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

Assessment - DJ Global Titans 50 - 5/06/24 - RS = 30

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/09/23	prc diff	⇓ Δ30	Curr	∅-RS
		DJ Global Titans	621.720	Fri	0.07	619.010	0.44	505.280	113.730	22.51	USD	15.58
		NVidia	898.780	Fri	1.27	921.400	-2.45	452.730	468.670	103.52	USD	85.21
		Meta Platforms	476.200	Fri	0.16	465.680	2.26	318.360	147.320	46.27	USD	38.50
		General Electric	163.380	Fri	-2.46	167.970	-2.73	110.260	57.710	52.34	USD	37.76
	L	Taiwan Semiconductor	149.260	Fri	4.53	142.830	4.50	88.990	53.840	60.50	USD	37.54
		Toyota	3,425.000	Fri	-2.92	3,581.000	-4.36	2,572.000	1,009.000	39.23	JPY	34.77
		Amazon.com	187.480	Fri	-1.07	188.700	-0.65	128.260	60.440	47.12	USD	31.70
	L	Citigroup	63.530	Fri	0.33	62.810	1.15	40.740	22.070	54.17	USD	31.01
		Alphabet A	168.650	Fri	-0.77	168.100	0.33	138.420	29.680	21.44	USD	25.14
	L	Walt Disney	105.790	Fri	-0.01	116.470	-9.17	84.700	31.770	37.51	USD	24.54
		JP Morgan Chase	198.770	Fri	0.64	192.000	3.53	144.770	47.230	32.62	USD	21.69
	L	GSK	1,799.500	Fri	1.07	1,733.500	3.81	1,508.200	225.300	14.94	GBP	16.92
	L	Siemens	188.400	Fri	2.35	179.360	5.04	132.720	46.640	35.14	EUR	16.89
	L	Allianz	265.500	Fri	0.84	269.200	-1.37	222.500	46.700	20.99	EUR	16.24
		Microsoft	414.740	Fri	0.59	413.540	0.29	329.820	83.720	25.38	USD	15.26
	L	Shell	34.405	Fri	1.31	33.770	1.88	31.115	2.655	8.53	EUR	14.50
		Amgen	310.150	Fri	-0.87	299.480	3.56	271.540	27.940	10.29	USD	14.41
	L	HSBC	696.000	Fri	0.74	705.500	-1.35	645.000	60.500	9.38	GBP	14.30
		Merck (MSD)	130.060	Fri	-0.13	127.570	1.95	104.500	23.070	22.08	USD	13.21
	L	TotalEnergies	68.680	Fri	0.48	67.260	2.11	61.390	5.870	9.56	EUR	13.16
		Walmart	60.480	Fri	0.07	59.870	1.02	51.947	7.923	15.25	USD	10.71
	L	Royal Bank CA	141.080	Fri	0.09	139.140	1.39	114.900	24.240	21.10	CAD	10.02
		IBM	167.150	Fri	0.53	168.610	-0.87	142.200	26.410	18.57	USD	10.00
	L	DuPont	78.760	Fri	-0.05	78.530	0.29	75.270	3.260	4.33	USD	8.97
	L	Exxon Mobil	117.960	Fri	-0.41	116.750	1.04	110.920	5.830	5.26	USD	8.82
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/09/23	prc diff	⇓ Δ30	Curr	∅-RS
		Visa	280.740	Fri	0.79	272.670	2.96	234.440	38.230	16.31	USD	8.80
		Mastercard	456.980	Fri	0.33	449.370	1.69	394.740	54.630	13.84	USD	8.31
	L	Procter & Gamble	166.850	Fri	0.49	164.440	1.47	143.360	21.080	14.70	USD	7.91
		Samsung Electronics	79,200.000	Fri	-0.63	77,600.000	2.06	66,000.000	11,600.000	17.58	KRW	7.86
		AbbVie	160.750	Fri	0.22	162.730	-1.22	149.110	13.620	9.13	USD	6.86
	L	BP	506.200	Fri	0.42	510.400	-0.82	520.300	-9.900	-1.90	GBP	5.35
	L	Coca-Cola	63.260	Fri	0.60	62.350	1.46	52.880	9.470	17.91	USD	5.02
		Oracle	116.670	Fri	0.03	118.340	-1.41	110.320	8.020	7.27	USD	4.68
	L	Chevron	165.820	Fri	0.22	162.300	2.17	166.720	-4.420	-2.65	USD	4.58
	L	Philip Morris	99.660	Fri	0.20	97.450	2.27	92.310	5.140	5.57	USD	4.26
		Anheuser-Busch InBev	59.480	Fri	0.88	55.480	7.21	49.490	5.990	12.10	EUR	1.72
	L	PepsiCo	179.790	Fri	0.97	175.820	2.26	161.360	14.460	8.96	USD	1.04
		Apple	183.050	Fri	-0.69	181.710	0.74	178.990	2.720	1.52	USD	0.19
		Novartis	92.320	Fri	1.97	88.100	4.79	88.130	-0.030	-0.03	CHF	-0.57
		3M	98.930	Fri	1.64	96.590	2.42	89.050	7.540	8.47	USD	-1.89
		Sanofi	94.330	Fri	1.23	91.020	3.64	102.580	-11.560	-11.27	EUR	-2.13
	S	McDonald´s	275.000	Fri	2.63	269.300	2.12	249.920	19.380	7.75	USD	-4.69
	L	BAT	2,433.000	Fri	1.33	2,355.000	3.31	2,506.000	-151.000	-6.03	GBP	-5.01
		BHP	42.910	Fri	-0.35	42.750	0.37	44.030	-1.280	-2.91	AUD	-5.35
	S	Johnson & Johnson	149.910	Fri	0.04	148.580	0.90	158.540	-9.960	-6.28	USD	-6.07
	S	Cisco Systems	48.060	Fri	0.56	47.110	2.02	53.920	-6.810	-12.63	USD	-7.47
	S	Nestlé	95.180	Fri	1.04	91.360	4.18	101.400	-10.040	-9.90	CHF	-9.90
	L	Pfizer	28.010	Fri	-0.60	28.160	-0.53	33.200	-5.040	-15.18	USD	-10.19
	S	Roche	225.100	Fri	1.26	218.500	3.02	250.850	-32.350	-12.90	CHF	-12.58
	S	Boeing	178.510	Fri	-1.51	178.350	0.09	188.490	-10.140	-5.38	USD	-13.78
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/09/23	prc diff	⇓ Δ30	Curr	∅-RS
	S	Intel	29.850	Fri	-0.80	30.970	-3.62	36.060	-5.090	-14.12	USD	-17.74
DJ Global Titans - 50 out of 50 instruments rated - 5/06/24 / 10/09/23 - 37 did rise, Market-Ratio(30) = 74.00 %

Technical Chart

	DJ Global Titans RS = 30 - B/S = 54/52

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

Transactions DJ Global Titans 50 * A30 - 54/52 (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		6/19/06	168		- cash -
short	6/19/06	6/26/06	7		Intel	100	548	USD	18.240	18.280	18.200	-0.040	0	9,978	-11
long	6/26/06	1/14/08	567		Gazprom	100	746	EUR	13.360	14.480		1.120	8	10,814	5
short	1/14/08	5/04/09	476		Citigroup	100	37	USD	290.600	32.000	2,639.011	2,348.411	808	97,705	443
long	5/04/09	5/25/09	21		Qualcomm	100	2,253	USD	43.350	43.290		-0.060	0	97,570	-2
short	5/25/09	6/01/09	7		Citigroup	100	2,588	USD	37.700	36.900	38.517	0.817	2	99,685	206
long	6/01/09	6/22/09	21		Qualcomm	100	2,245	USD	44.400	44.400		0.000	0	99,685	0
short	6/22/09	6/29/09	7		Citigroup	100	3,322	USD	30.000	30.200	29.800	-0.200	-1	99,020	-29
long	6/29/09	7/06/09	7		Apple	100	19,529	USD	5.070	4.950		-0.120	-2	96,677	-71
short	7/06/09	7/13/09	7		Citigroup	100	3,465	USD	27.900	27.800	28.000	0.100	0	97,025	21
long	7/13/09	5/17/10	308		Apple	100	19,086	USD	5.084	9.079		3.996	79	173,288	99
short	5/17/10	5/31/10	14		Qualcomm	100	4,637	USD	37.365	35.070	39.810	2.445	7	184,626	422
long	5/31/10	6/07/10	7		Apple	100	19,819	USD	9.315	8.962		-0.353	-4	177,625	-87
short	6/07/10	9/06/10	91		Qualcomm	100	5,073	USD	35.010	40.570	29.450	-5.560	-16	149,419	-50
long	9/06/10	9/27/10	21		Apple	100	16,228	USD	9.207	10.399		1.191	13	168,751	729
short	9/27/10	11/22/10	56		BP	100	41,780	GBP	4.039	4.310	3.768	-0.271	-7	157,428	-36
long	11/22/10	7/25/11	245		Apple	100	14,067	USD	11.191	14.232		3.041	27	200,203	43
short	7/25/11	12/26/11	154		Bank of America	100	20,000	USD	10.010	5.480	18.285	8.275	83	365,697	317
long	12/26/11	1/23/12	28		Philip Morris	100	4,639	USD	78.830	74.860		-3.970	-5	347,280	-49
short	1/23/12	2/06/12	14		Bank of America	100	47,900	USD	7.250	7.970	6.530	-0.720	-10	312,792	-93
long	2/06/12	5/21/12	105		Apple	100	18,876	USD	16.570	20.046		3.475	21	378,392	94
short	5/21/12	5/28/12	7		Telefónica	100	38,548	EUR	9.816	9.440	10.207	0.391	4	393,465	667
long	5/28/12	10/22/12	147		Apple	100	19,251	USD	20.438	22.644		2.206	11	435,926	29
short	10/22/12	10/29/12	7		Telefónica	100	41,516	EUR	10.500	10.070	10.948	0.448	4	454,542	785
long	10/29/12	12/16/13	413		Bank of America	100	48,770	USD	9.320	15.240		5.920	64	743,261	54
short	12/16/13	12/23/13	7		IBM	100	4,179	USD	177.850	182.230	173.470	-4.380	-2	724,957	-73
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	12/23/13	10/27/14	308		Alphabet A	100	25,924	USD	27.964	27.494		-0.470	-2	712,778	-2
short	10/27/14	11/10/14	14		Samsung Electronics	100	32,546	KRW	21.900	25.360	18.440	-3.460	-16	600,168	-99
long	11/10/14	12/15/14	35		Apple	100	22,058	USD	27.208	27.056		-0.151	-1	596,831	-6
short	12/15/14	3/02/15	77		Gazprom	100	178,852	EUR	3.337	4.494	2.180	-1.157	-35	389,899	-87
long	3/02/15	3/30/15	28		Apple	100	12,081	USD	32.273	31.593		-0.680	-2	381,684	-24
short	3/30/15	4/27/15	28		ConocoPhilips	100	5,963	USD	64.000	67.060	60.940	-3.060	-5	363,437	-47
long	4/27/15	6/08/15	42		Mitsubishi UFJ	100	43,214	JPY	8.410	8.960		0.550	7	387,205	73
short	6/08/15	7/13/15	35		BHP	100	13,878	AUD	27.900	26.410	29.474	1.574	6	409,050	77
long	7/13/15	7/27/15	14		Mitsubishi UFJ	100	47,954	JPY	8.530	8.800		0.270	3	421,998	125
short	7/27/15	8/03/15	7		ConocoPhilips	100	8,331	USD	50.650	49.710	51.608	0.958	2	429,977	166
long	8/03/15	8/24/15	21		Mitsubishi UFJ	100	48,805	JPY	8.810	7.410		-1.400	-16	361,650	-95
short	8/24/15	3/21/16	210		ConocoPhilips	100	8,424	USD	42.930	42.580	43.283	0.353	1	364,623	1
long	3/21/16	3/28/16	7		McDonald´s	100	2,945	USD	123.810	123.170		-0.640	-1	362,738	-24
short	3/28/16	4/11/16	14		Mitsubishi UFJ	100	68,700	JPY	5.280	4.730	5.894	0.614	12	404,920	1,660
long	4/11/16	5/09/16	28		McDonald´s	100	3,174	USD	127.560	130.830		3.270	3	415,299	39
short	5/09/16	7/04/16	56		Mitsubishi UFJ	100	83,763	JPY	4.958	4.553	5.399	0.441	9	452,239	74
long	7/04/16	3/05/18	609		BP	100	101,376	GBP	4.461	4.702		0.241	5	476,620	3
short	3/05/18	3/12/18	7		General Electric	100	4,131	USD	115.360	120.800	109.920	-5.440	-5	454,147	-92
long	3/12/18	4/09/18	28		Intel	100	8,814	USD	51.520	49.550		-1.970	-4	436,783	-40
short	4/09/18	9/03/18	147		General Electric	100	4,255	USD	102.640	103.520	101.760	-0.880	-1	433,039	-2
long	9/03/18	11/26/18	84		Apple	100	7,609	USD	56.908	43.655		-13.253	-23	332,201	-68
short	11/26/18	4/01/19	126		General Electric	100	5,478	USD	60.640	80.800	40.480	-20.160	-33	221,764	-69
long	4/01/19	4/22/19	21		Procter & Gamble	100	2,139	USD	103.640	106.010		2.370	2	226,834	48
short	4/22/19	4/29/19	7		Schlumberger	100	4,947	USD	45.850	43.430	48.405	2.555	6	239,472	1,590
long	4/29/19	6/03/19	35		Qualcomm	100	2,744	USD	87.250	66.660		-20.590	-24	182,973	-94
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	6/03/19	6/10/19	7		Schlumberger	100	5,155	USD	35.490	35.470	35.510	0.020	0	183,076	3
long	6/10/19	2/24/20	259		Gazprom	100	29,245	EUR	6.260	6.326		0.066	1	185,007	1
short	2/24/20	10/05/20	224		Exxon Mobil	100	3,282	USD	56.370	33.740	94.178	37.808	67	309,093	131
long	10/05/20	3/07/22	518		Apple	100	2,653	USD	116.500	159.300		42.800	37	422,642	25
short	3/07/22	3/28/22	21		Gazprom	100	156,534	EUR	2.700	2.700	2.700	0.000	0	422,642	0
long	3/28/22	6/13/22	77		ConocoPhilips	100	4,083	USD	103.500	111.760		8.260	8	456,367	44
short	6/13/22	1/09/23	210		General Electric	100	6,739	USD	67.720	72.670	62.770	-4.950	-7	423,009	-12
long	1/09/23	3/13/23	63		Schlumberger	100	7,602	USD	55.640	48.840		-6.800	-12	371,316	-53
short	3/13/23	3/27/23	14		3M	100	3,587	USD	103.500	101.490	105.550	2.050	2	378,668	67
long	3/27/23	10/30/23	217		NVidia	100	1,427	USD	265.310	411.610		146.300	55	587,439	109
short	10/30/23	12/04/23	35		Pfizer	100	19,228	USD	30.550	29.280	31.875	1.325	4	612,918	56
long	12/04/23	5/10/24	158		NVidia	100	1,346	USD	455.100	898.780		443.680	97	1,210,111	382
accum	6/19/06	5/10/24	6537	days out of 6705 invested (97%)								12,001		1,210,111	31

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	5/04/09	476	290.60	32.00	2,639.01	2,348.41	808.13
	short	5/25/09	6/01/09	7	37.70	36.90	38.52	0.82	2.17
	short	6/22/09	6/29/09	7	30.00	30.20	29.80	-0.20	-0.67
	short	7/06/09	7/13/09	7	27.90	27.80	28.00	0.10	0.36	824.94
Apple	long	6/29/09	7/06/09	7	5.07	4.95		-0.12	-2.37
	long	7/13/09	5/17/10	308	5.08	9.08		4.00	78.60
	long	5/31/10	6/07/10	7	9.32	8.96		-0.35	-3.79
	long	9/06/10	9/27/10	21	9.21	10.40		1.19	12.94
	long	11/22/10	7/25/11	245	11.19	14.23		3.04	27.17
	long	2/06/12	5/21/12	105	16.57	20.05		3.48	20.97
	long	5/28/12	10/22/12	147	20.44	22.64		2.21	10.79
	long	11/10/14	12/15/14	35	27.21	27.06		-0.15	-0.56
	long	3/02/15	3/30/15	28	32.27	31.59		-0.68	-2.11
	long	9/03/18	11/26/18	84	56.91	43.66		-13.25	-23.29
	long	10/05/20	3/07/22	518	116.50	159.30		42.80	36.74	229.77
NVidia	long	3/27/23	10/30/23	217	265.31	411.61		146.30	55.14
	long	12/04/23	5/10/24	158	455.10	898.78		443.68	97.49	206.39
Bank of America	short	7/25/11	12/26/11	154	10.01	5.48	18.28	8.27	82.66
	short	1/23/12	2/06/12	14	7.25	7.97	6.53	-0.72	-9.93
	long	10/29/12	12/16/13	413	9.32	15.24		5.92	63.52	169.03
Exxon Mobil	short	2/24/20	10/05/20	224	56.37	33.74	94.18	37.81	67.07	67.07
Mitsubishi UFJ	long	4/27/15	6/08/15	42	8.41	8.96		0.55	6.54
	long	7/13/15	7/27/15	14	8.53	8.80		0.27	3.17
	long	8/03/15	8/24/15	21	8.81	7.41		-1.40	-15.89
	short	3/28/16	4/11/16	14	5.28	4.73	5.89	0.61	11.63
	short	5/09/16	7/04/16	56	4.96	4.55	5.40	0.44	8.89	12.38
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Telefónica	short	5/21/12	5/28/12	7	9.82	9.44	10.21	0.39	3.98
	short	10/22/12	10/29/12	7	10.50	10.07	10.95	0.45	4.27	8.42
BHP	short	6/08/15	7/13/15	35	27.90	26.41	29.47	1.57	5.64	5.64
ConocoPhilips	short	3/30/15	4/27/15	28	64.00	67.06	60.94	-3.06	-4.78
	short	7/27/15	8/03/15	7	50.65	49.71	51.61	0.96	1.89
	short	8/24/15	3/21/16	210	42.93	42.58	43.28	0.35	0.82
	long	3/28/22	6/13/22	77	103.50	111.76		8.26	7.98	5.62
Pfizer	short	10/30/23	12/04/23	35	30.55	29.28	31.88	1.33	4.34	4.34
Procter & Gamble	long	4/01/19	4/22/19	21	103.64	106.01		2.37	2.29	2.29
McDonald´s	long	3/21/16	3/28/16	7	123.81	123.17		-0.64	-0.52
	long	4/11/16	5/09/16	28	127.56	130.83		3.27	2.56	2.03
3M	short	3/13/23	3/27/23	14	103.50	101.49	105.55	2.05	1.98	1.98
Alphabet A	long	12/23/13	10/27/14	308	27.96	27.49		-0.47	-1.68	-1.68
BP	short	9/27/10	11/22/10	56	4.04	4.31	3.77	-0.27	-6.71
	long	7/04/16	3/05/18	609	4.46	4.70		0.24	5.39	-1.68
IBM	short	12/16/13	12/23/13	7	177.85	182.23	173.47	-4.38	-2.46	-2.46
Intel	short	6/19/06	6/26/06	7	18.24	18.28	18.20	-0.04	-0.22
	long	3/12/18	4/09/18	28	51.52	49.55		-1.97	-3.82	-4.03
Philip Morris	long	12/26/11	1/23/12	28	78.83	74.86		-3.97	-5.04	-5.04
Schlumberger	short	4/22/19	4/29/19	7	45.85	43.43	48.40	2.55	5.57
	short	6/03/19	6/10/19	7	35.49	35.47	35.51	0.02	0.06
	long	1/09/23	3/13/23	63	55.64	48.84		-6.80	-12.22	-7.28
Samsung Electronics	short	10/27/14	11/10/14	14	21.90	25.36	18.44	-3.46	-15.80	-15.80
Gazprom	long	6/26/06	1/14/08	567	13.36	14.48		1.12	8.38
	short	12/15/14	3/02/15	77	3.34	4.49	2.18	-1.16	-34.67
	long	6/10/19	2/24/20	259	6.26	6.33		0.07	1.05
	short	3/07/22	3/28/22	21	2.70	2.70	2.70	0.00	0.00	-28.45
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Qualcomm	long	5/04/09	5/25/09	21	43.35	43.29		-0.06	-0.14
	long	6/01/09	6/22/09	21	44.40	44.40		0.00	0.00
	short	5/17/10	5/31/10	14	37.37	35.07	39.81	2.45	6.54
	short	6/07/10	9/06/10	91	35.01	40.57	29.45	-5.56	-15.88
	long	4/29/19	6/03/19	35	87.25	66.66		-20.59	-23.60	-31.62
General Electric	short	3/05/18	3/12/18	7	115.36	120.80	109.92	-5.44	-4.72
	short	4/09/18	9/03/18	147	102.64	103.52	101.76	-0.88	-0.86
	short	11/26/18	4/01/19	126	60.64	80.80	40.48	-20.16	-33.25
	short	6/13/22	1/09/23	210	67.72	72.67	62.77	-4.95	-7.31	-41.55

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