Share-o-matic - Assessment DJ Global Titans (DJ Global Titans 50)

Assessment - DJ Global Titans 50 - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
		DJ Global Titans	621.720	Fri	0.07	619.010	0.44	509.730	109.280	21.44	USD	15.58
		NVidia	898.780	Fri	1.27	921.400	-2.45	457.510	463.890	101.39	USD	85.21
		Meta Platforms	476.200	Fri	0.16	465.680	2.26	315.800	149.880	47.46	USD	38.50
		General Electric	163.380	Fri	-2.46	167.970	-2.73	111.780	56.190	50.27	USD	37.76
	L	Taiwan Semiconductor	149.260	Fri	4.53	142.830	4.50	91.930	50.900	55.37	USD	37.54
		Toyota	3,425.000	Fri	-2.92	3,581.000	-4.36	2,846.000	735.000	25.83	JPY	34.77
		Amazon.com	187.480	Fri	-1.07	188.700	-0.65	139.740	48.960	35.04	USD	31.70
	L	Citigroup	63.530	Fri	0.33	62.810	1.15	42.040	20.770	49.41	USD	31.01
		Alphabet A	168.650	Fri	-0.77	168.100	0.33	130.250	37.850	29.06	USD	25.14
	L	Walt Disney	105.790	Fri	-0.01	116.470	-9.17	84.020	32.450	38.62	USD	24.54
		JP Morgan Chase	198.770	Fri	0.64	192.000	3.53	144.080	47.920	33.26	USD	21.69
	L	GSK	1,799.500	Fri	1.07	1,733.500	3.81	1,405.000	328.500	23.38	GBP	16.92
	L	Siemens	188.400	Fri	2.35	179.360	5.04	128.980	50.380	39.06	EUR	16.89
	L	Allianz	265.500	Fri	0.84	269.200	-1.37	221.150	48.050	21.73	EUR	16.24
		Microsoft	414.740	Fri	0.59	413.540	0.29	356.530	57.010	15.99	USD	15.26
	L	Shell	34.405	Fri	1.31	33.770	1.88	31.270	2.500	7.99	EUR	14.50
		Amgen	310.150	Fri	-0.87	299.480	3.56	272.830	26.650	9.77	USD	14.41
	L	HSBC	696.000	Fri	0.74	705.500	-1.35	609.300	96.200	15.79	GBP	14.30
		Merck (MSD)	130.060	Fri	-0.13	127.570	1.95	104.340	23.230	22.26	USD	13.21
	L	TotalEnergies	68.680	Fri	0.48	67.260	2.11	62.660	4.600	7.34	EUR	13.16
		Walmart	60.480	Fri	0.07	59.870	1.02	54.960	4.910	8.93	USD	10.71
	L	Royal Bank CA	141.080	Fri	0.09	139.140	1.39	116.220	22.920	19.72	CAD	10.02
		IBM	167.150	Fri	0.53	168.610	-0.87	148.970	19.640	13.18	USD	10.00
	L	DuPont	78.760	Fri	-0.05	78.530	0.29	69.540	8.990	12.93	USD	8.97
	L	Exxon Mobil	117.960	Fri	-0.41	116.750	1.04	105.870	10.880	10.28	USD	8.82
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
		Visa	280.740	Fri	0.79	272.670	2.96	243.490	29.180	11.98	USD	8.80
		Mastercard	456.980	Fri	0.33	449.370	1.69	386.160	63.210	16.37	USD	8.31
	L	Procter & Gamble	166.850	Fri	0.49	164.440	1.47	150.940	13.500	8.94	USD	7.91
		Samsung Electronics	79,200.000	Fri	-0.63	77,600.000	2.06	70,900.000	6,700.000	9.45	KRW	7.86
		AbbVie	160.750	Fri	0.22	162.730	-1.22	141.200	21.530	15.25	USD	6.86
	L	BP	506.200	Fri	0.42	510.400	-0.82	491.500	18.900	3.85	GBP	5.35
	L	Coca-Cola	63.260	Fri	0.60	62.350	1.46	56.970	5.380	9.44	USD	5.02
		Oracle	116.670	Fri	0.03	118.340	-1.41	109.110	9.230	8.46	USD	4.68
	L	Chevron	165.820	Fri	0.22	162.300	2.17	147.000	15.300	10.41	USD	4.58
	L	Philip Morris	99.660	Fri	0.20	97.450	2.27	90.970	6.480	7.12	USD	4.26
		Anheuser-Busch InBev	59.480	Fri	0.88	55.480	7.21	54.840	0.640	1.17	EUR	1.72
	L	PepsiCo	179.790	Fri	0.97	175.820	2.26	166.700	9.120	5.47	USD	1.04
		Apple	183.050	Fri	-0.69	181.710	0.74	179.230	2.480	1.38	USD	0.19
		Novartis	92.320	Fri	1.97	88.100	4.79	84.240	3.860	4.58	CHF	-0.57
		3M	98.930	Fri	1.64	96.590	2.42	93.520	3.070	3.28	USD	-1.89
		Sanofi	94.330	Fri	1.23	91.020	3.64	84.940	6.080	7.16	EUR	-2.13
	S	McDonald´s	275.000	Fri	2.63	269.300	2.12	268.910	0.390	0.15	USD	-4.69
	L	BAT	2,433.000	Fri	1.33	2,355.000	3.31	2,513.500	-158.500	-6.31	GBP	-5.01
		BHP	42.910	Fri	-0.35	42.750	0.37	45.440	-2.690	-5.92	AUD	-5.35
	S	Johnson & Johnson	149.910	Fri	0.04	148.580	0.90	151.700	-3.120	-2.06	USD	-6.07
	S	Cisco Systems	48.060	Fri	0.56	47.110	2.02	53.290	-6.180	-11.60	USD	-7.47
	S	Nestlé	95.180	Fri	1.04	91.360	4.18	99.870	-8.510	-8.52	CHF	-9.90
	L	Pfizer	28.010	Fri	-0.60	28.160	-0.53	31.180	-3.020	-9.69	USD	-10.19
	S	Roche	225.100	Fri	1.26	218.500	3.02	237.150	-18.650	-7.86	CHF	-12.58
	S	Boeing	178.510	Fri	-1.51	178.350	0.09	192.950	-14.600	-7.57	USD	-13.78
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	Curr	∅-RS
	S	Intel	29.850	Fri	-0.80	30.970	-3.62	37.950	-6.980	-18.39	USD	-17.74
DJ Global Titans - 50 out of 50 instruments rated - 5/06/24 / 11/06/23 - 41 did rise, Market-Ratio(26) = 82.00 %

Technical Chart

	DJ Global Titans RS = 26 - B/S = 60/40

1/06/20	scale up chart	5/06/24

Transactions DJ Global Titans 50 * 26 - 60/40 (2)

														⇐
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	5/18/09	490		Citigroup	50	17	USD	290.600	36.400	2,320.010	2,029.410	698	44,500	370
					Mitsubishi UFJ	50	497	JPY	10.170	6.040	17.124	6.954	68	47,956	47
100							380							222
long	5/18/09	5/24/10	371		JP Morgan Chase	50	643	USD	37.260	38.620		1.360	4	48,831	4
					Qualcomm	50	571	USD	41.990	35.670		-6.320	-15	45,222	-15
100							-6							-6
short	5/24/10	11/01/10	161		Exxon Mobil	50	375	USD	60.190	66.950	53.430	-6.760	-11	42,687	-24
					Qualcomm	50	635	USD	35.670	45.330	26.010	-9.660	-27	36,553	-51
100							-19							-38
long	11/01/10	8/01/11	273		BASF	50	347	EUR	52.570	61.210		8.640	16	39,551	23
					Apple	50	1,685	USD	10.864	14.170		3.306	30	45,121	43
100							23							33
short	8/01/11	12/19/11	140		Bank of America	50	2,299	USD	9.810	4.985	19.305	9.495	97	66,951	484
					Cisco Systems	50	1,425	USD	15.830	17.690	13.970	-1.860	-12	64,300	-28
100							43							152
long	12/19/11	10/20/14	1036		McDonald´s	50	330	USD	97.240	91.590		-5.650	-6	62,436	-2
					Philip Morris	50	427	USD	75.430	86.930		11.500	15	67,346	5
100							5							2
short	10/20/14	4/13/15	175		GSK	50	2,496	GBP	13.489	16.460	10.517	-2.972	-22	59,929	-40
					Samsung Electronics	50	1,522	KRW	22.120	29.580	14.660	-7.460	-34	48,575	-58
100							-28							-49
long	4/13/15	8/24/15	133		Mitsubishi UFJ	50	3,174	JPY	7.650	7.410		-0.240	-3	47,813	-8
					Toyota	50	1,475	JPY	16.460	13.570		-2.890	-18	43,550	-41
100							-10							-26
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	8/24/15	6/20/16	301		Chevron	50	301	USD	72.120	102.610	41.630	-30.490	-42	34,373	-49
					ConocoPhilips	50	508	USD	42.930	44.690	41.170	-1.760	-4	33,479	-5
100							-23							-27
long	6/20/16	3/26/18	644		AT&T	50	410	USD	40.780	34.690		-6.090	-15	30,982	-9
					Samsung Electronics	50	585	KRW	28.620	50.280		21.660	76	43,653	38
100							30							16
short	3/26/18	8/06/18	133		General Electric	50	211	USD	103.120	104.800	101.440	-1.680	-2	43,298	-4
					Sanofi	50	346	EUR	63.210	73.720	52.700	-10.510	-17	39,662	-39
100							-9							-23
long	8/06/18	12/10/18	126		Microsoft	50	183	USD	108.130	107.590		-0.540	0	39,563	-1
					ConocoPhilips	50	277	USD	71.730	65.200		-6.530	-9	37,754	-24
100							-5							-13
short	12/10/18	4/15/19	126		General Electric	50	340	USD	55.440	71.840	39.040	-16.400	-30	32,178	-64
					Schlumberger	50	450	USD	41.970	46.400	37.540	-4.430	-11	30,185	-28
100							-20							-48
long	4/15/19	3/09/20	329		Cisco Systems	50	266	USD	56.560	37.960		-18.600	-33	25,237	-36
					Procter & Gamble	50	143	USD	105.730	116.060		10.330	10	26,714	11
100							-12							-13
short	3/09/20	9/07/20	182		ConocoPhilips	50	392	USD	34.070	35.860	32.280	-1.790	-5	26,013	-10
					Schlumberger	50	771	USD	17.310	19.310	15.310	-2.000	-12	24,471	-22
100							-8							-16
long	9/07/20	7/11/22	672		Apple	50	101	USD	120.960	144.870		23.910	20	26,886	10
					Qualcomm	50	105	USD	115.970	132.240		16.270	14	28,594	7
100							17							9
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	7/11/22	12/12/22	154		BASF	50	346	EUR	41.265	46.700	35.830	-5.435	-13	26,713	-28
					General Electric	50	231	USD	61.910	83.210	40.610	-21.300	-34	21,793	-63
100							-24							-47
long	12/12/22	5/10/24	515		Merck (MSD)	50	99	USD	108.970	130.060		21.090	19	23,881	13
		5/06/24	511		Schlumberger	50	224	USD	49.100	47.960		-1.140	-2	23,626	-2
100							8							6
accum	1/14/08	5/06/24	5962	days out of 6704 invested (89%)								136		23,626	5

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Citigroup	short	1/14/08	5/18/09	490	290.60	36.40	2,320.01	2,029.41	698.35	50	349.18	349.18
Bank of America	short	8/01/11	12/19/11	140	9.81	4.99	19.31	9.50	96.79		48.40	48.40
Mitsubishi UFJ	short	1/14/08	5/18/09	490	10.17	6.04	17.12	6.95	68.38		34.19
	long	4/13/15	8/24/15	133	7.65	7.41		-0.24	-3.14		-1.57	32.08
Apple	long	11/01/10	8/01/11	273	10.86	14.17		3.31	30.43		15.22
	long	9/07/20	7/11/22	672	120.96	144.87		23.91	19.77		9.88	26.60
Samsung Electronics	short	10/20/14	4/13/15	175	22.12	29.58	14.66	-7.46	-33.73		-16.86
	long	6/20/16	3/26/18	644	28.62	50.28		21.66	75.68		37.84	14.60
Merck (MSD)	long	12/12/22	5/10/24	515	108.97	130.06		21.09	19.35		9.68	9.68
Philip Morris	long	12/19/11	10/20/14	1036	75.43	86.93		11.50	15.25		7.62	7.62
Procter & Gamble	long	4/15/19	3/09/20	329	105.73	116.06		10.33	9.77		4.89	4.89
JP Morgan Chase	long	5/18/09	5/24/10	371	37.26	38.62		1.36	3.65		1.83	1.83
BASF	long	11/01/10	8/01/11	273	52.57	61.21		8.64	16.44		8.22
	short	7/11/22	12/12/22	154	41.27	46.70	35.83	-5.44	-13.17		-6.59	1.09
Microsoft	long	8/06/18	12/10/18	126	108.13	107.59		-0.54	-0.50		-0.25	-0.25
McDonald´s	long	12/19/11	10/20/14	1036	97.24	91.59		-5.65	-5.81		-2.91	-2.91
Exxon Mobil	short	5/24/10	11/01/10	161	60.19	66.95	53.43	-6.76	-11.23		-5.62	-5.62
AT&T	long	6/20/16	3/26/18	644	40.78	34.69		-6.09	-14.93		-7.47	-7.47
Sanofi	short	3/26/18	8/06/18	133	63.21	73.72	52.70	-10.51	-16.63		-8.31	-8.31
Toyota	long	4/13/15	8/24/15	133	16.46	13.57		-2.89	-17.56		-8.78	-8.78
ConocoPhilips	short	8/24/15	6/20/16	301	42.93	44.69	41.17	-1.76	-4.10		-2.05
	long	8/06/18	12/10/18	126	71.73	65.20		-6.53	-9.10		-4.55
	short	3/09/20	9/07/20	182	34.07	35.86	32.28	-1.79	-5.25		-2.63	-8.96
GSK	short	10/20/14	4/13/15	175	13.49	16.46	10.52	-2.97	-22.03		-11.02	-11.02
Schlumberger	short	12/10/18	4/15/19	126	41.97	46.40	37.54	-4.43	-10.56		-5.28
	short	3/09/20	9/07/20	182	17.31	19.31	15.31	-2.00	-11.55		-5.78
	long	12/12/22	5/06/24	511	49.10	47.96		-1.14	-2.32		-1.16	-11.79
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Qualcomm	long	5/18/09	5/24/10	371	41.99	35.67		-6.32	-15.05		-7.53
	short	5/24/10	11/01/10	161	35.67	45.33	26.01	-9.66	-27.08		-13.54
	long	9/07/20	7/11/22	672	115.97	132.24		16.27	14.03		7.01	-14.44
Chevron	short	8/24/15	6/20/16	301	72.12	102.61	41.63	-30.49	-42.28		-21.14	-21.14
Cisco Systems	short	8/01/11	12/19/11	140	15.83	17.69	13.97	-1.86	-11.75		-5.87
	long	4/15/19	3/09/20	329	56.56	37.96		-18.60	-32.89		-16.44	-21.35
General Electric	short	3/26/18	8/06/18	133	103.12	104.80	101.44	-1.68	-1.63		-0.81
	short	12/10/18	4/15/19	126	55.44	71.84	39.04	-16.40	-29.58		-14.79
	short	7/11/22	12/12/22	154	61.91	83.21	40.61	-21.30	-34.40		-17.20	-30.02

Annotations

2/26/24	Walmart	stock split 1:3 (three for one)
7/18/22	Alphabet A	stock split 1:20 (twenty for one)
	GlaxoSmithKline	demergers OTC business -> Haleon
6/06/22	Amazon.com	stock split 1:20 (twenty for one)
9/29/21	Toyota	stock split 1:5 (five for one)
8/02/21	General Electric	reverse stock split 8:1 (eight become one)
7/20/21	NVidia	stock split 1:4 (four for one)
5/04/18	Samsung Electronics	stock split 1:50 (fifty for one)
10/04/16	AB InBev	acquisition of SAB Miller completed
10/02/15	Google A	changes name to Alphabet
3/19/15	Visa	forward stock split 1:4 (four for one)


	is taking down something concerning