Share-o-matic - Portfolio

Sun, 31st May 2026, 20:04UTC

Assessment - DJ Global Titans 50 - 20/06/22 - RS = 30

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	20/06/22	⇓ Δwk	22/11/21	prc diff	Δ30	Curr	⇓∅-RS
		DJ Global Titans	645.640	12/08/24		409.160		541.810	-132.650	-24.48	USD	-18.63
		Exxon Mobil	119.000	12/08/24	0.13	86.120		61.510	24.610	40.01	USD	26.01
	L	BAT	2,801.000	12/08/24		3,515.500		2,579.500	936.000	36.29	GBP	21.03
		Chevron	145.020	12/08/24	0.02	148.380		113.910	34.470	30.26	USD	20.56
		Shell	33.025	12/08/24	0.93	24.545		19.238	5.307	27.59	EUR	19.27
	L	HSBC	643.900	12/08/24	0.22	537.500		436.950	100.550	23.01	GBP	18.61
		AbbVie	190.180	12/08/24	0.13	138.280		115.650	22.630	19.57	USD	7.65
		TotalEnergies	61.720	12/08/24	0.60	50.250		42.395	7.855	18.53	EUR	15.15
		BP	439.600	12/08/24	1.35	391.500		334.400	57.100	17.08	GBP	12.22
		IBM	189.480	12/08/24	-1.03	135.020		116.470	18.550	15.93	USD	1.58
	L	Amgen	320.000	12/08/24	-0.77	234.720		202.730	31.990	15.78	USD	3.02
		GSK	1,572.000	12/08/24	0.42	1,711.700		1,537.430	174.270	11.34	GBP	9.42
		BHP	40.640	12/08/24	-0.54	40.260		36.580	3.680	10.06	AUD	-9.47
	L	Philip Morris	116.090	12/08/24	0.07	97.950		89.780	8.170	9.10	USD	-0.70
	L	Coca-Cola	68.170	12/08/24	-0.74	59.430		55.470	3.960	7.14	USD	1.68
		Sanofi	95.670	12/08/24	-0.60	95.610		89.360	6.250	6.99	EUR	5.78
	S	Johnson & Johnson	159.880	12/08/24	-0.46	169.460		159.700	9.760	6.11	USD	-0.18
	L	Novartis	96.740	12/08/24	0.16	79.640		76.190	3.450	4.53	CHF	-1.69
		Merck (MSD)	113.480	12/08/24	-0.93	84.620		81.640	2.980	3.65	USD	5.93
		Toyota	2,447.500	9/08/24	-0.14	2,089.500		2,105.000	-15.500	-0.74	JPY	1.30
		Visa	259.890	12/08/24	0.05	190.010		195.580	-5.570	-2.85	USD	-12.94
		Mastercard	455.690	12/08/24	-0.24	310.690		321.300	-10.610	-3.30	USD	-12.09
	L	Royal Bank CA	148.760	12/08/24	-0.72	125.970		131.630	-5.660	-4.30	CAD	-4.95
		PepsiCo	171.420	12/08/24	-0.56	157.060		164.150	-7.090	-4.32	USD	-3.37
		Anheuser-Busch InBev	55.200	12/08/24	-0.47	49.605		52.440	-2.835	-5.41	EUR	-6.72
		⇓instrument	freshest		⇓ Δday	20/06/22	⇓ Δwk	22/11/21	prc diff	Δ30	Curr	⇓∅-RS
	S	McDonald´s	269.460	12/08/24	0.58	234.380		253.480	-19.100	-7.54	USD	-4.62
		Allianz	255.900	12/08/24		186.120		203.050	-16.930	-8.34	EUR	-9.13
	L	Pfizer	28.450	12/08/24	-0.35	46.530		51.200	-4.670	-9.12	USD	-3.39
	L	Procter & Gamble	166.810	12/08/24	-2.19	132.360		147.800	-15.440	-10.45	USD	-11.00
	L	Nestlé	88.640	12/08/24	-0.40	107.380		122.620	-15.240	-12.43	CHF	-9.32
	L	Roche	277.800	12/08/24	0.25	304.500		366.600	-62.100	-16.94	CHF	-14.39
	L	Apple	217.530	12/08/24	0.71	131.560		161.020	-29.460	-18.30	USD	-15.02
	L	Walmart	68.700	12/08/24	1.10	39.430		48.260	-8.830	-18.30	USD	-16.83
	S	Cisco Systems	44.860	12/08/24	-1.34	43.390		54.600	-11.210	-20.53	USD	-20.41
		Samsung Electronics	75,500.000	12/08/24	1.07	58,700.000		74,900.000	-16,200.000	-21.63	KRW	-19.66
	S	Intel	19.360	12/08/24	-1.78	36.970		49.830	-12.860	-25.81	USD	-25.95
	L	Alphabet A	162.290	12/08/24	-0.84	107.144		146.302	-39.158	-26.77	USD	-19.29
		Microsoft	406.810	12/08/24	0.19	247.650		339.830	-92.180	-27.13	USD	-16.10
	L	3M	123.360	12/08/24	-0.65	129.840		179.660	-49.820	-27.73	USD	-23.37
	L	Oracle	132.580	12/08/24	0.39	67.720		94.610	-26.890	-28.42	USD	-19.02
	L	DuPont	78.330	12/08/24	-0.25	56.290		79.220	-22.930	-28.94	USD	-23.33
	L	Taiwan Semiconductor	167.630	12/08/24	0.31	86.950		124.750	-37.800	-30.30	USD	-21.59
		Citigroup	57.840	12/08/24		46.520		67.040	-20.520	-30.61	USD	-24.79
		JP Morgan Chase	206.190	12/08/24	0.19	113.030		164.350	-51.320	-31.23	USD	-23.59
		Siemens	157.200	12/08/24	0.01	103.540		155.920	-52.380	-33.59	EUR	-22.69
		General Electric	166.870	12/08/24	-0.16	66.000		101.040	-35.040	-34.68	USD	-30.26
		Boeing	164.130	12/08/24	-2.25	136.800		209.900	-73.100	-34.83	USD	-29.10
		Walt Disney	85.950	12/08/24	-0.30	94.340		154.160	-59.820	-38.80	USD	-36.07
		Amazon.com	166.800	12/08/24	-0.08	106.220		178.629	-72.409	-40.54	USD	-31.46
	L	NVidia	109.020	12/08/24	4.08	15.880		31.956	-16.076	-50.31	USD	-29.24
		⇓instrument	freshest		⇓ Δday	20/06/22	⇓ Δwk	22/11/21	prc diff	Δ30	Curr	⇓∅-RS
		Meta Platforms	515.950	12/08/24	-0.35	163.740		341.010	-177.270	-51.98	USD	-40.16
DJ Global Titans - 50 out of 50 instruments rated - 20/06/22 / 22/11/21 - 18 did rise, Market-Ratio(30) = 36.00 %

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 * A30 - 54/52 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	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	548	USD	18.240	18.280	18.200	-0.040	0	9,978	-11
long	26/06/06	14/01/08	567		Gazprom	100	746	EUR	13.360	14.480		1.120	8	10,814	5
short	14/01/08	4/05/09	476		Citigroup	100	37	USD	290.600	32.000	2,639.011	2,348.411	808	97,705	443
long	4/05/09	25/05/09	21		Qualcomm	100	2,253	USD	43.350	43.290		-0.060	0	97,570	-2
short	25/05/09	1/06/09	7		Citigroup	100	2,588	USD	37.700	36.900	38.517	0.817	2	99,685	206
long	1/06/09	22/06/09	21		Qualcomm	100	2,245	USD	44.400	44.400		0.000	0	99,685	0
short	22/06/09	29/06/09	7		Citigroup	100	3,322	USD	30.000	30.200	29.800	-0.200	-1	99,020	-29
long	29/06/09	6/07/09	7		Apple	100	19,529	USD	5.070	4.950		-0.120	-2	96,677	-71
short	6/07/09	13/07/09	7		Citigroup	100	3,465	USD	27.900	27.800	28.000	0.100	0	97,025	21
long	13/07/09	17/05/10	308		Apple	100	19,086	USD	5.084	9.079		3.996	79	173,288	99
short	17/05/10	31/05/10	14		Qualcomm	100	4,637	USD	37.365	35.070	39.810	2.445	7	184,626	422
long	31/05/10	7/06/10	7		Apple	100	19,819	USD	9.315	8.962		-0.353	-4	177,625	-87
short	7/06/10	6/09/10	91		Qualcomm	100	5,073	USD	35.010	40.570	29.450	-5.560	-16	149,419	-50
long	6/09/10	27/09/10	21		Apple	100	16,228	USD	9.207	10.399		1.191	13	168,751	729
short	27/09/10	22/11/10	56		BP	100	41,780	GBP	4.039	4.310	3.768	-0.271	-7	157,428	-36
long	22/11/10	25/07/11	245		Apple	100	14,067	USD	11.191	14.232		3.041	27	200,203	43
short	25/07/11	26/12/11	154		Bank of America	100	20,000	USD	10.010	5.480	18.285	8.275	83	365,697	317
long	26/12/11	23/01/12	28		Philip Morris	100	4,639	USD	78.830	74.860		-3.970	-5	347,280	-49
short	23/01/12	6/02/12	14		Bank of America	100	47,900	USD	7.250	7.970	6.530	-0.720	-10	312,792	-93
long	6/02/12	21/05/12	105		Apple	100	18,876	USD	16.570	20.046		3.475	21	378,392	94
short	21/05/12	28/05/12	7		Telefónica	100	38,548	EUR	9.816	9.440	10.207	0.391	4	393,465	667
long	28/05/12	22/10/12	147		Apple	100	19,251	USD	20.438	22.644		2.206	11	435,926	29
short	22/10/12	29/10/12	7		Telefónica	100	41,516	EUR	10.500	10.070	10.948	0.448	4	454,542	785
long	29/10/12	16/12/13	413		Bank of America	100	48,770	USD	9.320	15.240		5.920	64	743,261	54
short	16/12/13	23/12/13	7		IBM	100	4,179	USD	177.850	182.230	173.470	-4.380	-2	724,957	-73
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	23/12/13	27/10/14	308		Alphabet A	100	25,924	USD	27.964	27.494		-0.470	-2	712,778	-2
short	27/10/14	10/11/14	14		Samsung Electronics	100	32,546	KRW	21.900	25.360	18.440	-3.460	-16	600,168	-99
long	10/11/14	15/12/14	35		Apple	100	22,058	USD	27.208	27.056		-0.151	-1	596,831	-6
short	15/12/14	2/03/15	77		Gazprom	100	178,852	EUR	3.337	4.494	2.180	-1.157	-35	389,899	-87
long	2/03/15	30/03/15	28		Apple	100	12,081	USD	32.273	31.593		-0.680	-2	381,684	-24
short	30/03/15	27/04/15	28		ConocoPhilips	100	5,963	USD	64.000	67.060	60.940	-3.060	-5	363,437	-47
long	27/04/15	8/06/15	42		Mitsubishi UFJ	100	43,214	JPY	8.410	8.960		0.550	7	387,205	73
short	8/06/15	13/07/15	35		BHP	100	13,878	AUD	27.900	26.410	29.474	1.574	6	409,050	77
long	13/07/15	27/07/15	14		Mitsubishi UFJ	100	47,954	JPY	8.530	8.800		0.270	3	421,998	125
short	27/07/15	3/08/15	7		ConocoPhilips	100	8,331	USD	50.650	49.710	51.608	0.958	2	429,977	166
long	3/08/15	24/08/15	21		Mitsubishi UFJ	100	48,805	JPY	8.810	7.410		-1.400	-16	361,650	-95
short	24/08/15	21/03/16	210		ConocoPhilips	100	8,424	USD	42.930	42.580	43.283	0.353	1	364,623	1
long	21/03/16	28/03/16	7		McDonald´s	100	2,945	USD	123.810	123.170		-0.640	-1	362,738	-24
short	28/03/16	11/04/16	14		Mitsubishi UFJ	100	68,700	JPY	5.280	4.730	5.894	0.614	12	404,920	1,660
long	11/04/16	9/05/16	28		McDonald´s	100	3,174	USD	127.560	130.830		3.270	3	415,299	39
short	9/05/16	4/07/16	56		Mitsubishi UFJ	100	83,763	JPY	4.958	4.553	5.399	0.441	9	452,239	74
long	4/07/16	5/03/18	609		BP	100	101,376	GBP	4.461	4.702		0.241	5	476,620	3
short	5/03/18	12/03/18	7		General Electric	100	4,131	USD	115.360	120.800	109.920	-5.440	-5	454,147	-92
long	12/03/18	9/04/18	28		Intel	100	8,814	USD	51.520	49.550		-1.970	-4	436,783	-40
short	9/04/18	3/09/18	147		General Electric	100	4,255	USD	102.640	103.520	101.760	-0.880	-1	433,039	-2
long	3/09/18	26/11/18	84		Apple	100	7,609	USD	56.908	43.655		-13.253	-23	332,201	-68
short	26/11/18	1/04/19	126		General Electric	100	5,478	USD	60.640	80.800	40.480	-20.160	-33	221,764	-69
long	1/04/19	22/04/19	21		Procter & Gamble	100	2,139	USD	103.640	106.010		2.370	2	226,834	48
short	22/04/19	29/04/19	7		Schlumberger	100	4,947	USD	45.850	43.430	48.405	2.555	6	239,472	1,590
long	29/04/19	3/06/19	35		Qualcomm	100	2,744	USD	87.250	66.660		-20.590	-24	182,973	-94
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/06/19	10/06/19	7		Schlumberger	100	5,155	USD	35.490	35.470	35.510	0.020	0	183,076	3
long	10/06/19	24/02/20	259		Gazprom	100	29,245	EUR	6.260	6.326		0.066	1	185,007	1
short	24/02/20	5/10/20	224		Exxon Mobil	100	3,282	USD	56.370	33.740	94.178	37.808	67	309,093	131
long	5/10/20	7/03/22	518		Apple	100	2,653	USD	116.500	159.300		42.800	37	422,642	25
short	7/03/22	28/03/22	21		Gazprom	100	156,534	EUR	2.700	2.700	2.700	0.000	0	422,642	0
long	28/03/22	13/06/22	77		ConocoPhilips	100	4,083	USD	103.500	111.760		8.260	8	456,367	44
short	13/06/22	9/01/23	210		General Electric	100	6,739	USD	67.720	72.670	62.770	-4.950	-7	423,009	-12
long	9/01/23	13/03/23	63		Schlumberger	100	7,602	USD	55.640	48.840		-6.800	-12	371,316	-53
short	13/03/23	27/03/23	14		3M	100	3,587	USD	103.500	101.490	105.550	2.050	2	378,668	67
long	27/03/23	30/10/23	217		NVidia	100	14,272	USD	26.531	41.161		14.630	55	587,468	109
short	30/10/23	4/12/23	35		Pfizer	100	19,229	USD	30.550	29.280	31.875	1.325	4	612,948	56
long	4/12/23	12/08/24	252		NVidia	100	13,468	USD	45.510	109.020		63.510	140	1,468,301	254
accum	19/06/06	12/08/24	7286	days out of 7454 invested (98%)								14,583		1,468,301	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	290.60	32.00	2,639.01	2,348.41	808.13
	short	25/05/09	1/06/09	7	37.70	36.90	38.52	0.82	2.17
	short	22/06/09	29/06/09	7	30.00	30.20	29.80	-0.20	-0.67
	short	6/07/09	13/07/09	7	27.90	27.80	28.00	0.10	0.36	824.94
NVidia	long	27/03/23	30/10/23	217	26.53	41.16		14.63	55.14
	long	4/12/23	12/08/24	252	45.51	109.02		63.51	139.55	271.65
Apple	long	29/06/09	6/07/09	7	5.07	4.95		-0.12	-2.37
	long	13/07/09	17/05/10	308	5.08	9.08		4.00	78.60
	long	31/05/10	7/06/10	7	9.32	8.96		-0.35	-3.79
	long	6/09/10	27/09/10	21	9.21	10.40		1.19	12.94
	long	22/11/10	25/07/11	245	11.19	14.23		3.04	27.17
	long	6/02/12	21/05/12	105	16.57	20.05		3.48	20.97
	long	28/05/12	22/10/12	147	20.44	22.64		2.21	10.79
	long	10/11/14	15/12/14	35	27.21	27.06		-0.15	-0.56
	long	2/03/15	30/03/15	28	32.27	31.59		-0.68	-2.11
	long	3/09/18	26/11/18	84	56.91	43.66		-13.25	-23.29
	long	5/10/20	7/03/22	518	116.50	159.30		42.80	36.74	229.77
Bank of America	short	25/07/11	26/12/11	154	10.01	5.48	18.28	8.27	82.66
	short	23/01/12	6/02/12	14	7.25	7.97	6.53	-0.72	-9.93
	long	29/10/12	16/12/13	413	9.32	15.24		5.92	63.52	169.03
Exxon Mobil	short	24/02/20	5/10/20	224	56.37	33.74	94.18	37.81	67.07	67.07
Mitsubishi UFJ	long	27/04/15	8/06/15	42	8.41	8.96		0.55	6.54
	long	13/07/15	27/07/15	14	8.53	8.80		0.27	3.17
	long	3/08/15	24/08/15	21	8.81	7.41		-1.40	-15.89
	short	28/03/16	11/04/16	14	5.28	4.73	5.89	0.61	11.63
	short	9/05/16	4/07/16	56	4.96	4.55	5.40	0.44	8.89	12.38
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
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	27.90	26.41	29.47	1.57	5.64	5.64
ConocoPhilips	short	30/03/15	27/04/15	28	64.00	67.06	60.94	-3.06	-4.78
	short	27/07/15	3/08/15	7	50.65	49.71	51.61	0.96	1.89
	short	24/08/15	21/03/16	210	42.93	42.58	43.28	0.35	0.82
	long	28/03/22	13/06/22	77	103.50	111.76		8.26	7.98	5.62
Pfizer	short	30/10/23	4/12/23	35	30.55	29.28	31.88	1.33	4.34	4.34
Procter & Gamble	long	1/04/19	22/04/19	21	103.64	106.01		2.37	2.29	2.29
McDonald´s	long	21/03/16	28/03/16	7	123.81	123.17		-0.64	-0.52
	long	11/04/16	9/05/16	28	127.56	130.83		3.27	2.56	2.03
3M	short	13/03/23	27/03/23	14	103.50	101.49	105.55	2.05	1.98	1.98
Alphabet A	long	23/12/13	27/10/14	308	27.96	27.49		-0.47	-1.68	-1.68
BP	short	27/09/10	22/11/10	56	4.04	4.31	3.77	-0.27	-6.71
	long	4/07/16	5/03/18	609	4.46	4.70		0.24	5.39	-1.68
IBM	short	16/12/13	23/12/13	7	177.85	182.23	173.47	-4.38	-2.46	-2.46
Intel	short	19/06/06	26/06/06	7	18.24	18.28	18.20	-0.04	-0.22
	long	12/03/18	9/04/18	28	51.52	49.55		-1.97	-3.82	-4.03
Philip Morris	long	26/12/11	23/01/12	28	78.83	74.86		-3.97	-5.04	-5.04
Schlumberger	short	22/04/19	29/04/19	7	45.85	43.43	48.40	2.55	5.57
	short	3/06/19	10/06/19	7	35.49	35.47	35.51	0.02	0.06
	long	9/01/23	13/03/23	63	55.64	48.84		-6.80	-12.22	-7.28
Samsung Electronics	short	27/10/14	10/11/14	14	21.90	25.36	18.44	-3.46	-15.80	-15.80
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	43.35	43.29		-0.06	-0.14
	long	1/06/09	22/06/09	21	44.40	44.40		0.00	0.00
	short	17/05/10	31/05/10	14	37.37	35.07	39.81	2.45	6.54
	short	7/06/10	6/09/10	91	35.01	40.57	29.45	-5.56	-15.88
	long	29/04/19	3/06/19	35	87.25	66.66		-20.59	-23.60	-31.62
General Electric	short	5/03/18	12/03/18	7	115.36	120.80	109.92	-5.44	-4.72
	short	9/04/18	3/09/18	147	102.64	103.52	101.76	-0.88	-0.86
	short	26/11/18	1/04/19	126	60.64	80.80	40.48	-20.16	-33.25
	short	13/06/22	9/01/23	210	67.72	72.67	62.77	-4.95	-7.31	-41.55

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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