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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 = 50/54

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

Transactions DJ Global Titans 50 * S30 - 50/54 (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	5/04/09	476		Citigroup	100	34	USD	290.600	32.000	2,639.011	2,348.411	808	89,846	443
5/04/09		5/25/09	21		- cash -
	5/25/09	6/01/09	7		Citigroup	100	2,383	USD	37.700	36.900	38.517	0.817	2	91,794	206
6/01/09		5/17/10	350		- cash -
	5/17/10	5/31/10	14		Qualcomm	100	2,456	USD	37.365	35.070	39.810	2.445	7	97,799	422
5/31/10		6/07/10	7		- cash -
	6/07/10	9/06/10	91		Qualcomm	100	2,793	USD	35.010	40.570	29.450	-5.560	-16	82,270	-50
9/06/10		10/04/10	28		- cash -
	10/04/10	11/22/10	49		Bank of America	100	6,256	USD	13.150	11.300	15.303	2.153	16	95,738	209
11/22/10		7/25/11	245		- cash -
	7/25/11	12/26/11	154		Bank of America	100	9,564	USD	10.010	5.480	18.285	8.275	83	174,878	317
12/26/11		10/22/12	301		- cash -
	10/22/12	10/29/12	7		Telefónica	100	16,655	EUR	10.500	10.070	10.948	0.448	4	182,346	785
10/29/12		10/27/14	728		- cash -
	10/27/14	11/10/14	14		Samsung Electronics	100	8,326	KRW	21.900	25.360	18.440	-3.460	-16	153,538	-99
11/10/14		12/15/14	35		- cash -
	12/15/14	4/27/15	133		Gazprom	100	46,010	EUR	3.337	5.420	1.254	-2.083	-62	57,699	-93
4/27/15		6/08/15	42		- cash -
	6/08/15	7/13/15	35		BHP	100	2,068	AUD	27.900	26.410	29.474	1.574	6	60,954	77
7/13/15		7/27/15	14		- cash -
	7/27/15	8/03/15	7		ConocoPhilips	100	1,203	USD	50.650	49.710	51.608	0.958	2	62,106	166
8/03/15		8/24/15	21		- cash -
	8/24/15	3/21/16	210		ConocoPhilips	100	1,446	USD	42.930	42.580	43.283	0.353	1	62,617	1
3/21/16		3/28/16	7		- cash -
	3/28/16	4/11/16	14		Mitsubishi UFJ	100	11,859	JPY	5.280	4.730	5.894	0.614	12	69,898	1,660
4/11/16		5/09/16	28		- cash -
	5/09/16	7/04/16	56		Mitsubishi UFJ	100	14,098	JPY	4.958	4.553	5.399	0.441	9	76,115	74
7/04/16		3/05/18	609		- cash -
	3/05/18	3/12/18	7		General Electric	100	659	USD	115.360	120.800	109.920	-5.440	-5	72,530	-92
3/12/18		4/23/18	42		- cash -
	4/23/18	9/03/18	133		General Electric	100	624	USD	116.160	103.520	130.343	14.183	12	81,381	37
9/03/18		12/10/18	98		- cash -
	12/10/18	4/01/19	112		General Electric	100	1,467	USD	55.440	80.800	30.080	-25.360	-46	44,178	-86
4/01/19		4/22/19	21		- cash -
	4/22/19	4/29/19	7		Schlumberger	100	963	USD	45.850	43.430	48.405	2.555	6	46,638	1,590
4/29/19		6/03/19	35		- cash -
	6/03/19	6/10/19	7		Schlumberger	100	1,314	USD	35.490	35.470	35.510	0.020	0	46,664	3
6/10/19		2/24/20	259		- cash -
	2/24/20	10/05/20	224		Exxon Mobil	100	827	USD	56.370	33.740	94.178	37.808	67	77,932	131
10/05/20		3/07/22	518		- cash -
	3/07/22	3/28/22	21		Gazprom	100	28,863	EUR	2.700	2.700	2.700	0.000	0	77,932	0
3/28/22		6/13/22	77		- cash -
	6/13/22	1/09/23	210		General Electric	100	1,150	USD	67.720	72.670	62.770	-4.950	-7	72,239	-12
1/09/23		3/13/23	63		- cash -
	3/13/23	3/27/23	14		3M	100	697	USD	103.500	101.490	105.550	2.050	2	73,668	67
3/27/23		10/30/23	217		- cash -
	10/30/23	12/04/23	35		Pfizer	100	2,411	USD	30.550	29.280	31.875	1.325	4	76,863	56
12/04/23		5/12/24	160		- cash -
accum	1/14/08	12/04/23	2037	days out of 6705 invested (30%)								669		76,863	44

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
		5/25/09	6/01/09	7	37.70	36.90	38.52	0.82	2.17	827.81
Bank of America		10/04/10	11/22/10	49	13.15	11.30	15.30	2.15	16.37
		7/25/11	12/26/11	154	10.01	5.48	18.28	8.27	82.66	112.57
Exxon Mobil		2/24/20	10/05/20	224	56.37	33.74	94.18	37.81	67.07	67.07
Mitsubishi UFJ		3/28/16	4/11/16	14	5.28	4.73	5.89	0.61	11.63
		5/09/16	7/04/16	56	4.96	4.55	5.40	0.44	8.89	21.56
BHP		6/08/15	7/13/15	35	27.90	26.41	29.47	1.57	5.64	5.64
Schlumberger		4/22/19	4/29/19	7	45.85	43.43	48.40	2.55	5.57
		6/03/19	6/10/19	7	35.49	35.47	35.51	0.02	0.06	5.63
Pfizer		10/30/23	12/04/23	35	30.55	29.28	31.88	1.33	4.34	4.34
Telefónica		10/22/12	10/29/12	7	10.50	10.07	10.95	0.45	4.27	4.27
ConocoPhilips		7/27/15	8/03/15	7	50.65	49.71	51.61	0.96	1.89
		8/24/15	3/21/16	210	42.93	42.58	43.28	0.35	0.82	2.73
3M		3/13/23	3/27/23	14	103.50	101.49	105.55	2.05	1.98	1.98
Qualcomm		5/17/10	5/31/10	14	37.37	35.07	39.81	2.45	6.54
		6/07/10	9/06/10	91	35.01	40.57	29.45	-5.56	-15.88	-10.38
Samsung Electronics		10/27/14	11/10/14	14	21.90	25.36	18.44	-3.46	-15.80	-15.80
General Electric		3/05/18	3/12/18	7	115.36	120.80	109.92	-5.44	-4.72
		4/23/18	9/03/18	133	116.16	103.52	130.34	14.18	12.21
		12/10/18	4/01/19	112	55.44	80.80	30.08	-25.36	-45.74
		6/13/22	1/09/23	210	67.72	72.67	62.77	-4.95	-7.31	-46.23
Gazprom		12/15/14	4/27/15	133	3.34	5.42	1.25	-2.08	-62.42
		3/07/22	3/28/22	21	2.70	2.70	2.70	0.00	0.00	-62.42

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)


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