Share-o-matic - Portfolio

Fri, Jan 23rd, 2026, 7:16UTC

Assessment - DJ Global Titans 50 in Euro - 6/01/20 - RS = 30

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	6/01/20	Δwk	11/04/19	prc diff	⇓ Δ30	⇓∅-RS
		DJ Global Titans	579.980	8/12/24		320.515		311.248	9.267	2.98	4.85
	L	NVidia	97.933	8/12/24	4.08	7.911		4.722	3.189	67.53	70.64
	L	Taiwan Semiconductor	150.583	8/12/24	0.31	45.840		47.997	-2.156	-4.49	5.07
		General Electric	149.900	8/12/24	-0.16	48.580		78.460	-29.880	-38.08	-26.62
	L	Apple	195.408	8/12/24	0.71	72.280		57.764	14.516	25.13	30.53
		Exxon Mobil	106.898	8/12/24	0.13	41.573		64.310	-22.736	-35.35	-22.84
	L	Oracle	119.097	8/12/24	0.39	47.664		49.755	-2.092	-4.20	-1.42
	L	Alphabet A	145.786	8/12/24	-0.84	64.447		57.859	6.589	11.39	14.26
		Shell	33.025	8/12/24	0.93	14.682		26.760	-12.078	-45.13	-34.01
		Microsoft	365.439	8/12/24	0.19	164.237		129.705	34.532	26.62	21.44
		Meta Platforms	463.480	8/12/24	-0.35	208.325		174.723	33.603	19.23	21.16
		AbbVie	170.839	8/12/24	0.13	81.476		74.467	7.009	9.41	14.61
		JP Morgan Chase	185.221	8/12/24	0.19	88.573		115.591	-27.018	-23.37	-13.13
		Toyota	20.445	8/09/24	-0.14	11.227		12.481	-1.254	-10.05	-5.17
		TotalEnergies	61.720	8/12/24	0.60	34.545		48.515	-13.970	-28.80	-17.66
	L	HSBC	721.279	8/12/24	0.22	426.113		690.054	-263.941	-38.25	-32.14
	L	Walmart	61.713	8/12/24	1.10	37.118		35.165	1.953	5.55	5.88
	L	Royal Bank CA	98.320	8/12/24	-0.72	60.310		73.333	-13.024	-17.76	-9.56
		Siemens	157.200	8/12/24	0.01	98.530		107.460	-8.930	-8.31	1.55
	L	Philip Morris	104.284	8/12/24	0.07	66.286		74.871	-8.585	-11.47	-7.12
		Allianz	255.900	8/12/24		162.820		222.050	-59.230	-26.67	-16.99
		Chevron	130.272	8/12/24	0.02	83.354		109.085	-25.732	-23.59	-13.18
	L	DuPont	70.364	8/12/24	-0.25	45.706		63.978	-18.272	-28.56	-10.03
		IBM	170.210	8/12/24	-1.03	112.189		123.532	-11.343	-9.18	-6.19
		Mastercard	409.348	8/12/24	-0.24	270.749		248.033	22.716	9.16	8.08
		⇓instrument	freshest		⇓ Δday	6/01/20	Δwk	11/04/19	prc diff	⇓ Δ30	⇓∅-RS
		Samsung Electronics	55.454	8/12/24	1.07	37.606		40.477	-2.871	-7.09	0.25
	L	Coca-Cola	61.237	8/12/24	-0.74	42.211		47.683	-5.471	-11.47	-9.66
	S	McDonald´s	242.057	8/12/24	0.58	168.351		169.285	-0.934	-0.55	-5.47
		Merck (MSD)	101.939	8/12/24	-0.93	71.469		75.266	-3.797	-5.04	-4.76
	L	Procter & Gamble	149.846	8/12/24	-2.19	105.326		106.842	-1.516	-1.42	-1.19
		BP	492.428	8/12/24	1.35	348.374		591.756	-243.383	-41.13	-29.81
	L	Amgen	287.457	8/12/24	-0.77	203.834		192.391	11.443	5.95	8.63
		Amazon.com	149.837	8/12/24	-0.08	110.987		80.966	30.021	37.08	29.25
		Visa	233.460	8/12/24	0.05	174.585		160.572	14.013	8.73	8.43
		PepsiCo	153.987	8/12/24	-0.56	119.465		121.280	-1.814	-1.50	-0.83
		Anheuser-Busch InBev	55.200	8/12/24	-0.47	43.890		71.030	-27.140	-38.21	-30.15
		Citigroup	51.958	8/12/24		44.421		67.432	-23.011	-34.12	-21.33
	L	Novartis	90.453	8/12/24	0.16	77.634		79.468	-1.834	-2.31	-3.24
		BHP	24.772	8/12/24	-0.54	21.767		22.583	-0.816	-3.61	0.59
	S	Johnson & Johnson	143.621	8/12/24	-0.46	132.221		116.856	15.365	13.15	6.66
		Boeing	147.438	8/12/24	-2.25	135.994		315.034	-179.040	-56.83	-41.80
		Sanofi	95.670	8/12/24	-0.60	88.690		82.700	5.990	7.24	7.52
	S	Cisco Systems	40.298	8/12/24	-1.34	41.591		42.604	-1.013	-2.38	-1.39
		GSK	1,760.911	8/12/24	0.42	1,875.202		2,045.745	-170.543	-8.34	-1.71
	L	BAT	3,137.602	8/12/24		3,611.435		3,226.815	384.620	11.92	6.47
	L	Nestlé	82.880	8/12/24	-0.40	97.111		95.223	1.887	1.98	1.24
	L	Roche	259.748	8/12/24	0.25	311.080		271.443	39.637	14.60	13.33
	L	Pfizer	25.557	8/12/24	-0.35	31.854		34.133	-2.280	-6.68	-5.82
	L	3M	110.815	8/12/24	-0.65	139.758		156.938	-17.180	-10.95	-3.67
		Walt Disney	77.209	8/12/24	-0.30	106.691		119.270	-12.578	-10.55	-8.01
		⇓instrument	freshest		⇓ Δday	6/01/20	Δwk	11/04/19	prc diff	⇓ Δ30	⇓∅-RS
	S	Intel	17.391	8/12/24	-1.78	55.569		51.694	3.875	7.50	13.81
DJ Global Titans - 50 out of 50 instruments rated - 6/01/20 / 11/04/19 - 17 did rise, Market-Ratio(30) in EUR = 34.00 %

Technical Chart

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

1/03/22	scale up chart	7/01/24

Transactions DJ Global Titans 50 in Euro * 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	693	14.425	14.616	14.234	-0.191	-1	9,868	-50
long	6/26/06	1/14/08	567		Gazprom	100	738	13.360	14.480		1.120	8	10,694	5
short	1/14/08	5/04/09	476		Citigroup	100	54	196.657	24.115	1,603.761	1,407.104	716	86,678	400
long	5/04/09	5/25/09	21		Qualcomm	100	2,653	32.668	30.924		-1.744	-5	82,051	-61
short	5/25/09	6/01/09	7		Citigroup	100	3,046	26.930	26.080	27.809	0.879	3	84,727	433
long	6/01/09	6/22/09	21		Qualcomm	100	2,700	31.380	31.855		0.475	2	86,010	30
short	6/22/09	6/29/09	7		Citigroup	100	3,996	21.524	21.482	21.565	0.042	0	86,176	11
long	6/29/09	7/06/09	7		Apple	100	23,893	3.607	3.541		-0.065	-2	84,612	-62
short	7/06/09	7/13/09	7		Citigroup	100	4,239	19.959	19.947	19.970	0.012	0	84,661	3
long	7/13/09	5/17/10	308		Apple	100	23,210	3.647	7.349		3.701	101	170,565	129
short	5/17/10	5/31/10	14		Qualcomm	100	5,639	30.243	28.580	32.003	1.760	6	180,490	337
long	5/31/10	6/07/10	7		Apple	100	23,775	7.591	7.490		-0.101	-1	178,086	-50
short	6/07/10	9/06/10	91		Qualcomm	100	6,086	29.260	31.462	27.059	-2.201	-8	164,688	-27
long	9/06/10	9/27/10	21		Apple	100	23,065	7.140	7.708		0.568	8	177,779	278
short	9/27/10	11/22/10	56		BP	100	37,523	4.738	5.036	4.440	-0.298	-6	166,604	-35
long	11/22/10	7/25/11	245		Apple	100	20,362	8.182	9.909		1.728	21	201,781	33
short	7/25/11	12/26/11	154		Bank of America	100	28,950	6.970	4.201	11.562	4.592	66	334,728	232
long	12/26/11	1/23/12	28		Philip Morris	100	5,538	60.439	57.914		-2.524	-4	320,749	-43
short	1/23/12	2/06/12	14		Bank of America	100	57,186	5.609	6.060	5.157	-0.452	-8	294,927	-89
long	2/06/12	5/21/12	105		Apple	100	23,406	12.600	15.695		3.095	25	367,367	115
short	5/21/12	5/28/12	7		Telefónica	100	37,425	9.816	9.440	10.207	0.391	4	382,000	667
long	5/28/12	10/22/12	147		Apple	100	23,425	16.307	17.386		1.079	7	407,270	17
short	10/22/12	10/29/12	7		Telefónica	100	38,787	10.500	10.070	10.948	0.448	4	424,662	785
long	10/29/12	12/16/13	413		Bank of America	100	58,951	7.204	11.075		3.871	54	652,873	46
short	12/16/13	12/23/13	7		IBM	100	5,051	129.242	133.044	125.440	-3.802	-3	633,671	-79
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	31,037	20.416	21.652		1.236	6	672,039	7
short	10/27/14	11/10/14	14		Samsung Electronics	100	41,011,584	0.016	0.019	0.014	-0.002	-15	574,162	-98
long	11/10/14	12/15/14	35		Apple	100	26,218	21.899	21.746		-0.153	-1	570,143	-7
short	12/15/14	3/02/15	77		Gazprom	100	170,855	3.337	4.494	2.180	-1.157	-35	372,464	-87
long	3/02/15	3/30/15	28		Apple	100	12,907	28.856	29.169		0.313	1	376,499	15
short	3/30/15	4/27/15	28		ConocoPhilips	100	6,371	59.090	61.591	56.589	-2.501	-4	360,565	-43
long	4/27/15	6/08/15	42		Mitsubishi UFJ	100	5,556,989	0.065	0.064		-0.001	-2	354,140	-14
short	6/08/15	7/13/15	35		BHP	100	18,619	19.020	17.787	20.338	1.318	7	378,683	101
long	7/13/15	7/27/15	14		Mitsubishi UFJ	100	6,028,655	0.063	0.064		0.002	2	387,947	88
short	7/27/15	8/03/15	7		ConocoPhilips	100	8,497	45.655	45.385	45.927	0.272	1	390,259	36
long	8/03/15	8/24/15	21		Mitsubishi UFJ	100	6,017,123	0.065	0.054		-0.011	-17	324,275	-96
short	8/24/15	3/21/16	210		ConocoPhilips	100	8,769	36.977	37.886	36.068	-0.909	-2	316,303	-4
long	3/21/16	3/28/16	7		McDonald´s	100	2,871	110.161	110.022		-0.139	0	315,905	-6
short	3/28/16	4/11/16	14		Mitsubishi UFJ	100	7,597,869	0.042	0.038	0.045	0.003	8	341,904	686
long	4/11/16	5/09/16	28		McDonald´s	100	3,057	111.826	114.955		3.129	3	351,469	43
short	5/09/16	7/04/16	56		Mitsubishi UFJ	100	8,740,138	0.040	0.040	0.041	0.000	1	354,850	6
long	7/04/16	3/05/18	609		BP	100	66,761	5.315	5.277		-0.038	-1	352,283	0
short	3/05/18	3/12/18	7		General Electric	100	3,766	93.522	97.980	89.065	-4.458	-5	335,495	-92
long	3/12/18	4/09/18	28		Intel	100	8,028	41.788	40.213		-1.575	-4	322,851	-39
short	4/09/18	9/03/18	147		General Electric	100	3,875	83.298	89.079	77.518	-5.780	-7	300,451	-16
long	9/03/18	11/26/18	84		Apple	100	6,135	48.969	38.491		-10.478	-21	236,169	-65
short	11/26/18	4/01/19	126		General Electric	100	4,417	53.466	72.073	34.860	-18.607	-35	153,982	-71
long	4/01/19	4/22/19	21		Procter & Gamble	100	1,665	92.447	94.127		1.680	2	156,779	37
short	4/22/19	4/29/19	7		Schlumberger	100	3,851	40.710	38.835	42.676	1.966	5	164,350	1,069
long	4/29/19	6/03/19	35		Qualcomm	100	2,106	78.019	59.274		-18.745	-24	124,873	-94
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	3,956	31.558	31.341	31.775	0.218	1	125,734	43
long	6/10/19	2/24/20	259		Gazprom	100	20,085	6.260	6.326		0.066	1	127,060	1
short	2/24/20	10/05/20	224		Exxon Mobil	100	2,446	51.928	28.615	94.235	42.307	81	230,543	164
long	10/05/20	3/07/22	518		Apple	100	2,333	98.803	146.445		47.642	48	341,691	32
short	3/07/22	3/28/22	21		Gazprom	100	126,552	2.700	2.700	2.700	0.000	0	341,691	0
long	3/28/22	6/13/22	77		ConocoPhilips	100	3,627	94.195	107.044		12.848	14	388,292	83
short	6/13/22	1/09/23	210		General Electric	100	5,986	64.862	67.576	62.148	-2.714	-4	372,046	-7
long	1/09/23	3/13/23	63		Schlumberger	100	7,190	51.740	45.465		-6.275	-12	326,931	-53
short	3/13/23	3/27/23	14		3M	100	3,393	96.348	94.020	98.734	2.386	2	335,025	89
long	3/27/23	10/30/23	217		NVidia	100	13,630	24.578	38.782		14.203	58	528,619	115
short	10/30/23	12/04/23	35		Pfizer	100	18,364	28.784	27.037	30.644	1.860	6	562,770	92
long	12/04/23	8/12/24	252		NVidia	100	13,391	42.024	101.639		59.615	142	1,361,073	259
accum	6/19/06	8/12/24	7158	days out of 7326 invested (98%)							13,511		1,361,073	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	196.66	24.11	1,603.76	1,407.10	715.51
	short	5/25/09	6/01/09	7	26.93	26.08	27.81	0.88	3.26
	short	6/22/09	6/29/09	7	21.52	21.48	21.57	0.04	0.19
	short	7/06/09	7/13/09	7	19.96	19.95	19.97	0.01	0.06	744.23
Apple	long	6/29/09	7/06/09	7	3.61	3.54		-0.07	-1.81
	long	7/13/09	5/17/10	308	3.65	7.35		3.70	101.47
	long	5/31/10	6/07/10	7	7.59	7.49		-0.10	-1.33
	long	9/06/10	9/27/10	21	7.14	7.71		0.57	7.95
	long	11/22/10	7/25/11	245	8.18	9.91		1.73	21.11
	long	2/06/12	5/21/12	105	12.60	15.69		3.09	24.56
	long	5/28/12	10/22/12	147	16.31	17.39		1.08	6.62
	long	11/10/14	12/15/14	35	21.90	21.75		-0.15	-0.70
	long	3/02/15	3/30/15	28	28.86	29.17		0.31	1.08
	long	9/03/18	11/26/18	84	48.97	38.49		-10.48	-21.40
	long	10/05/20	3/07/22	518	98.80	146.45		47.64	48.22	296.31
NVidia	long	3/27/23	10/30/23	217	24.58	38.78		14.20	57.79
	long	12/04/23	8/12/24	252	42.02	101.64		59.61	141.86	281.63
Bank of America	short	7/25/11	12/26/11	154	6.97	4.20	11.56	4.59	65.89
	short	1/23/12	2/06/12	14	5.61	6.06	5.16	-0.45	-8.05
	long	10/29/12	12/16/13	413	7.20	11.07		3.87	53.74	134.51
Exxon Mobil	short	2/24/20	10/05/20	224	51.93	28.61	94.24	42.31	81.47	81.47
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	19.02	17.79	20.34	1.32	6.93	6.93
ConocoPhilips	short	3/30/15	4/27/15	28	59.09	61.59	56.59	-2.50	-4.23
	short	7/27/15	8/03/15	7	45.66	45.38	45.93	0.27	0.60
	short	8/24/15	3/21/16	210	36.98	37.89	36.07	-0.91	-2.46
	long	3/28/22	6/13/22	77	94.20	107.04		12.85	13.64	6.79
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Pfizer	short	10/30/23	12/04/23	35	28.78	27.04	30.64	1.86	6.46	6.46
Alphabet A	long	12/23/13	10/27/14	308	20.42	21.65		1.24	6.06	6.06
McDonald´s	long	3/21/16	3/28/16	7	110.16	110.02		-0.14	-0.13
	long	4/11/16	5/09/16	28	111.83	114.95		3.13	2.80	2.67
3M	short	3/13/23	3/27/23	14	96.35	94.02	98.73	2.39	2.48	2.48
Procter & Gamble	long	4/01/19	4/22/19	21	92.45	94.13		1.68	1.82	1.82
IBM	short	12/16/13	12/23/13	7	129.24	133.04	125.44	-3.80	-2.94	-2.94
Philip Morris	long	12/26/11	1/23/12	28	60.44	57.91		-2.52	-4.18	-4.18
Intel	short	6/19/06	6/26/06	7	14.42	14.62	14.23	-0.19	-1.33
	long	3/12/18	4/09/18	28	41.79	40.21		-1.58	-3.77	-5.04
BP	short	9/27/10	11/22/10	56	4.74	5.04	4.44	-0.30	-6.29
	long	7/04/16	3/05/18	609	5.32	5.28		-0.04	-0.72	-6.96
Schlumberger	short	4/22/19	4/29/19	7	40.71	38.84	42.68	1.97	4.83
	short	6/03/19	6/10/19	7	31.56	31.34	31.78	0.22	0.69
	long	1/09/23	3/13/23	63	51.74	45.47		-6.27	-12.13	-7.25
Mitsubishi UFJ	long	4/27/15	6/08/15	42	0.06	0.06		-0.00	-1.78
	long	7/13/15	7/27/15	14	0.06	0.06		0.00	2.45
	long	8/03/15	8/24/15	21	0.06	0.05		-0.01	-16.91
	short	3/28/16	4/11/16	14	0.04	0.04	0.05	0.00	8.23
	short	5/09/16	7/04/16	56	0.04	0.04	0.04	0.00	0.96	-8.64
Samsung Electronics	short	10/27/14	11/10/14	14	0.02	0.02	0.01	-0.00	-14.56	-14.56
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	32.67	30.92		-1.74	-5.34
	long	6/01/09	6/22/09	21	31.38	31.86		0.48	1.51
	short	5/17/10	5/31/10	14	30.24	28.58	32.00	1.76	5.82
	short	6/07/10	9/06/10	91	29.26	31.46	27.06	-2.20	-7.52
	long	4/29/19	6/03/19	35	78.02	59.27		-18.74	-24.03	-28.56
General Electric	short	3/05/18	3/12/18	7	93.52	97.98	89.06	-4.46	-4.77
	short	4/09/18	9/03/18	147	83.30	89.08	77.52	-5.78	-6.94
	short	11/26/18	4/01/19	126	53.47	72.07	34.86	-18.61	-34.80
	short	6/13/22	1/09/23	210	64.86	67.58	62.15	-2.71	-4.18	-44.64

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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