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

Assessment - DJ Global Titans 50 - 4/22/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ26	Curr	∅-RS
		DJ Global Titans	607.780	19:54	1.76	593.970	2.33	494.750	99.220	20.05	USD	12.03
		NVidia	877.350	20:00	6.18	795.180	10.33	429.750	365.430	85.03	USD	67.12
		Meta Platforms	443.290	20:00	0.43	481.730	-7.98	314.010	167.720	53.41	USD	47.37
		Toyota	3,510.000	06:15	0.37	3,517.000	-0.20	2,610.000	907.000	34.75	JPY	35.88
	L	Citigroup	62.640	19:59	1.38	60.950	2.77	38.890	22.060	56.72	USD	28.20
		Taiwan Semiconductor	138.300	20:00	1.26	129.750	6.59	91.110	38.640	42.41	USD	27.14
		Amazon.com	179.620	20:00	3.43	177.230	1.35	126.560	50.670	40.04	USD	26.44
		General Electric	162.350	20:00	0.68	150.190	8.10	106.690	43.500	40.77	USD	25.24
		JP Morgan Chase	193.490	20:00	0.06	189.410	2.15	141.000	48.410	34.33	USD	21.41
		IBM	167.130	20:00	-1.05	181.900	-8.12	136.380	45.520	33.38	USD	20.22
	L	Walt Disney	112.730	20:02	-0.04	111.990	0.66	83.100	28.890	34.77	USD	20.17
		Alphabet A	171.950	20:00	10.22	156.280	10.03	136.500	19.780	14.49	USD	18.25
	L	Allianz	265.500	15:39	1.07	266.700	-0.45	217.800	48.900	22.45	EUR	15.85
	L	Shell	34.045	15:35	0.01	33.915	0.38	31.790	2.125	6.68	EUR	15.80
	L	TotalEnergies	69.480	15:39	2.09	67.900	2.33	62.300	5.600	8.99	EUR	14.93
		Siemens	177.620	15:37	2.26	174.020	2.07	127.700	46.320	36.27	EUR	14.15
		Microsoft	406.320	20:00	1.82	400.960	1.34	329.320	71.640	21.75	USD	13.18
		Merck (MSD)	131.200	20:00	0.37	126.940	3.36	103.350	23.590	22.83	USD	13.05
	L	Exxon Mobil	117.960	19:59	-2.78	120.560	-2.16	109.450	11.110	10.15	USD	12.49
	L	Walmart	60.160	20:00	-0.08	60.140	0.03	53.670	6.470	12.06	USD	11.92
		GSK	1,653.000	15:35	0.76	1,639.500	0.82	1,462.400	177.100	12.11	GBP	11.10
		Mastercard	462.420	20:00	0.07	456.750	1.24	383.670	73.080	19.05	USD	10.90
		AbbVie	159.620	19:59	-4.58	167.890	-4.93	144.730	23.160	16.00	USD	10.40
		Visa	274.520	20:00	-0.23	272.330	0.80	231.530	40.800	17.62	USD	9.32
	L	HSBC	663.600	16:07	0.26	666.500	-0.44	612.500	54.000	8.82	GBP	8.61
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ26	Curr	∅-RS
	L	BP	524.800	15:35	-0.29	522.500	0.44	532.200	-9.700	-1.82	GBP	7.77
	L	Royal Bank CA	133.470	Thu	0.12	135.930	-1.81	111.330	24.600	22.10	CAD	7.51
		Samsung Electronics	76,700.000	06:30	0.52	76,100.000	0.79	68,400.000	7,700.000	11.26	KRW	6.42
	L	Procter & Gamble	161.290	20:00	-0.78	160.540	0.47	148.150	12.390	8.36	USD	5.46
		Amgen	269.980	20:00	0.22	271.910	-0.71	273.060	-1.150	-0.42	USD	4.39
	L	Chevron	165.890	19:59	0.37	161.920	2.45	160.680	1.240	0.77	USD	4.22
	L	DuPont	73.710	20:00	0.29	73.910	-0.27	72.280	1.630	2.26	USD	2.77
		Oracle	117.210	20:00	2.02	114.530	2.34	103.660	10.870	10.49	USD	2.13
		Anheuser-Busch InBev	56.120	15:35	0.11	55.700	0.75	49.815	5.885	11.81	EUR	1.90
	L	Coca-Cola	61.740	19:59		60.550	1.97	54.080	6.470	11.96	USD	1.82
	L	PepsiCo	175.580	20:00	-0.62	176.460	-0.50	160.080	16.380	10.23	USD	1.16
		BHP	43.150	06:10	-4.60	45.420	-5.00	43.360	2.060	4.75	AUD	0.56
		Philip Morris	95.020	20:00	-1.11	94.060	1.02	90.920	3.140	3.45	USD	0.47
	S	Novartis	89.500	15:31	-0.56	87.360	2.45	84.500	2.860	3.38	CHF	-1.49
	S	McDonald´s	273.090	20:00	-0.91	275.580	-0.90	254.750	20.830	8.18	USD	-2.74
	S	Cisco Systems	47.860	20:00	-0.50	48.140	-0.58	52.200	-4.060	-7.78	USD	-5.40
	L	BAT	2,326.000	16:06	-0.47	2,360.000	-1.44	2,449.000	-89.000	-3.63	GBP	-5.56
		Sanofi	91.230	15:37	-0.43	88.170	3.47	98.310	-10.140	-10.31	EUR	-5.62
	S	Johnson & Johnson	146.140	20:00	-0.46	149.120	-2.00	151.390	-2.270	-1.50	USD	-6.10
	S	3M	91.800	19:59	0.43	92.620	-0.89	85.600	7.020	8.20	USD	-6.40
		Nestlé	92.700	15:31	0.67	93.840	-1.21	103.080	-9.240	-8.96	CHF	-8.18
	S	Intel	31.880	20:00	-9.20	34.410	-7.35	33.850	0.560	1.65	USD	-8.23
	S	Apple	169.300	20:00	-0.35	165.840	2.09	173.000	-7.160	-4.14	USD	-8.51
	S	Roche	221.000	15:31	1.01	225.800	-2.13	237.550	-11.750	-4.95	CHF	-10.45
	L	Pfizer	25.400	20:01	0.55	26.260	-3.27	30.840	-4.580	-14.85	USD	-17.59
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ26	Curr	∅-RS
	S	Boeing	167.260	19:59	0.27	170.480	-1.89	181.030	-10.550	-5.83	USD	-18.19
DJ Global Titans - 50 out of 50 instruments rated - 4/22/24 / 10/23/23 - 39 did rise, Market-Ratio(26) = 78.00 %

Technical Chart

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

1/06/20	scale up chart	4/22/24

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	4/26/24	501		Merck (MSD)	50	99	USD	108.970	131.200		22.230	20	23,994	14
		4/22/24	497		Schlumberger	50	224	USD	49.100	49.520		0.420	1	24,088	1
100							11							8
accum	1/14/08	4/22/24	5947	days out of 6689 invested (89%)								141		24,088	6

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
Merck (MSD)	long	12/12/22	4/26/24	501	108.97	131.20		22.23	20.40		10.20	10.20
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
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
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	4/22/24	497	49.10	49.52		0.42	0.86		0.43	-10.37
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
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
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

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