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

Assessment - DJ Global Titans 50 - 5/06/24 - RS = 31

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ31	Curr	∅-RS
		DJ Global Titans	621.720	Fri	0.07	619.010	0.44	499.920	119.090	23.82	USD	15.58
		NVidia	898.780	Fri	1.27	921.400	-2.45	447.820	473.580	105.75	USD	85.21
		Meta Platforms	476.200	Fri	0.16	465.680	2.26	306.820	158.860	51.78	USD	38.50
		General Electric	163.380	Fri	-2.46	167.970	-2.73	108.790	59.180	54.40	USD	37.76
	L	Taiwan Semiconductor	149.260	Fri	4.53	142.830	4.50	87.650	55.180	62.95	USD	37.54
		Toyota	3,425.000	Fri	-2.92	3,581.000	-4.36	2,687.000	894.000	33.27	JPY	34.77
		Amazon.com	187.480	Fri	-1.07	188.700	-0.65	129.460	59.240	45.76	USD	31.70
	L	Citigroup	63.530	Fri	0.33	62.810	1.15	40.500	22.310	55.09	USD	31.01
		Alphabet A	168.650	Fri	-0.77	168.100	0.33	134.170	33.930	25.29	USD	25.14
	L	Walt Disney	105.790	Fri	-0.01	116.470	-9.17	81.670	34.800	42.61	USD	24.54
		JP Morgan Chase	198.770	Fri	0.64	192.000	3.53	143.770	48.230	33.55	USD	21.69
	L	GSK	1,799.500	Fri	1.07	1,733.500	3.81	1,484.000	249.500	16.81	GBP	16.92
	L	Siemens	188.400	Fri	2.35	179.360	5.04	134.440	44.920	33.41	EUR	16.89
	L	Allianz	265.500	Fri	0.84	269.200	-1.37	222.700	46.500	20.88	EUR	16.24
		Microsoft	414.740	Fri	0.59	413.540	0.29	321.800	91.740	28.51	USD	15.26
	L	Shell	34.405	Fri	1.31	33.770	1.88	30.230	3.540	11.71	EUR	14.50
		Amgen	310.150	Fri	-0.87	299.480	3.56	266.310	33.170	12.46	USD	14.41
	L	HSBC	696.000	Fri	0.74	705.500	-1.35	639.800	65.700	10.27	GBP	14.30
		Merck (MSD)	130.060	Fri	-0.13	127.570	1.95	102.550	25.020	24.40	USD	13.21
	L	TotalEnergies	68.680	Fri	0.48	67.260	2.11	61.550	5.710	9.28	EUR	13.16
		Walmart	60.480	Fri	0.07	59.870	1.02	53.367	6.503	12.19	USD	10.71
	L	Royal Bank CA	141.080	Fri	0.09	139.140	1.39	115.950	23.190	20.00	CAD	10.02
		IBM	167.150	Fri	0.53	168.610	-0.87	140.800	27.810	19.75	USD	10.00
	L	DuPont	78.760	Fri	-0.05	78.530	0.29	73.320	5.210	7.11	USD	8.97
	L	Exxon Mobil	117.960	Fri	-0.41	116.750	1.04	115.630	1.120	0.97	USD	8.82
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ31	Curr	∅-RS
		Visa	280.740	Fri	0.79	272.670	2.96	231.270	41.400	17.90	USD	8.80
		Mastercard	456.980	Fri	0.33	449.370	1.69	395.850	53.520	13.52	USD	8.31
	L	Procter & Gamble	166.850	Fri	0.49	164.440	1.47	145.190	19.250	13.26	USD	7.91
		Samsung Electronics	79,200.000	Fri	-0.63	77,600.000	2.06	68,400.000	9,200.000	13.45	KRW	7.86
		AbbVie	160.750	Fri	0.22	162.730	-1.22	148.250	14.480	9.77	USD	6.86
	L	BP	506.200	Fri	0.42	510.400	-0.82	519.100	-8.700	-1.68	GBP	5.35
	L	Coca-Cola	63.260	Fri	0.60	62.350	1.46	55.480	6.870	12.38	USD	5.02
		Oracle	116.670	Fri	0.03	118.340	-1.41	106.710	11.630	10.90	USD	4.68
	L	Chevron	165.820	Fri	0.22	162.300	2.17	166.540	-4.240	-2.55	USD	4.58
	L	Philip Morris	99.660	Fri	0.20	97.450	2.27	91.410	6.040	6.61	USD	4.26
		Anheuser-Busch InBev	59.480	Fri	0.88	55.480	7.21	51.050	4.430	8.68	EUR	1.72
	L	PepsiCo	179.790	Fri	0.97	175.820	2.26	169.170	6.650	3.93	USD	1.04
		Apple	183.050	Fri	-0.69	181.710	0.74	173.750	7.960	4.58	USD	0.19
		Novartis	92.320	Fri	1.97	88.100	4.79	93.370	-5.270	-5.64	CHF	-0.57
		3M	98.930	Fri	1.64	96.590	2.42	90.220	6.370	7.06	USD	-1.89
		Sanofi	94.330	Fri	1.23	91.020	3.64	101.820	-10.800	-10.61	EUR	-2.13
	S	McDonald´s	275.000	Fri	2.63	269.300	2.12	257.750	11.550	4.48	USD	-4.69
	L	BAT	2,433.000	Fri	1.33	2,355.000	3.31	2,531.000	-176.000	-6.95	GBP	-5.01
		BHP	42.910	Fri	-0.35	42.750	0.37	44.600	-1.850	-4.15	AUD	-5.35
	S	Johnson & Johnson	149.910	Fri	0.04	148.580	0.90	155.150	-6.570	-4.23	USD	-6.07
	S	Cisco Systems	48.060	Fri	0.56	47.110	2.02	54.390	-7.280	-13.38	USD	-7.47
	S	Nestlé	95.180	Fri	1.04	91.360	4.18	102.760	-11.400	-11.09	CHF	-9.90
	L	Pfizer	28.010	Fri	-0.60	28.160	-0.53	33.940	-5.780	-17.03	USD	-10.19
	S	Roche	225.100	Fri	1.26	218.500	3.02	248.050	-29.550	-11.91	CHF	-12.58
	S	Boeing	178.510	Fri	-1.51	178.350	0.09	187.830	-9.480	-5.05	USD	-13.78
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ31	Curr	∅-RS
	S	Intel	29.850	Fri	-0.80	30.970	-3.62	35.460	-4.490	-12.66	USD	-17.74
DJ Global Titans - 50 out of 50 instruments rated - 5/06/24 / 10/02/23 - 37 did rise, Market-Ratio(31) = 74.00 %

Technical Chart

	DJ Global Titans RS = 31 - B/S = 40/40

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

Transactions DJ Global Titans 50 * L31 - 40 ex 5 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	2/13/06	42		Alphabet A	100	916	USD	10.914	8.669	-2.245	-21	7,943	-86
	2/13/06	6/12/06	119		NVidia	100	2,163	USD	3.671	3.362	-0.309	-8	7,275	-24
	6/12/06	8/07/06	56		BHP	100	272	AUD	26.680	26.210	-0.470	-2	7,147	-11
	8/07/06	11/27/06	112		Merck (MSD)	100	174	USD	40.840	43.620	2.780	7	7,630	24
	11/27/06	1/22/07	56		NVidia	100	1,296	USD	5.885	5.313	-0.572	-10	6,889	-49
	1/22/07	1/21/08	364		Apple	100	2,222	USD	3.100	5.559	2.459	79	12,353	80
1/21/08		3/24/08	63		- cash -
	3/24/08	3/31/08	7		Mastercard	100	570	USD	21.650	22.299	0.649	3	12,723	367
3/31/08		4/21/08	21		- cash -
	4/21/08	4/28/08	7		Mastercard	100	539	USD	23.600	24.250	0.650	3	13,074	312
4/28/08		8/25/08	119		- cash -
	8/25/08	9/08/08	14		Amgen	100	204	USD	63.960	59.780	-4.180	-7	12,221	-83
9/08/08		5/25/09	259		- cash -
	5/25/09	6/15/09	21		Taiwan Semiconductor	100	1,141	USD	10.707	9.413	-1.294	-12	10,745	-89
	6/15/09	7/27/09	42		Amazon.com	100	2,583	USD	4.159	4.212	0.053	1	10,882	12
	7/27/09	5/24/10	301		Apple	100	1,903	USD	5.718	8.813	3.095	54	16,772	69
5/24/10		5/31/10	7		- cash -
	5/31/10	6/28/10	28		Apple	100	1,800	USD	9.315	9.582	0.267	3	17,252	44
6/28/10		7/26/10	28		- cash -
	7/26/10	8/09/10	14		Apple	100	1,863	USD	9.260	9.348	0.088	1	17,416	28
8/09/10		9/06/10	28		- cash -
	9/06/10	11/08/10	63		Anheuser-Busch InBev	100	406	EUR	42.870	43.610	0.740	2	17,717	10
	11/08/10	11/29/10	21		Apple	100	1,556	USD	11.379	11.317	-0.063	-1	17,619	-9
11/29/10		12/06/10	7		- cash -
	12/06/10	1/31/11	56		Amazon.com	100	1,979	USD	8.903	8.482	-0.421	-5	16,787	-27
	1/31/11	6/20/11	140		NVidia	100	2,807	USD	5.980	3.905	-2.075	-35	10,963	-67
	6/20/11	7/04/11	14		Philip Morris	100	158	USD	69.080	67.190	-1.890	-3	10,664	-51
	7/04/11	8/08/11	35		Mastercard	100	337	USD	31.596	29.196	-2.400	-8	9,855	-56
8/08/11		10/17/11	70		- cash -
	10/17/11	10/31/11	14		Amazon.com	100	813	USD	12.117	10.676	-1.441	-12	8,684	-96
	10/31/11	11/28/11	28		Mastercard	100	250	USD	34.724	35.925	1.201	3	8,984	56
11/28/11		12/05/11	7		- cash -
	12/05/11	12/12/11	7		Mastercard	100	240	USD	37.284	37.128	-0.156	0	8,946	-20
12/12/11		12/26/11	14		- cash -
	12/26/11	1/16/12	21		Mastercard	100	238	USD	37.475	34.597	-2.878	-8	8,262	-75
	1/16/12	2/06/12	21		Samsung Electronics	100	373	KRW	22.100	21.240	-0.860	-4	7,941	-50
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
	2/06/12	5/14/12	98		Mastercard	100	202	USD	39.131	41.444	2.313	6	8,408	24
	5/14/12	6/25/12	42		Samsung Electronics	100	319	KRW	26.280	22.780	-3.500	-13	7,291	-71
	6/25/12	10/29/12	126		Apple	100	357	USD	20.384	21.261	0.877	4	7,605	13
	10/29/12	11/26/12	28		Citigroup	100	203	USD	37.390	35.570	-1.820	-5	7,235	-48
	11/26/12	2/11/13	77		Visa	100	196	USD	36.813	39.083	2.270	6	7,680	33
	2/11/13	11/11/13	273		Toyota	100	790	JPY	9.720	12.580	2.860	29	9,939	41
	11/11/13	11/17/14	371		Meta Platforms	100	215	USD	46.200	74.240	28.040	61	15,968	59
	11/17/14	1/05/15	49		Apple	100	560	USD	28.498	26.563	-1.935	-7	14,884	-41
	1/05/15	2/09/15	35		Amgen	100	94	USD	157.990	150.010	-7.980	-5	14,134	-42
	2/09/15	6/22/15	133		Apple	100	472	USD	29.930	31.903	1.973	7	15,065	19
	6/22/15	6/29/15	7		Amazon.com	100	690	USD	21.815	21.493	-0.322	-1	14,843	-54
6/29/15		7/13/15	14		- cash -
	7/13/15	8/24/15	42		Amazon.com	100	651	USD	22.779	23.169	0.390	2	15,097	16
8/24/15		11/02/15	70		- cash -
	11/02/15	11/16/15	14		Amazon.com	100	480	USD	31.418	32.391	0.973	3	15,564	121
11/16/15		11/23/15	7		- cash -
	11/23/15	12/14/15	21		Amazon.com	100	458	USD	33.950	32.896	-1.054	-3	15,082	-42
12/14/15		2/01/16	49		- cash -
	2/01/16	2/08/16	7		Meta Platforms	100	131	USD	115.030	99.750	-15.280	-13	13,080	-100
2/08/16		3/21/16	42		- cash -
	3/21/16	4/30/18	770		NVidia	100	1,542	USD	8.478	56.225	47.748	563	86,707	145
	4/30/18	8/13/18	105		Amazon.com	100	1,107	USD	78.307	94.810	16.504	21	104,976	94
8/13/18		8/20/18	7		- cash -
	8/20/18	10/29/18	70		Amazon.com	100	1,118	USD	93.836	76.944	-16.892	-18	86,091	-64
	10/29/18	12/17/18	49		Merck (MSD)	100	1,204	USD	71.450	75.230	3.780	5	90,642	47
12/17/18		1/21/19	35		- cash -
	1/21/19	4/15/19	84		Merck (MSD)	100	1,194	USD	75.870	78.530	2.660	4	93,818	16
	4/15/19	7/01/19	77		Procter & Gamble	100	887	USD	105.730	110.500	4.770	5	98,049	23
	7/01/19	10/28/19	119		Mastercard	100	367	USD	266.730	275.930	9.200	3	101,426	11
	10/28/19	3/16/20	140		Apple	100	1,629	USD	62.263	60.553	-1.710	-3	98,640	-7
3/16/20		4/20/20	35		- cash -
	4/20/20	5/04/20	14		NVidia	100	1,374	USD	71.763	72.821	1.059	1	100,095	46
5/04/20		5/25/20	21		- cash -
	5/25/20	6/01/20	7		NVidia	100	1,108	USD	90.263	88.063	-2.200	-2	97,657	-72
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
6/01/20		6/08/20	7		- cash -
	6/08/20	6/15/20	7		NVidia	100	1,109	USD	88.050	91.738	3.688	4	101,747	749
6/15/20		7/06/20	21		- cash -
	7/06/20	7/20/20	14		NVidia	100	1,034	USD	98.393	105.107	6.715	7	108,690	459
7/20/20		7/27/20	7		- cash -
	7/27/20	8/03/20	7		NVidia	100	1,042	USD	104.215	110.103	5.888	6	114,825	1,656
8/03/20		8/17/20	14		- cash -
	8/17/20	8/31/20	14		NVidia	100	930	USD	123.370	133.745	10.375	8	124,474	721
8/31/20		9/28/20	28		- cash -
	9/28/20	2/01/21	126		NVidia	100	954	USD	130.350	132.370	2.020	2	126,401	5
	2/01/21	5/10/21	98		Taiwan Semiconductor	100	997	USD	126.660	112.310	-14.350	-11	112,094	-36
	5/10/21	8/23/21	105		General Electric	100	1,044	USD	107.280	100.970	-6.310	-6	105,506	-19
	8/23/21	2/14/22	175		NVidia	100	480	USD	219.580	242.670	23.090	11	116,589	23
	2/14/22	3/07/22	21		Shell	100	48,660	EUR	2.396	2.392	-0.005	0	116,370	-3
3/07/22		3/14/22	7		- cash -
	3/14/22	6/13/22	91		Chevron	100	697	USD	166.720	167.330	0.610	0	116,796	1
6/13/22		6/27/22	14		- cash -
	6/27/22	7/18/22	21		Exxon Mobil	100	1,311	USD	89.030	86.100	-2.930	-3	112,954	-44
7/18/22		7/25/22	7		- cash -
	7/25/22	8/01/22	7		Exxon Mobil	100	1,255	USD	89.980	94.480	4.500	5	118,602	1,174
8/01/22		11/28/22	119		- cash -
	11/28/22	2/20/23	84		Exxon Mobil	100	1,080	USD	109.810	111.280	1.470	1	120,189	6
	2/20/23	5/08/23	77		Boeing	100	567	USD	211.660	197.260	-14.400	-7	112,025	-28
	5/08/23	5/10/24	368		NVidia	100	384	USD	291.510	898.780	607.270	208	345,216	206
accum	1/02/06	5/10/24	5578	days out of 6705 invested (83%)							3,352		345,216	26

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
NVidia	long	2/13/06	6/12/06	119	3.67	3.36	-0.31	-8.42
		11/27/06	1/22/07	56	5.89	5.31	-0.57	-9.72
		1/31/11	6/20/11	140	5.98	3.91	-2.08	-34.70
		3/21/16	4/30/18	770	8.48	56.23	47.75	563.23
		4/20/20	5/04/20	14	71.76	72.82	1.06	1.48
		5/25/20	6/01/20	7	90.26	88.06	-2.20	-2.44
		6/08/20	6/15/20	7	88.05	91.74	3.69	4.19
		7/06/20	7/20/20	14	98.39	105.11	6.71	6.82
		7/27/20	8/03/20	7	104.22	110.10	5.89	5.65
		8/17/20	8/31/20	14	123.37	133.75	10.38	8.41
		9/28/20	2/01/21	126	130.35	132.37	2.02	1.55
		8/23/21	2/14/22	175	219.58	242.67	23.09	10.52
		5/08/23	5/10/24	368	291.51	898.78	607.27	208.32	1,463.67
Apple		1/22/07	1/21/08	364	3.10	5.56	2.46	79.34
		7/27/09	5/24/10	301	5.72	8.81	3.10	54.13
		5/31/10	6/28/10	28	9.32	9.58	0.27	2.86
		7/26/10	8/09/10	14	9.26	9.35	0.09	0.95
		11/08/10	11/29/10	21	11.38	11.32	-0.06	-0.55
		6/25/12	10/29/12	126	20.38	21.26	0.88	4.30
		11/17/14	1/05/15	49	28.50	26.56	-1.94	-6.79
		2/09/15	6/22/15	133	29.93	31.90	1.97	6.59
		10/28/19	3/16/20	140	62.26	60.55	-1.71	-2.75	187.69
Meta Platforms		11/11/13	11/17/14	371	46.20	74.24	28.04	60.69
		2/01/16	2/08/16	7	115.03	99.75	-15.28	-13.28	39.35
Toyota		2/11/13	11/11/13	273	9.72	12.58	2.86	29.42	29.42
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Merck (MSD)		8/07/06	11/27/06	112	40.84	43.62	2.78	6.81
		10/29/18	12/17/18	49	71.45	75.23	3.78	5.29
		1/21/19	4/15/19	84	75.87	78.53	2.66	3.51	16.40
Visa		11/26/12	2/11/13	77	36.81	39.08	2.27	6.17	6.17
Procter & Gamble		4/15/19	7/01/19	77	105.73	110.50	4.77	4.51	4.51
Exxon Mobil		6/27/22	7/18/22	21	89.03	86.10	-2.93	-3.29
		7/25/22	8/01/22	7	89.98	94.48	4.50	5.00
		11/28/22	2/20/23	84	109.81	111.28	1.47	1.34	2.90
Mastercard		3/24/08	3/31/08	7	21.65	22.30	0.65	3.00
		4/21/08	4/28/08	7	23.60	24.25	0.65	2.75
		7/04/11	8/08/11	35	31.60	29.20	-2.40	-7.60
		10/31/11	11/28/11	28	34.72	35.93	1.20	3.46
		12/05/11	12/12/11	7	37.28	37.13	-0.16	-0.42
		12/26/11	1/16/12	21	37.48	34.60	-2.88	-7.68
		2/06/12	5/14/12	98	39.13	41.44	2.31	5.91
		7/01/19	10/28/19	119	266.73	275.93	9.20	3.45	1.91
Anheuser-Busch InBev		9/06/10	11/08/10	63	42.87	43.61	0.74	1.73	1.73
Chevron		3/14/22	6/13/22	91	166.72	167.33	0.61	0.37	0.37
Shell		2/14/22	3/07/22	21	2.40	2.39	-0.00	-0.19	-0.19
BHP		6/12/06	8/07/06	56	26.68	26.21	-0.47	-1.76	-1.76
Philip Morris		6/20/11	7/04/11	14	69.08	67.19	-1.89	-2.74	-2.74
Citigroup		10/29/12	11/26/12	28	37.39	35.57	-1.82	-4.87	-4.87
General Electric		5/10/21	8/23/21	105	107.28	100.97	-6.31	-5.88	-5.88
Boeing		2/20/23	5/08/23	77	211.66	197.26	-14.40	-6.80	-6.80
Amgen		8/25/08	9/08/08	14	63.96	59.78	-4.18	-6.54
		1/05/15	2/09/15	35	157.99	150.01	-7.98	-5.05	-11.26
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Amazon.com		6/15/09	7/27/09	42	4.16	4.21	0.05	1.27
		12/06/10	1/31/11	56	8.90	8.48	-0.42	-4.72
		10/17/11	10/31/11	14	12.12	10.68	-1.44	-11.89
		6/22/15	6/29/15	7	21.81	21.49	-0.32	-1.47
		7/13/15	8/24/15	42	22.78	23.17	0.39	1.71
		11/02/15	11/16/15	14	31.42	32.39	0.97	3.10
		11/23/15	12/14/15	21	33.95	32.90	-1.05	-3.10
		4/30/18	8/13/18	105	78.31	94.81	16.50	21.08
		8/20/18	10/29/18	70	93.84	76.94	-16.89	-18.00	-15.50
Samsung Electronics		1/16/12	2/06/12	21	22.10	21.24	-0.86	-3.89
		5/14/12	6/25/12	42	26.28	22.78	-3.50	-13.32	-16.69
Alphabet A		1/02/06	2/13/06	42	10.91	8.67	-2.25	-20.57	-20.57
Taiwan Semiconductor		5/25/09	6/15/09	21	10.71	9.41	-1.29	-12.08
		2/01/21	5/10/21	98	126.66	112.31	-14.35	-11.33	-22.04

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