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

Assessment - Stand and Poor's 100 - 4/22/24 - RS = 38

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	7/31/23	prc diff	⇓ Δ38	∅-RS
		S&P 100	2,418.310	Fri	1.42	2,370.610	2.01	2,142.100	228.510	10.67	10.71
		Meta Platforms	443.290	Fri	0.43	481.730	-7.98	318.600	163.130	51.20	47.37
	L	Wells Fargo	59.910	Fri	-0.03	61.100	-1.95	46.160	14.940	32.37	35.83
	L	American Express	235.570	Fri	-0.65	233.000	1.10	168.880	64.120	37.97	34.42
	L	Caterpillar	343.215	Fri	1.54	357.610	-4.03	265.170	92.440	34.86	32.62
		Eli Lilly	733.510	Fri	1.19	731.330	0.30	454.550	276.780	60.89	31.90
	L	Capital One	146.150	Fri	0.12	147.250	-0.75	117.020	30.230	25.83	30.73
		Broadcom	1,344.070	Fri	3.84	1,224.460	9.77	898.650	325.810	36.26	30.64
	L	Citigroup	62.640	Fri	1.38	60.950	2.77	47.660	13.290	27.89	28.20
		Amazon.com	179.620	Fri	3.43	177.230	1.35	133.680	43.550	32.58	26.44
		Qualcomm	165.660	Fri	1.45	160.180	3.42	132.170	28.010	21.19	25.81
	L	Freeport-McMoRan	50.500	Fri	2.23	48.950	3.17	44.650	4.300	9.63	25.24
	L	General Motors	45.840	Fri	0.48	43.210	6.09	38.370	4.840	12.61	23.83
	L	Bank of America	37.814	Fri	-0.25	37.730	0.22	32.000	5.730	17.91	23.80
		Netflix	561.230	Fri	-0.63	554.600	1.20	438.970	115.630	26.34	23.79
	L	Target	164.740	Fri	0.18	167.110	-1.42	136.470	30.640	22.45	23.71
	L	General Dynamics	284.410	Fri	-0.17	291.310	-2.37	223.580	67.730	30.29	22.25
		JP Morgan Chase	193.490	Fri	0.06	189.410	2.15	157.960	31.450	19.91	21.41
	L	BNY Mellon	57.310	Fri	0.23	57.160	0.26	45.360	11.800	26.01	21.28
		Costco	729.180	Fri	1.01	715.460	1.92	560.670	154.790	27.61	20.95
		IBM	167.130	Fri	-1.05	181.900	-8.12	144.180	37.720	26.16	20.22
	L	Walt Disney	112.730	Fri	-0.04	111.990	0.66	88.890	23.100	25.99	20.17
	L	Goldman Sachs	427.570	Fri	1.79	417.350	2.45	355.870	61.480	17.28	20.02
		AMD	157.400	Fri	2.37	148.640	5.89	114.400	34.240	29.93	19.97
		AIG	74.485	Fri	-0.19	74.960	-0.63	60.280	14.680	24.35	19.69
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	7/31/23	prc diff	⇓ Δ38	∅-RS
		Alphabet C	173.690	Fri	9.97	157.950	9.97	133.110	24.840	18.66	18.64
	L	Raytheon Tech	101.410	Fri	-0.29	101.560	-0.15	87.930	13.630	15.50	16.11
		Simon Property	142.360	Fri	-0.26	142.410	-0.04	124.600	17.810	14.29	15.65
		Emerson Electric	109.890	Fri	0.26	108.630	1.16	91.350	17.280	18.92	15.44
	L	eBay	52.020	Fri	1.32	50.940	2.12	44.510	6.430	14.45	15.31
	L	MetLife	70.420	Fri	-2.06	71.960	-2.14	62.970	8.990	14.28	14.86
	L	ConocoPhilips	130.240	Fri	0.10	129.330	0.70	117.720	11.610	9.86	14.14
		Berkshire Hathaway	401.890	Fri	-0.75	408.780	-1.69	351.960	56.820	16.14	13.82
		Microsoft	406.320	Fri	1.82	400.960	1.34	335.920	65.040	19.36	13.18
		Merck (MSD)	131.200	Fri	0.37	126.940	3.36	106.650	20.290	19.02	13.05
		Linde	443.180	Fri	-0.15	446.970	-0.85	390.670	56.300	14.41	12.82
	L	Colgate-Palmolive	90.990	Fri	1.90	88.330	3.01	76.260	12.070	15.83	12.77
	L	Exxon Mobil	117.960	Fri	-2.78	120.560	-2.16	107.240	13.320	12.42	12.49
		U.S. Bancorp	41.120	Fri	0.32	41.050	0.17	39.680	1.370	3.45	11.93
	L	Walmart	60.160	Fri	-0.08	60.140	0.03	53.287	6.853	12.86	11.92
		Mastercard	462.420	Fri	0.07	456.750	1.24	394.280	62.470	15.84	10.90
		AbbVie	159.620	Fri	-4.58	167.890	-4.93	149.580	18.310	12.24	10.40
		T-Mobile US	163.960	Fri	-0.05	162.360	0.99	137.770	24.590	17.85	10.27
		Norfolk Southern	239.940	Fri	-0.37	244.610	-1.91	233.590	11.020	4.72	10.18
	L	Devon Energy	52.710	Fri	0.19	52.130	1.11	54.000	-1.870	-3.46	9.64
		Visa	274.520	Fri	-0.23	272.330	0.80	237.730	34.600	14.55	9.32
	L	Morgan Stanley	92.830	Fri	0.29	92.090	0.80	91.560	0.530	0.58	8.37
	L	FedEx	265.840	Fri	0.12	270.150	-1.60	269.950	0.200	0.07	8.34
	L	Dow	57.290	Fri	1.51	56.990	0.53	56.470	0.520	0.92	6.76
		Lowe´s	229.870	Fri	-0.04	231.230	-0.59	234.270	-3.040	-1.30	6.57
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	7/31/23	prc diff	⇓ Δ38	∅-RS
	L	Halliburton	38.540	Fri	-0.46	38.720	-0.46	39.080	-0.360	-0.92	6.56
	L	Ford Motor	12.790	Fri	-1.92	12.880	-0.70	13.210	-0.330	-2.50	6.29
		Verizon	39.680	Fri	1.17	38.600	2.80	34.080	4.520	13.26	6.07
		Union Pacific	242.790	Fri	-0.31	234.470	3.55	232.020	2.450	1.06	6.03
	L	Procter & Gamble	161.290	Fri	-0.78	160.540	0.47	156.300	4.240	2.71	5.46
		Southern	73.210	Fri	-1.56	72.980	0.32	72.340	0.640	0.88	4.99
	L	AEP	85.260	Fri	-1.84	84.900	0.42	84.740	0.160	0.19	4.48
		Amgen	269.980	Fri	0.22	271.910	-0.71	234.150	37.760	16.13	4.39
	L	Chevron	165.890	Fri	0.37	161.920	2.45	163.660	-1.740	-1.06	4.22
		Thermo Fisher	573.600	Fri	0.33	548.380	4.60	548.660	-0.280	-0.05	4.16
		Home Depot	335.090	Fri	0.94	336.110	-0.30	333.840	2.270	0.68	3.97
	L	Lockheed Martin	461.290	Fri	-0.75	461.330	-0.01	446.370	14.960	3.35	3.39
		AT&T	16.745	Fri	1.00	16.310	2.67	14.520	1.790	12.33	2.60
		Oracle	117.210	Fri	2.02	114.530	2.34	117.230	-2.700	-2.30	2.13
	L	Coca-Cola	61.740	Fri		60.550	1.97	61.930	-1.380	-2.23	1.82
	L	PepsiCo	175.580	Fri	-0.62	176.460	-0.50	187.460	-11.000	-5.87	1.16
		Abbott Labs	107.510	Fri	0.61	107.070	0.41	111.330	-4.260	-3.83	0.63
		Baxter	40.145	Fri	-0.21	40.400	-0.63	45.230	-4.830	-10.68	0.60
		Philip Morris	95.020	Fri	-1.11	94.060	1.02	99.720	-5.660	-5.68	0.47
	L	Fox A	31.210	Fri	-1.48	31.400	-0.61	33.450	-2.050	-6.13	0.09
	S	Honeywell	193.450	Fri	0.22	195.580	-1.09	194.130	1.450	0.75	-0.10
	L	Altria	43.370	Fri	-0.39	42.570	1.88	45.420	-2.850	-6.27	-0.56
		Texas Instruments	177.480	Fri	1.27	163.430	8.60	180.000	-16.570	-9.21	-1.32
	S	Accenture	307.980	Fri	-0.33	317.420	-2.97	316.350	1.070	0.34	-1.80
	S	UnitedHealth	495.350	Fri	0.30	491.230	0.84	506.370	-15.140	-2.99	-2.27
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	7/31/23	prc diff	⇓ Δ38	∅-RS
	S	Medtronic	79.740	Fri	0.62	80.570	-1.03	87.760	-7.190	-8.19	-2.51
	L	Exelon	37.320	Fri	-0.90	37.670	-0.93	41.860	-4.190	-10.01	-2.64
	S	McDonald´s	273.090	Fri	-0.91	275.580	-0.90	293.200	-17.620	-6.01	-2.74
	S	Mondelez	70.610	Fri	-0.27	69.410	1.73	74.130	-4.720	-6.37	-3.04
	S	CVS Health	67.180	Fri	-0.22	69.630	-3.52	74.690	-5.060	-6.77	-3.45
	S	Comcast	38.570	Fri	1.85	40.570	-4.93	45.260	-4.690	-10.36	-4.95
	S	Cisco Systems	47.860	Fri	-0.50	48.140	-0.58	52.040	-3.900	-7.49	-5.40
	S	HP	28.000	Fri	-0.46	27.700	1.08	32.830	-5.130	-15.63	-5.89
	S	Johnson & Johnson	146.140	Fri	-0.46	149.120	-2.00	167.530	-18.410	-10.99	-6.10
	S	3M	91.800	Fri	0.43	92.620	-0.89	111.500	-18.880	-16.93	-6.40
	S	Intel	31.880	Fri	-9.20	34.410	-7.35	35.770	-1.360	-3.80	-8.23
	S	Apple	169.300	Fri	-0.35	165.840	2.09	196.450	-30.610	-15.58	-8.51
	S	Starbucks	88.250	Fri	0.47	88.180	0.08	101.570	-13.390	-13.18	-9.15
	S	UPS	147.590	Fri	0.14	145.360	1.53	187.130	-41.770	-22.32	-9.40
	S	Nike	94.120	Fri	0.19	94.190	-0.07	110.390	-16.200	-14.68	-10.29
	L	Bristol-Myers	44.851	Fri	0.34	49.140	-8.73	62.190	-13.050	-20.98	-12.67
	S	Gilead Sciences	65.420	Fri	0.23	66.950	-2.29	76.140	-9.190	-12.07	-13.00
	L	Pfizer	25.400	Fri	0.55	26.260	-3.27	36.060	-9.800	-27.18	-17.59
	S	Boeing	167.260	Fri	0.27	170.480	-1.89	238.850	-68.370	-28.62	-18.19
	S	Biogen	208.900	Fri	3.18	194.110	7.62	270.190	-76.080	-28.16	-23.74
	S	Walgreens Boots	17.700	Fri	0.57	18.220	-2.85	29.970	-11.750	-39.21	-24.95
	S	Tesla Motors	168.290	Fri	-1.11	142.050	18.47	267.430	-125.380	-46.88	-34.16
S&P 100 - 96 out of 96 instruments rated - 4/22/24 / 7/31/23 - 58 did rise, Market-Ratio(38) = 60.42 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	S&P 100 RS = 38 - B/S = 37/56

1/06/20	scale up chart	4/22/24

Transactions Stand and Poor's 100 * S38 - 37/56 (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		2/11/08	770		- cash -
short	2/11/08	5/19/08	98		Citigroup	100	38	258.100	229.900	289.759	31.659	12	11,203	54
5/19/08		6/16/08	28		- cash -
	6/16/08	7/20/09	399		AIG	100	16	680.200	13.460	34,373.851	33,693.651	4,953	550,301	3,518
7/20/09		8/30/10	406		- cash -
	8/30/10	10/18/10	49		Bank of America	100	44,667	12.320	12.340	12.300	-0.020	0	549,408	-1
10/18/10		8/08/11	294		- cash -
	8/08/11	1/02/12	147		Bank of America	100	84,394	6.510	5.800	7.307	0.797	12	616,662	33
1/02/12		8/24/15	1330		- cash -
	8/24/15	11/02/15	70		Devon Energy	100	16,193	38.080	43.130	33.030	-5.050	-13	534,887	-52
11/02/15		12/14/15	42		- cash -
	12/14/15	5/16/16	154		Kinder Morgan	100	33,430	16.000	17.220	14.780	-1.220	-8	494,102	-17
5/16/16		10/15/18	882		- cash -
	10/15/18	2/18/19	126		Ford Motor	100	56,084	8.810	8.540	9.089	0.278	3	509,722	9
2/18/19		3/09/20	385		- cash -
	3/09/20	11/16/20	252		Occidental Pet	100	40,745	12.510	12.700	12.320	-0.190	-2	501,980	-2
11/16/20		5/09/22	539		- cash -
	5/09/22	2/06/23	273		Netflix	100	2,899	173.100	361.480	0.000	-173.100	-100	163	-100
2/06/23		5/08/23	91		- cash -
	5/08/23	6/12/23	35		U.S. Bancorp	100	5	29.740	32.160	27.320	-2.420	-8	151	-59
6/12/23		10/02/23	112		- cash -
	10/02/23	12/04/23	63		NextEra Energy	100	2	52.150	58.670	45.630	-6.520	-13	138	-54
12/04/23		4/27/24	145		- cash -
accum	2/11/08	12/04/23	1666	days out of 6690 invested (25%)							-99		138	-61

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	6/16/08	7/20/09	399	680.20	13.46	34,373.85	33,693.65	4,953.49	4,953.49
Citigroup		2/11/08	5/19/08	98	258.10	229.90	289.76	31.66	12.27	12.27
Bank of America		8/30/10	10/18/10	49	12.32	12.34	12.30	-0.02	-0.16
		8/08/11	1/02/12	147	6.51	5.80	7.31	0.80	12.24	12.06
Ford Motor		10/15/18	2/18/19	126	8.81	8.54	9.09	0.28	3.16	3.16
Occidental Pet		3/09/20	11/16/20	252	12.51	12.70	12.32	-0.19	-1.52	-1.52
Kinder Morgan		12/14/15	5/16/16	154	16.00	17.22	14.78	-1.22	-7.63	-7.63
U.S. Bancorp		5/08/23	6/12/23	35	29.74	32.16	27.32	-2.42	-8.14	-8.14
NextEra Energy		10/02/23	12/04/23	63	52.15	58.67	45.63	-6.52	-12.50	-12.50
Devon Energy		8/24/15	11/02/15	70	38.08	43.13	33.03	-5.05	-13.26	-13.26
Netflix		5/09/22	2/06/23	273	173.10	361.48	0.00	-173.10	-100.00	-100.00

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


	is taking down something concerning