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

Assessment - DJ Global Titans 50 in Dollar - 7/01/24 - RS = 30

		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	⇓∅-RS
		DJ Global Titans	645.640	8/12/24		677.730	-4.73	525.720	152.010	28.91	21.47
	L	3M	123.360	8/12/24	-0.65	100.610	22.61	103.440	-2.830	-2.74	2.10
		AbbVie	190.180	8/12/24	0.13	170.370	11.63	144.150	26.220	18.19	9.65
		Allianz	274.483	8/12/24		281.563	-2.51	254.602	26.961	10.59	8.93
	L	Alphabet A	162.290	8/12/24	-0.84	182.990	-11.31	129.270	53.720	41.56	26.77
		Amazon.com	166.800	8/12/24	-0.08	197.200	-15.42	144.840	52.360	36.15	21.83
	L	Amgen	320.000	8/12/24	-0.77	311.010	2.89	272.540	38.470	14.12	11.69
		Anheuser-Busch InBev	59.209	8/12/24	-0.47	58.393	1.40	63.201	-4.808	-7.61	-2.08
	L	Apple	217.530	8/12/24	0.71	216.750	0.36	189.430	27.320	14.42	18.50
		BHP	27.027	8/12/24	-0.54	28.796	-6.14	31.212	-2.416	-7.74	-2.65
		Boeing	164.130	8/12/24	-2.25	186.700	-12.09	234.870	-48.170	-20.51	-12.42
		BP	555.734	8/12/24	1.35	604.911	-8.13	595.901	9.010	1.51	-1.21
	L	BAT	3,540.972	8/12/24		3,098.509	14.28	3,186.261	-87.752	-2.75	0.44
		Chevron	145.020	8/12/24	0.02	156.520	-7.35	144.870	11.650	8.04	-1.57
	S	Cisco Systems	44.860	8/12/24	-1.34	47.520	-5.60	48.050	-0.530	-1.10	-9.84
		Citigroup	57.840	8/12/24		63.430	-8.81	47.370	16.060	33.90	21.33
	L	Coca-Cola	68.170	8/12/24	-0.74	63.280	7.73	58.570	4.710	8.04	5.27
	L	DuPont	78.330	8/12/24	-0.25	79.270	-1.19	71.760	7.510	10.47	9.50
		Exxon Mobil	119.000	8/12/24	0.13	114.960	3.51	102.430	12.530	12.23	0.00
		General Electric	166.870	8/12/24	-0.16	158.970	4.97	121.530	37.440	30.81	27.22
		GSK	1,987.293	8/12/24	0.42	1,929.141	3.01	1,837.640	91.501	4.98	0.79
	L	HSBC	814.006	8/12/24	0.22	873.423	-6.80	762.758	110.665	14.51	10.46
		IBM	189.480	8/12/24	-1.03	175.100	8.21	161.100	14.000	8.69	6.95
	S	Intel	19.360	8/12/24	-1.78	30.840	-37.22	42.350	-11.510	-27.18	-17.91
	S	Johnson & Johnson	159.880	8/12/24	-0.46	146.440	9.18	158.880	-12.440	-7.83	-7.04
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	⇓∅-RS
		JP Morgan Chase	206.190	8/12/24	0.19	205.450	0.36	157.990	47.460	30.04	18.62
		Mastercard	455.690	8/12/24	-0.24	437.610	4.13	408.230	29.380	7.20	5.80
	S	McDonald´s	269.460	8/12/24	0.58	249.990	7.79	286.130	-36.140	-12.63	-9.22
		Merck (MSD)	113.480	8/12/24	-0.93	127.900	-11.27	105.060	22.840	21.74	11.58
		Meta Platforms	515.950	8/12/24	-0.35	504.680	2.23	320.020	184.660	57.70	39.87
		Microsoft	406.810	8/12/24	0.19	456.730	-10.93	369.140	87.590	23.73	21.25
	L	Nestlé	98.093	8/12/24	-0.40	101.679	-3.53	114.601	-12.922	-11.28	-9.08
	L	Novartis	107.057	8/12/24	0.16	107.035	0.02	98.747	8.288	8.39	6.99
	L	NVidia	109.020	8/12/24	4.08	124.300	-12.29	45.510	78.790	173.13	133.39
	L	Oracle	132.580	8/12/24	0.39	143.090	-7.35	115.780	27.310	23.59	22.73
		PepsiCo	171.420	8/12/24	-0.56	162.890	5.24	169.140	-6.250	-3.70	-3.82
	L	Pfizer	28.450	8/12/24	-0.35	28.220	0.82	29.280	-1.060	-3.62	-11.15
	L	Philip Morris	116.090	8/12/24	0.07	101.250	14.66	92.930	8.320	8.95	8.21
	L	Procter & Gamble	166.810	8/12/24	-2.19	162.720	2.51	152.060	10.660	7.01	8.63
	L	Roche	307.427	8/12/24	0.25	276.773	11.08	282.347	-5.574	-1.97	0.89
	L	Royal Bank CA	108.254	8/12/24	-0.72	105.991	2.14	91.113	14.878	16.33	11.49
		Samsung Electronics	54.596	8/12/24	1.07	59.152	-7.70	55.489	3.663	6.60	7.63
		Sanofi	102.618	8/12/24	-0.60	98.520	4.16	93.773	4.748	5.06	-1.06
		Shell	35.423	8/12/24	0.93	36.340	-2.52	32.510	3.830	11.78	11.03
		Siemens	168.616	8/12/24	0.01	189.982	-11.25	170.001	19.981	11.75	12.73
	L	Taiwan Semiconductor	167.630	8/12/24	0.31	172.330	-2.73	97.010	75.320	77.64	62.33
		TotalEnergies	66.202	8/12/24	0.60	68.229	-2.97	66.482	1.747	2.63	3.51
		Toyota	15.148	8/09/24	-0.14	20.325	-25.47	18.801	1.524	8.11	5.13
		Visa	259.890	8/12/24	0.05	263.240	-1.27	254.440	8.800	3.46	5.92
	L	Walmart	68.700	8/12/24	1.10	67.480	1.81	51.433	16.047	31.20	21.39
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	⇓∅-RS
		Walt Disney	85.950	8/12/24	-0.30	98.040	-12.33	92.010	6.030	6.55	7.11
DJ Global Titans - 50 out of 50 instruments rated - 7/01/24 / 12/04/23 - 37 did rise, Market-Ratio(30) in USD = 74.00 %

Technical Chart

	DJ Global Titans RS = 30 - B/S = 53/51

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

Transactions DJ Global Titans 50 in Dollar * L30 - 53/51 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		6/26/06	175		- cash -
long	6/26/06	1/14/08	567		Gazprom	100	598	16.709	21.397	4.688	28	12,803	17
1/14/08		5/12/08	119		- cash -
	5/12/08	5/19/08	7		Apple	100	1,905	6.720	6.557	-0.163	-2	12,493	-72
5/19/08		5/04/09	350		- cash -
	5/04/09	5/25/09	21		Qualcomm	100	288	43.350	43.290	-0.060	0	12,476	-2
5/25/09		6/01/09	7		- cash -
	6/01/09	6/22/09	21		Qualcomm	100	280	44.400	44.400	0.000	0	12,476	0
6/22/09		6/29/09	7		- cash -
	6/29/09	7/06/09	7		Apple	100	2,460	5.070	4.950	-0.120	-2	12,181	-71
7/06/09		7/13/09	7		- cash -
	7/13/09	5/17/10	308		Apple	100	2,396	5.084	9.079	3.996	79	21,755	99
5/17/10		5/31/10	14		- cash -
	5/31/10	6/07/10	7		Apple	100	2,335	9.315	8.962	-0.353	-4	20,930	-87
6/07/10		9/06/10	91		- cash -
	9/06/10	9/27/10	21		Apple	100	2,273	9.207	10.399	1.191	13	23,637	729
9/27/10		11/22/10	56		- cash -
	11/22/10	7/25/11	245		Apple	100	2,112	11.191	14.232	3.041	27	30,060	43
7/25/11		12/26/11	154		- cash -
	12/26/11	1/23/12	28		Philip Morris	100	381	78.830	74.860	-3.970	-5	28,547	-49
1/23/12		1/30/12	7		- cash -
	1/30/12	5/21/12	112		Apple	100	1,764	16.179	20.046	3.867	24	35,368	101
5/21/12		5/28/12	7		- cash -
	5/28/12	10/22/12	147		Apple	100	1,730	20.438	22.644	2.206	11	39,184	29
10/22/12		10/29/12	7		- cash -
	10/29/12	12/16/13	413		Bank of America	100	4,204	9.320	15.240	5.920	64	64,072	54
12/16/13		12/23/13	7		- cash -
	12/23/13	10/27/14	308		Alphabet A	100	2,291	27.964	27.494	-0.470	-2	62,995	-2
10/27/14		11/03/14	7		- cash -
	11/03/14	12/15/14	42		Apple	100	2,303	27.350	27.056	-0.294	-1	62,319	-9
12/15/14		1/26/15	42		- cash -
	1/26/15	2/02/15	7		Toyota	100	474,888	0.131	0.130	-0.001	-1	61,793	-36
2/02/15		2/23/15	21		- cash -
	2/23/15	3/30/15	35		Apple	100	1,858	33.250	31.593	-1.658	-5	58,713	-41
3/30/15		4/13/15	14		- cash -
	4/13/15	4/20/15	7		Toyota	100	428,520	0.137	0.138	0.001	1	59,346	75
4/20/15		4/27/15	7		- cash -
	4/27/15	6/08/15	42		Mitsubishi UFJ	100	840,038	0.071	0.072	0.001	2	60,446	17
6/08/15		7/13/15	35		- cash -
	7/13/15	7/27/15	14		Mitsubishi UFJ	100	874,580	0.069	0.071	0.002	3	62,437	133
7/27/15		8/03/15	7		- cash -
	8/03/15	8/24/15	21		Mitsubishi UFJ	100	878,906	0.071	0.063	-0.008	-12	54,992	-89
8/24/15		3/21/16	210		- cash -
	3/21/16	3/28/16	7		McDonald´s	100	444	123.810	123.170	-0.640	-1	54,708	-24
3/28/16		4/04/16	7		- cash -
	4/04/16	5/09/16	35		McDonald´s	100	428	127.570	130.830	3.260	3	56,103	30
5/09/16		7/04/16	56		- cash -
	7/04/16	3/05/18	609		BP	100	9,464	5.928	6.509	0.581	10	61,600	6
3/05/18		3/12/18	7		- cash -
	3/12/18	4/09/18	28		Intel	100	1,195	51.520	49.550	-1.970	-4	59,246	-40
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
4/09/18		7/30/18	112		- cash -
	7/30/18	8/06/18	7		ConocoPhilips	100	819	72.270	71.730	-0.540	-1	58,804	-32
8/06/18		9/03/18	28		- cash -
	9/03/18	11/26/18	84		Apple	100	1,033	56.908	43.655	-13.253	-23	45,114	-68
11/26/18		4/01/19	126		- cash -
	4/01/19	4/22/19	21		Procter & Gamble	100	435	103.640	106.010	2.370	2	46,145	48
4/22/19		4/29/19	7		- cash -
	4/29/19	6/03/19	35		Qualcomm	100	528	87.250	66.660	-20.590	-24	35,273	-94
6/03/19		6/10/19	7		- cash -
	6/10/19	2/24/20	259		Gazprom	100	4,978	7.085	6.867	-0.218	-3	34,191	-4
2/24/20		10/05/20	224		- cash -
	10/05/20	3/07/22	518		Apple	100	293	116.500	159.300	42.800	37	46,731	25
3/07/22		3/21/22	14		- cash -
	3/21/22	6/13/22	84		ConocoPhilips	100	454	102.760	111.760	9.000	9	50,817	44
6/13/22		12/05/22	175		- cash -
	12/05/22	12/12/22	7		Schlumberger	100	989	51.380	49.100	-2.280	-4	48,562	-91
12/12/22		1/09/23	28		- cash -
	1/09/23	3/13/23	63		Schlumberger	100	872	55.640	48.840	-6.800	-12	42,633	-53
3/13/23		3/27/23	14		- cash -
	3/27/23	10/30/23	217		NVidia	100	1,606	26.531	41.161	14.630	55	66,128	109
10/30/23		11/20/23	21		- cash -
	11/20/23	8/12/24	266		NVidia	100	1,311	50.409	109.020	58.611	116	142,967	188
accum	6/26/06	8/12/24	4955	days out of 7132 invested (69%)						1,330		142,967	22

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
NVidia	long	3/27/23	10/30/23	217	26.53	41.16	14.63	55.14
		11/20/23	8/12/24	266	50.41	109.02	58.61	116.27	235.53
Apple		5/12/08	5/19/08	7	6.72	6.56	-0.16	-2.42
		6/29/09	7/06/09	7	5.07	4.95	-0.12	-2.37
		7/13/09	5/17/10	308	5.08	9.08	4.00	78.60
		5/31/10	6/07/10	7	9.32	8.96	-0.35	-3.79
		9/06/10	9/27/10	21	9.21	10.40	1.19	12.94
		11/22/10	7/25/11	245	11.19	14.23	3.04	27.17
		1/30/12	5/21/12	112	16.18	20.05	3.87	23.90
		5/28/12	10/22/12	147	20.44	22.64	2.21	10.79
		11/03/14	12/15/14	42	27.35	27.06	-0.29	-1.07
		2/23/15	3/30/15	35	33.25	31.59	-1.66	-4.98
		9/03/18	11/26/18	84	56.91	43.66	-13.25	-23.29
		10/05/20	3/07/22	518	116.50	159.30	42.80	36.74	218.21
Bank of America		10/29/12	12/16/13	413	9.32	15.24	5.92	63.52	63.52
Gazprom		6/26/06	1/14/08	567	16.71	21.40	4.69	28.05
		6/10/19	2/24/20	259	7.08	6.87	-0.22	-3.07	24.12
BP		7/04/16	3/05/18	609	5.93	6.51	0.58	9.80	9.80
ConocoPhilips		7/30/18	8/06/18	7	72.27	71.73	-0.54	-0.75
		3/21/22	6/13/22	84	102.76	111.76	9.00	8.76	7.95
Procter & Gamble		4/01/19	4/22/19	21	103.64	106.01	2.37	2.29	2.29
McDonald´s		3/21/16	3/28/16	7	123.81	123.17	-0.64	-0.52
		4/04/16	5/09/16	35	127.57	130.83	3.26	2.56	2.03
Toyota		1/26/15	2/02/15	7	0.13	0.13	-0.00	-0.84
		4/13/15	4/20/15	7	0.14	0.14	0.00	1.08	0.22
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Alphabet A		12/23/13	10/27/14	308	27.96	27.49	-0.47	-1.68	-1.68
Intel		3/12/18	4/09/18	28	51.52	49.55	-1.97	-3.82	-3.82
Philip Morris		12/26/11	1/23/12	28	78.83	74.86	-3.97	-5.04	-5.04
Mitsubishi UFJ		4/27/15	6/08/15	42	0.07	0.07	0.00	1.85
		7/13/15	7/27/15	14	0.07	0.07	0.00	3.29
		8/03/15	8/24/15	21	0.07	0.06	-0.01	-11.92	-7.34
Schlumberger		12/05/22	12/12/22	7	51.38	49.10	-2.28	-4.44
		1/09/23	3/13/23	63	55.64	48.84	-6.80	-12.22	-16.12
Qualcomm		5/04/09	5/25/09	21	43.35	43.29	-0.06	-0.14
		6/01/09	6/22/09	21	44.40	44.40	0.00	0.00
		4/29/19	6/03/19	35	87.25	66.66	-20.59	-23.60	-23.70

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)


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