Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 - 3/27/23 - RS = 39

		⇓instrument	freshest		⇓ Δday	3/27/23	⇓ Δwk	6/27/22	prc diff	Δ39	Curr	⇓∅-RS
	L	S&P Global 100	2,831.800	Fri	1.08	2,741.630	3.29	2,683.550	58.080	2.16	USD	1.43
		Münchener Rück	322.500	Fri	0.03	317.000	1.74	220.800	96.200	43.57	EUR	22.46
		Banco Bilbao Viz	6.571	Fri	-0.74	6.256	5.04	4.414	1.842	41.73	EUR	21.55
	L	LVMH	844.400	Fri	2.10	817.000	3.35	580.200	236.800	40.81	EUR	23.33
	L	General Electric	95.600	Fri	1.65	93.310	2.45	66.710	26.600	39.87	USD	21.64
		Siemens	149.260	Fri	0.50	141.660	5.36	104.140	37.520	36.03	EUR	20.14
	L	Kimberly-Clark	37.960	Fri	-0.50	37.750	0.56	27.810	9.940	35.74	MXN	24.66
	L	E.on	11.500	Fri	0.35	11.165	3.00	8.514	2.651	31.14	EUR	21.05
		BP	510.800	Fri	-0.47	496.400	2.90	391.600	104.800	26.76	GBP	11.72
		Schneider Electric	153.680	Fri	0.38	144.980	6.00	117.240	27.740	23.66	EUR	9.44
		Swiss Re	93.840	Fri	0.51	91.840	2.18	74.580	17.260	23.14	CHF	12.91
		Axa	28.165	Fri	-0.41	26.960	4.47	22.035	4.925	22.35	EUR	7.79
		Engie	14.574	Fri	0.10	13.844	5.27	11.368	2.476	21.78	EUR	10.07
	L	Mercedes-Benz	70.780	Fri	-0.18	71.480	-0.98	59.240	12.240	20.66	EUR	15.81
	L	L´Oreal	411.250	Fri	1.41	400.650	2.65	334.550	66.100	19.76	EUR	15.69
		DuPont	71.770	Fri	1.61	68.940	4.11	57.570	11.370	19.75	USD	8.20
		Exxon Mobil	109.660	Fri	0.16	105.800	3.65	89.030	16.770	18.84	USD	8.13
		Banco Santander	3.426	Fri	-0.75	3.290	4.13	2.771	0.520	18.75	EUR	17.24
		Saint-Gobain	52.320	Fri	0.31	50.260	4.10	42.785	7.475	17.47	EUR	7.38
		Caterpillar	228.840	Fri	1.92	218.000	4.97	187.590	30.410	16.21	USD	3.80
		Walmart	147.450	Fri	1.22	144.170	2.28	124.120	20.050	16.15	USD	4.43
	L	Deutsche Telekom	22.350	Fri	0.99	21.830	2.38	18.842	2.988	15.86	EUR	15.36
	L	Texas Instruments	186.010	Fri	0.96	177.050	5.06	155.620	21.430	13.77	USD	4.75
		Allianz	212.800	Fri	0.47	205.600	3.50	181.040	24.560	13.57	EUR	6.26
		ABB	31.370	Fri	1.78	29.430	6.59	25.940	3.490	13.45	CHF	3.22
		⇓instrument	freshest		⇓ Δday	3/27/23	⇓ Δwk	6/27/22	prc diff	Δ39	Curr	⇓∅-RS
		Merck (MSD)	106.390	Fri	0.44	106.930	-0.51	94.410	12.520	13.26	USD	11.71
	L	Apple	164.900	Fri	1.56	158.280	4.18	141.660	16.620	11.73	USD	6.26
		Unilever	47.690	Fri	0.32	48.000	-0.65	43.295	4.705	10.87	EUR	5.99
		McDonald´s	279.610	Fri	0.66	273.840	2.11	247.030	26.810	10.85	USD	6.46
		JP Morgan Chase	130.310	Fri	1.21	128.490	1.42	116.380	12.110	10.41	USD	2.80
		Morgan Stanley	87.800	Fri	1.96	84.640	3.73	77.440	7.200	9.30	USD	-1.21
		Seven & i	5,975.000	Fri	0.59	5,850.000	2.14	5,364.000	486.000	9.06	JPY	3.60
		UBS	19.290	Fri	1.42	17.445	10.58	16.140	1.305	8.09	CHF	3.59
		PepsiCo	182.300	Fri	0.81	179.490	1.57	166.350	13.140	7.90	USD	3.72
		BASF	48.360	Fri	0.96	45.930	5.29	42.810	3.120	7.29	EUR	-2.00
		ING Groep	10.930	Fri	-0.46	10.542	3.68	9.830	0.712	7.24	EUR	3.16
		Chevron	163.160	Fri	0.47	157.650	3.50	147.570	10.080	6.83	USD	-4.00
		Nike	122.640	Fri	2.11	117.810	4.10	110.500	7.310	6.62	USD	6.05
	S	Goldman Sachs	327.110	Fri	1.86	318.530	2.69	300.780	17.750	5.90	USD	-3.86
	L	Samsung Electronics	64,000.000	Fri	1.27	62,100.000	3.06	58,800.000	3,300.000	5.61	KRW	2.02
	L	Microsoft	288.300	Fri	1.50	276.380	4.31	264.890	11.490	4.34	USD	7.77
	S	TotalEnergies	54.360	Fri	-0.09	52.130	4.28	50.000	2.130	4.26	EUR	-1.50
	S	Shell	26.490	Fri	0.08	25.540	3.72	24.525	1.015	4.14	EUR	-3.61
		AstraZeneca	11,232.000	Fri	0.59	11,252.000	-0.18	10,806.000	446.000	4.13	GBP	5.32
		RWE	39.640	Fri	0.94	38.150	3.91	36.810	1.340	3.64	EUR	-4.26
	S	Rio Tinto	5,478.000	Fri	0.72	5,232.000	4.70	5,051.000	181.000	3.58	GBP	-2.32
	L	Carrefour	18.630	Fri	2.03	17.655	5.52	17.090	0.565	3.31	EUR	2.44
		Panasonic	1,182.000	Fri	0.38	1,148.000	2.96	1,117.000	31.000	2.78	JPY	0.60
	L	Honda Motor	3,510.000	Fri	1.21	3,391.000	3.51	3,304.000	87.000	2.63	JPY	1.70
		Raytheon Tech	97.930	Fri	0.58	96.910	1.05	94.810	2.100	2.21	USD	2.56
		⇓instrument	freshest		⇓ Δday	3/27/23	⇓ Δwk	6/27/22	prc diff	Δ39	Curr	⇓∅-RS
		Deutsche Bank	9.356	Fri	0.71	9.065	3.21	8.890	0.175	1.97	EUR	-6.52
		Procter & Gamble	148.690	Fri	0.84	145.950	1.88	143.250	2.700	1.88	USD	1.46
	L	Fox A	34.050	Fri	1.13	33.630	1.25	33.040	0.590	1.79	USD	1.35
		Prudential	1,102.000	Fri	-1.12	1,026.500	7.36	1,009.000	17.500	1.73	GBP	0.05
	S	Marsh & McLennan	166.550	Fri	1.01	161.350	3.22	158.930	2.420	1.52	USD	-0.70
	L	Bridgestone	5,367.000	Fri	-0.70	5,217.000	2.88	5,163.000	54.000	1.05	JPY	4.22
		Repsol	14.185	Fri	-0.60	13.940	1.76	13.805	0.135	0.98	EUR	2.27
	L	National Grid	1,096.500	Fri	1.06	1,068.000	2.67	1,060.000	8.000	0.75	GBP	0.45
		HSBC	549.700	Fri	-1.01	541.100	1.59	538.600	2.500	0.46	GBP	3.14
	S	BHP	2,559.500	Fri	1.31	2,361.500	8.38	2,351.000	10.500	0.45	GBP	-4.33
		Novartis	83.760	Fri	0.49	82.250	1.84	82.040	0.210	0.26	CHF	0.52
	S	Aviva	404.200	Fri	-0.32	412.700	-2.06	412.200	0.500	0.12	GBP	-3.31
	L	Sony	11,985.000	Fri	2.13	11,450.000	4.67	11,505.000	-55.000	-0.48	JPY	3.14
	L	Sanofi	100.240	Fri	0.81	98.440	1.83	99.590	-1.150	-1.15	EUR	8.80
	S	Diageo	3,614.000	Fri	0.92	3,583.000	0.87	3,655.500	-72.500	-1.98	GBP	-3.36
	L	Orange	10.952	Fri	1.22	10.900	0.48	11.134	-0.234	-2.10	EUR	6.29
		Standard Chartered	614.200	Fri	-0.10	592.400	3.68	605.800	-13.400	-2.21	GBP	-1.24
		Coca-Cola	62.030	Fri	0.29	61.350	1.11	62.910	-1.560	-2.48	USD	-0.49
		Nestlé	111.460	Fri	0.65	109.540	1.75	112.580	-3.040	-2.70	CHF	-2.89
	S	Ford Motor	12.600	Fri	2.52	11.520	9.38	12.040	-0.520	-4.32	USD	-12.56
		Bayer	58.720	Fri	1.63	56.000	4.86	59.400	-3.400	-5.72	EUR	0.06
		UnibailRodaWestfield	4.000	Fri	5.26	3.760	6.38	4.000	-0.240	-6.00	AUD	-9.14
		Citigroup	46.890	Fri	1.78	44.780	4.71	47.830	-3.050	-6.38	USD	-7.54
	S	Colgate-Palmolive	75.150	Fri	-0.13	74.150	1.35	79.880	-5.730	-7.17	USD	-3.20
		Vivendi	9.300	Fri		9.136	1.80	9.996	-0.860	-8.60	EUR	-3.85
		⇓instrument	freshest		⇓ Δday	3/27/23	⇓ Δwk	6/27/22	prc diff	Δ39	Curr	⇓∅-RS
	S	IBM	131.090	Fri	1.45	129.310	1.38	142.800	-13.490	-9.45	USD	-3.98
	S	Philip Morris	97.250	Fri	0.65	92.600	5.02	102.710	-10.110	-9.84	USD	-5.09
		Canon	2,955.500	Fri	0.73	2,879.000	2.66	3,199.000	-320.000	-10.00	JPY	-7.19
	S	Aegon	3.951	Fri	-0.98	3.859	2.38	4.290	-0.431	-10.05	EUR	-16.64
	L	Alphabet A	103.730	Fri	2.81	102.460	1.24	115.833	-13.373	-11.55	USD	-1.64
		Societe Generale	20.785	Fri	0.07	19.962	4.12	22.650	-2.688	-11.87	EUR	-14.37
	L	Nissan Motor	501.100	Fri	2.29	479.500	4.50	549.000	-69.500	-12.66	JPY	-2.98
		Volkswagen	125.640	Fri	0.77	120.860	3.95	138.880	-18.020	-12.98	EUR	-11.57
	S	Barclays	145.800	Fri	0.68	137.000	6.42	158.640	-21.640	-13.64	GBP	-13.85
	S	Bristol-Myers	69.310	Fri	1.63	68.070	1.82	79.980	-11.910	-14.89	USD	-7.54
	S	Toyota	1,880.000	Fri	2.06	1,790.000	5.03	2,121.500	-331.500	-15.63	JPY	-11.37
	S	Johnson & Johnson	155.000	Fri	1.02	153.300	1.11	182.120	-28.820	-15.82	USD	-10.31
	S	Anglo American	2,678.000	Fri	-0.35	2,539.000	5.47	3,133.500	-594.500	-18.97	GBP	-18.74
	L	Telefónica	3.973	Fri	0.38	3.822	3.95	4.733	-0.911	-19.25	EUR	-3.62
	L	GSK	1,429.000	Fri	0.63	1,423.600	0.38	1,777.180	-353.580	-19.90	GBP	-6.18
	L	HP	29.350	Fri	1.56	27.890	5.23	35.360	-7.470	-21.13	USD	-9.18
	S	Pfizer	40.800	Fri	1.04	40.220	1.44	51.880	-11.660	-22.47	USD	-15.84
	S	3M	105.110	Fri	2.27	101.490	3.57	132.800	-31.310	-23.58	USD	-20.46
	S	Toshiba	4,445.000	Fri	0.25	4,357.000	2.02	5,707.000	-1,350.000	-23.66	JPY	-12.23
	L	Intel	32.670	Fri	1.81	29.180	11.96	38.630	-9.450	-24.46	USD	-10.17
	L	Philips	16.836	Fri	2.35	15.216	10.65	20.850	-5.634	-27.02	EUR	-12.80
	L	Ericsson	60.600	Fri	1.00	57.310	5.74	81.210	-23.900	-29.43	SEK	-18.16
		Vodafone	89.300	Fri	-0.27	89.100	0.22	127.220	-38.120	-29.96	GBP	-16.98
	S	Credit Suisse	0.823	Fri	1.31	0.763	7.78	5.740	-4.977	-86.70	CHF	-80.52
SP Global 100 - 98 out of 98 instruments rated - 3/27/23 / 6/27/22 - 61 did rise, Market-Ratio(39) = 62.24 %

Technical Chart

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

1/07/19	scale up chart	3/27/23

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	3/31/23	67		Münchener Rück	100	339	EUR	325.700	322.500		-3.200	-1	109,612	-5
accum	1/14/08	3/31/23	5557	days out of 6299 invested (88%)								996		109,612	17

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
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
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
Münchener Rück	long	1/23/23	3/31/23	67	325.70	322.50		-3.20	-0.98	-0.98
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
DuPont	short	3/09/20	12/07/20	273	35.15	65.43	4.87	-30.28	-86.15	-86.15

Annotations

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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