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

Assessment - DJ Global Titans 50 - 4/15/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	Curr	∅-RS
		DJ Global Titans	591.850	17:22	-1.35	617.160	-4.10	510.960	106.200	20.78	USD	17.04
		NVidia	846.710	Thu	0.76	860.010	-1.55	460.950	399.060	86.57	USD	84.94
		Meta Platforms	501.800	Thu	1.54	500.230	0.31	321.150	179.080	55.76	USD	55.50
	L	Toyota	3,522.000	06:15	-2.22	3,767.000	-6.50	2,660.000	1,107.000	41.62	JPY	47.57
	L	Taiwan Semiconductor	132.270	Thu	-4.86	140.140	-5.62	91.220	48.920	53.63	USD	38.46
		Amazon.com	179.220	Thu	-1.14	183.620	-2.40	132.550	51.070	38.53	USD	32.51
		General Electric	152.940	Thu	-1.75	153.700	-0.49	109.140	44.560	40.83	USD	29.30
	L	Citigroup	58.320	Thu	0.26	58.560	-0.41	40.950	17.610	43.00	USD	23.51
	L	Walt Disney	112.030	14:15	-0.36	112.950	-0.81	85.710	27.240	31.78	USD	21.44
		IBM	182.505	14:13	0.57	181.250	0.69	139.210	42.040	30.20	USD	20.60
		Alphabet A	156.010	Thu	0.35	154.860	0.74	139.095	15.765	11.33	USD	18.06
		JP Morgan Chase	182.300	14:13	0.58	182.890	-0.32	147.850	35.040	23.70	USD	17.82
		Microsoft	401.970	14:13	-0.57	413.640	-2.82	332.640	81.000	24.35	USD	17.59
	L	Shell	33.465	15:37	-0.01	34.060	-1.75	32.200	1.860	5.78	EUR	16.71
	L	TotalEnergies	67.280	15:37	-0.21	68.290	-1.48	63.060	5.230	8.29	EUR	15.90
		Siemens	172.960	15:37	-1.46	175.900	-1.67	133.900	42.000	31.37	EUR	15.76
	L	Samsung Electronics	77,600.000	06:30	-2.51	82,200.000	-5.60	67,300.000	14,900.000	22.14	KRW	15.45
	L	Allianz	263.200	15:37	0.46	264.000	-0.30	224.250	39.750	17.73	EUR	15.10
		Merck (MSD)	125.280	14:13	0.04	126.190	-0.72	104.140	22.050	21.17	USD	12.57
		Mastercard	454.700	Thu	-1.19	459.790	-1.11	401.160	58.630	14.62	USD	12.09
	L	Walmart	59.430	14:15	0.29	59.930	-0.83	53.737	6.193	11.53	USD	11.92
	L	Exxon Mobil	118.520	Thu	-0.09	119.680	-0.97	109.950	9.730	8.85	USD	11.75
		GSK	1,599.000	16:10	0.98	1,643.500	-2.71	1,493.200	150.300	10.07	GBP	11.54
		Visa	270.170	14:15	-0.44	271.280	-0.41	240.070	31.210	13.00	USD	9.21
	L	BP	514.900	16:15	0.49	527.300	-2.35	549.000	-21.700	-3.95	GBP	8.70
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	Curr	∅-RS
		Oracle	116.000	Thu	-2.25	119.880	-3.24	108.710	11.170	10.28	USD	7.39
	L	Royal Bank CA	133.520	Thu	0.17	134.990	-1.09	116.200	18.790	16.17	CAD	6.79
		HSBC	646.200	15:39	0.25	651.100	-0.75	651.300	-0.200	-0.03	GBP	6.34
		AbbVie	164.660	Thu	0.25	161.670	1.85	147.230	14.440	9.81	USD	6.31
	L	DuPont	73.530	Thu	0.60	73.440	0.12	75.290	-1.850	-2.46	USD	2.18
		Procter & Gamble	155.765	14:15	-0.97	155.450	0.20	146.070	9.380	6.42	USD	2.17
		Amgen	264.370	14:12	0.62	265.510	-0.43	286.880	-21.370	-7.45	USD	2.07
		BHP	44.640	05:51	-1.00	45.770	-2.47	45.180	0.590	1.31	AUD	1.30
	L	Chevron	159.860	14:12	1.45	157.590	1.44	165.400	-7.810	-4.72	USD	1.29
		Anheuser-Busch InBev	54.960	15:35	1.48	54.800	0.29	51.320	3.480	6.78	EUR	0.11
		Coca-Cola	59.195	14:12	0.48	58.140	1.81	53.430	4.710	8.82	USD	-2.39
	S	Novartis	85.530	15:30	1.19	86.500	-1.12	87.200	-0.700	-0.80	CHF	-2.50
	S	Intel	34.670	14:13	-1.06	36.310	-4.52	36.560	-0.250	-0.68	USD	-2.91
		PepsiCo	172.270	Thu	1.65	166.950	3.19	161.080	5.870	3.64	USD	-4.47
	S	Apple	165.526	14:12	-0.91	172.690	-4.15	178.720	-6.030	-3.37	USD	-4.65
	S	Cisco Systems	48.215	14:12	0.22	48.240	-0.05	54.160	-5.920	-10.93	USD	-5.28
	S	Philip Morris	91.200	Thu	0.68	88.600	2.93	93.120	-4.520	-4.85	USD	-5.58
	S	McDonald´s	270.759	14:13	-0.08	266.230	1.70	249.940	16.290	6.52	USD	-6.19
		Sanofi	86.890	15:37	1.95	87.450	-0.64	103.880	-16.430	-15.82	EUR	-6.68
	S	Johnson & Johnson	146.255	14:13	0.35	147.590	-0.90	157.530	-9.940	-6.31	USD	-7.28
		3M	91.790	14:12	0.34	91.300	0.54	89.940	1.360	1.51	USD	-8.01
		BAT	2,310.000	16:15	0.74	2,287.000	1.01	2,486.000	-199.000	-8.00	GBP	-8.86
		Nestlé	95.240	15:30	2.15	92.500	2.96	103.080	-10.580	-10.26	CHF	-9.85
	S	Roche	222.100	15:30	0.95	225.100	-1.33	252.150	-27.050	-10.73	CHF	-11.09
		Pfizer	25.390	Thu	-0.12	25.910	-2.01	33.270	-7.360	-22.12	USD	-19.40
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	Curr	∅-RS
	S	Boeing	171.480	14:12	0.73	167.820	2.18	184.930	-17.110	-9.25	USD	-19.82
DJ Global Titans - 50 out of 50 instruments rated - 4/15/24 / 10/16/23 - 33 did rise, Market-Ratio(26) = 66.00 %

Technical Chart

	DJ Global Titans RS = 26 - B/S = 60/40

1/06/20	scale up chart	4/15/24

Transactions DJ Global Titans 50 * 26 - 60/40 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		1/14/08	742		- cash -
short	1/14/08	5/18/09	490		Citigroup	100	34	USD	290.600	36.400	2,320.010	2,029.410	698	79,000	370
long	5/18/09	5/24/10	371		JP Morgan Chase	100	2,120	USD	37.260	38.620		1.360	4	81,883	4
short	5/24/10	11/01/10	161		Qualcomm	100	2,295	USD	35.670	45.330	26.010	-9.660	-27	59,713	-51
long	11/01/10	8/01/11	273		Apple	100	5,496	USD	10.864	14.170		3.306	30	77,883	43
short	8/01/11	12/19/11	140		Bank of America	100	7,939	USD	9.810	4.985	19.305	9.495	97	153,265	484
long	12/19/11	10/20/14	1036		Philip Morris	100	2,031	USD	75.430	86.930		11.500	15	176,621	5
short	10/20/14	4/13/15	175		Samsung Electronics	100	7,984	KRW	22.120	29.580	14.660	-7.460	-34	117,061	-58
long	4/13/15	8/24/15	133		Toyota	100	7,111	JPY	16.460	13.570		-2.890	-18	96,510	-41
short	8/24/15	6/20/16	301		ConocoPhilips	100	2,248	USD	42.930	44.690	41.170	-1.760	-4	92,553	-5
long	6/20/16	3/26/18	644		Samsung Electronics	100	3,233	KRW	28.620	50.280		21.660	76	162,580	38
short	3/26/18	8/06/18	133		General Electric	100	1,576	USD	103.120	104.800	101.440	-1.680	-2	159,933	-4
long	8/06/18	12/10/18	126		ConocoPhilips	100	2,229	USD	71.730	65.200		-6.530	-9	145,377	-24
short	12/10/18	4/15/19	126		General Electric	100	2,622	USD	55.440	71.840	39.040	-16.400	-30	102,376	-64
long	4/15/19	3/09/20	329		Procter & Gamble	100	968	USD	105.730	116.060		10.330	10	112,376	11
short	3/09/20	9/07/20	182		Schlumberger	100	6,491	USD	17.310	19.310	15.310	-2.000	-12	99,394	-22
long	9/07/20	7/11/22	672		Apple	100	821	USD	120.960	144.870		23.910	20	119,024	10
short	7/11/22	12/12/22	154		General Electric	100	1,922	USD	61.910	83.210	40.610	-21.300	-34	78,085	-63
long	12/12/22	4/19/24	494		Merck (MSD)	100	716	USD	108.970	125.280		16.310	15	89,763	11
accum	1/14/08	4/19/24	5940	days out of 6682 invested (89%)								798		89,763	14

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	5/18/09	490	290.60	36.40	2,320.01	2,029.41	698.35	698.35
Bank of America	short	8/01/11	12/19/11	140	9.81	4.99	19.31	9.50	96.79	96.79
Apple	long	11/01/10	8/01/11	273	10.86	14.17		3.31	30.43
	long	9/07/20	7/11/22	672	120.96	144.87		23.91	19.77	56.21
Samsung Electronics	short	10/20/14	4/13/15	175	22.12	29.58	14.66	-7.46	-33.73
	long	6/20/16	3/26/18	644	28.62	50.28		21.66	75.68	16.43
Philip Morris	long	12/19/11	10/20/14	1036	75.43	86.93		11.50	15.25	15.25
Merck (MSD)	long	12/12/22	4/19/24	494	108.97	125.28		16.31	14.97	14.97
Procter & Gamble	long	4/15/19	3/09/20	329	105.73	116.06		10.33	9.77	9.77
JP Morgan Chase	long	5/18/09	5/24/10	371	37.26	38.62		1.36	3.65	3.65
Schlumberger	short	3/09/20	9/07/20	182	17.31	19.31	15.31	-2.00	-11.55	-11.55
ConocoPhilips	short	8/24/15	6/20/16	301	42.93	44.69	41.17	-1.76	-4.10
	long	8/06/18	12/10/18	126	71.73	65.20		-6.53	-9.10	-12.83
Toyota	long	4/13/15	8/24/15	133	16.46	13.57		-2.89	-17.56	-17.56
Qualcomm	short	5/24/10	11/01/10	161	35.67	45.33	26.01	-9.66	-27.08	-27.08
General Electric	short	3/26/18	8/06/18	133	103.12	104.80	101.44	-1.68	-1.63
	short	12/10/18	4/15/19	126	55.44	71.84	39.04	-16.40	-29.58
	short	7/11/22	12/12/22	154	61.91	83.21	40.61	-21.30	-34.40	-54.56

Annotations

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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