Share-o-matic

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

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
	L	S&P Global 100	3,394.995	8/12/24	0.32	3,569.577	-4.89	3,269.106	300.470	9.19	22.51
	L	RWE	31.365	8/12/24	1.70	31.598	-0.74	30.574	1.024	3.35	-7.31
		Canon	25.307	8/09/24	1.64	24.647	2.68	26.771	-2.124	-7.93	5.30
		BP	502.177	8/12/24	1.35	546.615	-8.13	562.723	-16.109	-2.86	0.72
		Panasonic	5.920	8/09/24	1.34	7.371	-19.69	8.335	-0.964	-11.56	-16.69
	L	Ericsson	6.040	8/12/24	1.14	5.702	5.93	4.828	0.874	18.10	21.35
	L	Walmart	62.079	8/12/24	1.10	60.977	1.81	54.269	6.708	12.36	23.30
		Samsung Electronics	49.335	8/12/24	1.07	53.452	-7.70	54.796	-1.345	-2.45	9.65
	S	Diageo	2,800.472	8/12/24	1.03	2,833.029	-1.15	3,321.055	-488.026	-14.69	-14.24
	L	Münchener Rück	425.695	8/12/24	1.01	452.543	-5.93	439.559	12.984	2.95	21.00
		Shell	32.009	8/12/24	0.93	32.838	-2.52	30.083	2.755	9.16	13.21
		Standard Chartered	824.777	8/12/24	0.92	836.429	-1.39	762.180	74.249	9.74	9.84
	L	Vodafone	85.037	8/12/24	0.87	80.239	5.98	79.987	0.252	0.31	0.49
		Barclays	251.431	8/12/24	0.85	243.549	3.24	207.970	35.579	17.11	36.57
		E.on	11.946	8/12/24	0.78	11.830	0.98	12.522	-0.692	-5.53	3.82
	S	Bristol-Myers	42.525	8/12/24	0.73	37.320	13.95	47.929	-10.609	-22.13	-19.42
		UnibailRodaWestfield	3.335	8/12/24	0.73	3.618	-7.81	3.639	-0.021	-0.57	28.54
	L	HP	30.525	8/12/24	0.72	31.600	-3.40	27.478	4.122	15.00	20.16
	L	Apple	196.566	8/12/24	0.71	195.861	0.36	153.789	42.072	27.36	20.39
		Repsol	12.372	8/12/24	0.67	14.427	-14.24	15.005	-0.578	-3.85	5.47
	L	AstraZeneca	14,599.238	8/12/24	0.63	14,055.479	3.87	12,121.765	1,933.714	15.95	17.00
		TotalEnergies	59.822	8/12/24	0.60	61.654	-2.97	61.682	-0.028	-0.05	5.53
	S	McDonald´s	243.492	8/12/24	0.58	225.898	7.79	253.454	-27.556	-10.87	-8.59
		Rio Tinto	5,645.496	8/12/24	0.56	5,979.062	-5.58	5,695.345	283.717	4.98	2.35
	L	ABB	45.510	8/12/24	0.55	50.380	-9.67	41.890	8.490	20.27	36.38
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
	L	Deutsche Telekom	23.970	8/12/24	0.49	22.952	4.43	21.866	1.086	4.97	12.58
	S	Engie	14.863	8/12/24	0.49	13.308	11.69	15.073	-1.765	-11.71	-8.45
		Societe Generale	19.889	8/12/24	0.44	21.905	-9.20	24.111	-2.206	-9.15	-3.98
		UBS	24.850	8/12/24	0.44	26.980	-7.89	27.740	-0.760	-2.74	17.63
		GSK	1,795.775	8/12/24	0.42	1,743.227	3.01	1,939.619	-196.392	-10.13	2.75
		Prudential	725.849	8/12/24	0.41	815.867	-11.03	843.461	-27.594	-3.27	-14.42
		Nike	67.447	8/12/24	0.40	69.426	-2.85	83.719	-14.293	-17.07	-22.79
		Vivendi	9.196	8/12/24	0.40	9.570	-3.91	9.815	-0.245	-2.50	9.08
	L	Raytheon Tech	105.363	8/12/24	0.39	89.956	17.13	88.422	1.534	1.73	14.75
		Schneider Electric	204.754	8/12/24	0.38	218.420	-6.26	203.744	14.676	7.20	27.36
		Aviva	553.126	8/12/24	0.35	543.759	1.72	563.745	-19.986	-3.55	14.32
	L	Anglo American	2,550.297	8/12/24	0.29	2,778.767	-8.22	2,215.702	563.066	25.41	18.66
	S	Sony	68.929	8/09/24	0.28	76.899	-10.36	77.949	-1.051	-1.35	-0.40
		Banco Bilbao Viz	8.650	8/12/24	0.27	9.208	-6.06	10.729	-1.521	-14.18	14.88
		Aegon	5.391	8/12/24	0.22	5.676	-5.02	5.491	0.185	3.37	14.56
	L	HSBC	735.559	8/12/24	0.22	789.250	-6.80	702.695	86.555	12.32	12.58
		ING Groep	14.764	8/12/24	0.21	15.855	-6.88	14.817	1.038	7.01	22.97
		JP Morgan Chase	186.319	8/12/24	0.19	185.650	0.36	179.938	5.713	3.17	26.65
		Microsoft	367.605	8/12/24	0.19	412.714	-10.93	384.016	28.698	7.47	25.25
	L	Novartis	96.740	8/12/24	0.16	96.720	0.02	87.370	9.350	10.70	5.45
		Deutsche Bank	12.899	8/12/24	0.14	14.932	-13.62	14.171	0.761	5.37	33.14
		Exxon Mobil	107.532	8/12/24	0.13	103.881	3.51	105.815	-1.934	-1.83	8.14
	L	Morgan Stanley	85.700	8/12/24	0.13	89.604	-4.36	84.596	5.008	5.92	16.61
		Telefónica	3.908	8/12/24	0.12	3.861	1.23	3.974	-0.113	-2.85	4.49
		Swiss Re	104.000	8/12/24	0.10	112.400	-7.47	115.950	-3.550	-3.06	12.30
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
	L	Philip Morris	104.902	8/12/24	0.07	91.492	14.66	82.706	8.787	10.62	9.25
		Chevron	131.044	8/12/24	0.02	141.436	-7.35	143.885	-2.449	-1.70	2.58
		Siemens	152.366	8/12/24	0.01	171.674	-11.25	171.975	-0.301	-0.18	14.82
		Allianz	248.031	8/12/24		254.428	-2.51	269.974	-15.546	-5.76	11.02
		Citigroup	52.266	8/12/24		57.317	-8.81	57.398	-0.081	-0.14	30.08
	L	Bayer	25.162	8/12/24	-0.04	25.365	-0.80	27.629	-2.264	-8.19	-23.70
	S	National Grid	1,117.676	8/12/24	-0.04	1,011.437	10.50	1,210.133	-198.696	-16.42	-10.43
	L	Texas Instruments	173.551	8/12/24	-0.08	175.846	-1.31	156.629	19.217	12.27	17.94
		BHP	2,392.082	8/12/24	-0.14	2,611.413	-8.40	2,582.601	28.812	1.12	-0.37
		Honda Motor	7.942	8/09/24	-0.14	9.846	-19.34	11.041	-1.195	-10.82	1.55
	S	LVMH	615.571	8/12/24	-0.14	690.106	-10.80	810.215	-120.109	-14.82	-5.70
		Toyota	13.688	8/09/24	-0.14	18.366	-25.47	21.711	-3.345	-15.41	7.21
		General Electric	150.788	8/12/24	-0.16	143.650	4.97	158.610	-14.960	-9.43	25.31
	S	BASF	40.011	8/12/24	-0.22	43.025	-7.01	51.439	-8.414	-16.36	-2.64
		Banco Santander	3.963	8/12/24	-0.24	4.311	-8.06	4.394	-0.083	-1.90	16.91
	L	DuPont	70.781	8/12/24	-0.25	71.631	-1.19	69.826	1.805	2.58	9.70
	S	Orange	9.804	8/12/24	-0.25	9.136	7.31	10.581	-1.445	-13.66	-10.89
	L	Pfizer	25.708	8/12/24	-0.35	25.500	0.82	25.072	0.428	1.71	-4.66
		Carrefour	13.308	8/12/24	-0.36	12.983	2.50	15.428	-2.445	-15.85	-17.72
	L	Unilever	53.406	8/12/24	-0.36	49.761	7.32	45.210	4.552	10.07	11.96
	L	Nestlé	88.640	8/12/24	-0.40	91.880	-3.53	95.750	-3.870	-4.04	-4.40
		Saint-Gobain	71.298	8/12/24	-0.41	72.209	-1.26	69.904	2.305	3.30	19.31
	S	Johnson & Johnson	144.472	8/12/24	-0.46	132.327	9.18	142.709	-10.382	-7.27	-4.79
	S	Volkswagen	90.625	8/12/24	-0.47	102.789	-11.83	119.380	-16.591	-13.90	-6.46
		Seven & i	9.354	8/09/24	-0.54	10.962	-14.67	12.789	-1.827	-14.29	-7.32
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	⇓∅-RS
	S	Nissan Motor	2.294	8/09/24	-0.56	3.089	-25.74	3.567	-0.477	-13.38	-11.40
		PepsiCo	154.900	8/12/24	-0.56	147.192	5.24	156.457	-9.265	-5.92	-3.71
	S	Mercedes-Benz	55.712	8/12/24	-0.57	62.807	-11.30	71.731	-8.923	-12.44	-1.56
		Sanofi	92.728	8/12/24	-0.60	89.026	4.16	88.398	0.628	0.71	0.80
	L	3M	111.472	8/12/24	-0.65	90.914	22.61	85.039	5.875	6.91	4.12
		Caterpillar	303.646	8/12/24	-0.66	297.366	2.11	328.996	-31.630	-9.61	15.10
	L	Coca-Cola	61.600	8/12/24	-0.74	57.182	7.73	54.884	2.298	4.19	8.35
		Axa	31.355	8/12/24	-0.77	30.299	3.49	33.834	-3.536	-10.45	5.69
	L	Colgate-Palmolive	91.519	8/12/24	-0.77	86.333	6.01	80.553	5.779	7.17	20.93
	L	Alphabet A	146.650	8/12/24	-0.84	165.355	-11.31	140.638	24.717	17.57	32.58
	L	Philips	25.259	8/12/24	-0.91	22.729	11.13	18.082	4.647	25.70	18.20
		Merck (MSD)	102.544	8/12/24	-0.93	115.574	-11.27	118.478	-2.904	-2.45	13.76
	L	Goldman Sachs	438.712	8/12/24	-0.97	418.976	4.71	374.012	44.964	12.02	29.55
	S	Kimberly-Clark	1.677	8/12/24	-1.01	1.536	9.18	2.109	-0.573	-27.16	-18.89
		IBM	171.220	8/12/24	-1.03	158.225	8.21	171.698	-13.473	-7.85	12.11
		Marsh & McLennan	196.404	8/12/24	-1.23	189.988	3.38	184.415	5.573	3.02	9.02
	L	Fox A	35.088	8/12/24	-1.27	30.832	13.80	28.356	2.476	8.73	10.46
		Bridgestone	31.218	8/09/24	-1.33	35.206	-11.33	40.201	-4.995	-12.43	-3.88
		L´Oreal	365.068	8/12/24	-1.59	399.573	-8.64	426.293	-26.720	-6.27	-1.90
	S	Intel	17.494	8/12/24	-1.78	27.868	-37.22	40.268	-12.400	-30.79	-16.59
	L	Procter & Gamble	150.734	8/12/24	-2.19	147.038	2.51	145.242	1.797	1.24	7.34
	S	Ford Motor	8.910	8/12/24	-2.38	11.530	-22.73	12.021	-0.490	-4.08	7.41
SP Global 100 - 96 out of 96 instruments rated - 7/01/24 / 4/01/24 - 42 did rise, Market-Ratio(13) in CHF = 43.75 %

Technical Chart

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

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

Transactions SP Global 100 in Swiss Franc * 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	608	16.446	27.480	11.035	67	16,709	43
1/21/08		4/14/08	84		- cash -
	4/14/08	7/07/08	84		Rio Tinto	100	176	94.778	93.688	-1.090	-1	16,517	-5
7/07/08		1/05/09	182		- cash -
	1/05/09	1/26/09	21		Volkswagen	100	263	62.771	49.138	-13.633	-22	12,932	-99
1/26/09		4/20/09	84		- cash -
	4/20/09	6/07/10	413		Ford Motor	100	3,007	4.300	12.889	8.589	200	38,758	164
6/07/10		8/02/10	56		- cash -
	8/02/10	8/01/11	364		Apple	100	3,981	9.734	11.141	1.407	14	44,357	14
8/01/11		10/31/11	91		- cash -
	10/31/11	5/21/12	203		Apple	100	3,554	12.479	18.851	6.372	51	67,004	110
5/21/12		7/30/12	70		- cash -
	7/30/12	10/20/14	812		Apple	100	3,233	20.720	23.517	2.798	14	76,049	6
10/20/14		11/03/14	14		- cash -
	11/03/14	6/29/15	238		Apple	100	2,880	26.404	28.799	2.395	9	82,948	14
6/29/15		11/23/15	147		- cash -
	11/23/15	1/11/16	49		Alphabet A	100	2,096	39.570	36.708	-2.862	-7	76,949	-43
1/11/16		3/14/16	63		- cash -
	3/14/16	3/26/18	742		McDonald´s	100	634	121.317	149.418	28.101	23	94,765	11
3/26/18		5/14/18	49		- cash -
	5/14/18	10/29/18	168		Intel	100	1,725	54.917	45.455	-9.462	-17	78,443	-34
10/29/18		2/18/19	112		- cash -
	2/18/19	3/09/20	385		Ericsson	100	8,423	9.313	6.826	-2.487	-27	57,497	-26
3/09/20		6/08/20	91		- cash -
	6/08/20	7/11/22	763		Apple	100	720	79.801	141.940	62.139	78	102,237	32
7/11/22		8/08/22	28		- cash -
	8/08/22	8/29/22	21		Exxon Mobil	100	1,203	84.941	96.922	11.980	14	116,649	891
8/29/22		9/12/22	14		- cash -
	9/12/22	9/26/22	14		Exxon Mobil	100	1,256	92.816	83.539	-9.277	-10	104,998	-94
9/26/22		11/21/22	56		- cash -
	11/21/22	10/23/23	336		Exxon Mobil	100	987	106.380	97.548	-8.832	-8	96,281	-9
10/23/23		11/20/23	28		- cash -
	11/20/23	8/12/24	266		Intel	100	2,432	39.579	17.494	-22.084	-56	42,572	-67
accum	8/14/06	8/12/24	5943	days out of 7336 invested (81%)						326		42,572	9

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	9.73	11.14	1.41	14.45
		10/31/11	5/21/12	203	12.48	18.85	6.37	51.06
		7/30/12	10/20/14	812	20.72	23.52	2.80	13.50
		11/03/14	6/29/15	238	26.40	28.80	2.40	9.07
		6/08/20	7/11/22	763	79.80	141.94	62.14	77.87	280.70
Ford Motor		4/20/09	6/07/10	413	4.30	12.89	8.59	199.72	199.72
ABB		8/14/06	1/21/08	525	16.45	27.48	11.03	67.10	67.10
McDonald´s		3/14/16	3/26/18	742	121.32	149.42	28.10	23.16	23.16
Rio Tinto		4/14/08	7/07/08	84	94.78	93.69	-1.09	-1.15	-1.15
Exxon Mobil		8/08/22	8/29/22	21	84.94	96.92	11.98	14.10
		9/12/22	9/26/22	14	92.82	83.54	-9.28	-9.99
		11/21/22	10/23/23	336	106.38	97.55	-8.83	-8.30	-5.83
Alphabet A		11/23/15	1/11/16	49	39.57	36.71	-2.86	-7.23	-7.23
Volkswagen		1/05/09	1/26/09	21	62.77	49.14	-13.63	-21.72	-21.72
Ericsson		2/18/19	3/09/20	385	9.31	6.83	-2.49	-26.70	-26.70
Intel		5/14/18	10/29/18	168	54.92	45.46	-9.46	-17.23
		11/20/23	8/12/24	266	39.58	17.49	-22.08	-55.80	-63.41

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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