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

Assessment - DJ Global Titans 50 - 7/01/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
		DJ Global Titans	645.640	8/12/24		677.730	-4.73	549.630	128.100	23.31	USD	21.47
	L	NVidia	109.020	8/12/24	4.08	124.300	-12.29	49.522	74.778	151.00	USD	133.39
	L	Taiwan Semiconductor	167.630	8/12/24	0.31	172.330	-2.73	104.000	68.330	65.70	USD	62.33
		Meta Platforms	515.950	8/12/24	-0.35	504.680	2.23	353.960	150.720	42.58	USD	39.87
		General Electric	166.870	8/12/24	-0.16	158.970	4.97	127.630	31.340	24.56	USD	27.22
	L	Alphabet A	162.290	8/12/24	-0.84	182.990	-11.31	139.690	43.300	31.00	USD	26.77
	L	Oracle	132.580	8/12/24	0.39	143.090	-7.35	105.430	37.660	35.72	USD	22.73
		Amazon.com	166.800	8/12/24	-0.08	197.200	-15.42	151.940	45.260	29.79	USD	21.83
	L	Walmart	68.700	8/12/24	1.10	67.480	1.81	52.550	14.930	28.41	USD	21.39
		Citigroup	57.840	8/12/24		63.430	-8.81	51.440	11.990	23.31	USD	21.33
		Microsoft	406.810	8/12/24	0.19	456.730	-10.93	376.040	80.690	21.46	USD	21.25
		JP Morgan Chase	206.190	8/12/24	0.19	205.450	0.36	170.100	35.350	20.78	USD	18.62
	L	Apple	217.530	8/12/24	0.71	216.750	0.36	192.530	24.220	12.58	USD	18.50
	L	Amgen	320.000	8/12/24	-0.77	311.010	2.89	288.020	22.990	7.98	USD	11.69
		Merck (MSD)	113.480	8/12/24	-0.93	127.900	-11.27	109.020	18.880	17.32	USD	11.58
	L	Royal Bank CA	148.760	8/12/24	-0.72	145.650	2.14	134.000	11.650	8.69	CAD	10.91
		AbbVie	190.180	8/12/24	0.13	170.370	11.63	154.970	15.400	9.94	USD	9.65
	L	DuPont	78.330	8/12/24	-0.25	79.270	-1.19	76.930	2.340	3.04	USD	9.50
	L	HSBC	643.900	8/12/24	0.22	690.900	-6.80	635.500	55.400	8.72	GBP	9.01
	L	Procter & Gamble	166.810	8/12/24	-2.19	162.720	2.51	146.540	16.180	11.04	USD	8.63
	L	Philip Morris	116.090	8/12/24	0.07	101.250	14.66	94.080	7.170	7.62	USD	8.21
		Siemens	157.200	8/12/24	0.01	177.120	-11.25	169.920	7.200	4.24	EUR	7.94
		Allianz	255.900	8/12/24		262.500	-2.51	241.950	20.550	8.49	EUR	7.44
		Shell	33.025	8/12/24	0.93	33.880	-2.52	29.800	4.080	13.69	EUR	7.36
		Walt Disney	85.950	8/12/24	-0.30	98.040	-12.33	90.290	7.750	8.58	USD	7.11
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
		Samsung Electronics	75,500.000	8/12/24	1.07	81,800.000	-7.70	78,500.000	3,300.000	4.20	KRW	7.07
		IBM	189.480	8/12/24	-1.03	175.100	8.21	163.550	11.550	7.06	USD	6.95
		Toyota	2,447.500	8/09/24	-0.14	3,284.000	-25.47	2,590.500	693.500	26.77	JPY	6.66
		Visa	259.890	8/12/24	0.05	263.240	-1.27	260.350	2.890	1.11	USD	5.92
		Mastercard	455.690	8/12/24	-0.24	437.610	4.13	426.510	11.100	2.60	USD	5.80
		GSK	1,572.000	8/12/24	0.42	1,526.000	3.01	1,450.200	75.800	5.23	GBP	5.65
	L	Novartis	96.740	8/12/24	0.16	96.720	0.02	84.870	11.850	13.96	CHF	5.45
	L	Coca-Cola	68.170	8/12/24	-0.74	63.280	7.73	58.930	4.350	7.38	USD	5.27
		TotalEnergies	61.720	8/12/24	0.60	63.610	-2.97	61.600	2.010	3.26	EUR	2.12
	L	3M	123.360	8/12/24	-0.65	100.610	22.61	109.320	-8.710	-7.97	USD	2.10
		Anheuser-Busch InBev	55.200	8/12/24	-0.47	54.440	1.40	58.420	-3.980	-6.81	EUR	1.03
	L	Roche	277.800	8/12/24	0.25	250.100	11.08	244.500	5.600	2.29	CHF	0.61
		Exxon Mobil	119.000	8/12/24	0.13	114.960	3.51	99.980	14.980	14.98	USD	0.00
		Chevron	145.020	8/12/24	0.02	156.520	-7.35	149.160	7.360	4.93	USD	-1.57
	L	BAT	2,801.000	8/12/24		2,451.000	14.28	2,295.500	155.500	6.77	GBP	-1.76
		PepsiCo	171.420	8/12/24	-0.56	162.890	5.24	169.840	-6.950	-4.09	USD	-3.82
	L	Nestlé	88.640	8/12/24	-0.40	91.880	-3.53	97.510	-5.630	-5.77	CHF	-4.40
		Sanofi	95.670	8/12/24	-0.60	91.850	4.16	89.760	2.090	2.33	EUR	-4.86
		BP	439.600	8/12/24	1.35	478.500	-8.13	466.150	12.350	2.65	GBP	-5.19
		BHP	40.640	8/12/24	-0.54	43.300	-6.14	50.410	-7.110	-14.10	AUD	-5.86
	S	Johnson & Johnson	159.880	8/12/24	-0.46	146.440	9.18	156.740	-10.300	-6.57	USD	-7.04
	S	McDonald´s	269.460	8/12/24	0.58	249.990	7.79	296.510	-46.520	-15.69	USD	-9.22
	S	Cisco Systems	44.860	8/12/24	-1.34	47.520	-5.60	50.520	-3.000	-5.94	USD	-9.84
	L	Pfizer	28.450	8/12/24	-0.35	28.220	0.82	28.790	-0.570	-1.98	USD	-11.15
		Boeing	164.130	8/12/24	-2.25	186.700	-12.09	260.660	-73.960	-28.37	USD	-12.42
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
	S	Intel	19.360	8/12/24	-1.78	30.840	-37.22	50.250	-19.410	-38.63	USD	-17.91
DJ Global Titans - 50 out of 50 instruments rated - 7/01/24 / 1/01/24 - 39 did rise, Market-Ratio(26) = 78.00 %

Technical Chart

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

1/04/21	scale up chart	7/01/24

Transactions DJ Global Titans 50 * 26 - 60/40 (2)

														⇐
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	50	17	USD	290.600	36.400	2,320.010	2,029.410	698	44,500	370
					Mitsubishi UFJ	50	497	JPY	10.170	6.040	17.124	6.954	68	47,956	47
100							380							222
long	5/18/09	5/24/10	371		JP Morgan Chase	50	643	USD	37.260	38.620		1.360	4	48,831	4
					Qualcomm	50	571	USD	41.990	35.670		-6.320	-15	45,222	-15
100							-6							-6
short	5/24/10	11/01/10	161		Exxon Mobil	50	375	USD	60.190	66.950	53.430	-6.760	-11	42,687	-24
					Qualcomm	50	635	USD	35.670	45.330	26.010	-9.660	-27	36,553	-51
100							-19							-38
long	11/01/10	8/01/11	273		BASF	50	347	EUR	52.570	61.210		8.640	16	39,551	23
					Apple	50	1,685	USD	10.864	14.170		3.306	30	45,121	43
100							23							33
short	8/01/11	12/19/11	140		Bank of America	50	2,299	USD	9.810	4.985	19.305	9.495	97	66,951	484
					Cisco Systems	50	1,425	USD	15.830	17.690	13.970	-1.860	-12	64,300	-28
100							43							152
long	12/19/11	10/20/14	1036		McDonald´s	50	330	USD	97.240	91.590		-5.650	-6	62,436	-2
					Philip Morris	50	427	USD	75.430	86.930		11.500	15	67,346	5
100							5							2
short	10/20/14	4/13/15	175		GSK	50	2,496	GBP	13.489	16.460	10.517	-2.972	-22	59,929	-40
					Samsung Electronics	50	1,522	KRW	22.120	29.580	14.660	-7.460	-34	48,575	-58
100							-28							-49
long	4/13/15	8/24/15	133		Mitsubishi UFJ	50	3,174	JPY	7.650	7.410		-0.240	-3	47,813	-8
					Toyota	50	1,475	JPY	16.460	13.570		-2.890	-18	43,550	-41
100							-10							-26
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	8/24/15	6/20/16	301		Chevron	50	301	USD	72.120	102.610	41.630	-30.490	-42	34,373	-49
					ConocoPhilips	50	508	USD	42.930	44.690	41.170	-1.760	-4	33,479	-5
100							-23							-27
long	6/20/16	3/26/18	644		AT&T	50	410	USD	40.780	34.690		-6.090	-15	30,982	-9
					Samsung Electronics	50	585	KRW	28.620	50.280		21.660	76	43,653	38
100							30							16
short	3/26/18	8/06/18	133		General Electric	50	211	USD	103.120	104.800	101.440	-1.680	-2	43,298	-4
					Sanofi	50	346	EUR	63.210	73.720	52.700	-10.510	-17	39,662	-39
100							-9							-23
long	8/06/18	12/10/18	126		Microsoft	50	183	USD	108.130	107.590		-0.540	0	39,563	-1
					ConocoPhilips	50	277	USD	71.730	65.200		-6.530	-9	37,754	-24
100							-5							-13
short	12/10/18	4/15/19	126		General Electric	50	340	USD	55.440	71.840	39.040	-16.400	-30	32,178	-64
					Schlumberger	50	450	USD	41.970	46.400	37.540	-4.430	-11	30,185	-28
100							-20							-48
long	4/15/19	3/09/20	329		Cisco Systems	50	266	USD	56.560	37.960		-18.600	-33	25,237	-36
					Procter & Gamble	50	143	USD	105.730	116.060		10.330	10	26,714	11
100							-12							-13
short	3/09/20	9/07/20	182		ConocoPhilips	50	392	USD	34.070	35.860	32.280	-1.790	-5	26,013	-10
					Schlumberger	50	771	USD	17.310	19.310	15.310	-2.000	-12	24,471	-22
100							-8							-16
long	9/07/20	7/11/22	672		Apple	50	101	USD	120.960	144.870		23.910	20	26,886	10
					Qualcomm	50	105	USD	115.970	132.240		16.270	14	28,594	7
100							17							9
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	7/11/22	12/12/22	154		BASF	50	346	EUR	41.265	46.700	35.830	-5.435	-13	26,713	-28
					General Electric	50	231	USD	61.910	83.210	40.610	-21.300	-34	21,793	-63
100							-24							-47
long	12/12/22	8/12/24	609		Merck (MSD)	50	99	USD	108.970	113.480		4.510	4	22,240	2
					Schlumberger	50	224	USD	49.100	43.900		-5.200	-11	21,075	-6
100							-3							-2
accum	1/14/08	8/12/24	6392	days out of 7134 invested (90%)								111		21,075	4

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Citigroup	short	1/14/08	5/18/09	490	290.60	36.40	2,320.01	2,029.41	698.35	50	349.18	349.18
Bank of America	short	8/01/11	12/19/11	140	9.81	4.99	19.31	9.50	96.79		48.40	48.40
Mitsubishi UFJ	short	1/14/08	5/18/09	490	10.17	6.04	17.12	6.95	68.38		34.19
	long	4/13/15	8/24/15	133	7.65	7.41		-0.24	-3.14		-1.57	32.08
Apple	long	11/01/10	8/01/11	273	10.86	14.17		3.31	30.43		15.22
	long	9/07/20	7/11/22	672	120.96	144.87		23.91	19.77		9.88	26.60
Samsung Electronics	short	10/20/14	4/13/15	175	22.12	29.58	14.66	-7.46	-33.73		-16.86
	long	6/20/16	3/26/18	644	28.62	50.28		21.66	75.68		37.84	14.60
Philip Morris	long	12/19/11	10/20/14	1036	75.43	86.93		11.50	15.25		7.62	7.62
Procter & Gamble	long	4/15/19	3/09/20	329	105.73	116.06		10.33	9.77		4.89	4.89
Merck (MSD)	long	12/12/22	8/12/24	609	108.97	113.48		4.51	4.14		2.07	2.07
JP Morgan Chase	long	5/18/09	5/24/10	371	37.26	38.62		1.36	3.65		1.83	1.83
BASF	long	11/01/10	8/01/11	273	52.57	61.21		8.64	16.44		8.22
	short	7/11/22	12/12/22	154	41.27	46.70	35.83	-5.44	-13.17		-6.59	1.09
Microsoft	long	8/06/18	12/10/18	126	108.13	107.59		-0.54	-0.50		-0.25	-0.25
McDonald´s	long	12/19/11	10/20/14	1036	97.24	91.59		-5.65	-5.81		-2.91	-2.91
Exxon Mobil	short	5/24/10	11/01/10	161	60.19	66.95	53.43	-6.76	-11.23		-5.62	-5.62
AT&T	long	6/20/16	3/26/18	644	40.78	34.69		-6.09	-14.93		-7.47	-7.47
Sanofi	short	3/26/18	8/06/18	133	63.21	73.72	52.70	-10.51	-16.63		-8.31	-8.31
Toyota	long	4/13/15	8/24/15	133	16.46	13.57		-2.89	-17.56		-8.78	-8.78
ConocoPhilips	short	8/24/15	6/20/16	301	42.93	44.69	41.17	-1.76	-4.10		-2.05
	long	8/06/18	12/10/18	126	71.73	65.20		-6.53	-9.10		-4.55
	short	3/09/20	9/07/20	182	34.07	35.86	32.28	-1.79	-5.25		-2.63	-8.96
GSK	short	10/20/14	4/13/15	175	13.49	16.46	10.52	-2.97	-22.03		-11.02	-11.02
Qualcomm	long	5/18/09	5/24/10	371	41.99	35.67		-6.32	-15.05		-7.53
	short	5/24/10	11/01/10	161	35.67	45.33	26.01	-9.66	-27.08		-13.54
	long	9/07/20	7/11/22	672	115.97	132.24		16.27	14.03		7.01	-14.44
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Schlumberger	short	12/10/18	4/15/19	126	41.97	46.40	37.54	-4.43	-10.56		-5.28
	short	3/09/20	9/07/20	182	17.31	19.31	15.31	-2.00	-11.55		-5.78
	long	12/12/22	8/12/24	609	49.10	43.90		-5.20	-10.59		-5.30	-15.48
Chevron	short	8/24/15	6/20/16	301	72.12	102.61	41.63	-30.49	-42.28		-21.14	-21.14
Cisco Systems	short	8/01/11	12/19/11	140	15.83	17.69	13.97	-1.86	-11.75		-5.87
	long	4/15/19	3/09/20	329	56.56	37.96		-18.60	-32.89		-16.44	-21.35
General Electric	short	3/26/18	8/06/18	133	103.12	104.80	101.44	-1.68	-1.63		-0.81
	short	12/10/18	4/15/19	126	55.44	71.84	39.04	-16.40	-29.58		-14.79
	short	7/11/22	12/12/22	154	61.91	83.21	40.61	-21.30	-34.40		-17.20	-30.02

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)


	is taking down something concerning