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	3,535.080	Wed	0.13	3,484.990	1.44	3,137.160	347.830	11.09	USD	10.12
	L	UnibailRodaWestfield	6.300	Wed	-0.63	6.220	1.29	4.340	1.880	43.32	AUD	40.38
	L	Deutsche Bank	15.400	Wed		15.160	1.58	10.274	4.886	47.56	EUR	39.50
		Toyota	3,618.000	Wed	3.05	3,517.000	2.87	2,324.000	1,193.000	51.33	JPY	35.88
	L	Banco Bilbao Viz	10.550	Wed	-1.03	10.430	1.15	7.118	3.312	46.53	EUR	34.23
	L	Caterpillar	363.340	Wed	0.02	357.610	1.60	259.370	98.240	37.88	USD	32.62
	L	Banco Santander	4.780	Wed	0.67	4.667	2.41	3.520	1.147	32.59	EUR	29.31
	L	Citigroup	62.470	Wed	-0.32	60.950	2.49	47.660	13.290	27.89	USD	28.20
	L	ABB	44.550	Wed	0.18	44.080	1.07	35.100	8.980	25.58	CHF	25.64
		General Electric	162.655	Tue	8.30	150.190	8.30	110.250	39.940	36.23	USD	25.24
	L	Barclays	191.140	Wed	-0.57	189.180	1.04	164.360	24.820	15.10	GBP	23.61
		JP Morgan Chase	193.080	Wed	0.49	189.410	1.94	158.000	31.410	19.88	USD	21.41
		Schneider Electric	212.650	Wed	1.67	204.600	3.93	162.920	41.680	25.58	EUR	20.64
		IBM	184.100	Wed	1.05	181.900	1.21	139.540	42.360	30.36	USD	20.22
	L	ING Groep	14.670	Wed	-1.15	15.362	-4.50	13.312	2.050	15.40	EUR	20.14
	L	Goldman Sachs	423.040	Wed	-0.23	417.350	1.36	358.930	58.420	16.28	USD	20.02
		Saint-Gobain	70.820	Wed	0.51	70.400	0.60	58.410	11.990	20.53	EUR	18.53
	L	Axa	34.250	Wed	-1.92	34.330	-0.23	27.775	6.555	23.60	EUR	18.40
		Canon	4,440.000	Wed	0.02	4,432.000	0.18	3,771.000	661.000	17.53	JPY	18.40
		Alphabet A	158.260	Tue	1.27	156.280	1.27	121.530	34.750	28.59	USD	18.25
	L	Aegon	5.752	Wed	-0.83	5.702	0.88	4.836	0.866	17.91	EUR	17.13
	L	Raytheon Tech	101.020	Wed	-0.36	101.560	-0.53	97.010	4.550	4.69	USD	16.11
	L	Allianz	266.700	Wed	-1.40	266.700		215.250	51.450	23.90	EUR	15.85
		UBS	25.020	Wed	-2.91	25.390	-1.46	18.630	6.760	36.29	CHF	15.82
	L	Shell	34.015	Wed	0.40	33.915	0.29	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	1,789.500	Wed	1.42	1,773.500	0.90	1,487.000	286.500	19.27	JPY	15.21
	L	TotalEnergies	67.910	Wed		67.900	0.01	54.790	13.110	23.93	EUR	14.93
	L	Bridgestone	6,761.000	Wed	0.25	6,817.000	-0.82	5,792.000	1,025.000	17.70	JPY	14.64
		Siemens	174.640	Wed	-0.40	174.020	0.36	151.100	22.920	15.17	EUR	14.15
		Microsoft	409.060	Wed	0.37	400.960	2.02	345.110	55.850	16.18	USD	13.18
		Merck (MSD)	127.000	Wed	0.09	126.940	0.05	108.790	18.150	16.68	USD	13.05
	L	Aviva	465.400	Wed	-1.13	469.100	-0.79	404.200	64.900	16.06	GBP	12.93
		Münchener Rück	430.600	Wed	-1.01	418.500	2.89	340.600	77.900	22.87	EUR	12.78
	L	Colgate-Palmolive	88.870	Wed	0.33	88.330	0.61	77.480	10.850	14.00	USD	12.77
	L	Exxon Mobil	121.055	Wed	0.02	120.560	0.41	105.520	15.040	14.25	USD	12.49
	L	Walmart	59.870	Wed	1.32	60.140	-0.45	53.100	7.040	13.26	USD	11.92
	L	BASF	51.320	Wed	0.47	51.110	0.41	47.330	3.780	7.99	EUR	11.52
		GSK	1,636.000	Wed	-0.91	1,639.500	-0.21	1,395.800	243.700	17.46	GBP	11.10
	L	Mercedes-Benz	74.020	Wed	-0.04	74.190	-0.23	71.400	2.790	3.91	EUR	10.92
		Vivendi	9.948	Wed	-0.72	9.950	-0.02	8.366	1.584	18.93	EUR	10.59
	L	HSBC	663.600	Wed	-0.61	666.500	-0.44	642.700	23.800	3.70	GBP	8.61
	L	Morgan Stanley	93.850	Wed	0.10	92.090	1.91	94.670	-2.580	-2.73	USD	8.37
	L	BP	525.600	Wed	0.48	522.500	0.59	483.700	38.800	8.02	GBP	7.77
	L	Telefónica	4.118	Wed	-0.53	4.095	0.56	3.777	0.318	8.42	EUR	7.56
	L	Societe Generale	25.280	Wed	-0.43	25.050	0.92	24.510	0.540	2.20	EUR	7.38
		Engie	16.085	Wed	0.47	15.975	0.69	15.394	0.581	3.77	EUR	6.48
		E.on	12.490	Wed	-0.24	12.475	0.12	11.590	0.885	7.64	EUR	6.45
		Samsung Electronics	78,600.000	Wed	4.11	76,100.000	3.29	70,400.000	5,700.000	8.10	KRW	6.42
	L	Ford Motor	13.040	Wed	0.77	12.880	1.24	13.960	-1.080	-7.74	USD	6.29
	L	Repsol	15.010	Wed	-0.27	14.885	0.84	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	162.600	Wed	0.68	160.540	1.28	153.420	7.120	4.64	USD	5.46
		L´Oreal	440.250	Wed	-0.10	441.000	-0.17	407.600	33.400	8.19	EUR	5.09
		Marsh & McLennan	201.710	Tue	0.14	201.430	0.14	192.470	8.960	4.66	USD	4.99
	L	AstraZeneca	11,352.000	Wed	0.75	11,250.000	0.91	10,780.000	470.000	4.36	GBP	4.92
	L	Volkswagen	120.100	Wed	-1.03	121.300	-0.99	125.600	-4.300	-3.42	EUR	4.88
		Rio Tinto	5,450.000	Wed	2.50	5,386.000	1.19	5,177.000	209.000	4.04	GBP	4.49
	L	Chevron	163.640	Wed	0.49	161.920	1.06	161.820	0.100	0.06	USD	4.22
		Swiss Re	100.750	Wed	-1.08	99.300	1.46	93.280	6.020	6.45	CHF	3.82
	L	Anglo American	2,205.000	Wed	4.45	2,160.000	2.08	2,390.500	-230.500	-9.64	GBP	3.57
		Deutsche Telekom	21.770	Wed	0.09	21.610	0.74	19.894	1.716	8.63	EUR	2.83
	L	DuPont	73.810	Tue	-0.14	73.910	-0.14	75.490	-1.580	-2.09	USD	2.77
		Ericsson	57.360	Wed	-1.00	57.200	0.28	53.430	3.770	7.06	SEK	2.71
		LVMH	800.200	Wed	0.08	796.800	0.43	857.600	-60.800	-7.09	EUR	2.41
		Orange	10.645	Wed	-3.58	11.055	-3.71	10.858	0.197	1.81	EUR	2.31
		Seven & i	2,048.000	Wed	0.79	2,031.000	0.84	1,952.000	79.000	4.05	JPY	2.17
	L	Coca-Cola	61.555	Wed	1.51	60.550	1.66	62.460	-1.910	-3.06	USD	1.82
		National Grid	1,055.500	Wed	-0.38	1,046.000	0.91	1,060.000	-14.000	-1.32	GBP	1.49
	L	PepsiCo	177.410	Wed	3.62	176.460	0.54	190.920	-14.460	-7.57	USD	1.16
	L	Standard Chartered	679.200	Wed	-0.21	671.400	1.16	719.400	-48.000	-6.67	GBP	0.85
		Philip Morris	99.020	Wed	1.39	94.060	5.27	97.620	-3.560	-3.65	USD	0.47
	L	Fox A	31.710	Wed		31.400	0.99	33.200	-1.800	-5.42	USD	0.09
		BHP	2,364.000	Wed	1.16	2,348.000	0.68	2,396.500	-48.500	-2.02	GBP	-0.36
	S	Philips	19.620	Wed	0.10	19.105	2.70	19.628	-0.523	-2.66	EUR	-0.79
		Texas Instruments	174.810	Wed	5.64	163.430	6.96	183.890	-20.460	-11.13	USD	-1.32
	S	Kimberly-Clark	37.240	Tue	1.28	36.770	1.28	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	89.120	Wed	0.20	87.360	2.01	90.800	-3.440	-3.79	CHF	-1.49
		Unilever	44.960	Wed	-0.04	45.050	-0.20	46.510	-1.460	-3.14	EUR	-2.43
	S	McDonald´s	276.750	Wed	-0.05	275.580	0.42	295.310	-19.730	-6.68	USD	-2.74
	S	Sony	12,840.000	Wed	2.76	12,530.000	2.47	13,265.000	-735.000	-5.54	JPY	-3.62
		Carrefour	16.055	Wed	-0.53	16.105	-0.31	17.635	-1.530	-8.68	EUR	-3.96
	S	Nissan Motor	556.100	Wed	0.87	550.400	1.04	623.800	-73.400	-11.77	JPY	-4.69
	L	Vodafone	69.340	Wed	-0.40	69.620	-0.40	76.510	-6.890	-9.01	GBP	-4.94
		Sanofi	87.700	Wed	-1.29	88.170	-0.53	98.170	-10.000	-10.19	EUR	-5.62
	S	HP	28.100	Wed	1.55	27.700	1.44	32.430	-4.730	-14.59	USD	-5.89
	S	Johnson & Johnson	148.530	Wed	-0.69	149.120	-0.40	171.080	-21.960	-12.84	USD	-6.10
	S	3M	92.000	Wed	-1.08	92.620	-0.67	104.270	-11.650	-11.17	USD	-6.40
	L	Diageo	2,812.000	Wed	-0.25	2,857.000	-1.58	3,439.500	-582.500	-16.94	GBP	-7.44
		Nestlé	93.980	Wed	-0.30	93.840	0.15	104.400	-10.560	-10.11	CHF	-8.18
	S	Intel	34.500	Wed	0.64	34.410	0.26	33.630	0.780	2.32	USD	-8.23
	S	Panasonic	1,393.000	Wed	1.98	1,379.000	1.02	1,754.500	-375.500	-21.40	JPY	-8.38
	S	Apple	169.020	Wed	1.27	165.840	1.92	192.750	-26.910	-13.96	USD	-8.51
	S	Nike	94.640	Wed	0.66	94.190	0.48	108.770	-14.580	-13.40	USD	-10.29
		RWE	31.660	Wed	-0.85	32.070	-1.28	39.850	-7.780	-19.52	EUR	-12.47
	L	Bristol-Myers	48.860	Wed	-0.27	49.140	-0.57	64.730	-15.590	-24.08	USD	-12.67
	L	Pfizer	26.270	Wed	-0.19	26.260	0.04	37.510	-11.250	-29.99	USD	-17.59
	S	Prudential	735.200	Wed	-1.00	735.400	-0.03	1,053.500	-318.100	-30.19	GBP	-19.70
	L	Bayer	26.970	Wed	-1.35	27.315	-1.26	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	4/24/24	135		Intel	100	3,056	USD	44.540	34.500		-10.040	-23	105,455	-50
accum	1/14/08	4/24/24	5946	days out of 6688 invested (89%)								955		105,455	16

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	4/24/24	135	44.54	34.50		-10.04	-22.54	-22.54
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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