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Assessment - SP Global 100 - 6/17/24 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/17/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ39	Curr	∅-RS
	L	S&P Global 100	3,757.070	8/12/24	0.32	3,938.110		3,081.890	856.220	27.78	USD	20.37
	L	ABB	45.510	8/12/24	0.55	50.320		33.030	17.290	52.35	CHF	36.38
		Barclays	220.100	8/12/24	0.85	204.900		158.800	46.100	29.03	GBP	28.79
		General Electric	166.870	8/12/24	-0.16	163.230		116.570	46.660	40.03	USD	27.22
	L	Alphabet A	162.290	8/12/24	-0.84	177.240		138.210	39.030	28.24	USD	26.77
		Deutsche Bank	13.308	8/12/24	0.14	14.646		10.054	4.592	45.67	EUR	26.34
		Schneider Electric	211.250	8/12/24	0.38	223.100		156.920	66.180	42.17	EUR	25.49
	L	Goldman Sachs	485.500	8/12/24	-0.97	450.180		343.320	106.860	31.13	USD	24.06
		UnibailRodaWestfield	5.550	8/12/24	0.73	5.860		3.900	1.960	50.26	AUD	22.04
	L	HP	33.780	8/12/24	0.72	35.930		27.320	8.610	31.52	USD	21.53
	L	Walmart	68.700	8/12/24	1.10	67.420		54.473	12.947	23.77	USD	21.39
		Citigroup	57.840	8/12/24		60.060		42.640	17.420	40.85	USD	21.33
		Microsoft	406.810	8/12/24	0.19	448.370		329.060	119.310	36.26	USD	21.25
	L	Philips	26.060	8/12/24	-0.91	23.860		19.980	3.880	19.42	EUR	19.61
	L	Colgate-Palmolive	101.280	8/12/24	-0.77	95.950		73.850	22.100	29.93	USD	19.60
		JP Morgan Chase	206.190	8/12/24	0.19	194.980		149.120	45.860	30.75	USD	18.62
	L	Apple	217.530	8/12/24	0.71	216.670		177.970	38.700	21.75	USD	18.50
	L	Münchener Rück	439.200	8/12/24	1.01	458.200		375.900	82.300	21.89	EUR	18.31
	L	Raytheon Tech	116.600	8/12/24	0.39	104.470		75.180	29.290	38.96	USD	18.28
		ING Groep	15.232	8/12/24	0.21	15.768		12.798	2.970	23.21	EUR	17.84
		UBS	24.850	8/12/24	0.44	27.500		23.410	4.090	17.47	CHF	17.63
		Saint-Gobain	73.560	8/12/24	-0.41	73.260		56.950	16.310	28.64	EUR	16.74
	L	Texas Instruments	192.060	8/12/24	-0.08	194.900		162.830	32.070	19.70	USD	16.11
	L	AstraZeneca	12,780.000	8/12/24	0.63	12,428.000		10,728.000	1,700.000	15.85	GBP	15.63
		Banco Santander	4.089	8/12/24	-0.24	4.410		3.446	0.965	27.99	EUR	15.44
		⇓instrument	freshest		⇓ Δday	6/17/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ39	Curr	∅-RS
	L	Unilever	55.100	8/12/24	-0.36	52.460		47.600	4.860	10.21	EUR	13.47
	L	Anglo American	2,232.500	8/12/24	0.29	2,371.000		2,268.000	103.000	4.54	GBP	12.89
		Swiss Re	104.000	8/12/24	0.10	110.150		93.680	16.470	17.58	CHF	12.30
	L	Morgan Stanley	94.840	8/12/24	0.13	97.040		88.710	8.330	9.39	USD	12.20
		Merck (MSD)	113.480	8/12/24	-0.93	127.500		107.820	19.680	18.25	USD	11.58
		Aegon	5.562	8/12/24	0.22	5.730		4.717	1.013	21.48	EUR	11.53
		Canon	4,525.000	8/09/24	1.64	4,359.000		3,647.000	712.000	19.52	JPY	11.50
		Caterpillar	336.030	8/12/24	-0.66	322.400		280.940	41.460	14.76	USD	11.20
		Aviva	484.200	8/12/24	0.35	470.500		396.400	74.100	18.69	GBP	10.82
	L	Ericsson	71.080	8/12/24	1.14	61.960		56.560	5.400	9.55	SEK	9.98
	L	DuPont	78.330	8/12/24	-0.25	80.420		74.780	5.640	7.54	USD	9.50
		Banco Bilbao Viz	8.924	8/12/24	0.27	9.074		7.156	1.918	26.80	EUR	9.25
	L	HSBC	643.900	8/12/24	0.22	683.000		623.000	60.000	9.63	GBP	9.01
	L	Procter & Gamble	166.810	8/12/24	-2.19	167.500		154.050	13.450	8.73	USD	8.63
	L	Philip Morris	116.090	8/12/24	0.07	102.050		96.960	5.090	5.25	USD	8.21
		Telefónica	4.032	8/12/24	0.12	4.152		3.987	0.165	4.14	EUR	8.08
		Siemens	157.200	8/12/24	0.01	168.100		137.180	30.920	22.54	EUR	7.94
		Marsh & McLennan	217.350	8/12/24	-1.23	211.520		197.730	13.790	6.97	USD	7.93
		Allianz	255.900	8/12/24		255.600		231.500	24.100	10.41	EUR	7.44
		Shell	33.025	8/12/24	0.93	32.360		30.430	1.930	6.34	EUR	7.36
		Samsung Electronics	75,500.000	8/12/24	1.07	78,100.000		70,200.000	7,900.000	11.25	KRW	7.07
		IBM	189.480	8/12/24	-1.03	169.500		145.090	24.410	16.82	USD	6.95
		Toyota	2,447.500	8/09/24	-0.14	3,036.000		2,821.500	214.500	7.60	JPY	6.66
	L	Deutsche Telekom	24.730	8/12/24	0.49	22.570		20.625	1.945	9.43	EUR	6.60
	L	Fox A	38.830	8/12/24	-1.27	33.440		31.790	1.650	5.19	USD	6.22
		⇓instrument	freshest		⇓ Δday	6/17/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ39	Curr	∅-RS
		GSK	1,572.000	8/12/24	0.42	1,600.000		1,505.400	94.600	6.28	GBP	5.65
		Standard Chartered	722.000	8/12/24	0.92	720.000		737.200	-17.200	-2.33	GBP	5.64
		L´Oreal	376.650	8/12/24	-1.59	446.900		404.400	42.500	10.51	EUR	5.47
	L	Novartis	96.740	8/12/24	0.16	93.540		92.020	1.520	1.65	CHF	5.45
		Bridgestone	5,582.000	8/09/24	-1.33	6,448.000		6,051.000	397.000	6.56	JPY	5.28
	L	Coca-Cola	68.170	8/12/24	-0.74	62.620		58.300	4.320	7.41	USD	5.27
		E.on	12.325	8/12/24	0.78	12.375		11.585	0.790	6.82	EUR	4.41
		Vivendi	9.488	8/12/24	0.40	9.518		8.110	1.408	17.36	EUR	4.40
		TotalEnergies	61.720	8/12/24	0.60	62.000		61.990	0.010	0.02	EUR	2.12
	L	3M	123.360	8/12/24	-0.65	100.530		101.040	-0.510	-0.50	USD	2.10
		Honda Motor	1,420.000	8/09/24	-0.14	1,642.500		1,750.330	-107.830	-6.16	JPY	1.39
		Seven & i	1,672.500	8/09/24	-0.54	1,997.500		2,016.000	-18.500	-0.92	JPY	0.73
		Axa	32.350	8/12/24	-0.77	29.980		29.065	0.915	3.15	EUR	0.60
		Repsol	12.765	8/12/24	0.67	14.295		15.385	-1.090	-7.08	EUR	0.36
		Exxon Mobil	119.000	8/12/24	0.13	108.360		117.640	-9.280	-7.89	USD	0.00
		Rio Tinto	4,942.000	8/12/24	0.56	5,181.000		5,238.000	-57.000	-1.09	GBP	-0.91
		Chevron	145.020	8/12/24	0.02	153.190		167.220	-14.030	-8.39	USD	-1.57
	S	Sony	12,325.000	8/09/24	0.28	12,695.000		12,930.000	-235.000	-1.82	JPY	-2.02
	S	Ford Motor	9.860	8/12/24	-2.38	11.850		12.340	-0.490	-3.97	USD	-2.45
	L	Vodafone	74.440	8/12/24	0.87	69.780		79.430	-9.650	-12.15	GBP	-2.49
	S	BASF	41.280	8/12/24	-0.22	44.840		45.310	-0.470	-1.04	EUR	-2.61
		PepsiCo	171.420	8/12/24	-0.56	166.140		179.380	-13.240	-7.38	USD	-3.82
	L	Nestlé	88.640	8/12/24	-0.40	95.100		105.720	-10.620	-10.05	CHF	-4.40
	S	Mercedes-Benz	57.480	8/12/24	-0.57	63.590		66.440	-2.850	-4.29	EUR	-4.70
		Sanofi	95.670	8/12/24	-0.60	87.670		101.680	-14.010	-13.78	EUR	-4.86
		⇓instrument	freshest		⇓ Δday	6/17/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ39	Curr	∅-RS
		BP	439.600	8/12/24	1.35	460.650		519.200	-58.550	-11.28	GBP	-5.19
		Societe Generale	20.520	8/12/24	0.44	22.410		23.280	-0.870	-3.74	EUR	-5.83
	S	LVMH	635.100	8/12/24	-0.14	717.400		742.500	-25.100	-3.38	EUR	-6.25
		BHP	2,094.000	8/12/24	-0.14	2,203.000		2,361.500	-158.500	-6.71	GBP	-6.26
		Nike	74.640	8/12/24	0.40	95.000		95.510	-0.510	-0.53	USD	-6.53
	S	Johnson & Johnson	159.880	8/12/24	-0.46	145.950		162.470	-16.520	-10.17	USD	-7.04
	L	RWE	32.360	8/12/24	1.70	33.040		36.150	-3.110	-8.60	EUR	-7.27
	S	Volkswagen	93.500	8/12/24	-0.47	105.150		107.440	-2.290	-2.13	EUR	-8.53
	S	McDonald´s	269.460	8/12/24	0.58	253.510		277.720	-24.210	-8.72	USD	-9.22
	L	Pfizer	28.450	8/12/24	-0.35	26.980		33.640	-6.660	-19.80	USD	-11.15
	S	Nissan Motor	410.200	8/09/24	-0.56	519.800		677.100	-157.300	-23.23	JPY	-11.22
		Carrefour	13.730	8/12/24	-0.36	14.540		16.825	-2.285	-13.58	EUR	-11.75
	S	Orange	10.115	8/12/24	-0.25	9.344		11.100	-1.756	-15.82	EUR	-12.71
	S	Engie	15.335	8/12/24	0.49	13.205		15.096	-1.891	-12.53	EUR	-12.95
	S	Kimberly-Clark	34.140	8/12/24	-1.01	32.050		37.490	-5.440	-14.51	MXN	-13.01
	S	Diageo	2,451.500	8/12/24	1.03	2,575.500		3,150.000	-574.500	-18.24	GBP	-13.31
	S	National Grid	978.400	8/12/24	-0.04	875.800		1,018.000	-142.200	-13.97	GBP	-13.65
		Panasonic	1,058.500	8/09/24	1.34	1,259.000		1,782.000	-523.000	-29.35	JPY	-15.72
	S	Intel	19.360	8/12/24	-1.78	30.980		37.990	-7.010	-18.45	USD	-17.91
		Prudential	635.400	8/12/24	0.41	697.200		914.200	-217.000	-23.74	GBP	-18.98
	S	Bristol-Myers	47.060	8/12/24	0.73	40.970		58.580	-17.610	-30.06	USD	-22.23
	L	Bayer	25.960	8/12/24	-0.04	26.130		48.645	-22.515	-46.28	EUR	-25.49
SP Global 100 - 96 out of 96 instruments rated - 6/17/24 / 9/18/23 - 58 did rise, Market-Ratio(39) = 60.42 %

Technical Chart

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

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

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	8/12/24	245		Intel	100	3,056	USD	44.540	19.360		-25.180	-57	59,187	-71
accum	1/14/08	8/12/24	6536	days out of 7278 invested (90%)								492		59,187	10

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	8/12/24	245	44.54	19.36		-25.18	-56.53	-56.53
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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