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	3,530.610	Tue	1.31	3,484.990	1.31	3,137.160	347.830	11.09	USD	10.12
	L	UnibailRodaWestfield	6.300	06:10	-0.63	6.220	1.29	4.340	1.880	43.32	AUD	40.38
	L	Deutsche Bank	15.396	Tue	1.56	15.160	1.56	10.274	4.886	47.56	EUR	39.50
		Toyota	3,511.000	Tue	-0.17	3,517.000	-0.17	2,324.000	1,193.000	51.33	JPY	35.88
	L	Banco Bilbao Viz	10.660	Tue	2.21	10.430	2.21	7.118	3.312	46.53	EUR	34.23
	L	Caterpillar	363.370	Tue	1.61	357.610	1.61	259.370	98.240	37.88	USD	32.62
	L	Banco Santander	4.748	Tue	1.72	4.667	1.72	3.520	1.147	32.59	EUR	29.31
	L	Citigroup	62.650	Tue	2.79	60.950	2.79	47.660	13.290	27.89	USD	28.20
	L	ABB	44.470	Tue	0.88	44.080	0.88	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	192.240	Tue	1.62	189.180	1.62	164.360	24.820	15.10	GBP	23.61
		JP Morgan Chase	192.140	Tue	1.44	189.410	1.44	158.000	31.410	19.88	USD	21.41
		Schneider Electric	209.150	Tue	2.22	204.600	2.22	162.920	41.680	25.58	EUR	20.64
		IBM	182.200	Tue	0.16	181.900	0.16	139.540	42.360	30.36	USD	20.22
	L	ING Groep	15.600	Tue	1.56	15.362	1.55	13.312	2.050	15.40	EUR	20.14
	L	Goldman Sachs	424.000	Tue	1.59	417.350	1.59	358.930	58.420	16.28	USD	20.02
		Saint-Gobain	70.460	Tue	0.09	70.400	0.09	58.410	11.990	20.53	EUR	18.53
	L	Axa	34.920	Tue	1.72	34.330	1.72	27.775	6.555	23.60	EUR	18.40
		Canon	4,439.000	Tue	0.16	4,432.000	0.16	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	5.798	Tue	1.72	5.702	1.68	4.836	0.866	17.91	EUR	17.13
	L	Raytheon Tech	101.330	Tue	-0.23	101.560	-0.23	97.010	4.550	4.69	USD	16.11
	L	Allianz	270.500	Tue	1.42	266.700	1.42	215.250	51.450	23.90	EUR	15.85
		UBS	25.770	Tue	1.50	25.390	1.50	18.630	6.760	36.29	CHF	15.82
	L	Shell	33.880	Tue	-0.12	33.915	-0.10	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	1,764.500	Tue	-0.51	1,773.500	-0.51	1,487.000	286.500	19.27	JPY	15.21
	L	TotalEnergies	67.910	Tue	0.01	67.900	0.01	54.790	13.110	23.93	EUR	14.93
	L	Bridgestone	6,744.000	Tue	-1.07	6,817.000	-1.07	5,792.000	1,025.000	17.70	JPY	14.64
		Siemens	175.340	Tue	0.76	174.020	0.76	151.100	22.920	15.17	EUR	14.15
		Microsoft	407.570	Tue	1.65	400.960	1.65	345.110	55.850	16.18	USD	13.18
		Merck (MSD)	126.880	Tue	-0.05	126.940	-0.05	108.790	18.150	16.68	USD	13.05
	L	Aviva	470.700	Tue	0.34	469.100	0.34	404.200	64.900	16.06	GBP	12.93
		Münchener Rück	435.000	Tue	3.94	418.500	3.94	340.600	77.900	22.87	EUR	12.78
	L	Colgate-Palmolive	88.580	Tue	0.28	88.330	0.28	77.480	10.850	14.00	USD	12.77
	L	Exxon Mobil	121.010	Tue	0.37	120.560	0.37	105.520	15.040	14.25	USD	12.49
	L	Walmart	59.090	Tue	-1.75	60.140	-1.75	53.100	7.040	13.26	USD	11.92
	L	BASF	51.080	Tue	-0.06	51.110	-0.06	47.330	3.780	7.99	EUR	11.52
		GSK	1,651.000	Tue	0.70	1,639.500	0.70	1,395.800	243.700	17.46	GBP	11.10
	L	Mercedes-Benz	74.050	Tue	-0.19	74.190	-0.19	71.400	2.790	3.91	EUR	10.92
		Vivendi	10.020	Tue	0.70	9.950	0.70	8.366	1.584	18.93	EUR	10.59
	L	HSBC	667.700	Tue	0.18	666.500	0.18	642.700	23.800	3.70	GBP	8.61
	L	Morgan Stanley	93.760	Tue	1.81	92.090	1.81	94.670	-2.580	-2.73	USD	8.37
	L	BP	523.100	Tue	0.11	522.500	0.11	483.700	38.800	8.02	GBP	7.77
	L	Telefónica	4.140	Tue	1.10	4.095	1.10	3.777	0.318	8.42	EUR	7.56
	L	Societe Generale	25.390	Tue	1.36	25.050	1.36	24.510	0.540	2.20	EUR	7.38
		Engie	16.015	Tue	0.22	15.975	0.25	15.394	0.581	3.77	EUR	6.48
		E.on	12.520	Tue	0.32	12.475	0.36	11.590	0.885	7.64	EUR	6.45
		Samsung Electronics	75,500.000	Tue	-0.79	76,100.000	-0.79	70,400.000	5,700.000	8.10	KRW	6.42
	L	Ford Motor	12.940	Tue	0.47	12.880	0.47	13.960	-1.080	-7.74	USD	6.29
	L	Repsol	15.045	Tue	1.04	14.885	1.07	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	161.500	Tue	0.60	160.540	0.60	153.420	7.120	4.64	USD	5.46
		L´Oreal	440.700	Tue	-0.07	441.000	-0.07	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	11,268.000	Tue	0.16	11,250.000	0.16	10,780.000	470.000	4.36	GBP	4.92
	L	Volkswagen	121.350	Tue	0.04	121.300	0.04	125.600	-4.300	-3.42	EUR	4.88
		Rio Tinto	5,317.000	Tue	-1.28	5,386.000	-1.28	5,177.000	209.000	4.04	GBP	4.49
	L	Chevron	162.840	Tue	0.57	161.920	0.57	161.820	0.100	0.06	USD	4.22
		Swiss Re	101.850	Tue	2.57	99.300	2.57	93.280	6.020	6.45	CHF	3.82
	L	Anglo American	2,111.000	Tue	-2.27	2,160.000	-2.27	2,390.500	-230.500	-9.64	GBP	3.57
		Deutsche Telekom	21.750	Tue	0.65	21.610	0.65	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	57.940	Tue	1.29	57.200	1.29	53.430	3.770	7.06	SEK	2.71
		LVMH	799.600	Tue	1.30	796.800	0.35	857.600	-60.800	-7.09	EUR	2.41
		Orange	11.040	Tue	-0.18	11.055	-0.14	10.858	0.197	1.81	EUR	2.31
		Seven & i	2,032.000	Tue	0.05	2,031.000	0.05	1,952.000	79.000	4.05	JPY	2.17
	L	Coca-Cola	60.650	Tue	0.17	60.550	0.17	62.460	-1.910	-3.06	USD	1.82
		National Grid	1,059.500	Tue	1.29	1,046.000	1.29	1,060.000	-14.000	-1.32	GBP	1.49
	L	PepsiCo	171.220	Tue	-2.97	176.460	-2.97	190.920	-14.460	-7.57	USD	1.16
	L	Standard Chartered	680.600	Tue	1.37	671.400	1.37	719.400	-48.000	-6.67	GBP	0.85
		Philip Morris	97.670	Tue	3.84	94.060	3.84	97.620	-3.560	-3.65	USD	0.47
	L	Fox A	31.710	Tue	0.99	31.400	0.99	33.200	-1.800	-5.42	USD	0.09
		BHP	2,337.000	Tue	-0.47	2,348.000	-0.47	2,396.500	-48.500	-2.02	GBP	-0.36
	S	Philips	19.600	Tue	2.62	19.105	2.59	19.628	-0.523	-2.66	EUR	-0.79
		Texas Instruments	165.470	Tue	1.25	163.430	1.25	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	88.940	Tue	1.81	87.360	1.81	90.800	-3.440	-3.79	CHF	-1.49
		Unilever	44.980	Tue	-0.16	45.050	-0.16	46.510	-1.460	-3.14	EUR	-2.43
	S	McDonald´s	276.910	Tue	0.48	275.580	0.48	295.310	-19.730	-6.68	USD	-2.74
	S	Sony	12,495.000	Tue	-0.28	12,530.000	-0.28	13,265.000	-735.000	-5.54	JPY	-3.62
		Carrefour	16.140	Tue	0.25	16.105	0.22	17.635	-1.530	-8.68	EUR	-3.96
	S	Nissan Motor	551.300	Tue	0.16	550.400	0.16	623.800	-73.400	-11.77	JPY	-4.69
	L	Vodafone	69.620	Tue		69.620		76.510	-6.890	-9.01	GBP	-4.94
		Sanofi	88.850	Tue	0.77	88.170	0.77	98.170	-10.000	-10.19	EUR	-5.62
	S	HP	27.675	Tue	-0.09	27.700	-0.09	32.430	-4.730	-14.59	USD	-5.89
	S	Johnson & Johnson	149.540	Tue	0.28	149.120	0.28	171.080	-21.960	-12.84	USD	-6.10
	S	3M	92.975	Tue	0.38	92.620	0.38	104.270	-11.650	-11.17	USD	-6.40
	L	Diageo	2,819.000	Tue	-1.33	2,857.000	-1.33	3,439.500	-582.500	-16.94	GBP	-7.44
		Nestlé	94.260	Tue	0.45	93.840	0.45	104.400	-10.560	-10.11	CHF	-8.18
	S	Intel	34.280	Tue	-0.38	34.410	-0.38	33.630	0.780	2.32	USD	-8.23
	S	Panasonic	1,366.000	Tue	-0.94	1,379.000	-0.94	1,754.500	-375.500	-21.40	JPY	-8.38
	S	Apple	166.820	Tue	0.59	165.840	0.59	192.750	-26.910	-13.96	USD	-8.51
	S	Nike	94.000	Tue	-0.20	94.190	-0.20	108.770	-14.580	-13.40	USD	-10.29
		RWE	31.930	Tue	-0.44	32.070	-0.44	39.850	-7.780	-19.52	EUR	-12.47
	L	Bristol-Myers	49.000	Tue	-0.28	49.140	-0.28	64.730	-15.590	-24.08	USD	-12.67
	L	Pfizer	26.320	Tue	0.23	26.260	0.23	37.510	-11.250	-29.99	USD	-17.59
	S	Prudential	742.600	Tue	0.98	735.400	0.98	1,053.500	-318.100	-30.19	GBP	-19.70
	L	Bayer	27.345	Tue	0.09	27.315	0.11	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 = 44/68

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

Transactions SP Global 100 * S39 - 44/68 (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	7/20/09	553		Citigroup	100	34	USD	290.600	27.900	3,026.823	2,736.223	942	103,032	370
7/20/09		8/01/11	742		- cash -
	8/01/11	5/14/12	287		Carrefour	100	5,131	EUR	20.080	14.000	28.801	8.721	43	147,776	58
5/14/12		10/20/14	889		- cash -
	10/20/14	11/03/14	14		Deutsche Bank	100	6,858	EUR	21.545	22.134	20.956	-0.589	-3	143,736	-51
11/03/14		8/24/15	294		- cash -
	8/24/15	11/07/16	441		RWE	100	10,872	EUR	13.220	14.460	11.980	-1.240	-9	130,255	-8
11/07/16		6/25/18	595		- cash -
	6/25/18	9/16/19	448		Deutsche Bank	100	14,067	EUR	9.259	7.496	11.437	2.178	24	160,887	19
9/16/19		3/09/20	175		- cash -
	3/09/20	12/07/20	273		DuPont	100	4,577	USD	35.150	65.430	4.870	-30.280	-86	22,296	-93
12/07/20		3/07/22	455		- cash -
	3/07/22	4/03/23	392		Vivendi	100	2,075	EUR	10.740	9.282	12.427	1.687	16	25,796	15
4/03/23		10/23/23	203		- cash -
	10/23/23	12/18/23	56		Pfizer	100	836	USD	30.840	28.640	33.209	2.369	8	27,777	62
12/18/23		4/24/24	128		- cash -
accum	1/14/08	12/18/23	2464	days out of 6687 invested (37%)								178		27,777	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	7/20/09	553	290.60	27.90	3,026.82	2,736.22	941.58	941.58
Carrefour		8/01/11	5/14/12	287	20.08	14.00	28.80	8.72	43.43	43.43
Deutsche Bank		10/20/14	11/03/14	14	21.55	22.13	20.96	-0.59	-2.73
		6/25/18	9/16/19	448	9.26	7.50	11.44	2.18	23.52	20.14
Vivendi		3/07/22	4/03/23	392	10.74	9.28	12.43	1.69	15.71	15.71
Pfizer		10/23/23	12/18/23	56	30.84	28.64	33.21	2.37	7.68	7.68
RWE		8/24/15	11/07/16	441	13.22	14.46	11.98	-1.24	-9.38	-9.38
DuPont		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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