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

Assessment - DJ Global Titans 50 in Pound sterling - 3/27/23 - RS = 30

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/27/23	Δwk	8/29/22	prc diff	⇓ Δ30	⇓∅-RS
		DJ Global Titans	525.556	8/12/24		361.484		374.850	-13.366	-3.57	0.61
	L	NVidia	88.743	8/12/24	4.08	21.596		13.477	8.119	60.25	53.66
		Meta Platforms	419.987	8/12/24	-0.35	165.113		135.759	29.354	21.62	29.88
	L	Taiwan Semiconductor	136.452	8/12/24	0.31	73.798		70.664	3.133	4.43	7.01
		General Electric	135.833	8/12/24	-0.16	75.955		64.865	11.090	17.10	19.31
		Amazon.com	135.776	8/12/24	-0.08	79.805		110.700	-30.895	-27.91	-12.12
		JP Morgan Chase	167.840	8/12/24	0.19	104.592		97.566	7.026	7.20	0.91
	L	Alphabet A	132.105	8/12/24	-0.84	83.403		93.327	-9.923	-10.63	-3.52
		Microsoft	331.146	8/12/24	0.19	224.975		226.220	-1.245	-0.55	5.76
	L	Oracle	107.921	8/12/24	0.39	73.375		63.278	10.096	15.96	15.45
		IBM	154.238	8/12/24	-1.03	105.259		111.144	-5.885	-5.29	-5.64
	L	Walmart	55.922	8/12/24	1.10	39.118		37.779	1.340	3.55	2.59
	L	Apple	177.071	8/12/24	0.71	128.841		137.644	-8.803	-6.40	4.41
		Toyota	15.150	8/09/24	-0.14	11.080		12.851	-1.770	-13.78	-10.50
	L	Amgen	260.482	8/12/24	-0.77	192.724		204.172	-11.448	-5.61	-6.81
		Shell	29.018	8/12/24	0.93	22.441		23.845	-1.404	-5.89	-1.80
		Citigroup	47.082	8/12/24		36.451		42.109	-5.657	-13.44	-9.25
		Mastercard	370.935	8/12/24	-0.24	288.663		280.909	7.754	2.76	2.31
	L	Philip Morris	94.498	8/12/24	0.07	75.377		82.085	-6.708	-8.17	-6.82
		Allianz	224.854	8/12/24		180.657		144.747	35.909	24.81	8.23
		Samsung Electronics	47.359	8/12/24	1.07	38.953		37.166	1.788	4.81	0.87
	L	3M	100.416	8/12/24	-0.65	82.614		107.843	-25.230	-23.39	-22.00
		AbbVie	154.808	8/12/24	0.13	128.239		115.750	12.489	10.79	2.98
	L	HSBC	643.900	8/12/24	0.22	541.100		523.000	18.100	3.46	3.14
		TotalEnergies	54.232	8/12/24	0.60	45.806		46.478	-0.672	-1.45	0.41
		⇓instrument	freshest		⇓ Δday	3/27/23	Δwk	8/29/22	prc diff	⇓ Δ30	⇓∅-RS
	L	Novartis	85.997	8/12/24	0.16	73.116		70.459	2.657	3.77	2.98
		Visa	211.552	8/12/24	0.05	180.555		172.571	7.984	4.63	4.90
	L	Royal Bank CA	88.651	8/12/24	-0.72	76.142		82.071	-5.928	-7.22	-6.51
	L	Procter & Gamble	135.785	8/12/24	-2.19	118.804		120.850	-2.046	-1.69	-0.42
	L	DuPont	63.761	8/12/24	-0.25	56.118		49.418	6.699	13.56	6.04
		Exxon Mobil	96.867	8/12/24	0.13	86.122		85.394	0.728	0.85	6.45
	L	Coca-Cola	55.491	8/12/24	-0.74	49.939		53.504	-3.564	-6.66	-2.26
		Siemens	138.128	8/12/24	0.01	124.474		87.334	37.140	42.53	22.46
		GSK	1,572.000	8/12/24	0.42	1,423.600		1,394.800	28.800	2.06	-6.18
	L	Roche	246.950	8/12/24	0.25	228.371		277.007	-48.637	-17.56	-16.43
		Merck (MSD)	92.374	8/12/24	-0.93	87.042		74.707	12.335	16.51	9.88
	S	Johnson & Johnson	130.143	8/12/24	-0.46	124.787		139.026	-14.239	-10.24	-11.88
	S	McDonald´s	219.342	8/12/24	0.58	222.908		218.058	4.850	2.22	4.69
		Sanofi	84.063	8/12/24	-0.60	86.497		69.554	16.943	24.36	10.68
	L	BAT	2,801.000	8/12/24		2,885.500		3,462.500	-577.000	-16.66	-13.16
		PepsiCo	139.537	8/12/24	-0.56	146.106		148.826	-2.720	-1.83	1.99
		Anheuser-Busch InBev	48.503	8/12/24	-0.47	51.086		42.287	8.799	20.81	11.88
		BHP	21.984	8/12/24	-0.54	23.558		24.877	-1.319	-5.30	-4.73
		Chevron	118.047	8/12/24	0.02	128.328		140.416	-12.088	-8.61	-5.66
		Walt Disney	69.964	8/12/24	-0.30	77.835		96.832	-18.997	-19.62	-9.18
	S	Cisco Systems	36.516	8/12/24	-1.34	41.140		38.987	2.153	5.52	6.63
		BP	439.600	8/12/24	1.35	496.400		457.800	38.600	8.43	11.72
		Boeing	133.603	8/12/24	-2.25	163.265		141.090	22.175	15.72	21.41
	L	Nestlé	78.796	8/12/24	-0.40	97.375		101.728	-4.353	-4.28	-0.54
	L	Pfizer	23.159	8/12/24	-0.35	32.739		39.430	-6.691	-16.97	-17.38
		⇓instrument	freshest		⇓ Δday	3/27/23	Δwk	8/29/22	prc diff	⇓ Δ30	⇓∅-RS
	S	Intel	15.759	8/12/24	-1.78	23.753		28.095	-4.342	-15.46	-12.15
DJ Global Titans - 50 out of 50 instruments rated - 3/27/23 / 8/29/22 - 25 did rise, Market-Ratio(30) in GBP = 50.00 %

Technical Chart

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

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

Transactions DJ Global Titans 50 in Pound sterling * A30 - 54/52 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	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	1,014	9.853	10.059	9.648	-0.205	-2	9,792	-67
long	6/26/06	1/14/08	567		Gazprom	100	1,065	9.194	10.935		1.741	19	11,646	12
short	1/14/08	5/04/09	476		Citigroup	100	78	148.515	21.445	1,028.526	880.011	593	80,287	341
long	5/04/09	5/25/09	21		Qualcomm	100	2,763	29.051	27.176		-1.876	-6	75,105	-69
short	5/25/09	6/01/09	7		Citigroup	100	3,173	23.667	22.791	24.576	0.909	4	77,989	614
long	6/01/09	6/22/09	21		Qualcomm	100	2,843	27.423	26.915		-0.509	-2	76,543	-28
short	6/22/09	6/29/09	7		Citigroup	100	4,209	18.186	18.275	18.096	-0.090	0	76,166	-23
long	6/29/09	7/06/09	7		Apple	100	24,824	3.068	3.031		-0.037	-1	75,241	-47
short	7/06/09	7/13/09	7		Citigroup	100	4,404	17.082	17.146	17.019	-0.064	0	74,960	-18
long	7/13/09	5/17/10	308		Apple	100	23,907	3.135	6.250		3.115	99	149,422	126
short	5/17/10	5/31/10	14		Qualcomm	100	5,809	25.722	24.275	27.254	1.532	6	158,322	352
long	5/31/10	6/07/10	7		Apple	100	24,553	6.448	6.201		-0.247	-4	152,260	-87
short	6/07/10	9/06/10	91		Qualcomm	100	6,285	24.225	26.258	22.191	-2.033	-8	139,480	-30
long	9/06/10	9/27/10	21		Apple	100	23,405	5.959	6.571		0.612	10	153,796	446
short	9/27/10	11/22/10	56		BP	100	38,077	4.039	4.310	3.768	-0.271	-7	143,477	-36
long	11/22/10	7/25/11	245		Apple	100	20,488	7.003	8.727		1.724	25	178,806	39
short	7/25/11	12/26/11	154		Bank of America	100	29,129	6.138	3.517	10.713	4.575	75	312,066	274
long	12/26/11	1/23/12	28		Philip Morris	100	6,168	50.593	48.075		-2.518	-5	296,532	-49
short	1/23/12	2/06/12	14		Bank of America	100	63,689	4.656	5.041	4.271	-0.385	-8	272,005	-89
long	2/06/12	5/21/12	105		Apple	100	25,953	10.481	12.675		2.195	21	328,960	94
short	5/21/12	5/28/12	7		Telefónica	100	41,496	7.927	7.547	8.327	0.399	5	345,530	1,197
long	5/28/12	10/22/12	147		Apple	100	26,502	13.038	14.147		1.109	9	374,930	22
short	10/22/12	10/29/12	7		Telefónica	100	43,883	8.544	8.092	9.021	0.477	6	395,851	1,597
long	10/29/12	12/16/13	413		Bank of America	100	68,382	5.789	9.352		3.563	62	639,479	53
short	12/16/13	12/23/13	7		IBM	100	5,859	109.132	111.398	106.867	-2.265	-2	626,205	-67
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	12/23/13	10/27/14	308		Alphabet A	100	36,632	17.094	17.060		-0.035	0	624,940	0
short	10/27/14	11/10/14	14		Samsung Electronics	100	48,403,767	0.013	0.015	0.011	-0.002	-14	537,282	-98
long	11/10/14	12/15/14	35		Apple	100	31,289	17.171	17.294		0.123	1	541,142	8
short	12/15/14	3/02/15	77		Gazprom	100	203,903	2.654	3.271	2.037	-0.617	-23	415,269	-71
long	3/02/15	3/30/15	28		Apple	100	19,770	21.004	21.343		0.338	2	421,959	23
short	3/30/15	4/27/15	28		ConocoPhilips	100	9,759	43.236	44.025	42.447	-0.789	-2	414,258	-21
long	4/27/15	6/08/15	42		Mitsubishi UFJ	100	8,931,859	0.046	0.047		0.001	1	418,772	10
short	6/08/15	7/13/15	35		BHP	100	29,927	13.993	12.638	15.493	1.501	11	463,678	189
long	7/13/15	7/27/15	14		Mitsubishi UFJ	100	10,389,544	0.045	0.046		0.001	3	476,692	106
short	7/27/15	8/03/15	7		ConocoPhilips	100	14,643	32.552	31.892	33.226	0.674	2	486,561	191
long	8/03/15	8/24/15	21		Mitsubishi UFJ	100	10,675,870	0.046	0.040		-0.006	-13	423,396	-91
short	8/24/15	3/21/16	210		ConocoPhilips	100	15,559	27.211	29.634	24.788	-2.423	-9	385,694	-15
long	3/21/16	3/28/16	7		McDonald´s	100	4,476	86.168	86.379		0.211	0	386,636	14
short	3/28/16	4/11/16	14		Mitsubishi UFJ	100	11,844,411	0.033	0.031	0.035	0.002	6	409,817	356
long	4/11/16	5/09/16	28		McDonald´s	100	4,574	89.595	90.803		1.208	1	415,341	19
short	5/09/16	7/04/16	56		Mitsubishi UFJ	100	13,075,678	0.032	0.033	0.030	-0.002	-5	393,578	-30
long	7/04/16	3/05/18	609		BP	100	88,226	4.461	4.702		0.241	5	414,796	3
short	3/05/18	3/12/18	7		General Electric	100	4,977	83.328	86.930	79.725	-3.603	-4	396,866	-90
long	3/12/18	4/09/18	28		Intel	100	10,704	37.075	35.068		-2.007	-5	375,386	-52
short	4/09/18	9/03/18	147		General Electric	100	5,167	72.642	80.393	64.891	-7.751	-11	335,338	-24
long	9/03/18	11/26/18	84		Apple	100	7,587	44.194	34.047		-10.147	-23	258,351	-68
short	11/26/18	4/01/19	126		General Electric	100	5,462	47.293	61.526	33.060	-14.233	-30	180,611	-65
long	4/01/19	4/22/19	21		Procter & Gamble	100	2,288	78.918	81.610		2.692	3	186,769	79
short	4/22/19	4/29/19	7		Schlumberger	100	5,291	35.297	33.566	37.117	1.820	5	196,401	1,277
long	4/29/19	6/03/19	35		Qualcomm	100	2,912	67.432	52.623		-14.809	-22	153,277	-92
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	6/03/19	6/10/19	7		Schlumberger	100	5,470	28.017	27.943	28.091	0.074	0	153,683	15
long	6/10/19	2/24/20	259		Gazprom	100	27,536	5.581	5.314		-0.267	-5	146,340	-7
short	2/24/20	10/05/20	224		Exxon Mobil	100	3,354	43.625	25.987	73.233	29.609	68	245,647	133
long	10/05/20	3/07/22	518		Apple	100	2,737	89.730	121.418		31.687	35	332,375	24
short	3/07/22	3/28/22	21		Gazprom	100	148,476	2.239	2.266	2.211	-0.027	-1	328,296	-19
long	3/28/22	6/13/22	77		ConocoPhilips	100	4,152	79.057	91.780		12.723	16	381,122	103
short	6/13/22	1/09/23	210		General Electric	100	6,853	55.613	59.567	51.660	-3.953	-7	354,029	-12
long	1/09/23	3/13/23	63		Schlumberger	100	7,762	45.608	40.095		-5.512	-12	311,242	-53
short	3/13/23	3/27/23	14		3M	100	3,663	84.968	82.614	87.390	2.422	3	320,114	108
long	3/27/23	10/30/23	217		NVidia	100	14,822	21.596	33.856		12.259	57	501,820	113
short	10/30/23	12/04/23	35		Pfizer	100	19,970	25.128	23.190	27.228	2.100	8	543,765	131
long	12/04/23	8/12/24	252		NVidia	100	15,086	36.044	86.238		50.194	139	1,300,991	254
accum	6/19/06	8/12/24	7120	days out of 7288 invested (98%)							12,910		1,300,991	28

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	148.52	21.45	1,028.53	880.01	592.54
	short	5/25/09	6/01/09	7	23.67	22.79	24.58	0.91	3.84
	short	6/22/09	6/29/09	7	18.19	18.28	18.10	-0.09	-0.49
	short	7/06/09	7/13/09	7	17.08	17.15	17.02	-0.06	-0.37	612.93
NVidia	long	3/27/23	10/30/23	217	21.60	33.86		12.26	56.77
	long	12/04/23	8/12/24	252	36.04	86.24		50.19	139.26	275.07
Apple	long	6/29/09	7/06/09	7	3.07	3.03		-0.04	-1.21
	long	7/13/09	5/17/10	308	3.14	6.25		3.11	99.34
	long	5/31/10	6/07/10	7	6.45	6.20		-0.25	-3.83
	long	9/06/10	9/27/10	21	5.96	6.57		0.61	10.26
	long	11/22/10	7/25/11	245	7.00	8.73		1.72	24.62
	long	2/06/12	5/21/12	105	10.48	12.68		2.19	20.94
	long	5/28/12	10/22/12	147	13.04	14.15		1.11	8.51
	long	11/10/14	12/15/14	35	17.17	17.29		0.12	0.72
	long	3/02/15	3/30/15	28	21.00	21.34		0.34	1.61
	long	9/03/18	11/26/18	84	44.19	34.05		-10.15	-22.96
	long	10/05/20	3/07/22	518	89.73	121.42		31.69	35.31	264.33
Bank of America	short	7/25/11	12/26/11	154	6.14	3.52	10.71	4.57	74.53
	short	1/23/12	2/06/12	14	4.66	5.04	4.27	-0.39	-8.27
	long	10/29/12	12/16/13	413	5.79	9.35		3.56	61.55	158.62
Exxon Mobil	short	2/24/20	10/05/20	224	43.62	25.99	73.23	29.61	67.87	67.87
Telefónica	short	5/21/12	5/28/12	7	7.93	7.55	8.33	0.40	5.04
	short	10/22/12	10/29/12	7	8.54	8.09	9.02	0.48	5.58	10.90
BHP	short	6/08/15	7/13/15	35	13.99	12.64	15.49	1.50	10.72	10.72
Pfizer	short	10/30/23	12/04/23	35	25.13	23.19	27.23	2.10	8.36	8.36
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
ConocoPhilips	short	3/30/15	4/27/15	28	43.24	44.03	42.45	-0.79	-1.83
	short	7/27/15	8/03/15	7	32.55	31.89	33.23	0.67	2.07
	short	8/24/15	3/21/16	210	27.21	29.63	24.79	-2.42	-8.91
	long	3/28/22	6/13/22	77	79.06	91.78		12.72	16.09	5.97
Procter & Gamble	long	4/01/19	4/22/19	21	78.92	81.61		2.69	3.41	3.41
3M	short	3/13/23	3/27/23	14	84.97	82.61	87.39	2.42	2.85	2.85
McDonald´s	long	3/21/16	3/28/16	7	86.17	86.38		0.21	0.24
	long	4/11/16	5/09/16	28	89.60	90.80		1.21	1.35	1.60
Alphabet A	long	12/23/13	10/27/14	308	17.09	17.06		-0.03	-0.20	-0.20
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	109.13	111.40	106.87	-2.27	-2.08	-2.08
Philip Morris	long	12/26/11	1/23/12	28	50.59	48.07		-2.52	-4.98	-4.98
Schlumberger	short	4/22/19	4/29/19	7	35.30	33.57	37.12	1.82	5.16
	short	6/03/19	6/10/19	7	28.02	27.94	28.09	0.07	0.27
	long	1/09/23	3/13/23	63	45.61	40.10		-5.51	-12.09	-7.31
Intel	short	6/19/06	6/26/06	7	9.85	10.06	9.65	-0.21	-2.08
	long	3/12/18	4/09/18	28	37.07	35.07		-2.01	-5.41	-7.38
Mitsubishi UFJ	long	4/27/15	6/08/15	42	0.05	0.05		0.00	1.09
	long	7/13/15	7/27/15	14	0.04	0.05		0.00	2.81
	long	8/03/15	8/24/15	21	0.05	0.04		-0.01	-12.98
	short	3/28/16	4/11/16	14	0.03	0.03	0.03	0.00	6.00
	short	5/09/16	7/04/16	56	0.03	0.03	0.03	-0.00	-5.24	-9.17
Samsung Electronics	short	10/27/14	11/10/14	14	0.01	0.01	0.01	-0.00	-14.03	-14.03
Gazprom	long	6/26/06	1/14/08	567	9.19	10.94		1.74	18.93
	short	12/15/14	3/02/15	77	2.65	3.27	2.04	-0.62	-23.26
	long	6/10/19	2/24/20	259	5.58	5.31		-0.27	-4.78
	short	3/07/22	3/28/22	21	2.24	2.27	2.21	-0.03	-1.23	-14.16
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	29.05	27.18		-1.88	-6.46
	long	6/01/09	6/22/09	21	27.42	26.91		-0.51	-1.85
	short	5/17/10	5/31/10	14	25.72	24.28	27.25	1.53	5.96
	short	6/07/10	9/06/10	91	24.22	26.26	22.19	-2.03	-8.39
	long	4/29/19	6/03/19	35	67.43	52.62		-14.81	-21.96	-30.46
General Electric	short	3/05/18	3/12/18	7	83.33	86.93	79.73	-3.60	-4.32
	short	4/09/18	9/03/18	147	72.64	80.39	64.89	-7.75	-10.67
	short	11/26/18	4/01/19	126	47.29	61.53	33.06	-14.23	-30.10
	short	6/13/22	1/09/23	210	55.61	59.57	51.66	-3.95	-7.11	-44.50

Annotations

6/10/24	NVidia	stock split 1:10 (ten for one)
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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