Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Dollar - 7/01/24 - RS = 13

		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	3,950.270	-4.89	3,614.340	335.930	9.29	20.37
	L	3M	123.360	8/12/24	-0.65	100.610	22.61	94.020	6.590	7.01	2.10
	L	Raytheon Tech	116.600	8/12/24	0.39	99.550	17.13	97.760	1.790	1.83	18.28
	L	Philip Morris	116.090	8/12/24	0.07	101.250	14.66	91.440	9.810	10.73	8.21
	S	Bristol-Myers	47.060	8/12/24	0.73	41.300	13.95	52.990	-11.690	-22.06	-22.23
	L	Fox A	38.830	8/12/24	-1.27	34.120	13.80	31.350	2.770	8.84	6.22
	S	Engie	16.449	8/12/24	0.49	14.727	11.69	16.665	-1.938	-11.63	-10.13
	L	Philips	27.952	8/12/24	-0.91	25.153	11.13	19.991	5.162	25.82	16.01
	S	National Grid	1,236.875	8/12/24	-0.04	1,119.306	10.50	1,337.929	-218.623	-16.34	-12.05
	S	Johnson & Johnson	159.880	8/12/24	-0.46	146.440	9.18	157.780	-11.340	-7.19	-7.04
	S	Kimberly-Clark	1.856	8/12/24	-1.01	1.700	9.18	2.332	-0.632	-27.09	-20.35
		IBM	189.480	8/12/24	-1.03	175.100	8.21	189.830	-14.730	-7.76	6.95
	S	McDonald´s	269.460	8/12/24	0.58	249.990	7.79	280.220	-30.230	-10.79	-9.22
	L	Coca-Cola	68.170	8/12/24	-0.74	63.280	7.73	60.680	2.600	4.28	5.27
	L	Unilever	59.101	8/12/24	-0.36	55.068	7.32	49.984	5.084	10.17	9.86
	S	Orange	10.850	8/12/24	-0.25	10.111	7.31	11.699	-1.588	-13.58	-12.54
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	95.540	6.01	89.060	6.480	7.28	19.60
	L	Vodafone	94.106	8/12/24	0.87	88.796	5.98	88.434	0.362	0.41	-1.40
	L	Ericsson	6.685	8/12/24	1.14	6.310	5.93	5.338	0.972	18.21	19.17
		PepsiCo	171.420	8/12/24	-0.56	162.890	5.24	172.980	-10.090	-5.83	-3.82
		General Electric	166.870	8/12/24	-0.16	158.970	4.97	175.360	-16.390	-9.35	27.22
	L	Goldman Sachs	485.500	8/12/24	-0.97	463.660	4.71	413.510	50.150	12.13	24.06
	L	Deutsche Telekom	26.526	8/12/24	0.49	25.400	4.43	24.175	1.224	5.06	10.52
		Sanofi	102.618	8/12/24	-0.60	98.520	4.16	97.733	0.787	0.81	-1.06
	L	AstraZeneca	16,156.239	8/12/24	0.63	15,554.489	3.87	13,401.883	2,152.606	16.06	14.78
		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
		Exxon Mobil	119.000	8/12/24	0.13	114.960	3.51	116.990	-2.030	-1.74	0.00
		Axa	34.699	8/12/24	-0.77	33.530	3.49	37.407	-3.877	-10.36	3.69
		Marsh & McLennan	217.350	8/12/24	-1.23	210.250	3.38	203.890	6.360	3.12	7.93
		Barclays	278.246	8/12/24	0.85	269.523	3.24	229.933	39.590	17.22	33.89
		GSK	1,987.293	8/12/24	0.42	1,929.141	3.01	2,144.452	-215.311	-10.04	0.79
		Canon	28.006	8/09/24	1.64	27.275	2.68	29.598	-2.322	-7.85	3.32
	L	Procter & Gamble	166.810	8/12/24	-2.19	162.720	2.51	160.580	2.140	1.33	8.63
		Carrefour	14.727	8/12/24	-0.36	14.368	2.50	17.057	-2.689	-15.77	-19.21
		Caterpillar	336.030	8/12/24	-0.66	329.080	2.11	363.740	-34.660	-9.53	11.20
	L	Walmart	68.700	8/12/24	1.10	67.480	1.81	60.000	7.480	12.47	21.39
		Aviva	612.117	8/12/24	0.35	601.750	1.72	623.279	-21.529	-3.45	12.17
		Telefónica	4.325	8/12/24	0.12	4.272	1.23	4.393	-0.121	-2.76	2.50
		E.on	13.220	8/12/24	0.78	13.091	0.98	13.844	-0.753	-5.44	1.91
	L	Pfizer	28.450	8/12/24	-0.35	28.220	0.82	27.720	0.500	1.80	-11.15
	L	Apple	217.530	8/12/24	0.71	216.750	0.36	170.030	46.720	27.48	18.50
		JP Morgan Chase	206.190	8/12/24	0.19	205.450	0.36	198.940	6.510	3.27	18.62
	L	Novartis	107.057	8/12/24	0.16	107.035	0.02	96.597	10.438	10.81	6.99
	L	RWE	34.710	8/12/24	1.70	34.967	-0.74	33.803	1.165	3.45	-8.93
	L	Bayer	27.845	8/12/24	-0.04	28.070	-0.80	30.547	-2.476	-8.11	-25.05
	S	Diageo	3,099.141	8/12/24	1.03	3,135.170	-1.15	3,671.775	-536.605	-14.61	-15.80
	L	DuPont	78.330	8/12/24	-0.25	79.270	-1.19	77.200	2.070	2.68	9.50
		Saint-Gobain	78.902	8/12/24	-0.41	79.910	-1.26	77.286	2.624	3.40	17.08
	L	Texas Instruments	192.060	8/12/24	-0.08	194.600	-1.31	173.170	21.430	12.38	16.11
		Standard Chartered	912.739	8/12/24	0.92	925.634	-1.39	842.669	82.964	9.85	7.73
		Allianz	274.483	8/12/24		281.563	-2.51	298.485	-16.922	-5.67	8.93
		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
		Shell	35.423	8/12/24	0.93	36.340	-2.52	33.260	3.080	9.26	11.03
		Nike	74.640	8/12/24	0.40	76.830	-2.85	92.560	-15.730	-16.99	-6.53
		TotalEnergies	66.202	8/12/24	0.60	68.229	-2.97	68.196	0.033	0.05	3.51
	L	HP	33.780	8/12/24	0.72	34.970	-3.40	30.380	4.590	15.11	21.53
	L	Nestlé	98.093	8/12/24	-0.40	101.679	-3.53	105.862	-4.183	-3.95	-9.08
		Vivendi	10.177	8/12/24	0.40	10.591	-3.91	10.852	-0.261	-2.41	7.08
	L	Morgan Stanley	94.840	8/12/24	0.13	99.160	-4.36	93.530	5.630	6.02	12.20
		Aegon	5.966	8/12/24	0.22	6.281	-5.02	6.071	0.211	3.47	12.43
		Rio Tinto	6,247.585	8/12/24	0.56	6,616.726	-5.58	6,296.802	319.924	5.08	0.48
	L	Münchener Rück	471.095	8/12/24	1.01	500.806	-5.93	485.978	14.828	3.05	18.69
		Banco Bilbao Viz	9.572	8/12/24	0.27	10.190	-6.06	11.862	-1.672	-14.10	12.68
		Schneider Electric	226.591	8/12/24	0.38	241.715	-6.26	225.261	16.454	7.30	24.95
	L	HSBC	814.006	8/12/24	0.22	873.423	-6.80	776.903	96.520	12.42	10.46
		ING Groep	16.338	8/12/24	0.21	17.546	-6.88	16.381	1.165	7.11	20.63
	S	BASF	44.278	8/12/24	-0.22	47.614	-7.01	56.871	-9.258	-16.28	-4.44
		Chevron	145.020	8/12/24	0.02	156.520	-7.35	159.080	-2.560	-1.61	-1.57
		Swiss Re	115.092	8/12/24	0.10	124.387	-7.47	128.195	-3.807	-2.97	11.96
		Samsung Electronics	54.596	8/12/24	1.07	59.152	-7.70	60.583	-1.431	-2.36	7.63
		UnibailRodaWestfield	3.691	8/12/24	0.73	4.004	-7.81	4.023	-0.019	-0.48	26.18
		UBS	27.500	8/12/24	0.44	29.857	-7.89	30.669	-0.812	-2.65	12.37
		Banco Santander	4.386	8/12/24	-0.24	4.770	-8.06	4.858	-0.088	-1.81	14.67
		BP	555.734	8/12/24	1.35	604.911	-8.13	622.150	-17.239	-2.77	-1.21
	L	Anglo American	2,822.285	8/12/24	0.29	3,075.121	-8.22	2,449.691	625.431	25.53	16.32
		BHP	2,647.196	8/12/24	-0.14	2,889.919	-8.40	2,855.337	34.582	1.21	-2.16
		L´Oreal	404.002	8/12/24	-1.59	442.188	-8.64	471.312	-29.124	-6.18	-3.68
		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
		Citigroup	57.840	8/12/24		63.430	-8.81	63.460	-0.030	-0.05	21.33
		Societe Generale	22.010	8/12/24	0.44	24.241	-9.20	26.657	-2.416	-9.06	-5.76
	L	ABB	50.364	8/12/24	0.55	55.753	-9.67	46.314	9.439	20.38	33.17
	S	Sony	76.281	8/09/24	0.28	85.100	-10.36	86.181	-1.081	-1.25	-2.16
	S	LVMH	681.221	8/12/24	-0.14	763.705	-10.80	895.777	-132.072	-14.74	-7.43
		Microsoft	406.810	8/12/24	0.19	456.730	-10.93	424.570	32.160	7.57	21.25
		Prudential	803.261	8/12/24	0.41	902.878	-11.03	932.534	-29.656	-3.18	-15.92
		Siemens	168.616	8/12/24	0.01	189.982	-11.25	190.136	-0.154	-0.08	12.73
		Merck (MSD)	113.480	8/12/24	-0.93	127.900	-11.27	130.990	-3.090	-2.36	11.58
	S	Mercedes-Benz	61.654	8/12/24	-0.57	69.506	-11.30	79.306	-9.800	-12.36	-3.40
	L	Alphabet A	162.290	8/12/24	-0.84	182.990	-11.31	155.490	27.500	17.69	26.77
		Bridgestone	34.548	8/09/24	-1.33	38.960	-11.33	44.446	-5.486	-12.34	-5.68
	S	Volkswagen	100.290	8/12/24	-0.47	113.751	-11.83	131.987	-18.235	-13.82	-8.18
		Deutsche Bank	14.274	8/12/24	0.14	16.525	-13.62	15.668	0.857	5.47	30.60
		Repsol	13.692	8/12/24	0.67	15.966	-14.24	16.590	-0.624	-3.76	3.45
		Seven & i	10.351	8/09/24	-0.54	12.131	-14.67	14.139	-2.009	-14.21	-9.02
		Honda Motor	8.789	8/09/24	-0.14	10.896	-19.34	12.207	-1.311	-10.74	-0.39
		Panasonic	6.551	8/09/24	1.34	8.157	-19.69	9.215	-1.058	-11.48	-18.18
	S	Ford Motor	9.860	8/12/24	-2.38	12.760	-22.73	13.290	-0.530	-3.99	-2.45
		Toyota	15.148	8/09/24	-0.14	20.325	-25.47	24.004	-3.679	-15.33	5.13
	S	Nissan Motor	2.539	8/09/24	-0.56	3.419	-25.74	3.943	-0.524	-13.30	-13.03
	S	Intel	19.360	8/12/24	-1.78	30.840	-37.22	44.520	-13.680	-30.73	-17.91
SP Global 100 - 96 out of 96 instruments rated - 7/01/24 / 4/01/24 - 43 did rise, Market-Ratio(13) in USD = 44.79 %

Technical Chart

	SP Global 100 RS = 13 - B/S = 50/25

1/04/21	scale up chart	7/01/24

Transactions SP Global 100 in Dollar * L13 - 50/25 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		8/14/06	224		- cash -
long	8/14/06	1/21/08	525		ABB	100	755	13.228	25.015	11.787	89	18,899	56
1/21/08		4/14/08	84		- cash -
	4/14/08	7/07/08	84		Rio Tinto	100	199	94.640	91.396	-3.244	-3	18,254	-14
7/07/08		1/05/09	182		- cash -
	1/05/09	1/26/09	21		Volkswagen	100	314	58.108	42.601	-15.507	-27	13,384	-100
1/26/09		4/20/09	84		- cash -
	4/20/09	6/07/10	413		Ford Motor	100	3,627	3.690	11.090	7.400	201	40,224	164
6/07/10		8/02/10	56		- cash -
	8/02/10	8/01/11	364		Apple	100	4,301	9.352	14.170	4.818	52	60,945	52
8/01/11		10/31/11	91		- cash -
	10/31/11	5/21/12	203		Apple	100	4,215	14.456	20.046	5.589	39	84,504	80
5/21/12		7/30/12	70		- cash -
	7/30/12	10/20/14	812		Apple	100	3,976	21.251	24.940	3.689	17	99,171	7
10/20/14		11/03/14	14		- cash -
	11/03/14	6/29/15	238		Apple	100	3,626	27.350	31.138	3.788	14	112,905	22
6/29/15		11/23/15	147		- cash -
	11/23/15	1/11/16	49		Alphabet A	100	2,907	38.835	36.654	-2.182	-6	106,563	-35
1/11/16		3/14/16	63		- cash -
	3/14/16	3/26/18	742		McDonald´s	100	867	122.900	158.010	35.110	29	137,004	13
3/26/18		5/14/18	49		- cash -
	5/14/18	10/29/18	168		Intel	100	2,495	54.900	45.400	-9.500	-17	113,301	-34
10/29/18		2/18/19	112		- cash -
	2/18/19	3/09/20	385		Ericsson	100	12,208	9.281	7.377	-1.903	-21	90,066	-20
3/09/20		6/08/20	91		- cash -
	6/08/20	7/11/22	763		Apple	100	1,080	83.365	144.870	61.505	74	156,491	30
7/11/22		8/08/22	28		- cash -
	8/08/22	8/29/22	21		Exxon Mobil	100	1,759	88.950	100.120	11.170	13	176,139	682
8/29/22		9/12/22	14		- cash -
	9/12/22	9/26/22	14		Exxon Mobil	100	1,804	97.610	83.980	-13.630	-14	151,550	-98
9/26/22		11/21/22	56		- cash -
	11/21/22	10/23/23	336		Exxon Mobil	100	1,365	110.970	109.450	-1.520	-1	149,476	-1
10/23/23		11/20/23	28		- cash -
	11/20/23	8/12/24	266		Intel	100	3,340	44.740	19.360	-25.380	-57	64,706	-68
accum	8/14/06	8/12/24	5562	days out of 6955 invested (80%)						547		64,706	13

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Apple	long	8/02/10	8/01/11	364	9.35	14.17	4.82	51.52
		10/31/11	5/21/12	203	14.46	20.05	5.59	38.66
		7/30/12	10/20/14	812	21.25	24.94	3.69	17.36
		11/03/14	6/29/15	238	27.35	31.14	3.79	13.85
		6/08/20	7/11/22	763	83.37	144.87	61.51	73.78	387.82
Ford Motor		4/20/09	6/07/10	413	3.69	11.09	7.40	200.54	200.54
ABB		8/14/06	1/21/08	525	13.23	25.01	11.79	89.11	89.11
McDonald´s		3/14/16	3/26/18	742	122.90	158.01	35.11	28.57	28.57
Rio Tinto		4/14/08	7/07/08	84	94.64	91.40	-3.24	-3.43	-3.43
Exxon Mobil		8/08/22	8/29/22	21	88.95	100.12	11.17	12.56
		9/12/22	9/26/22	14	97.61	83.98	-13.63	-13.96
		11/21/22	10/23/23	336	110.97	109.45	-1.52	-1.37	-4.49
Alphabet A		11/23/15	1/11/16	49	38.84	36.65	-2.18	-5.62	-5.62
Ericsson		2/18/19	3/09/20	385	9.28	7.38	-1.90	-20.51	-20.51
Volkswagen		1/05/09	1/26/09	21	58.11	42.60	-15.51	-26.69	-26.69
Intel		5/14/18	10/29/18	168	54.90	45.40	-9.50	-17.30
		11/20/23	8/12/24	266	44.74	19.36	-25.38	-56.73	-64.22

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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