	Priceline	joins the S&P 100
9/04/15	Starbucks	forward stock split 1:2 (two for one)
20/03/15	S&P 100	Actavis, Celgene and Kinder Morgan replace Apache, Freeport-McMoRan and National Oilwell Varco
19/03/15	Visa	forward stock split 1:4 (four for one)


	is taking down something concerning