Share-o-matic - Portfolio

Fri, 20th Mar 2026, 5:49UTC

Assessment - DJ Global Titans 50 in Dollar - 1/07/24 - RS = 30

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/12/23	prc diff	Δ30	⇓∅-RS
		DJ Global Titans	645.640	12/08/24		677.730	-4.73	525.720	152.010	28.91	21.47
	L	NVidia	109.020	12/08/24	4.08	124.300	-12.29	45.510	78.790	173.13	133.39
	L	Taiwan Semiconductor	167.630	12/08/24	0.31	172.330	-2.73	97.010	75.320	77.64	62.33
		Meta Platforms	515.950	12/08/24	-0.35	504.680	2.23	320.020	184.660	57.70	39.87
	L	Alphabet A	162.290	12/08/24	-0.84	182.990	-11.31	129.270	53.720	41.56	26.77
		Amazon.com	166.800	12/08/24	-0.08	197.200	-15.42	144.840	52.360	36.15	21.83
		Citigroup	57.840	12/08/24		63.430	-8.81	47.370	16.060	33.90	21.33
	L	Walmart	68.700	12/08/24	1.10	67.480	1.81	51.433	16.047	31.20	21.39
		General Electric	166.870	12/08/24	-0.16	158.970	4.97	121.530	37.440	30.81	27.22
		JP Morgan Chase	206.190	12/08/24	0.19	205.450	0.36	157.990	47.460	30.04	18.62
		Microsoft	406.810	12/08/24	0.19	456.730	-10.93	369.140	87.590	23.73	21.25
	L	Oracle	132.580	12/08/24	0.39	143.090	-7.35	115.780	27.310	23.59	22.73
		Merck (MSD)	113.480	12/08/24	-0.93	127.900	-11.27	105.060	22.840	21.74	11.58
		Toyota	15.148	9/08/24	-0.14	20.325	-25.47	18.801	1.524	8.11	5.13
		AbbVie	190.180	12/08/24	0.13	170.370	11.63	144.150	26.220	18.19	9.65
	L	Royal Bank CA	108.254	12/08/24	-0.72	105.991	2.14	91.113	14.878	16.33	11.49
	L	Apple	217.530	12/08/24	0.71	216.750	0.36	189.430	27.320	14.42	18.50
	L	HSBC	814.006	12/08/24	0.22	873.423	-6.80	762.758	110.665	14.51	10.46
	L	Amgen	320.000	12/08/24	-0.77	311.010	2.89	272.540	38.470	14.12	11.69
		Shell	35.423	12/08/24	0.93	36.340	-2.52	32.510	3.830	11.78	11.03
		Siemens	168.616	12/08/24	0.01	189.982	-11.25	170.001	19.981	11.75	12.73
		Samsung Electronics	54.596	12/08/24	1.07	59.152	-7.70	55.489	3.663	6.60	7.63
	L	Novartis	107.057	12/08/24	0.16	107.035	0.02	98.747	8.288	8.39	6.99
		Exxon Mobil	119.000	12/08/24	0.13	114.960	3.51	102.430	12.530	12.23	0.00
		Allianz	274.483	12/08/24		281.563	-2.51	254.602	26.961	10.59	8.93
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/12/23	prc diff	Δ30	⇓∅-RS
	L	DuPont	78.330	12/08/24	-0.25	79.270	-1.19	71.760	7.510	10.47	9.50
	L	Philip Morris	116.090	12/08/24	0.07	101.250	14.66	92.930	8.320	8.95	8.21
		IBM	189.480	12/08/24	-1.03	175.100	8.21	161.100	14.000	8.69	6.95
		Chevron	145.020	12/08/24	0.02	156.520	-7.35	144.870	11.650	8.04	-1.57
	L	Coca-Cola	68.170	12/08/24	-0.74	63.280	7.73	58.570	4.710	8.04	5.27
		Mastercard	455.690	12/08/24	-0.24	437.610	4.13	408.230	29.380	7.20	5.80
	L	Procter & Gamble	166.810	12/08/24	-2.19	162.720	2.51	152.060	10.660	7.01	8.63
		Walt Disney	85.950	12/08/24	-0.30	98.040	-12.33	92.010	6.030	6.55	7.11
		Sanofi	102.618	12/08/24	-0.60	98.520	4.16	93.773	4.748	5.06	-1.06
		GSK	1,987.293	12/08/24	0.42	1,929.141	3.01	1,837.640	91.501	4.98	0.79
		TotalEnergies	66.202	12/08/24	0.60	68.229	-2.97	66.482	1.747	2.63	3.51
		Visa	259.890	12/08/24	0.05	263.240	-1.27	254.440	8.800	3.46	5.92
	L	Roche	307.427	12/08/24	0.25	276.773	11.08	282.347	-5.574	-1.97	0.89
		BP	555.734	12/08/24	1.35	604.911	-8.13	595.901	9.010	1.51	-1.21
	S	Cisco Systems	44.860	12/08/24	-1.34	47.520	-5.60	48.050	-0.530	-1.10	-9.84
	L	3M	123.360	12/08/24	-0.65	100.610	22.61	103.440	-2.830	-2.74	2.10
	L	BAT	3,540.972	12/08/24		3,098.509	14.28	3,186.261	-87.752	-2.75	0.44
	L	Pfizer	28.450	12/08/24	-0.35	28.220	0.82	29.280	-1.060	-3.62	-11.15
		PepsiCo	171.420	12/08/24	-0.56	162.890	5.24	169.140	-6.250	-3.70	-3.82
		Anheuser-Busch InBev	59.209	12/08/24	-0.47	58.393	1.40	63.201	-4.808	-7.61	-2.08
	S	Johnson & Johnson	159.880	12/08/24	-0.46	146.440	9.18	158.880	-12.440	-7.83	-7.04
	L	Nestlé	98.093	12/08/24	-0.40	101.679	-3.53	114.601	-12.922	-11.28	-9.08
		BHP	27.027	12/08/24	-0.54	28.796	-6.14	31.212	-2.416	-7.74	-2.65
	S	McDonald´s	269.460	12/08/24	0.58	249.990	7.79	286.130	-36.140	-12.63	-9.22
		Boeing	164.130	12/08/24	-2.25	186.700	-12.09	234.870	-48.170	-20.51	-12.42
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/12/23	prc diff	Δ30	⇓∅-RS
	S	Intel	19.360	12/08/24	-1.78	30.840	-37.22	42.350	-11.510	-27.18	-17.91
DJ Global Titans - 50 out of 50 instruments rated - 1/07/24 / 4/12/23 - 37 did rise, Market-Ratio(30) in USD = 74.00 %

Technical Chart

	DJ Global Titans RS = 30 - B/S = 50/54

3/01/22	scale up chart	1/07/24

Transactions DJ Global Titans 50 in Dollar * S30 - 50/54 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		14/01/08	742		- cash -
short	14/01/08	4/05/09	476		Citigroup	100	34	290.600	32.000	2,639.011	2,348.411	808	89,846	443
4/05/09		25/05/09	21		- cash -
	25/05/09	1/06/09	7		Citigroup	100	2,383	37.700	36.900	38.517	0.817	2	91,794	206
1/06/09		17/05/10	350		- cash -
	17/05/10	31/05/10	14		Qualcomm	100	2,456	37.365	35.070	39.810	2.445	7	97,799	422
31/05/10		7/06/10	7		- cash -
	7/06/10	6/09/10	91		Qualcomm	100	2,793	35.010	40.570	29.450	-5.560	-16	82,270	-50
6/09/10		4/10/10	28		- cash -
	4/10/10	22/11/10	49		Bank of America	100	6,256	13.150	11.300	15.303	2.153	16	95,738	209
22/11/10		25/07/11	245		- cash -
	25/07/11	26/12/11	154		Bank of America	100	9,564	10.010	5.480	18.285	8.275	83	174,878	317
26/12/11		22/10/12	301		- cash -
	22/10/12	29/10/12	7		Telefónica	100	12,787	13.675	13.029	14.354	0.679	5	183,556	1,150
29/10/12		27/10/14	728		- cash -
	27/10/14	10/11/14	14		Samsung Electronics	100	8,821,566	0.021	0.023	0.018	-0.003	-12	161,435	-96
10/11/14		15/12/14	35		- cash -
	15/12/14	27/04/15	133		Gazprom	100	38,882	4.152	5.901	2.403	-1.749	-42	93,415	-78
27/04/15		8/06/15	42		- cash -
	8/06/15	13/07/15	35		BHP	100	4,349	21.475	19.571	23.565	2.089	10	102,502	163
13/07/15		27/07/15	14		- cash -
	27/07/15	3/08/15	7		ConocoPhilips	100	2,023	50.650	49.710	51.608	0.958	2	104,439	166
3/08/15		24/08/15	21		- cash -
	24/08/15	21/03/16	210		ConocoPhilips	100	2,432	42.930	42.580	43.283	0.353	1	105,298	1
21/03/16		28/03/16	7		- cash -
	28/03/16	11/04/16	14		Mitsubishi UFJ	100	2,262,194	0.047	0.044	0.050	0.003	6	111,979	397
11/04/16		9/05/16	28		- cash -
	9/05/16	4/07/16	56		Mitsubishi UFJ	100	2,446,733	0.046	0.044	0.047	0.001	3	115,486	22
4/07/16		5/03/18	609		- cash -
	5/03/18	12/03/18	7		General Electric	100	1,001	115.360	120.800	109.920	-5.440	-5	110,040	-92
12/03/18		23/04/18	42		- cash -
	23/04/18	3/09/18	133		General Electric	100	947	116.160	103.520	130.343	14.183	12	123,472	37
3/09/18		10/12/18	98		- cash -
	10/12/18	1/04/19	112		General Electric	100	2,227	55.440	80.800	30.080	-25.360	-46	66,995	-86
1/04/19		22/04/19	21		- cash -
	22/04/19	29/04/19	7		Schlumberger	100	1,461	45.850	43.430	48.405	2.555	6	70,728	1,590
29/04/19		3/06/19	35		- cash -
	3/06/19	10/06/19	7		Schlumberger	100	1,992	35.490	35.470	35.510	0.020	0	70,768	3
10/06/19		24/02/20	259		- cash -
	24/02/20	5/10/20	224		Exxon Mobil	100	1,255	56.370	33.740	94.178	37.808	67	118,217	131
5/10/20		7/03/22	518		- cash -
	7/03/22	28/03/22	21		Gazprom	100	40,250	2.937	2.967	2.907	-0.030	-1	117,021	-16
28/03/22		13/06/22	77		- cash -
	13/06/22	9/01/23	210		General Electric	100	1,728	67.720	72.670	62.770	-4.950	-7	108,468	-12
9/01/23		13/03/23	63		- cash -
	13/03/23	27/03/23	14		3M	100	1,047	103.500	101.490	105.550	2.050	2	110,614	67
27/03/23		30/10/23	217		- cash -
	30/10/23	4/12/23	35		Pfizer	100	3,620	30.550	29.280	31.875	1.325	4	115,411	56
4/12/23		20/03/26	837		- cash -
accum	14/01/08	4/12/23	2037	days out of 7382 invested (28%)							1,054		115,411	55

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	14/01/08	4/05/09	476	290.60	32.00	2,639.01	2,348.41	808.13
		25/05/09	1/06/09	7	37.70	36.90	38.52	0.82	2.17	827.81
Bank of America		4/10/10	22/11/10	49	13.15	11.30	15.30	2.15	16.37
		25/07/11	26/12/11	154	10.01	5.48	18.28	8.27	82.66	112.57
Exxon Mobil		24/02/20	5/10/20	224	56.37	33.74	94.18	37.81	67.07	67.07
BHP		8/06/15	13/07/15	35	21.48	19.57	23.56	2.09	9.73	9.73
Mitsubishi UFJ		28/03/16	11/04/16	14	0.05	0.04	0.05	0.00	6.34
		9/05/16	4/07/16	56	0.05	0.04	0.05	0.00	3.13	9.68
Schlumberger		22/04/19	29/04/19	7	45.85	43.43	48.40	2.55	5.57
		3/06/19	10/06/19	7	35.49	35.47	35.51	0.02	0.06	5.63
Telefónica		22/10/12	29/10/12	7	13.68	13.03	14.35	0.68	4.96	4.96
Pfizer		30/10/23	4/12/23	35	30.55	29.28	31.88	1.33	4.34	4.34
ConocoPhilips		27/07/15	3/08/15	7	50.65	49.71	51.61	0.96	1.89
		24/08/15	21/03/16	210	42.93	42.58	43.28	0.35	0.82	2.73
3M		13/03/23	27/03/23	14	103.50	101.49	105.55	2.05	1.98	1.98
Qualcomm		17/05/10	31/05/10	14	37.37	35.07	39.81	2.45	6.54
		7/06/10	6/09/10	91	35.01	40.57	29.45	-5.56	-15.88	-10.38
Samsung Electronics		27/10/14	10/11/14	14	0.02	0.02	0.02	-0.00	-12.05	-12.05
Gazprom		15/12/14	27/04/15	133	4.15	5.90	2.40	-1.75	-42.13
		7/03/22	28/03/22	21	2.94	2.97	2.91	-0.03	-1.01	-42.72
General Electric		5/03/18	12/03/18	7	115.36	120.80	109.92	-5.44	-4.72
		23/04/18	3/09/18	133	116.16	103.52	130.34	14.18	12.21
		10/12/18	1/04/19	112	55.44	80.80	30.08	-25.36	-45.74
		13/06/22	9/01/23	210	67.72	72.67	62.77	-4.95	-7.31	-46.23

Annotations

10/06/24	NVidia	stock split 1:10 (ten for one)
26/02/24	Walmart	stock split 1:3 (three for one)
18/07/22	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)
29/09/21	Toyota	stock split 1:5 (five for one)
2/08/21	General Electric	reverse stock split 8:1 (eight become one)
20/07/21	NVidia	stock split 1:4 (four for one)
4/05/18	Samsung Electronics	stock split 1:50 (fifty for one)
4/10/16	AB InBev	acquisition of SAB Miller completed
2/10/15	Google A	changes name to Alphabet
19/03/15	Visa	forward stock split 1:4 (four for one)


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