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

Assessment - DJ Global Titans 50 in Renminbi yuán - 3/15/21 - RS = 30

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/15/21	Δwk	8/17/20	prc diff	⇓ Δ30	⇓∅-RS
		DJ Global Titans	4,194.547	8/12/24		2,952.113		2,788.848	163.265	5.85	11.85
	L	NVidia	708.273	8/12/24	4.08	85.700		85.487	0.213	0.25	19.99
		Exxon Mobil	773.111	8/12/24	0.13	392.337		295.467	96.871	32.79	38.18
	L	Oracle	861.336	8/12/24	0.39	440.023		374.115	65.909	17.62	13.55
		Meta Platforms	3,351.987	8/12/24	-0.35	1,778.479		1,809.664	-31.185	-1.72	9.64
		Shell	256.000	8/12/24	0.93	141.313		107.086	34.228	31.96	27.36
	L	Apple	1,413.233	8/12/24	0.71	805.529		794.150	11.379	1.43	18.36
		Microsoft	2,642.934	8/12/24	0.19	1,525.497		1,457.100	68.397	4.69	11.15
		AbbVie	1,235.548	8/12/24	0.13	716.329		667.641	48.688	7.29	12.72
	L	Alphabet A	1,054.354	8/12/24	-0.84	667.357		525.326	142.030	27.04	27.48
		General Electric	1,084.109	8/12/24	-0.16	693.850		358.662	335.188	93.46	63.49
	L	Walmart	446.325	8/12/24	1.10	288.953		313.206	-24.253	-7.74	-4.61
	L	HSBC	5,814.001	8/12/24	0.22	3,828.446		3,075.499	752.947	24.48	15.29
		TotalEnergies	478.435	8/12/24	0.60	320.068		273.800	46.267	16.90	22.63
		Merck (MSD)	737.249	8/12/24	-0.93	495.246		587.330	-92.085	-15.68	-8.06
		IBM	1,231.000	8/12/24	-1.03	835.349		862.286	-26.937	-3.12	1.63
		Toyota	145.742	8/09/24	-0.14	99.325		93.589	5.736	6.13	9.68
	L	Taiwan Semiconductor	1,089.046	8/12/24	0.31	773.630		555.663	217.967	39.23	51.45
		BP	3,969.304	8/12/24	1.35	2,854.630		2,620.508	234.122	8.93	17.93
	L	Amgen	2,078.953	8/12/24	-0.77	1,532.968		1,683.897	-150.929	-8.96	-3.05
	L	Coca-Cola	442.882	8/12/24	-0.74	331.528		334.063	-2.535	-0.76	0.59
		JP Morgan Chase	1,339.560	8/12/24	0.19	1,009.397		690.924	318.473	46.09	39.77
	L	Philip Morris	754.205	8/12/24	0.07	569.633		542.289	27.344	5.04	9.15
		Chevron	942.155	8/12/24	0.02	716.264		628.975	87.289	13.88	24.32
	L	Procter & Gamble	1,083.719	8/12/24	-2.19	835.219		938.924	-103.705	-11.05	-3.93
		⇓instrument	freshest		⇓ Δday	3/15/21	Δwk	8/17/20	prc diff	⇓ Δ30	⇓∅-RS
		PepsiCo	1,113.669	8/12/24	-0.56	864.260		955.693	-91.434	-9.57	-6.07
	L	Royal Bank CA	775.113	8/12/24	-0.72	604.000		509.944	94.056	18.44	23.58
	L	Novartis	677.355	8/12/24	0.16	549.292		595.425	-46.133	-7.75	-7.18
		GSK	14,194.144	8/12/24	0.42	11,515.225		14,231.390	-2,716.165	-19.09	-11.58
	S	McDonald´s	1,750.608	8/12/24	0.58	1,432.269		1,445.944	-13.675	-0.95	5.59
		Allianz	1,983.660	8/12/24		1,653.825		1,486.368	167.457	11.27	18.37
		Mastercard	2,960.494	8/12/24	-0.24	2,480.191		2,288.273	191.918	8.39	17.25
		Sanofi	741.605	8/12/24	-0.60	632.771		711.519	-78.748	-11.07	-4.82
		Siemens	1,218.567	8/12/24	0.01	1,044.929		957.520	87.410	9.13	26.27
		Visa	1,688.434	8/12/24	0.05	1,450.524		1,381.917	68.608	4.96	9.52
		Amazon.com	1,083.654	8/12/24	-0.08	1,001.042		1,102.595	-101.553	-9.21	3.66
		Anheuser-Busch InBev	427.894	8/12/24	-0.47	405.336		389.851	15.486	3.97	8.41
	L	BAT	25,291.219	8/12/24		24,139.976		23,376.151	763.825	3.27	-0.82
	L	DuPont	508.889	8/12/24	-0.25	498.364		398.159	100.205	25.17	33.07
	S	Johnson & Johnson	1,038.697	8/12/24	-0.46	1,042.205		1,032.401	9.804	0.95	3.59
		Samsung Electronics	433.040	8/12/24	1.07	469.174		339.912	129.262	38.03	34.85
	S	Cisco Systems	291.443	8/12/24	-1.34	321.003		291.656	29.348	10.06	10.13
	L	Roche	1,945.102	8/12/24	0.25	2,176.161		2,410.928	-234.767	-9.74	-6.91
	L	Nestlé	620.640	8/12/24	-0.40	702.701		835.370	-132.669	-15.88	-7.95
		BHP	204.685	8/12/24	-0.54	241.150		199.231	41.919	21.04	36.23
	L	Pfizer	184.832	8/12/24	-0.35	230.049		265.740	-35.691	-13.43	-6.43
		Citigroup	375.771	8/12/24		482.187		356.306	125.881	35.33	39.25
	L	3M	801.436	8/12/24	-0.65	1,231.000		1,141.330	89.670	7.86	12.67
		Boeing	1,066.308	8/12/24	-2.25	1,725.726		1,191.914	533.811	44.79	46.13
		Walt Disney	558.394	8/12/24	-0.30	1,278.296		896.448	381.849	42.60	44.08
		⇓instrument	freshest		⇓ Δday	3/15/21	Δwk	8/17/20	prc diff	⇓ Δ30	⇓∅-RS
	S	Intel	125.777	8/12/24	-1.78	414.426		339.052	75.374	22.23	14.24
DJ Global Titans - 50 out of 50 instruments rated - 3/15/21 / 8/17/20 - 34 did rise, Market-Ratio(30) in CNY = 68.00 %

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 Renminbi yuán * 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	68	145.884	146.234	145.534	-0.350	0	9,976	-12
long	6/26/06	1/14/08	567		Gazprom	100	74	133.669	155.398		21.728	16	11,584	10
short	1/14/08	5/04/09	476		Citigroup	100	5	2,110.503	218.232	20,410.512	18,300.009	867	103,084	470
long	5/04/09	5/25/09	21		Qualcomm	100	348	295.636	295.432		-0.204	0	103,013	-1
short	5/25/09	6/01/09	7		Citigroup	100	400	257.283	251.970	262.708	5.425	2	105,183	197
long	6/01/09	6/22/09	21		Qualcomm	100	346	303.184	303.537		0.353	0	105,305	2
short	6/22/09	6/29/09	7		Citigroup	100	513	205.093	206.386	203.799	-1.293	-1	104,642	-28
long	6/29/09	7/06/09	7		Apple	100	3,019	34.650	33.821		-0.829	-2	102,138	-72
short	7/06/09	7/13/09	7		Citigroup	100	535	190.616	189.954	191.279	0.664	0	102,493	20
long	7/13/09	5/17/10	308		Apple	100	2,950	34.735	61.978		27.243	78	182,859	99
short	5/17/10	5/31/10	14		Qualcomm	100	716	255.065	239.571	271.561	16.496	6	194,670	412
long	5/31/10	6/07/10	7		Apple	100	3,059	63.635	61.200		-2.435	-4	187,223	-87
short	6/07/10	9/06/10	91		Qualcomm	100	783	239.077	276.005	202.150	-36.927	-15	158,308	-49
long	9/06/10	9/27/10	21		Apple	100	2,527	62.639	69.714		7.076	11	176,188	542
short	9/27/10	11/22/10	56		BP	100	4,111	42.852	45.721	39.983	-2.869	-7	164,394	-36
long	11/22/10	7/25/11	245		Apple	100	2,212	74.288	91.647		17.359	23	202,793	37
short	7/25/11	12/26/11	154		Bank of America	100	3,146	64.459	34.835	119.277	54.818	85	375,249	330
long	12/26/11	1/23/12	28		Philip Morris	100	748	501.102	472.030		-29.072	-6	353,504	-54
short	1/23/12	2/06/12	14		Bank of America	100	7,732	45.715	50.151	41.279	-4.436	-10	319,205	-93
long	2/06/12	5/21/12	105		Apple	100	3,061	104.267	126.851		22.584	22	388,333	98
short	5/21/12	5/28/12	7		Telefónica	100	4,894	79.336	74.982	83.943	4.607	6	410,879	1,797
long	5/28/12	10/22/12	147		Apple	100	3,172	129.529	142.683		13.154	10	452,602	27
short	10/22/12	10/29/12	7		Telefónica	100	5,252	86.170	81.876	90.690	4.519	5	476,338	1,337
long	10/29/12	12/16/13	413		Bank of America	100	8,132	58.570	92.541		33.971	58	752,587	50
short	12/16/13	12/23/13	7		IBM	100	696	1,079.947	1,106.033	1,053.861	-26.086	-2	734,431	-72
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	4,327	169.724	168.166		-1.558	-1	727,690	-1
short	10/27/14	11/10/14	14		Samsung Electronics	100	5,717,704	0.127	0.143	0.112	-0.015	-12	640,383	-96
long	11/10/14	12/15/14	35		Apple	100	3,845	166.541	167.450		0.909	1	643,877	6
short	12/15/14	3/02/15	77		Gazprom	100	25,057	25.696	31.529	19.863	-5.833	-23	497,727	-70
long	3/02/15	3/30/15	28		Apple	100	2,458	202.445	196.039		-6.406	-3	481,983	-34
short	3/30/15	4/27/15	28		ConocoPhilips	100	1,213	397.136	416.926	377.345	-19.791	-5	457,977	-49
long	4/27/15	6/08/15	42		Mitsubishi UFJ	100	1,042,690	0.439	0.447		0.007	2	465,571	15
short	6/08/15	7/13/15	35		BHP	100	3,493	133.260	121.458	146.208	12.948	10	510,799	163
long	7/13/15	7/27/15	14		Mitsubishi UFJ	100	1,190,884	0.429	0.443		0.014	3	527,740	134
short	7/27/15	8/03/15	7		ConocoPhilips	100	1,678	314.405	308.753	320.161	5.756	2	537,398	158
long	8/03/15	8/24/15	21		Mitsubishi UFJ	100	1,217,956	0.441	0.401		-0.041	-9	488,020	-81
short	8/24/15	3/21/16	210		ConocoPhilips	100	1,775	274.922	276.075	273.769	-1.153	0	485,974	-1
long	3/21/16	3/28/16	7		McDonald´s	100	605	802.744	799.224		-3.519	0	483,845	-20
short	3/28/16	4/11/16	14		Mitsubishi UFJ	100	1,601,968	0.302	0.283	0.322	0.020	7	516,475	448
long	4/11/16	5/09/16	28		McDonald´s	100	626	824.013	852.608		28.595	3	534,375	56
short	5/09/16	7/04/16	56		Mitsubishi UFJ	100	1,791,660	0.298	0.295	0.301	0.003	1	539,469	6
long	7/04/16	3/05/18	609		BP	100	13,675	39.448	41.340		1.892	5	565,340	3
short	3/05/18	3/12/18	7		General Electric	100	771	732.693	764.568	700.817	-31.876	-4	540,764	-90
long	3/12/18	4/09/18	28		Intel	100	1,658	326.081	312.432		-13.648	-4	518,135	-43
short	4/09/18	9/03/18	147		General Electric	100	800	647.186	705.823	588.549	-58.637	-9	471,225	-21
long	9/03/18	11/26/18	84		Apple	100	1,214	388.008	302.826		-85.183	-22	367,813	-66
short	11/26/18	4/01/19	126		General Electric	100	874	420.647	541.941	299.353	-121.294	-29	261,802	-63
long	4/01/19	4/22/19	21		Procter & Gamble	100	376	695.133	711.192		16.058	2	267,840	49
short	4/22/19	4/29/19	7		Schlumberger	100	870	307.595	292.412	323.566	15.971	5	281,735	1,301
long	4/29/19	6/03/19	35		Qualcomm	100	479	587.450	459.965		-127.485	-22	220,670	-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	901	244.887	245.701	244.073	-0.814	0	219,936	-16
long	6/10/19	2/24/20	259		Gazprom	100	4,481	49.075	48.245		-0.830	-2	216,217	-2
short	2/24/20	10/05/20	224		Exxon Mobil	100	545	396.029	228.970	684.978	288.948	73	373,694	144
long	10/05/20	3/07/22	518		Apple	100	472	790.604	1,006.165		215.561	27	475,439	19
short	3/07/22	3/28/22	21		Gazprom	100	25,629	18.551	18.893	18.209	-0.342	-2	466,670	-28
long	3/28/22	6/13/22	77		ConocoPhilips	100	708	659.113	754.433		95.320	14	534,157	90
short	6/13/22	1/09/23	210		General Electric	100	1,168	457.142	491.677	422.607	-34.535	-8	493,820	-13
long	1/09/23	3/13/23	63		Schlumberger	100	1,311	376.454	334.369		-42.085	-11	438,646	-50
short	3/13/23	3/27/23	14		3M	100	619	708.582	698.165	719.155	10.573	1	445,191	47
long	3/27/23	10/30/23	217		NVidia	100	2,439	182.511	300.908		118.397	65	733,960	132
short	10/30/23	12/04/23	35		Pfizer	100	3,286	223.336	209.033	238.617	15.281	7	784,175	99
long	12/04/23	8/12/24	252		NVidia	100	2,413	324.901	793.943		469.042	144	1,915,972	265
accum	6/19/06	8/12/24	7115	days out of 7283 invested (98%)							19,060		1,915,972	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	2,110.50	218.23	20,410.51	18,300.01	867.09
	short	5/25/09	6/01/09	7	257.28	251.97	262.71	5.42	2.11
	short	6/22/09	6/29/09	7	205.09	206.39	203.80	-1.29	-0.63
	short	7/06/09	7/13/09	7	190.62	189.95	191.28	0.66	0.35	884.67
NVidia	long	3/27/23	10/30/23	217	182.51	300.91		118.40	64.87
	long	12/04/23	8/12/24	252	324.90	793.94		469.04	144.36	302.89
Apple	long	6/29/09	7/06/09	7	34.65	33.82		-0.83	-2.39
	long	7/13/09	5/17/10	308	34.73	61.98		27.24	78.43
	long	5/31/10	6/07/10	7	63.63	61.20		-2.43	-3.83
	long	9/06/10	9/27/10	21	62.64	69.71		7.08	11.30
	long	11/22/10	7/25/11	245	74.29	91.65		17.36	23.37
	long	2/06/12	5/21/12	105	104.27	126.85		22.58	21.66
	long	5/28/12	10/22/12	147	129.53	142.68		13.15	10.15
	long	11/10/14	12/15/14	35	166.54	167.45		0.91	0.55
	long	3/02/15	3/30/15	28	202.44	196.04		-6.41	-3.16
	long	9/03/18	11/26/18	84	388.01	302.83		-85.18	-21.95
	long	10/05/20	3/07/22	518	790.60	1,006.17		215.56	27.27	198.06
Bank of America	short	7/25/11	12/26/11	154	64.46	34.83	119.28	54.82	85.04
	short	1/23/12	2/06/12	14	45.71	50.15	41.28	-4.44	-9.70
	long	10/29/12	12/16/13	413	58.57	92.54		33.97	58.00	164.00
Exxon Mobil	short	2/24/20	10/05/20	224	396.03	228.97	684.98	288.95	72.96	72.96
Telefónica	short	5/21/12	5/28/12	7	79.34	74.98	83.94	4.61	5.81
	short	10/22/12	10/29/12	7	86.17	81.88	90.69	4.52	5.24	11.36
ConocoPhilips	short	3/30/15	4/27/15	28	397.14	416.93	377.35	-19.79	-4.98
	short	7/27/15	8/03/15	7	314.41	308.75	320.16	5.76	1.83
	short	8/24/15	3/21/16	210	274.92	276.07	273.77	-1.15	-0.42
	long	3/28/22	6/13/22	77	659.11	754.43		95.32	14.46	10.28
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
BHP	short	6/08/15	7/13/15	35	133.26	121.46	146.21	12.95	9.72	9.72
Pfizer	short	10/30/23	12/04/23	35	223.34	209.03	238.62	15.28	6.84	6.84
McDonald´s	long	3/21/16	3/28/16	7	802.74	799.22		-3.52	-0.44
	long	4/11/16	5/09/16	28	824.01	852.61		28.60	3.47	3.02
Mitsubishi UFJ	long	4/27/15	6/08/15	42	0.44	0.45		0.01	1.66
	long	7/13/15	7/27/15	14	0.43	0.44		0.01	3.32
	long	8/03/15	8/24/15	21	0.44	0.40		-0.04	-9.19
	short	3/28/16	4/11/16	14	0.30	0.28	0.32	0.02	6.74
	short	5/09/16	7/04/16	56	0.30	0.30	0.30	0.00	0.95	2.78
Procter & Gamble	long	4/01/19	4/22/19	21	695.13	711.19		16.06	2.31	2.31
3M	short	3/13/23	3/27/23	14	708.58	698.17	719.16	10.57	1.49	1.49
Alphabet A	long	12/23/13	10/27/14	308	169.72	168.17		-1.56	-0.92	-0.92
BP	short	9/27/10	11/22/10	56	42.85	45.72	39.98	-2.87	-6.69
	long	7/04/16	3/05/18	609	39.45	41.34		1.89	4.80	-2.22
IBM	short	12/16/13	12/23/13	7	1,079.95	1,106.03	1,053.86	-26.09	-2.42	-2.42
Intel	short	6/19/06	6/26/06	7	145.88	146.23	145.53	-0.35	-0.24
	long	3/12/18	4/09/18	28	326.08	312.43		-13.65	-4.19	-4.42
Philip Morris	long	12/26/11	1/23/12	28	501.10	472.03		-29.07	-5.80	-5.80
Schlumberger	short	4/22/19	4/29/19	7	307.59	292.41	323.57	15.97	5.19
	short	6/03/19	6/10/19	7	244.89	245.70	244.07	-0.81	-0.33
	long	1/09/23	3/13/23	63	376.45	334.37		-42.09	-11.18	-6.88
Samsung Electronics	short	10/27/14	11/10/14	14	0.13	0.14	0.11	-0.02	-12.00	-12.00
Gazprom	long	6/26/06	1/14/08	567	133.67	155.40		21.73	16.26
	short	12/15/14	3/02/15	77	25.70	31.53	19.86	-5.83	-22.70
	long	6/10/19	2/24/20	259	49.08	48.25		-0.83	-1.69
	short	3/07/22	3/28/22	21	18.55	18.89	18.21	-0.34	-1.84	-13.28
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	295.64	295.43		-0.20	-0.07
	long	6/01/09	6/22/09	21	303.18	303.54		0.35	0.12
	short	5/17/10	5/31/10	14	255.06	239.57	271.56	16.50	6.47
	short	6/07/10	9/06/10	91	239.08	276.01	202.15	-36.93	-15.45
	long	4/29/19	6/03/19	35	587.45	459.97		-127.49	-21.70	-29.48
General Electric	short	3/05/18	3/12/18	7	732.69	764.57	700.82	-31.88	-4.35
	short	4/09/18	9/03/18	147	647.19	705.82	588.55	-58.64	-9.06
	short	11/26/18	4/01/19	126	420.65	541.94	299.35	-121.29	-28.84
	short	6/13/22	1/09/23	210	457.14	491.68	422.61	-34.53	-7.55	-42.77

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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