Share-o-matic - Portfolio

Fri, Jan 23rd, 2026, 4:54UTC

Assessment - DJ Global Titans 50 in Euro - 3/07/22 - RS = 30

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	3/07/22	Δwk	8/09/21	prc diff	⇓ Δ30	⇓∅-RS
		DJ Global Titans	593.539	8/12/24		431.815		436.149	-4.334	-0.99	0.53
	L	NVidia	100.222	8/12/24	4.08	19.629		17.287	2.342	13.55	15.58
		Meta Platforms	474.315	8/12/24	-0.35	172.342		308.021	-135.679	-44.05	-36.47
		General Electric	153.404	8/12/24	-0.16	78.490		88.341	-9.850	-11.15	-10.67
	L	Oracle	121.881	8/12/24	0.39	68.323		76.577	-8.254	-10.78	-4.63
	L	Taiwan Semiconductor	154.103	8/12/24	0.31	91.278		100.700	-9.423	-9.36	-9.41
		JP Morgan Chase	189.551	8/12/24	0.19	118.783		134.014	-15.231	-11.37	-11.80
		IBM	174.190	8/12/24	-1.03	115.897		120.317	-4.421	-3.67	0.44
		Merck (MSD)	104.323	8/12/24	-0.93	71.457		64.158	7.300	11.38	7.89
		Microsoft	373.982	8/12/24	0.19	256.403		245.600	10.803	4.40	5.69
		Mastercard	418.917	8/12/24	-0.24	287.668		315.746	-28.078	-8.89	-6.88
	L	Walmart	63.156	8/12/24	1.10	43.413		41.335	2.077	5.03	7.92
		Allianz	255.900	8/12/24		183.220		199.600	-16.380	-8.21	-12.03
	L	HSBC	776.625	8/12/24	0.22	562.116		484.695	77.420	15.97	10.10
		Siemens	157.200	8/12/24	0.01	113.780		138.620	-24.840	-17.92	-18.76
		Shell	33.025	8/12/24	0.93	23.915		17.488	6.427	36.75	30.56
		TotalEnergies	61.720	8/12/24	0.60	44.890		37.815	7.075	18.71	9.28
		Exxon Mobil	109.397	8/12/24	0.13	80.090		48.723	31.367	64.38	52.45
	L	Apple	199.976	8/12/24	0.71	146.445		124.440	22.005	17.68	18.19
	L	Amgen	294.177	8/12/24	-0.77	215.448		194.117	21.331	10.99	10.07
		Visa	238.918	8/12/24	0.05	175.311		204.433	-29.122	-14.25	-8.22
		Toyota	19.505	8/09/24	-0.14	14.704		15.199	-0.496	-3.26	-1.26
	L	Alphabet A	149.194	8/12/24	-0.84	116.181		116.623	-0.442	-0.38	5.50
		AbbVie	174.833	8/12/24	0.13	137.390		97.157	40.233	41.41	36.89
	L	Novartis	96.037	8/12/24	0.16	76.292		78.380	-2.088	-2.66	2.42
		⇓instrument	freshest		⇓ Δday	3/07/22	Δwk	8/09/21	prc diff	⇓ Δ30	⇓∅-RS
	L	Philip Morris	106.722	8/12/24	0.07	85.679		84.499	1.180	1.40	3.35
		BP	530.213	8/12/24	1.35	436.015		360.438	75.576	20.97	14.18
		Amazon.com	153.340	8/12/24	-0.08	126.361		142.331	-15.970	-11.22	-10.68
	S	McDonald´s	247.716	8/12/24	0.58	206.227		199.901	6.326	3.16	-0.05
	L	DuPont	72.009	8/12/24	-0.25	63.496		64.345	-0.849	-1.32	-3.25
		Anheuser-Busch InBev	55.200	8/12/24	-0.47	48.960		51.810	-2.850	-5.50	-10.15
	L	Coca-Cola	62.669	8/12/24	-0.74	56.151		48.255	7.896	16.36	17.62
	L	Procter & Gamble	153.349	8/12/24	-2.19	140.506		121.109	19.397	16.02	14.73
	L	Royal Bank CA	106.968	8/12/24	-0.72	98.008		87.620	10.388	11.86	12.05
		Sanofi	95.670	8/12/24	-0.60	88.750		87.050	1.700	1.95	2.11
		Samsung Electronics	56.453	8/12/24	1.07	52.415		60.595	-8.180	-13.50	-8.05
		PepsiCo	157.587	8/12/24	-0.56	149.341		131.476	17.865	13.59	12.68
		GSK	1,896.032	8/12/24	0.42	1,803.064		1,721.727	81.337	4.72	5.49
		Citigroup	53.173	8/12/24		51.067		60.921	-9.854	-16.17	-13.63
		Boeing	150.885	8/12/24	-2.25	155.519		197.848	-42.330	-21.40	-18.66
	L	BAT	3,378.362	8/12/24		3,593.053		3,135.915	457.137	14.58	10.65
	S	Johnson & Johnson	146.978	8/12/24	-0.46	158.313		147.967	10.347	6.99	11.39
		Chevron	133.317	8/12/24	0.02	148.964		85.393	63.571	74.44	59.18
	L	3M	113.405	8/12/24	-0.65	131.718		168.172	-36.454	-21.68	-16.99
	L	Roche	275.781	8/12/24	0.25	337.529		335.509	2.020	0.60	5.90
	S	Cisco Systems	41.240	8/12/24	-1.34	51.104		47.250	3.855	8.16	8.59
		BHP	27.357	8/12/24	-0.54	33.914		32.289	1.625	5.03	20.57
	L	Nestlé	87.996	8/12/24	-0.40	112.477		105.296	7.180	6.82	5.39
		Walt Disney	79.014	8/12/24	-0.30	122.727		150.480	-27.753	-18.44	-15.39
	L	Pfizer	26.154	8/12/24	-0.35	44.108		39.166	4.942	12.62	17.66
		⇓instrument	freshest		⇓ Δday	3/07/22	Δwk	8/09/21	prc diff	⇓ Δ30	⇓∅-RS
	S	Intel	17.798	8/12/24	-1.78	43.832		46.031	-2.199	-4.78	-5.68
DJ Global Titans - 50 out of 50 instruments rated - 3/07/22 / 8/09/21 - 28 did rise, Market-Ratio(30) in EUR = 56.00 %

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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