Share-o-matic - Assessment SP Global 100

Assessment - SP Global 100 in Japanese yen - 7/01/24 - RS = 13

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	∅-RS
	L	S&P Global 100	607,046.542	8/12/24	0.32	638,262.727	-4.89	547,930.085	90,332.641	16.49	30.92
	L	ABB	8,137.474	8/12/24	0.55	9,008.261	-9.67	7,021.121	1,987.140	28.30	45.14
		Barclays	44,957.502	8/12/24	0.85	43,548.112	3.24	34,857.604	8,690.508	24.93	45.96
		General Electric	26,961.929	8/12/24	-0.16	25,685.491	4.97	26,584.389	-898.897	-3.38	34.07
	L	Alphabet A	26,221.918	8/12/24	-0.84	29,566.510	-11.31	23,572.118	5,994.392	25.43	41.74
		Deutsche Bank	2,306.383	8/12/24	0.14	2,669.983	-13.62	2,375.218	294.765	12.41	42.47
		Schneider Electric	36,611.315	8/12/24	0.38	39,054.958	-6.26	34,149.260	4,905.698	14.37	36.22
	L	Goldman Sachs	78,444.398	8/12/24	-0.97	74,915.612	4.71	62,687.675	12,227.938	19.51	38.53
		UnibailRodaWestfield	596.369	8/12/24	0.73	646.872	-7.81	609.857	37.015	6.07	37.63
	L	HP	5,457.985	8/12/24	0.72	5,650.259	-3.40	4,605.576	1,044.683	22.68	28.27
	L	Walmart	11,100.165	8/12/24	1.10	10,903.044	1.81	9,095.936	1,807.108	19.87	31.73
		Citigroup	9,345.467	8/12/24		10,248.668	-8.81	9,620.468	628.200	6.53	39.14
		Microsoft	65,730.104	8/12/24	0.19	73,795.901	-10.93	64,364.359	9,431.543	14.65	33.91
	L	Philips	4,516.406	8/12/24	-0.91	4,064.073	11.13	3,030.676	1,033.397	34.10	26.27
	L	Colgate-Palmolive	16,364.261	8/12/24	-0.77	15,436.824	6.01	13,501.401	1,935.423	14.33	29.24
		JP Morgan Chase	33,315.037	8/12/24	0.19	33,195.472	0.36	30,159.092	3,036.380	10.07	35.41
	L	Apple	35,147.291	8/12/24	0.71	35,021.263	0.36	25,776.366	9,244.897	35.87	28.50
	L	Münchener Rück	76,116.874	8/12/24	1.01	80,917.505	-5.93	73,673.790	7,243.715	9.83	29.34
	L	Raytheon Tech	18,839.582	8/12/24	0.39	16,084.737	17.13	14,820.312	1,264.425	8.53	22.57
		ING Groep	2,639.827	8/12/24	0.21	2,834.972	-6.88	2,483.375	351.597	14.16	31.37
		UBS	4,443.336	8/12/24	0.44	4,824.194	-7.89	4,649.460	174.733	3.76	22.48
		Saint-Gobain	12,748.536	8/12/24	-0.41	12,911.446	-1.26	11,716.462	1,194.984	10.20	27.57
	L	Texas Instruments	31,031.990	8/12/24	-0.08	31,442.389	-1.31	26,252.387	5,190.002	19.77	25.91
	L	AstraZeneca	2,610,435.601	8/12/24	0.63	2,513,208.109	3.87	2,031,711.200	481,496.909	23.70	24.92
		Banco Santander	708.656	8/12/24	-0.24	770.787	-8.06	736.494	34.294	4.66	24.98
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	∅-RS
	L	Unilever	9,549.271	8/12/24	-0.36	8,897.633	7.32	7,577.503	1,320.129	17.42	19.50
	L	Anglo American	456,009.192	8/12/24	0.29	496,861.080	-8.22	371,370.474	125,490.606	33.79	26.61
		Swiss Re	18,595.854	8/12/24	0.10	20,097.827	-7.47	19,434.208	663.618	3.41	21.91
	L	Morgan Stanley	15,323.721	8/12/24	0.13	16,021.723	-4.36	14,179.048	1,842.675	13.00	24.52
		Merck (MSD)	18,335.469	8/12/24	-0.93	20,665.373	-11.27	19,857.944	807.429	4.07	21.56
		Aegon	963.939	8/12/24	0.22	1,014.892	-5.02	920.312	94.580	10.28	22.43
		Canon	4,525.000	8/09/24	1.64	4,407.000	2.68	4,487.000	-80.000	-1.78	11.50
		Caterpillar	54,293.864	8/12/24	-0.66	53,170.922	2.11	55,142.596	-1,971.674	-3.58	23.05
		Aviva	98,902.419	8/12/24	0.35	97,227.492	1.72	94,488.461	2,739.031	2.90	22.17
	L	Ericsson	1,080.051	8/12/24	1.14	1,019.575	5.93	809.240	210.335	25.99	29.62
	L	DuPont	12,656.127	8/12/24	-0.25	12,808.007	-1.19	11,703.438	1,104.570	9.44	17.08
		Banco Bilbao Viz	1,546.601	8/12/24	0.27	1,646.426	-6.06	1,798.272	-151.846	-8.44	22.87
	L	HSBC	131,522.651	8/12/24	0.22	141,122.845	-6.80	117,777.602	23,345.243	19.82	20.19
	L	Procter & Gamble	26,952.235	8/12/24	-2.19	26,291.396	2.51	24,343.757	1,947.639	8.00	14.61
	L	Philip Morris	18,757.179	8/12/24	0.07	16,359.414	14.66	13,862.206	2,497.207	18.01	16.59
		Telefónica	698.778	8/12/24	0.12	690.286	1.23	666.045	24.241	3.64	11.57
		Siemens	27,244.018	8/12/24	0.01	30,696.313	-11.25	28,824.484	1,871.829	6.49	22.71
		Marsh & McLennan	35,118.208	8/12/24	-1.23	33,971.029	3.38	30,909.506	3,061.523	9.90	16.40
		Allianz	44,349.517	8/12/24		45,493.350	-2.51	45,250.009	243.341	0.54	18.63
		Shell	5,723.497	8/12/24	0.93	5,871.675	-2.52	5,042.167	829.508	16.45	20.90
		Samsung Electronics	8,821.380	8/12/24	1.07	9,557.469	-7.70	9,184.304	373.165	4.06	17.06
		IBM	30,615.128	8/12/24	-1.03	28,291.687	8.21	28,778.025	-486.338	-1.69	19.86
		Toyota	2,447.500	8/09/24	-0.14	3,284.000	-25.47	3,639.000	-355.000	-9.76	6.66
	L	Deutsche Telekom	4,285.907	8/12/24	0.49	4,103.933	4.43	3,664.958	438.976	11.98	20.25
	L	Fox A	6,273.936	8/12/24	-1.27	5,512.920	13.80	4,752.627	760.294	16.00	17.86
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	∅-RS
		GSK	321,095.834	8/12/24	0.42	311,699.900	3.01	325,096.625	-13,396.724	-4.12	9.79
		Standard Chartered	147,475.313	8/12/24	0.92	149,558.760	-1.39	127,747.790	21,810.970	17.07	17.19
		L´Oreal	65,276.458	8/12/24	-1.59	71,446.223	-8.64	71,450.383	-4.160	-0.01	4.76
	L	Novartis	17,297.720	8/12/24	0.16	17,294.144	0.02	14,643.957	2,650.187	18.10	16.32
		Bridgestone	5,582.000	8/09/24	-1.33	6,295.000	-11.33	6,738.000	-443.000	-6.57	5.28
	L	Coca-Cola	11,014.531	8/12/24	-0.74	10,224.432	7.73	9,199.023	1,025.408	11.15	15.66
		E.on	2,136.021	8/12/24	0.78	2,115.224	0.98	2,098.799	16.425	0.78	10.86
		Vivendi	1,644.346	8/12/24	0.40	1,711.243	-3.91	1,645.159	66.084	4.02	16.57
		TotalEnergies	10,696.570	8/12/24	0.60	11,024.122	-2.97	10,338.438	685.684	6.63	12.72
	L	3M	19,931.825	8/12/24	-0.65	16,256.006	22.61	14,253.332	2,002.674	14.05	11.10
		Honda Motor	1,420.000	8/09/24	-0.14	1,760.500	-19.34	1,850.500	-90.000	-4.86	1.39
		Seven & i	1,672.500	8/09/24	-0.54	1,960.000	-14.67	2,143.500	-183.500	-8.56	0.73
		Axa	5,606.514	8/12/24	-0.77	5,417.608	3.49	5,670.911	-253.303	-4.47	12.92
		Repsol	2,212.277	8/12/24	0.67	2,579.690	-14.24	2,514.975	64.714	2.57	12.58
		Exxon Mobil	19,227.360	8/12/24	0.13	18,574.599	3.51	17,735.559	839.040	4.73	15.42
		Rio Tinto	1,009,450.136	8/12/24	0.56	1,069,093.892	-5.58	954,588.415	114,505.477	12.00	9.29
		Chevron	23,431.528	8/12/24	0.02	25,289.634	-7.35	24,116.358	1,173.276	4.87	9.44
	S	Sony	12,325.000	8/09/24	0.28	13,750.000	-10.36	13,065.000	685.000	5.24	-2.02
	S	Ford Motor	1,593.124	8/12/24	-2.38	2,061.690	-22.73	2,014.750	46.940	2.33	14.55
	L	Vodafone	15,205.072	8/12/24	0.87	14,347.183	5.98	13,406.478	940.705	7.02	7.19
	S	BASF	7,154.154	8/12/24	-0.22	7,693.142	-7.01	8,621.609	-928.467	-10.77	3.94
		PepsiCo	27,697.093	8/12/24	-0.56	26,318.863	5.24	26,223.583	95.280	0.36	2.71
	L	Nestlé	15,849.389	8/12/24	-0.40	16,428.722	-3.53	16,048.516	380.206	2.37	-1.28
	S	Mercedes-Benz	9,961.744	8/12/24	-0.57	11,230.358	-11.30	12,022.689	-792.331	-6.59	5.02
		Sanofi	16,580.376	8/12/24	-0.60	15,918.340	4.16	14,816.202	1,102.138	7.44	7.50
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	4/01/24	prc diff	⇓ Δ13	∅-RS
		BP	89,792.448	8/12/24	1.35	97,738.140	-8.13	94,317.217	3,420.924	3.63	7.47
		Societe Generale	3,556.280	8/12/24	0.44	3,916.761	-9.20	4,041.226	-124.466	-3.08	2.48
	S	LVMH	110,067.911	8/12/24	-0.14	123,395.296	-10.80	135,798.892	-12,403.596	-9.13	0.59
		BHP	427,719.260	8/12/24	-0.14	466,937.072	-8.40	432,865.984	34,071.088	7.87	6.33
		Nike	12,059.917	8/12/24	0.40	12,413.765	-2.85	14,031.997	-1,618.232	-11.53	-17.65
	S	Johnson & Johnson	25,832.524	8/12/24	-0.46	23,660.963	9.18	23,919.280	-258.316	-1.08	1.55
	L	RWE	5,608.247	8/12/24	1.70	5,649.841	-0.74	5,124.425	525.416	10.25	-1.18
	S	Volkswagen	16,204.298	8/12/24	-0.47	18,379.313	-11.83	20,009.039	-1,629.726	-8.14	-0.20
	S	McDonald´s	43,537.853	8/12/24	0.58	40,391.998	7.79	42,481.053	-2,089.055	-4.92	-2.49
	L	Pfizer	4,596.793	8/12/24	-0.35	4,559.631	0.82	4,202.322	357.309	8.50	1.54
	S	Nissan Motor	410.200	8/09/24	-0.56	552.400	-25.74	597.800	-45.400	-7.59	-11.22
		Carrefour	2,379.519	8/12/24	-0.36	2,321.461	2.50	2,585.831	-264.370	-10.22	-12.26
	S	Orange	1,753.010	8/12/24	-0.25	1,633.601	7.31	1,773.514	-139.912	-7.89	-4.92
	S	Engie	2,657.678	8/12/24	0.49	2,379.519	11.69	2,526.377	-146.859	-5.81	-2.30
	S	Kimberly-Clark	299.859	8/12/24	-1.01	274.651	9.18	353.462	-78.811	-22.30	-13.49
	S	Diageo	500,742.009	8/12/24	1.03	506,563.403	-1.15	556,637.115	-50,073.712	-9.00	-8.60
	S	National Grid	199,847.433	8/12/24	-0.04	180,851.305	10.50	202,828.633	-21,977.327	-10.84	-4.42
		Panasonic	1,058.500	8/09/24	1.34	1,318.000	-19.69	1,397.000	-79.000	-5.65	-15.72
	S	Intel	3,128.081	8/12/24	-1.78	4,982.956	-37.22	6,749.184	-1,766.228	-26.17	-10.97
		Prudential	129,786.446	8/12/24	0.41	145,882.090	-11.03	141,371.176	4,510.913	3.19	-8.85
	S	Bristol-Myers	7,603.694	8/12/24	0.73	6,673.025	13.95	8,033.227	-1,360.202	-16.93	-14.21
	L	Bayer	4,499.076	8/12/24	-0.04	4,535.470	-0.80	4,630.877	-95.407	-2.06	-18.92
SP Global 100 - 96 out of 96 instruments rated - 7/01/24 / 4/01/24 - 65 did rise, Market-Ratio(13) in JPY = 67.71 %

Technical Chart

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

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

Transactions SP Global 100 in Japanese yen * 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	6	1,538.784	2,672.582	1,133.798	74	16,803	47
1/21/08		4/14/08	84		- cash -
	4/14/08	7/07/08	84		Rio Tinto	100	1	9,563.458	9,759.819	196.362	2	16,999	9
7/07/08		1/05/09	182		- cash -
	1/05/09	1/26/09	21		Volkswagen	100	3	5,336.485	3,782.168	-1,554.317	-29	12,336	-100
1/26/09		4/20/09	84		- cash -
	4/20/09	6/07/10	413		Ford Motor	100	33	365.917	1,019.928	654.011	179	33,919	147
6/07/10		8/02/10	56		- cash -
	8/02/10	8/01/11	364		Apple	100	41	808.641	1,088.205	279.564	35	45,381	35
8/01/11		10/31/11	91		- cash -
	10/31/11	5/21/12	203		Apple	100	41	1,095.642	1,584.398	488.756	45	65,420	94
5/21/12		7/30/12	70		- cash -
	7/30/12	10/20/14	812		Apple	100	39	1,667.442	2,667.457	1,000.015	60	104,420	24
10/20/14		11/03/14	14		- cash -
	11/03/14	6/29/15	238		Apple	100	33	3,113.061	3,815.147	702.086	23	127,589	37
6/29/15		11/23/15	147		- cash -
	11/23/15	1/11/16	49		Alphabet A	100	26	4,769.915	4,316.668	-453.247	-10	115,805	-52
1/11/16		3/14/16	63		- cash -
	3/14/16	3/26/18	742		McDonald´s	100	8	13,988.703	16,651.833	2,663.131	19	137,110	9
3/26/18		5/14/18	49		- cash -
	5/14/18	10/29/18	168		Intel	100	22	6,020.971	5,105.327	-915.644	-15	116,966	-30
10/29/18		2/18/19	112		- cash -
	2/18/19	3/09/20	385		Ericsson	100	114	1,025.874	753.277	-272.596	-27	85,890	-25
3/09/20		6/08/20	91		- cash -
	6/08/20	7/11/22	763		Apple	100	9	9,026.047	19,903.471	10,877.423	121	183,786	46
7/11/22		8/08/22	28		- cash -
	8/08/22	8/29/22	21		Exxon Mobil	100	15	11,977.606	13,888.164	1,910.558	16	212,445	1,210
8/29/22		9/12/22	14		- cash -
	9/12/22	9/26/22	14		Exxon Mobil	100	15	13,876.318	12,136.756	-1,739.562	-13	186,351	-97
9/26/22		11/21/22	56		- cash -
	11/21/22	10/23/23	336		Exxon Mobil	100	11	15,764.822	16,382.309	617.487	4	193,144	4
10/23/23		11/20/23	28		- cash -
	11/20/23	8/12/24	266		Intel	100	29	6,635.533	3,128.081	-3,507.452	-53	91,428	-64
accum	8/14/06	8/12/24	5885	days out of 7278 invested (81%)						814		91,428	15

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	808.64	1,088.20	279.56	34.57
		10/31/11	5/21/12	203	1,095.64	1,584.40	488.76	44.61
		7/30/12	10/20/14	812	1,667.44	2,667.46	1,000.02	59.97
		11/03/14	6/29/15	238	3,113.06	3,815.15	702.09	22.55
		6/08/20	7/11/22	763	9,026.05	19,903.47	10,877.42	120.51	741.30
Ford Motor		4/20/09	6/07/10	413	365.92	1,019.93	654.01	178.73	178.73
ABB		8/14/06	1/21/08	525	1,538.78	2,672.58	1,133.80	73.68	73.68
McDonald´s		3/14/16	3/26/18	742	13,988.70	16,651.83	2,663.13	19.04	19.04
Exxon Mobil		8/08/22	8/29/22	21	11,977.61	13,888.16	1,910.56	15.95
		9/12/22	9/26/22	14	13,876.32	12,136.76	-1,739.56	-12.54
		11/21/22	10/23/23	336	15,764.82	16,382.31	617.49	3.92	5.39
Rio Tinto		4/14/08	7/07/08	84	9,563.46	9,759.82	196.36	2.05	2.05
Alphabet A		11/23/15	1/11/16	49	4,769.91	4,316.67	-453.25	-9.50	-9.50
Ericsson		2/18/19	3/09/20	385	1,025.87	753.28	-272.60	-26.57	-26.57
Volkswagen		1/05/09	1/26/09	21	5,336.49	3,782.17	-1,554.32	-29.13	-29.13
Intel		5/14/18	10/29/18	168	6,020.97	5,105.33	-915.64	-15.21
		11/20/23	8/12/24	266	6,635.53	3,128.08	-3,507.45	-52.86	-60.03

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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