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

Assessment - DJ Global Titans 50 in Euro - 9/05/22 - RS = 30

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	9/05/22	Δwk	11/10/21	prc diff	⇓ Δ30	⇓∅-RS
		DJ Global Titans	610.390	12/08/24		417.452		434.860	-17.408	-4.00	-5.38
	L	NVidia	103.068	12/08/24	4.08	16.025		17.891	-1.866	-10.43	-16.29
		Meta Platforms	487.781	12/08/24	-0.35	185.498		281.351	-95.854	-34.07	-27.74
		General Electric	157.759	12/08/24	-0.16	68.986		89.977	-20.991	-23.33	-20.14
	L	Taiwan Semiconductor	158.478	12/08/24	0.31	82.534		95.320	-12.786	-13.41	-17.06
	L	Oracle	125.342	12/08/24	0.39	67.634		82.378	-14.744	-17.90	-8.60
		JP Morgan Chase	194.933	12/08/24	0.19	115.207		144.060	-28.853	-20.03	-13.53
		Microsoft	384.599	12/08/24	0.19	250.135		254.361	-4.227	-1.66	-1.75
		Amazon.com	157.693	12/08/24	-0.08	102.849		140.321	-37.472	-26.70	-27.56
	L	Alphabet A	153.429	12/08/24	-0.84	106.368		120.091	-13.723	-11.43	-8.28
	L	Apple	205.654	12/08/24	0.71	143.758		123.459	20.299	16.44	9.07
		IBM	179.135	12/08/24	-1.03	127.100		123.131	3.969	3.22	9.07
		Exxon Mobil	112.503	12/08/24	0.13	79.849		53.219	26.630	50.04	41.09
		Siemens	157.200	12/08/24	0.01	111.700		136.380	-24.680	-18.10	-18.23
		Mastercard	430.811	12/08/24	-0.24	310.191		300.111	10.081	3.36	0.13
	L	Walmart	64.949	12/08/24	1.10	47.683		40.208	7.475	18.59	14.88
		Visa	245.701	12/08/24	0.05	182.463		194.607	-12.144	-6.24	-5.27
	L	Amgen	302.529	12/08/24	-0.77	226.178		178.692	47.486	26.57	14.27
		Allianz	255.900	12/08/24		191.660		198.940	-7.280	-3.66	-7.57
	L	HSBC	752.053	12/08/24	0.22	575.456		507.068	68.388	13.49	9.31
		Merck (MSD)	107.284	12/08/24	-0.93	82.855		69.099	13.756	19.91	21.64
		TotalEnergies	61.720	12/08/24	0.60	48.135		44.220	3.915	8.85	13.88
		Shell	33.025	12/08/24	0.93	26.030		20.555	5.475	26.64	33.70
		AbbVie	179.797	12/08/24	0.13	142.718		95.389	47.329	49.62	32.08
		Boeing	155.169	12/08/24	-2.25	126.032		195.766	-69.734	-35.62	-31.19
		⇓instrument	freshest		⇓ Δday	9/05/22	Δwk	11/10/21	prc diff	⇓ Δ30	⇓∅-RS
	L	DuPont	74.053	12/08/24	-0.25	60.818		60.307	0.510	0.85	-7.53
	L	Royal Bank CA	108.502	12/08/24	-0.72	93.163		89.076	4.086	4.59	2.11
	L	Philip Morris	109.752	12/08/24	0.07	94.417		82.231	12.186	14.82	10.81
	L	Novartis	92.213	12/08/24	0.16	79.478		71.526	7.953	11.12	4.72
		Citigroup	54.682	12/08/24		47.166		61.967	-14.801	-23.89	-16.98
		Samsung Electronics	56.084	12/08/24	1.07	49.101		51.737	-2.635	-5.09	-11.05
		Toyota	17.765	9/08/24	-0.14	16.295		15.154	1.141	7.53	5.41
	S	McDonald´s	254.748	12/08/24	0.58	234.030		213.168	20.862	9.79	10.31
		BP	513.437	12/08/24	1.35	472.792		424.087	48.705	11.48	18.75
		Anheuser-Busch InBev	55.200	12/08/24	-0.47	50.920		47.345	3.575	7.55	-6.18
	L	Procter & Gamble	157.703	12/08/24	-2.19	147.114		123.035	24.079	19.57	15.18
	L	Coca-Cola	64.448	12/08/24	-0.74	61.082		46.882	14.201	30.29	22.46
		PepsiCo	162.061	12/08/24	-0.56	162.326		135.069	27.256	20.18	16.96
		Sanofi	95.670	12/08/24	-0.60	96.460		84.700	11.760	13.88	8.26
	S	Cisco Systems	42.411	12/08/24	-1.34	46.287		47.487	-1.200	-2.53	-4.17
		Chevron	137.102	12/08/24	0.02	150.555		92.614	57.942	62.56	48.46
	S	Johnson & Johnson	151.151	12/08/24	-0.46	167.648		138.536	29.112	21.01	14.40
		GSK	1,836.041	12/08/24	0.42	2,043.448		1,651.444	392.005	23.74	14.02
		BHP	26.877	12/08/24	-0.54	30.561		24.241	6.320	26.07	6.96
	L	BAT	3,271.470	12/08/24		3,856.620		2,990.266	866.355	28.97	15.29
	L	3M	116.625	12/08/24	-0.65	144.061		152.394	-8.333	-5.47	-6.16
		Walt Disney	81.257	12/08/24	-0.30	101.139		150.008	-48.869	-32.58	-26.62
	L	Roche	264.801	12/08/24	0.25	329.810		338.139	-8.329	-2.46	-1.28
	L	Nestlé	84.492	12/08/24	-0.40	114.747		104.556	10.191	9.75	3.39
	L	Pfizer	26.897	12/08/24	-0.35	45.984		36.361	9.624	26.47	13.81
		⇓instrument	freshest		⇓ Δday	9/05/22	Δwk	11/10/21	prc diff	⇓ Δ30	⇓∅-RS
	S	Intel	18.303	12/08/24	-1.78	40.719		46.199	-5.480	-11.86	-9.60
DJ Global Titans - 50 out of 50 instruments rated - 9/05/22 / 11/10/21 - 30 did rise, Market-Ratio(30) in EUR = 60.00 %

Technical Chart

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

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

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
2/01/06		19/06/06	168		- cash -
short	19/06/06	26/06/06	7		Intel	100	693	14.425	14.616	14.234	-0.191	-1	9,868	-50
long	26/06/06	14/01/08	567		Gazprom	100	738	13.360	14.480		1.120	8	10,694	5
short	14/01/08	4/05/09	476		Citigroup	100	54	196.657	24.115	1,603.761	1,407.104	716	86,678	400
long	4/05/09	25/05/09	21		Qualcomm	100	2,653	32.668	30.924		-1.744	-5	82,051	-61
short	25/05/09	1/06/09	7		Citigroup	100	3,046	26.930	26.080	27.809	0.879	3	84,727	433
long	1/06/09	22/06/09	21		Qualcomm	100	2,700	31.380	31.855		0.475	2	86,010	30
short	22/06/09	29/06/09	7		Citigroup	100	3,996	21.524	21.482	21.565	0.042	0	86,176	11
long	29/06/09	6/07/09	7		Apple	100	23,893	3.607	3.541		-0.065	-2	84,612	-62
short	6/07/09	13/07/09	7		Citigroup	100	4,239	19.959	19.947	19.970	0.012	0	84,661	3
long	13/07/09	17/05/10	308		Apple	100	23,210	3.647	7.349		3.701	101	170,565	129
short	17/05/10	31/05/10	14		Qualcomm	100	5,639	30.243	28.580	32.003	1.760	6	180,490	337
long	31/05/10	7/06/10	7		Apple	100	23,775	7.591	7.490		-0.101	-1	178,086	-50
short	7/06/10	6/09/10	91		Qualcomm	100	6,086	29.260	31.462	27.059	-2.201	-8	164,688	-27
long	6/09/10	27/09/10	21		Apple	100	23,065	7.140	7.708		0.568	8	177,779	278
short	27/09/10	22/11/10	56		BP	100	37,523	4.738	5.036	4.440	-0.298	-6	166,604	-35
long	22/11/10	25/07/11	245		Apple	100	20,362	8.182	9.909		1.728	21	201,781	33
short	25/07/11	26/12/11	154		Bank of America	100	28,950	6.970	4.201	11.562	4.592	66	334,728	232
long	26/12/11	23/01/12	28		Philip Morris	100	5,538	60.439	57.914		-2.524	-4	320,749	-43
short	23/01/12	6/02/12	14		Bank of America	100	57,186	5.609	6.060	5.157	-0.452	-8	294,927	-89
long	6/02/12	21/05/12	105		Apple	100	23,406	12.600	15.695		3.095	25	367,367	115
short	21/05/12	28/05/12	7		Telefónica	100	37,425	9.816	9.440	10.207	0.391	4	382,000	667
long	28/05/12	22/10/12	147		Apple	100	23,425	16.307	17.386		1.079	7	407,270	17
short	22/10/12	29/10/12	7		Telefónica	100	38,787	10.500	10.070	10.948	0.448	4	424,662	785
long	29/10/12	16/12/13	413		Bank of America	100	58,951	7.204	11.075		3.871	54	652,873	46
short	16/12/13	23/12/13	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	23/12/13	27/10/14	308		Alphabet A	100	31,037	20.416	21.652		1.236	6	672,039	7
short	27/10/14	10/11/14	14		Samsung Electronics	100	41,011,584	0.016	0.019	0.014	-0.002	-15	574,162	-98
long	10/11/14	15/12/14	35		Apple	100	26,218	21.899	21.746		-0.153	-1	570,143	-7
short	15/12/14	2/03/15	77		Gazprom	100	170,855	3.337	4.494	2.180	-1.157	-35	372,464	-87
long	2/03/15	30/03/15	28		Apple	100	12,907	28.856	29.169		0.313	1	376,499	15
short	30/03/15	27/04/15	28		ConocoPhilips	100	6,371	59.090	61.591	56.589	-2.501	-4	360,565	-43
long	27/04/15	8/06/15	42		Mitsubishi UFJ	100	5,556,989	0.065	0.064		-0.001	-2	354,140	-14
short	8/06/15	13/07/15	35		BHP	100	18,619	19.020	17.787	20.338	1.318	7	378,683	101
long	13/07/15	27/07/15	14		Mitsubishi UFJ	100	6,028,655	0.063	0.064		0.002	2	387,947	88
short	27/07/15	3/08/15	7		ConocoPhilips	100	8,497	45.655	45.385	45.927	0.272	1	390,259	36
long	3/08/15	24/08/15	21		Mitsubishi UFJ	100	6,017,123	0.065	0.054		-0.011	-17	324,275	-96
short	24/08/15	21/03/16	210		ConocoPhilips	100	8,769	36.977	37.886	36.068	-0.909	-2	316,303	-4
long	21/03/16	28/03/16	7		McDonald´s	100	2,871	110.161	110.022		-0.139	0	315,905	-6
short	28/03/16	11/04/16	14		Mitsubishi UFJ	100	7,597,869	0.042	0.038	0.045	0.003	8	341,904	686
long	11/04/16	9/05/16	28		McDonald´s	100	3,057	111.826	114.955		3.129	3	351,469	43
short	9/05/16	4/07/16	56		Mitsubishi UFJ	100	8,740,138	0.040	0.040	0.041	0.000	1	354,850	6
long	4/07/16	5/03/18	609		BP	100	66,761	5.315	5.277		-0.038	-1	352,283	0
short	5/03/18	12/03/18	7		General Electric	100	3,766	93.522	97.980	89.065	-4.458	-5	335,495	-92
long	12/03/18	9/04/18	28		Intel	100	8,028	41.788	40.213		-1.575	-4	322,851	-39
short	9/04/18	3/09/18	147		General Electric	100	3,875	83.298	89.079	77.518	-5.780	-7	300,451	-16
long	3/09/18	26/11/18	84		Apple	100	6,135	48.969	38.491		-10.478	-21	236,169	-65
short	26/11/18	1/04/19	126		General Electric	100	4,417	53.466	72.073	34.860	-18.607	-35	153,982	-71
long	1/04/19	22/04/19	21		Procter & Gamble	100	1,665	92.447	94.127		1.680	2	156,779	37
short	22/04/19	29/04/19	7		Schlumberger	100	3,851	40.710	38.835	42.676	1.966	5	164,350	1,069
long	29/04/19	3/06/19	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	3/06/19	10/06/19	7		Schlumberger	100	3,956	31.558	31.341	31.775	0.218	1	125,734	43
long	10/06/19	24/02/20	259		Gazprom	100	20,085	6.260	6.326		0.066	1	127,060	1
short	24/02/20	5/10/20	224		Exxon Mobil	100	2,446	51.928	28.615	94.235	42.307	81	230,543	164
long	5/10/20	7/03/22	518		Apple	100	2,333	98.803	146.445		47.642	48	341,691	32
short	7/03/22	28/03/22	21		Gazprom	100	126,552	2.700	2.700	2.700	0.000	0	341,691	0
long	28/03/22	13/06/22	77		ConocoPhilips	100	3,627	94.195	107.044		12.848	14	388,292	83
short	13/06/22	9/01/23	210		General Electric	100	5,986	64.862	67.576	62.148	-2.714	-4	372,046	-7
long	9/01/23	13/03/23	63		Schlumberger	100	7,190	51.740	45.465		-6.275	-12	326,931	-53
short	13/03/23	27/03/23	14		3M	100	3,393	96.348	94.020	98.734	2.386	2	335,025	89
long	27/03/23	30/10/23	217		NVidia	100	13,630	24.578	38.782		14.203	58	528,619	115
short	30/10/23	4/12/23	35		Pfizer	100	18,364	28.784	27.037	30.644	1.860	6	562,770	92
long	4/12/23	12/08/24	252		NVidia	100	13,391	42.024	101.639		59.615	142	1,361,073	259
accum	19/06/06	12/08/24	7286	days out of 7454 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	14/01/08	4/05/09	476	196.66	24.11	1,603.76	1,407.10	715.51
	short	25/05/09	1/06/09	7	26.93	26.08	27.81	0.88	3.26
	short	22/06/09	29/06/09	7	21.52	21.48	21.57	0.04	0.19
	short	6/07/09	13/07/09	7	19.96	19.95	19.97	0.01	0.06	744.23
Apple	long	29/06/09	6/07/09	7	3.61	3.54		-0.07	-1.81
	long	13/07/09	17/05/10	308	3.65	7.35		3.70	101.47
	long	31/05/10	7/06/10	7	7.59	7.49		-0.10	-1.33
	long	6/09/10	27/09/10	21	7.14	7.71		0.57	7.95
	long	22/11/10	25/07/11	245	8.18	9.91		1.73	21.11
	long	6/02/12	21/05/12	105	12.60	15.69		3.09	24.56
	long	28/05/12	22/10/12	147	16.31	17.39		1.08	6.62
	long	10/11/14	15/12/14	35	21.90	21.75		-0.15	-0.70
	long	2/03/15	30/03/15	28	28.86	29.17		0.31	1.08
	long	3/09/18	26/11/18	84	48.97	38.49		-10.48	-21.40
	long	5/10/20	7/03/22	518	98.80	146.45		47.64	48.22	296.31
NVidia	long	27/03/23	30/10/23	217	24.58	38.78		14.20	57.79
	long	4/12/23	12/08/24	252	42.02	101.64		59.61	141.86	281.63
Bank of America	short	25/07/11	26/12/11	154	6.97	4.20	11.56	4.59	65.89
	short	23/01/12	6/02/12	14	5.61	6.06	5.16	-0.45	-8.05
	long	29/10/12	16/12/13	413	7.20	11.07		3.87	53.74	134.51
Exxon Mobil	short	24/02/20	5/10/20	224	51.93	28.61	94.24	42.31	81.47	81.47
Telefónica	short	21/05/12	28/05/12	7	9.82	9.44	10.21	0.39	3.98
	short	22/10/12	29/10/12	7	10.50	10.07	10.95	0.45	4.27	8.42
BHP	short	8/06/15	13/07/15	35	19.02	17.79	20.34	1.32	6.93	6.93
ConocoPhilips	short	30/03/15	27/04/15	28	59.09	61.59	56.59	-2.50	-4.23
	short	27/07/15	3/08/15	7	45.66	45.38	45.93	0.27	0.60
	short	24/08/15	21/03/16	210	36.98	37.89	36.07	-0.91	-2.46
	long	28/03/22	13/06/22	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	30/10/23	4/12/23	35	28.78	27.04	30.64	1.86	6.46	6.46
Alphabet A	long	23/12/13	27/10/14	308	20.42	21.65		1.24	6.06	6.06
McDonald´s	long	21/03/16	28/03/16	7	110.16	110.02		-0.14	-0.13
	long	11/04/16	9/05/16	28	111.83	114.95		3.13	2.80	2.67
3M	short	13/03/23	27/03/23	14	96.35	94.02	98.73	2.39	2.48	2.48
Procter & Gamble	long	1/04/19	22/04/19	21	92.45	94.13		1.68	1.82	1.82
IBM	short	16/12/13	23/12/13	7	129.24	133.04	125.44	-3.80	-2.94	-2.94
Philip Morris	long	26/12/11	23/01/12	28	60.44	57.91		-2.52	-4.18	-4.18
Intel	short	19/06/06	26/06/06	7	14.42	14.62	14.23	-0.19	-1.33
	long	12/03/18	9/04/18	28	41.79	40.21		-1.58	-3.77	-5.04
BP	short	27/09/10	22/11/10	56	4.74	5.04	4.44	-0.30	-6.29
	long	4/07/16	5/03/18	609	5.32	5.28		-0.04	-0.72	-6.96
Schlumberger	short	22/04/19	29/04/19	7	40.71	38.84	42.68	1.97	4.83
	short	3/06/19	10/06/19	7	31.56	31.34	31.78	0.22	0.69
	long	9/01/23	13/03/23	63	51.74	45.47		-6.27	-12.13	-7.25
Mitsubishi UFJ	long	27/04/15	8/06/15	42	0.06	0.06		-0.00	-1.78
	long	13/07/15	27/07/15	14	0.06	0.06		0.00	2.45
	long	3/08/15	24/08/15	21	0.06	0.05		-0.01	-16.91
	short	28/03/16	11/04/16	14	0.04	0.04	0.05	0.00	8.23
	short	9/05/16	4/07/16	56	0.04	0.04	0.04	0.00	0.96	-8.64
Samsung Electronics	short	27/10/14	10/11/14	14	0.02	0.02	0.01	-0.00	-14.56	-14.56
Gazprom	long	26/06/06	14/01/08	567	13.36	14.48		1.12	8.38
	short	15/12/14	2/03/15	77	3.34	4.49	2.18	-1.16	-34.67
	long	10/06/19	24/02/20	259	6.26	6.33		0.07	1.05
	short	7/03/22	28/03/22	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	4/05/09	25/05/09	21	32.67	30.92		-1.74	-5.34
	long	1/06/09	22/06/09	21	31.38	31.86		0.48	1.51
	short	17/05/10	31/05/10	14	30.24	28.58	32.00	1.76	5.82
	short	7/06/10	6/09/10	91	29.26	31.46	27.06	-2.20	-7.52
	long	29/04/19	3/06/19	35	78.02	59.27		-18.74	-24.03	-28.56
General Electric	short	5/03/18	12/03/18	7	93.52	97.98	89.06	-4.46	-4.77
	short	9/04/18	3/09/18	147	83.30	89.08	77.52	-5.78	-6.94
	short	26/11/18	1/04/19	126	53.47	72.07	34.86	-18.61	-34.80
	short	13/06/22	9/01/23	210	64.86	67.58	62.15	-2.71	-4.18	-44.64

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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