Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 4/22/24 - RS = 39

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	7/24/23	prc diff	⇓ Δ39	Curr	∅-RS
		S&P Global 100	3,579.030	Fri	1.76	3,484.990	2.70	3,137.160	347.830	11.09	USD	10.12
	L	UnibailRodaWestfield	6.310	Fri	0.16	6.220	1.45	4.340	1.880	43.32	AUD	40.38
	L	Deutsche Bank	16.532	Fri	-0.77	15.160	9.05	10.274	4.886	47.56	EUR	39.50
		Toyota	3,510.000	Fri	0.37	3,517.000	-0.20	2,324.000	1,193.000	51.33	JPY	35.88
	L	Banco Bilbao Viz	10.985	Fri	4.52	10.430	5.32	7.118	3.312	46.53	EUR	34.23
	L	Caterpillar	343.215	Fri	1.54	357.610	-4.03	259.370	98.240	37.88	USD	32.62
	L	Banco Santander	4.851	Fri	2.16	4.667	3.93	3.520	1.147	32.59	EUR	29.31
	L	Citigroup	62.640	Fri	1.38	60.950	2.77	47.660	13.290	27.89	USD	28.20
	L	ABB	44.940	Fri	0.97	44.080	1.95	35.100	8.980	25.58	CHF	25.64
		General Electric	162.350	Fri	0.68	150.190	8.10	110.250	39.940	36.23	USD	25.24
	L	Barclays	204.350	Fri	0.17	189.180	8.02	164.360	24.820	15.10	GBP	23.61
		JP Morgan Chase	193.490	Fri	0.06	189.410	2.15	158.000	31.410	19.88	USD	21.41
		Schneider Electric	217.350	Fri	2.81	204.600	6.23	162.920	41.680	25.58	EUR	20.64
		IBM	167.130	Fri	-1.05	181.900	-8.12	139.540	42.360	30.36	USD	20.22
	L	ING Groep	14.910	Fri	1.50	15.362	-2.94	13.312	2.050	15.40	EUR	20.14
	L	Goldman Sachs	427.570	Fri	1.79	417.350	2.45	358.930	58.420	16.28	USD	20.02
		Saint-Gobain	75.240	Fri	6.87	70.400	6.87	58.410	11.990	20.53	EUR	18.53
	L	Axa	33.850	Fri	0.15	34.330	-1.40	27.775	6.555	23.60	EUR	18.40
		Canon	4,214.000	Fri	3.64	4,432.000	-4.92	3,771.000	661.000	17.53	JPY	18.40
		Alphabet A	171.950	Fri	10.22	156.280	10.03	121.530	34.750	28.59	USD	18.25
	L	Aegon	5.820	Fri	1.57	5.702	2.07	4.836	0.866	17.91	EUR	17.13
	L	Raytheon Tech	101.410	Fri	-0.29	101.560	-0.15	97.010	4.550	4.69	USD	16.11
	L	Allianz	265.500	Fri	1.07	266.700	-0.45	215.250	51.450	23.90	EUR	15.85
		UBS	25.060	Fri	0.40	25.390	-1.30	18.630	6.760	36.29	CHF	15.82
	L	Shell	34.045	Fri	0.01	33.915	0.38	28.580	5.335	18.67	EUR	15.80
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	7/24/23	prc diff	⇓ Δ39	Curr	∅-RS
		Honda Motor	1,750.500	Fri	0.26	1,773.500	-1.30	1,487.000	286.500	19.27	JPY	15.21
	L	TotalEnergies	69.480	Fri	2.09	67.900	2.33	54.790	13.110	23.93	EUR	14.93
	L	Bridgestone	6,725.000	Fri	0.21	6,817.000	-1.35	5,792.000	1,025.000	17.70	JPY	14.64
		Siemens	177.620	Fri	2.26	174.020	2.07	151.100	22.920	15.17	EUR	14.15
		Microsoft	406.320	Fri	1.82	400.960	1.34	345.110	55.850	16.18	USD	13.18
		Merck (MSD)	131.200	Fri	0.37	126.940	3.36	108.790	18.150	16.68	USD	13.05
	L	Aviva	463.800	Fri	1.16	469.100	-1.13	404.200	64.900	16.06	GBP	12.93
		Münchener Rück	413.500	Fri	1.30	418.500	-1.19	340.600	77.900	22.87	EUR	12.78
	L	Colgate-Palmolive	90.990	Fri	1.90	88.330	3.01	77.480	10.850	14.00	USD	12.77
	L	Exxon Mobil	117.960	Fri	-2.78	120.560	-2.16	105.520	15.040	14.25	USD	12.49
	L	Walmart	60.160	Fri	-0.08	60.140	0.03	53.100	7.040	13.26	USD	11.92
	L	BASF	48.825	Fri	2.60	51.110	-4.47	47.330	3.780	7.99	EUR	11.52
		GSK	1,653.000	Fri	0.76	1,639.500	0.82	1,395.800	243.700	17.46	GBP	11.10
	L	Mercedes-Benz	74.360	Fri	1.56	74.190	0.23	71.400	2.790	3.91	EUR	10.92
		Vivendi	9.848	Fri	0.90	9.950	-1.03	8.366	1.584	18.93	EUR	10.59
	L	HSBC	663.600	Fri	0.26	666.500	-0.44	642.700	23.800	3.70	GBP	8.61
	L	Morgan Stanley	92.830	Fri	0.29	92.090	0.80	94.670	-2.580	-2.73	USD	8.37
	L	BP	524.800	Fri	-0.29	522.500	0.44	483.700	38.800	8.02	GBP	7.77
	L	Telefónica	4.222	Fri	1.73	4.095	3.10	3.777	0.318	8.42	EUR	7.56
	L	Societe Generale	25.335	Fri	0.98	25.050	1.14	24.510	0.540	2.20	EUR	7.38
		Engie	16.100	Fri	0.12	15.975	0.78	15.394	0.581	3.77	EUR	6.48
		E.on	12.410	Fri	-0.32	12.475	-0.52	11.590	0.885	7.64	EUR	6.45
		Samsung Electronics	76,700.000	Fri	0.52	76,100.000	0.79	70,400.000	5,700.000	8.10	KRW	6.42
	L	Ford Motor	12.790	Fri	-1.92	12.880	-0.70	13.960	-1.080	-7.74	USD	6.29
	L	Repsol	14.720	Fri	-1.93	14.885	-1.11	13.890	0.995	7.16	EUR	6.28
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	7/24/23	prc diff	⇓ Δ39	Curr	∅-RS
	L	Procter & Gamble	161.290	Fri	-0.78	160.540	0.47	153.420	7.120	4.64	USD	5.46
		L´Oreal	435.650	Fri	1.51	441.000	-1.21	407.600	33.400	8.19	EUR	5.09
		Marsh & McLennan	197.950	Fri	-1.75	201.430	-1.73	192.470	8.960	4.66	USD	4.99
	L	AstraZeneca	11,988.000	Fri	-0.32	11,250.000	6.56	10,780.000	470.000	4.36	GBP	4.92
	L	Volkswagen	120.100	Fri	1.09	121.300	-0.99	125.600	-4.300	-3.42	EUR	4.88
		Rio Tinto	5,453.000	Fri	1.38	5,386.000	1.24	5,177.000	209.000	4.04	GBP	4.49
	L	Chevron	165.890	Fri	0.37	161.920	2.45	161.820	0.100	0.06	USD	4.22
		Swiss Re	99.500	Fri		99.300	0.20	93.280	6.020	6.45	CHF	3.82
	L	Anglo American	2,643.000	Fri	3.24	2,160.000	22.36	2,390.500	-230.500	-9.64	GBP	3.57
		Deutsche Telekom	21.850	Fri	0.83	21.610	1.11	19.894	1.716	8.63	EUR	2.83
	L	DuPont	73.710	Fri	0.29	73.910	-0.27	75.490	-1.580	-2.09	USD	2.77
		Ericsson	57.400	Fri	0.03	57.200	0.35	53.430	3.770	7.06	SEK	2.71
		LVMH	792.200	Fri	1.83	796.800	-0.58	857.600	-60.800	-7.09	EUR	2.41
		Orange	10.395	Fri	-0.81	11.055	-5.97	10.858	0.197	1.81	EUR	2.31
		Seven & i	2,039.500	Fri	-0.51	2,031.000	0.42	1,952.000	79.000	4.05	JPY	2.17
	L	Coca-Cola	61.740	Fri		60.550	1.97	62.460	-1.910	-3.06	USD	1.82
		National Grid	1,048.500	Fri	0.14	1,046.000	0.24	1,060.000	-14.000	-1.32	GBP	1.49
	L	PepsiCo	175.580	Fri	-0.62	176.460	-0.50	190.920	-14.460	-7.57	USD	1.16
	L	Standard Chartered	681.400	Fri	-0.21	671.400	1.49	719.400	-48.000	-6.67	GBP	0.85
		Philip Morris	95.020	Fri	-1.11	94.060	1.02	97.620	-3.560	-3.65	USD	0.47
	L	Fox A	31.210	Fri	-1.48	31.400	-0.61	33.200	-1.800	-5.42	USD	0.09
		BHP	2,250.000	Fri	-2.64	2,348.000	-4.17	2,396.500	-48.500	-2.02	GBP	-0.36
	S	Philips	19.745	Fri	2.52	19.105	3.35	19.628	-0.523	-2.66	EUR	-0.79
		Texas Instruments	177.480	Fri	1.27	163.430	8.60	183.890	-20.460	-11.13	USD	-1.32
	S	Kimberly-Clark	36.690	Fri	0.58	36.770	-0.22	39.890	-3.120	-7.82	MXN	-1.39
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	7/24/23	prc diff	⇓ Δ39	Curr	∅-RS
	S	Novartis	89.500	Fri	-0.56	87.360	2.45	90.800	-3.440	-3.79	CHF	-1.49
		Unilever	48.250	Fri	1.39	45.050	7.10	46.510	-1.460	-3.14	EUR	-2.43
	S	McDonald´s	273.090	Fri	-0.91	275.580	-0.90	295.310	-19.730	-6.68	USD	-2.74
	S	Sony	12,770.000	Fri	0.08	12,530.000	1.92	13,265.000	-735.000	-5.54	JPY	-3.62
		Carrefour	15.920	Fri	1.47	16.105	-1.15	17.635	-1.530	-8.68	EUR	-3.96
	S	Nissan Motor	549.000	Fri	0.42	550.400	-0.25	623.800	-73.400	-11.77	JPY	-4.69
	L	Vodafone	69.080	Fri	0.12	69.620	-0.78	76.510	-6.890	-9.01	GBP	-4.94
		Sanofi	91.230	Fri	-0.43	88.170	3.47	98.170	-10.000	-10.19	EUR	-5.62
	S	HP	28.000	Fri	-0.46	27.700	1.08	32.430	-4.730	-14.59	USD	-5.89
	S	Johnson & Johnson	146.140	Fri	-0.46	149.120	-2.00	171.080	-21.960	-12.84	USD	-6.10
	S	3M	91.800	Fri	0.43	92.620	-0.89	104.270	-11.650	-11.17	USD	-6.40
	L	Diageo	2,776.000	Fri	0.62	2,857.000	-2.84	3,439.500	-582.500	-16.94	GBP	-7.44
		Nestlé	92.700	Fri	0.67	93.840	-1.21	104.400	-10.560	-10.11	CHF	-8.18
	S	Intel	31.880	Fri	-9.20	34.410	-7.35	33.630	0.780	2.32	USD	-8.23
	S	Panasonic	1,338.000	Fri	0.98	1,379.000	-2.97	1,754.500	-375.500	-21.40	JPY	-8.38
	S	Apple	169.300	Fri	-0.35	165.840	2.09	192.750	-26.910	-13.96	USD	-8.51
	S	Nike	94.120	Fri	0.19	94.190	-0.07	108.770	-14.580	-13.40	USD	-10.29
		RWE	32.190	Fri	0.94	32.070	0.37	39.850	-7.780	-19.52	EUR	-12.47
	L	Bristol-Myers	44.851	Fri	0.34	49.140	-8.73	64.730	-15.590	-24.08	USD	-12.67
	L	Pfizer	25.400	Fri	0.55	26.260	-3.27	37.510	-11.250	-29.99	USD	-17.59
	S	Prudential	723.800	Fri	1.37	735.400	-1.58	1,053.500	-318.100	-30.19	GBP	-19.70
	L	Bayer	27.400	Fri	1.86	27.315	0.31	51.490	-24.175	-46.95	EUR	-29.42
SP Global 100 - 96 out of 96 instruments rated - 4/22/24 / 7/24/23 - 59 did rise, Market-Ratio(39) = 61.46 %

Technical Chart

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

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

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	4/26/24	137		Intel	100	3,056	USD	44.540	31.880		-12.660	-28	97,448	-59
accum	1/14/08	4/26/24	5948	days out of 6690 invested (89%)								874		97,448	15

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	4/26/24	137	44.54	31.88		-12.66	-28.42	-28.42
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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