Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 3/10/14 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/10/14	⇓ Δwk	6/10/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	1,533.090		1,403.620	129.470	9.22	USD	6.79
		Panasonic	1,058.500	8/09/24	1.34	1,290.000		752.000	538.000	71.54	JPY	43.42
		Societe Generale	20.520	8/12/24	0.44	47.025		29.715	17.310	58.25	EUR	37.17
		Aviva	484.200	8/12/24	0.35	509.500		336.500	173.000	51.41	GBP	33.69
	L	Alphabet A	162.290	8/12/24	-0.84	30.383		22.324	8.059	36.10	USD	29.00
		ING Groep	15.232	8/12/24	0.21	10.130		6.990	3.140	44.92	EUR	26.50
	S	Orange	10.115	8/12/24	-0.25	10.675		7.503	3.172	42.28	EUR	26.26
	S	Mercedes-Benz	57.480	8/12/24	-0.57	66.540		48.860	17.680	36.19	EUR	25.30
		Saint-Gobain	73.560	8/12/24	-0.41	42.905		33.095	9.810	29.64	EUR	22.42
	L	HP	33.780	8/12/24	0.72	13.579		11.122	2.457	22.09	USD	22.24
	S	Bristol-Myers	47.060	8/12/24	0.73	56.140		47.310	8.830	18.66	USD	21.09
	L	Morgan Stanley	94.840	8/12/24	0.13	32.130		27.150	4.980	18.34	USD	19.88
		Merck (MSD)	113.480	8/12/24	-0.93	57.320		48.460	8.860	18.28	USD	19.01
		Vivendi	9.488	8/12/24	0.40	20.295		14.725	5.570	37.83	EUR	18.83
	L	AstraZeneca	12,780.000	8/12/24	0.63	3,989.500		3,308.000	681.500	20.60	GBP	18.12
	L	Texas Instruments	192.060	8/12/24	-0.08	45.870		36.620	9.250	25.26	USD	17.32
		Banco Bilbao Viz	8.924	8/12/24	0.27	9.080		6.943	2.137	30.78	EUR	16.93
		Marsh & McLennan	217.350	8/12/24	-1.23	49.800		40.360	9.440	23.39	USD	16.71
		Nike	74.640	8/12/24	0.40	39.490		31.520	7.970	25.29	USD	16.55
		Carrefour	13.730	8/12/24	-0.36	28.105		21.690	6.415	29.58	EUR	15.36
		Prudential	635.400	8/12/24	0.41	1,358.000		1,096.000	262.000	23.91	GBP	14.86
	L	Raytheon Tech	116.600	8/12/24	0.39	74.116		59.245	14.871	25.10	USD	14.31
	S	Engie	15.335	8/12/24	0.49	18.915		15.215	3.700	24.32	EUR	13.59
		Banco Santander	4.089	8/12/24	-0.24	6.604		5.412	1.192	22.03	EUR	13.38
		TotalEnergies	61.720	8/12/24	0.60	46.500		37.830	8.670	22.92	EUR	13.21
		⇓instrument	freshest		⇓ Δday	3/10/14	⇓ Δwk	6/10/13	prc diff	⇓ Δ39	Curr	∅-RS
	L	Deutsche Telekom	24.730	8/12/24	0.49	11.435		8.975	2.460	27.41	EUR	13.00
	L	3M	123.360	8/12/24	-0.65	133.560		110.810	22.750	20.53	USD	12.79
		Aegon	5.562	8/12/24	0.22	6.333		5.230	1.103	21.09	EUR	12.17
		Caterpillar	336.030	8/12/24	-0.66	96.750		83.800	12.950	15.45	USD	11.75
		Microsoft	406.810	8/12/24	0.19	37.820		35.470	2.350	6.63	USD	11.64
		Axa	32.350	8/12/24	-0.77	18.645		15.695	2.950	18.80	EUR	11.06
		JP Morgan Chase	206.190	8/12/24	0.19	59.200		54.360	4.840	8.90	USD	10.87
	L	Apple	217.530	8/12/24	0.71	18.961		15.675	3.287	20.97	USD	10.69
	L	Vodafone	74.440	8/12/24	0.87	230.100		191.750	38.350	20.00	GBP	10.63
	L	Bayer	25.960	8/12/24	-0.04	96.440		84.070	12.370	14.71	EUR	9.49
	L	Pfizer	28.450	8/12/24	-0.35	32.390		28.370	4.020	14.17	USD	9.28
	S	BASF	41.280	8/12/24	-0.22	79.340		73.900	5.440	7.36	EUR	8.75
	L	RWE	32.360	8/12/24	1.70	28.140		26.200	1.940	7.40	EUR	8.52
	L	Goldman Sachs	485.500	8/12/24	-0.97	173.510		167.490	6.020	3.59	USD	8.37
		Seven & i	1,672.500	8/09/24	-0.54	1,307.330		1,117.670	189.660	16.97	JPY	7.83
		UBS	24.850	8/12/24	0.44	18.520		16.860	1.660	9.85	CHF	7.74
		Schneider Electric	211.250	8/12/24	0.38	64.750		59.690	5.060	8.48	EUR	7.72
		Bridgestone	5,582.000	8/09/24	-1.33	3,786.000		3,261.000	525.000	16.10	JPY	7.31
		Swiss Re	104.000	8/12/24	0.10	81.400		68.900	12.500	18.14	CHF	7.29
	S	National Grid	978.400	8/12/24	-0.04	824.500		743.500	81.000	10.89	GBP	6.55
		Siemens	157.200	8/12/24	0.01	91.900		78.682	13.218	16.80	EUR	6.41
		General Electric	166.870	8/12/24	-0.16	208.320		190.240	18.080	9.50	USD	6.30
	S	Johnson & Johnson	159.880	8/12/24	-0.46	93.450		85.140	8.310	9.76	USD	5.51
	S	Intel	19.360	8/12/24	-1.78	24.840		25.010	-0.170	-0.68	USD	5.22
	L	Fox A	38.830	8/12/24	-1.27	33.690		31.950	1.740	5.45	USD	4.66
		⇓instrument	freshest		⇓ Δday	3/10/14	⇓ Δwk	6/10/13	prc diff	⇓ Δ39	Curr	∅-RS
		Shell	33.025	8/12/24	0.93	26.265		24.895	1.370	5.50	EUR	4.61
	L	Novartis	96.740	8/12/24	0.16	60.500		56.460	4.040	7.16	CHF	4.53
		Exxon Mobil	119.000	8/12/24	0.13	95.500		91.120	4.380	4.81	USD	4.46
		BP	439.600	8/12/24	1.35	484.000		461.850	22.150	4.80	GBP	4.22
	L	Philips	26.060	8/12/24	-0.91	25.005		21.560	3.445	15.98	EUR	4.06
		Allianz	255.900	8/12/24		122.951		116.550	6.401	5.49	EUR	3.73
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	63.050		58.820	4.230	7.19	USD	3.59
	L	Ericsson	71.080	8/12/24	1.14	82.800		77.550	5.250	6.77	SEK	3.51
	L	ABB	45.510	8/12/24	0.55	22.230		20.610	1.620	7.86	CHF	2.62
		GSK	1,572.000	8/12/24	0.42	1,684.810		1,681.780	3.030	0.18	GBP	2.58
	L	Nestlé	88.640	8/12/24	-0.40	66.350		62.900	3.450	5.48	CHF	2.50
	S	Volkswagen	93.500	8/12/24	-0.47	178.960		168.050	10.910	6.49	EUR	2.21
		Telefónica	4.032	8/12/24	0.12	11.415		10.320	1.095	10.61	EUR	2.16
	L	Münchener Rück	439.200	8/12/24	1.01	152.500		142.250	10.250	7.21	EUR	2.15
		Repsol	12.765	8/12/24	0.67	18.100		17.425	0.675	3.87	EUR	1.75
		Rio Tinto	4,942.000	8/12/24	0.56	3,139.500		2,740.000	399.500	14.58	GBP	1.70
		E.on	12.325	8/12/24	0.78	12.132		11.696	0.436	3.73	EUR	1.12
		Citigroup	57.840	8/12/24		49.570		51.930	-2.360	-4.54	USD	0.27
		PepsiCo	171.420	8/12/24	-0.56	81.730		82.850	-1.120	-1.35	USD	0.12
	S	Ford Motor	9.860	8/12/24	-2.38	15.510		15.710	-0.200	-1.27	USD	-0.52
	S	Sony	12,325.000	8/09/24	0.28	1,842.000		1,993.000	-151.000	-7.58	JPY	-0.58
	L	Procter & Gamble	166.810	8/12/24	-2.19	78.530		78.070	0.460	0.59	USD	-1.10
		Toyota	2,447.500	8/09/24	-0.14	1,172.000		1,177.000	-5.000	-0.42	JPY	-1.90
		IBM	189.480	8/12/24	-1.03	186.390		205.020	-18.630	-9.09	USD	-2.05
	L	Walmart	68.700	8/12/24	1.10	24.810		25.250	-0.440	-1.74	USD	-2.26
		⇓instrument	freshest		⇓ Δday	3/10/14	⇓ Δwk	6/10/13	prc diff	⇓ Δ39	Curr	∅-RS
	S	McDonald´s	269.460	8/12/24	0.58	95.200		99.530	-4.330	-4.35	USD	-2.29
	S	LVMH	635.100	8/12/24	-0.14	131.350		132.700	-1.350	-1.02	EUR	-2.39
		BHP	2,094.000	8/12/24	-0.14	1,822.000		1,807.000	15.000	0.83	GBP	-2.44
	L	Anglo American	2,232.500	8/12/24	0.29	1,433.000		1,421.500	11.500	0.81	GBP	-2.47
		Sanofi	95.670	8/12/24	-0.60	75.090		80.590	-5.500	-6.82	EUR	-2.70
	L	Coca-Cola	68.170	8/12/24	-0.74	38.650		41.180	-2.530	-6.14	USD	-2.76
		Deutsche Bank	13.308	8/12/24	0.14	28.449		30.871	-2.422	-7.85	EUR	-2.84
		Honda Motor	1,420.000	8/09/24	-0.14	1,246.330		1,208.000	38.330	3.17	JPY	-2.92
		Chevron	145.020	8/12/24	0.02	115.840		122.690	-6.850	-5.58	USD	-3.77
		Canon	4,525.000	8/09/24	1.64	3,111.000		3,263.000	-152.000	-4.66	JPY	-4.69
		L´Oreal	376.650	8/12/24	-1.59	120.100		127.150	-7.050	-5.54	EUR	-4.87
		Samsung Electronics	75,500.000	8/12/24	1.07	26,400.000		28,500.000	-2,100.000	-7.37	KRW	-4.93
	L	Unilever	55.100	8/12/24	-0.36	28.125		30.675	-2.550	-8.31	EUR	-5.51
	S	Diageo	2,451.500	8/12/24	1.03	1,855.000		1,948.000	-93.000	-4.77	GBP	-6.04
		UnibailRodaWestfield	5.550	8/12/24	0.73	10.410		11.540	-1.130	-9.79	AUD	-6.56
	L	Philip Morris	116.090	8/12/24	0.07	80.430		91.630	-11.200	-12.22	USD	-8.17
	S	Nissan Motor	410.200	8/09/24	-0.56	880.000		1,052.000	-172.000	-16.35	JPY	-9.91
	L	HSBC	643.900	8/12/24	0.22	615.700		700.200	-84.500	-12.07	GBP	-10.47
		Barclays	220.100	8/12/24	0.85	242.000		285.113	-43.113	-15.12	GBP	-10.77
	S	Kimberly-Clark	34.140	8/12/24	-1.01	33.610		42.550	-8.940	-21.01	MXN	-13.98
		Standard Chartered	722.000	8/12/24	0.92	1,247.500		1,480.000	-232.500	-15.71	GBP	-15.14
	L	DuPont	78.330	8/12/24	-0.25						USD	-na-
SP Global 100 - 95 out of 96 instruments rated - 3/10/14 / 6/10/13 - 69 did rise, Market-Ratio(39) = 72.63 %

Technical Chart

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

1/03/22	scale up chart	7/01/24

Transactions SP Global 100 * 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	6727	days out of 7469 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


	is taking down something concerning