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

Assessment - DJ Global Titans 50 - 1/07/24 - RS = 31

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	27/11/23	prc diff	Δ31	Curr	⇓∅-RS
		DJ Global Titans	645.640	12/08/24		677.730	-4.73	531.100	146.630	27.61	USD	21.47
	L	NVidia	109.020	12/08/24	4.08	124.300	-12.29	48.242	76.058	157.66	USD	133.39
	L	Taiwan Semiconductor	167.630	12/08/24	0.31	172.330	-2.73	97.210	75.120	77.28	USD	62.33
		Meta Platforms	515.950	12/08/24	-0.35	504.680	2.23	334.700	169.980	50.79	USD	39.87
		Citigroup	57.840	12/08/24		63.430	-8.81	45.080	18.350	40.71	USD	21.33
	L	Alphabet A	162.290	12/08/24	-0.84	182.990	-11.31	136.410	46.580	34.15	USD	26.77
		JP Morgan Chase	206.190	12/08/24	0.19	205.450	0.36	153.190	52.260	34.11	USD	18.62
		Amazon.com	166.800	12/08/24	-0.08	197.200	-15.42	147.730	49.470	33.49	USD	21.83
		General Electric	166.870	12/08/24	-0.16	158.970	4.97	119.970	39.000	32.51	USD	27.22
	L	Walmart	68.700	12/08/24	1.10	67.480	1.81	52.257	15.223	29.13	USD	21.39
		Merck (MSD)	113.480	12/08/24	-0.93	127.900	-11.27	101.430	26.470	26.10	USD	11.58
	L	Royal Bank CA	148.760	12/08/24	-0.72	145.650	2.14	118.130	27.520	23.30	CAD	10.91
	L	Oracle	132.580	12/08/24	0.39	143.090	-7.35	116.470	26.620	22.86	USD	22.73
		AbbVie	190.180	12/08/24	0.13	170.370	11.63	139.090	31.280	22.49	USD	9.65
		Microsoft	406.810	12/08/24	0.19	456.730	-10.93	378.610	78.120	20.63	USD	21.25
		Toyota	2,447.500	9/08/24	-0.14	3,284.000	-25.47	2,770.000	514.000	18.56	JPY	6.66
		Siemens	157.200	12/08/24	0.01	177.120	-11.25	150.240	26.880	17.89	EUR	7.94
	L	Amgen	320.000	12/08/24	-0.77	311.010	2.89	264.270	46.740	17.69	USD	11.69
		Samsung Electronics	75,500.000	12/08/24	1.07	81,800.000	-7.70	71,300.000	10,500.000	14.73	KRW	7.07
	L	Apple	217.530	12/08/24	0.71	216.750	0.36	189.790	26.960	14.21	USD	18.50
		Allianz	255.900	12/08/24		262.500	-2.51	230.500	32.000	13.88	EUR	7.44
	L	HSBC	643.900	12/08/24	0.22	690.900	-6.80	607.400	83.500	13.75	GBP	9.01
		IBM	189.480	12/08/24	-1.03	175.100	8.21	155.570	19.530	12.55	USD	6.95
		Shell	33.025	12/08/24	0.93	33.880	-2.52	30.110	3.770	12.52	EUR	7.36
	L	Novartis	96.740	12/08/24	0.16	96.720	0.02	85.970	10.750	12.50	CHF	5.45
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	27/11/23	prc diff	Δ31	Curr	⇓∅-RS
	L	DuPont	78.330	12/08/24	-0.25	79.270	-1.19	71.220	8.050	11.30	USD	9.50
		Exxon Mobil	119.000	12/08/24	0.13	114.960	3.51	103.960	11.000	10.58	USD	0.00
		Chevron	145.020	12/08/24	0.02	156.520	-7.35	144.360	12.160	8.42	USD	-1.57
	L	Coca-Cola	68.170	12/08/24	-0.74	63.280	7.73	58.460	4.820	8.24	USD	5.27
		GSK	1,572.000	12/08/24	0.42	1,526.000	3.01	1,414.200	111.800	7.91	GBP	5.65
	L	Philip Morris	116.090	12/08/24	0.07	101.250	14.66	94.050	7.200	7.66	USD	8.21
	L	Procter & Gamble	166.810	12/08/24	-2.19	162.720	2.51	151.240	11.480	7.59	USD	8.63
		Mastercard	455.690	12/08/24	-0.24	437.610	4.13	408.970	28.640	7.00	USD	5.80
		Sanofi	95.670	12/08/24	-0.60	91.850	4.16	86.630	5.220	6.03	EUR	-4.86
	L	Roche	277.800	12/08/24	0.25	250.100	11.08	236.900	13.200	5.57	CHF	0.61
	L	3M	123.360	12/08/24	-0.65	100.610	22.61	97.070	3.540	3.65	USD	2.10
		Visa	259.890	12/08/24	0.05	263.240	-1.27	254.140	9.100	3.58	USD	5.92
		Walt Disney	85.950	12/08/24	-0.30	98.040	-12.33	95.170	2.870	3.02	USD	7.11
		TotalEnergies	61.720	12/08/24	0.60	63.610	-2.97	62.860	0.750	1.19	EUR	2.12
		BP	439.600	12/08/24	1.35	478.500	-8.13	475.050	3.450	0.73	GBP	-5.19
	S	Cisco Systems	44.860	12/08/24	-1.34	47.520	-5.60	47.930	-0.410	-0.86	USD	-9.84
	S	Johnson & Johnson	159.880	12/08/24	-0.46	146.440	9.18	151.280	-4.840	-3.20	USD	-7.04
		PepsiCo	171.420	12/08/24	-0.56	162.890	5.24	168.320	-5.430	-3.23	USD	-3.82
	L	BAT	2,801.000	12/08/24		2,451.000	14.28	2,549.000	-98.000	-3.84	GBP	-1.76
		Anheuser-Busch InBev	55.200	12/08/24	-0.47	54.440	1.40	57.200	-2.760	-4.83	EUR	1.03
	L	Pfizer	28.450	12/08/24	-0.35	28.220	0.82	30.140	-1.920	-6.37	USD	-11.15
		BHP	40.640	12/08/24	-0.54	43.300	-6.14	46.520	-3.220	-6.92	AUD	-5.86
	L	Nestlé	88.640	12/08/24	-0.40	91.880	-3.53	100.220	-8.340	-8.32	CHF	-4.40
	S	McDonald´s	269.460	12/08/24	0.58	249.990	7.79	281.840	-31.850	-11.30	USD	-9.22
		Boeing	164.130	12/08/24	-2.25	186.700	-12.09	219.300	-32.600	-14.87	USD	-12.42
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	27/11/23	prc diff	Δ31	Curr	⇓∅-RS
	S	Intel	19.360	12/08/24	-1.78	30.840	-37.22	44.080	-13.240	-30.04	USD	-17.91
DJ Global Titans - 50 out of 50 instruments rated - 1/07/24 / 27/11/23 - 39 did rise, Market-Ratio(31) = 78.00 %

Technical Chart

	DJ Global Titans RS = 31 - B/S = 40/40

4/01/21	scale up chart	1/07/24

Transactions DJ Global Titans 50 * L31 - 40 ex 5 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
long	2/01/06	13/02/06	42		Alphabet A	100	916	USD	10.914	8.669	-2.245	-21	7,943	-86
	13/02/06	12/06/06	119		NVidia	100	21,639	USD	0.367	0.336	-0.031	-8	7,274	-24
	12/06/06	7/08/06	56		BHP	100	272	AUD	26.680	26.210	-0.470	-2	7,146	-11
	7/08/06	27/11/06	112		Merck (MSD)	100	174	USD	40.840	43.620	2.780	7	7,630	24
	27/11/06	22/01/07	56		NVidia	100	12,965	USD	0.589	0.531	-0.057	-10	6,889	-49
	22/01/07	21/01/08	364		Apple	100	2,222	USD	3.100	5.559	2.459	79	12,353	80
21/01/08		24/03/08	63		- cash -
	24/03/08	31/03/08	7		Mastercard	100	570	USD	21.650	22.299	0.649	3	12,723	367
31/03/08		21/04/08	21		- cash -
	21/04/08	28/04/08	7		Mastercard	100	539	USD	23.600	24.250	0.650	3	13,073	312
28/04/08		25/08/08	119		- cash -
	25/08/08	8/09/08	14		Amgen	100	204	USD	63.960	59.780	-4.180	-7	12,220	-83
8/09/08		25/05/09	259		- cash -
	25/05/09	15/06/09	21		Taiwan Semiconductor	100	1,141	USD	10.707	9.413	-1.294	-12	10,744	-89
	15/06/09	27/07/09	42		Amazon.com	100	2,583	USD	4.159	4.212	0.053	1	10,881	12
	27/07/09	24/05/10	301		Apple	100	1,903	USD	5.718	8.813	3.095	54	16,771	69
24/05/10		31/05/10	7		- cash -
	31/05/10	28/06/10	28		Apple	100	1,800	USD	9.315	9.582	0.267	3	17,251	44
28/06/10		26/07/10	28		- cash -
	26/07/10	9/08/10	14		Apple	100	1,863	USD	9.260	9.348	0.088	1	17,416	28
9/08/10		6/09/10	28		- cash -
	6/09/10	8/11/10	63		Anheuser-Busch InBev	100	406	EUR	42.870	43.610	0.740	2	17,716	10
	8/11/10	29/11/10	21		Apple	100	1,556	USD	11.379	11.317	-0.063	-1	17,619	-9
29/11/10		6/12/10	7		- cash -
	6/12/10	31/01/11	56		Amazon.com	100	1,979	USD	8.903	8.482	-0.421	-5	16,787	-27
	31/01/11	20/06/11	140		NVidia	100	28,071	USD	0.598	0.391	-0.208	-35	10,962	-67
	20/06/11	4/07/11	14		Philip Morris	100	158	USD	69.080	67.190	-1.890	-3	10,663	-51
	4/07/11	8/08/11	35		Mastercard	100	337	USD	31.596	29.196	-2.400	-8	9,854	-56
8/08/11		17/10/11	70		- cash -
	17/10/11	31/10/11	14		Amazon.com	100	813	USD	12.117	10.676	-1.441	-12	8,683	-96
	31/10/11	28/11/11	28		Mastercard	100	250	USD	34.724	35.925	1.201	3	8,983	56
28/11/11		5/12/11	7		- cash -
	5/12/11	12/12/11	7		Mastercard	100	240	USD	37.284	37.128	-0.156	0	8,946	-20
12/12/11		26/12/11	14		- cash -
	26/12/11	16/01/12	21		Mastercard	100	238	USD	37.475	34.597	-2.878	-8	8,261	-75
	16/01/12	6/02/12	21		Samsung Electronics	100	373	KRW	22.100	21.240	-0.860	-4	7,940	-50
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
	6/02/12	14/05/12	98		Mastercard	100	202	USD	39.131	41.444	2.313	6	8,407	24
	14/05/12	25/06/12	42		Samsung Electronics	100	319	KRW	26.280	22.780	-3.500	-13	7,291	-71
	25/06/12	29/10/12	126		Apple	100	357	USD	20.384	21.261	0.877	4	7,604	13
	29/10/12	26/11/12	28		Citigroup	100	203	USD	37.390	35.570	-1.820	-5	7,234	-48
	26/11/12	11/02/13	77		Visa	100	196	USD	36.813	39.083	2.270	6	7,679	33
	11/02/13	11/11/13	273		Toyota	100	790	JPY	9.720	12.580	2.860	29	9,939	41
	11/11/13	17/11/14	371		Meta Platforms	100	215	USD	46.200	74.240	28.040	61	15,967	59
	17/11/14	5/01/15	49		Apple	100	560	USD	28.498	26.563	-1.935	-7	14,884	-41
	5/01/15	9/02/15	35		Amgen	100	94	USD	157.990	150.010	-7.980	-5	14,133	-42
	9/02/15	22/06/15	133		Apple	100	472	USD	29.930	31.903	1.973	7	15,065	19
	22/06/15	29/06/15	7		Amazon.com	100	690	USD	21.815	21.493	-0.322	-1	14,843	-54
29/06/15		13/07/15	14		- cash -
	13/07/15	24/08/15	42		Amazon.com	100	651	USD	22.779	23.169	0.390	2	15,097	16
24/08/15		2/11/15	70		- cash -
	2/11/15	16/11/15	14		Amazon.com	100	480	USD	31.418	32.391	0.973	3	15,564	121
16/11/15		23/11/15	7		- cash -
	23/11/15	14/12/15	21		Amazon.com	100	458	USD	33.950	32.896	-1.054	-3	15,081	-42
14/12/15		1/02/16	49		- cash -
	1/02/16	8/02/16	7		Meta Platforms	100	131	USD	115.030	99.750	-15.280	-13	13,079	-100
8/02/16		21/03/16	42		- cash -
	21/03/16	30/04/18	770		NVidia	100	15,428	USD	0.848	5.623	4.775	563	86,744	145
	30/04/18	13/08/18	105		Amazon.com	100	1,107	USD	78.307	94.810	16.504	21	105,013	94
13/08/18		20/08/18	7		- cash -
	20/08/18	29/10/18	70		Amazon.com	100	1,119	USD	93.836	76.944	-16.892	-18	86,112	-64
	29/10/18	17/12/18	49		Merck (MSD)	100	1,205	USD	71.450	75.230	3.780	5	90,667	47
17/12/18		21/01/19	35		- cash -
	21/01/19	15/04/19	84		Merck (MSD)	100	1,195	USD	75.870	78.530	2.660	4	93,845	16
	15/04/19	1/07/19	77		Procter & Gamble	100	887	USD	105.730	110.500	4.770	5	98,076	23
	1/07/19	28/10/19	119		Mastercard	100	367	USD	266.730	275.930	9.200	3	101,453	11
	28/10/19	16/03/20	140		Apple	100	1,629	USD	62.263	60.553	-1.710	-3	98,667	-7
16/03/20		20/04/20	35		- cash -
	20/04/20	4/05/20	14		NVidia	100	13,749	USD	7.176	7.282	0.106	1	100,123	46
4/05/20		25/05/20	21		- cash -
	25/05/20	1/06/20	7		NVidia	100	11,092	USD	9.026	8.806	-0.220	-2	97,683	-72
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
1/06/20		8/06/20	7		- cash -
	8/06/20	15/06/20	7		NVidia	100	11,094	USD	8.805	9.174	0.369	4	101,774	749
15/06/20		6/07/20	21		- cash -
	6/07/20	20/07/20	14		NVidia	100	10,343	USD	9.839	10.511	0.671	7	108,718	459
20/07/20		27/07/20	7		- cash -
	27/07/20	3/08/20	7		NVidia	100	10,432	USD	10.422	11.010	0.589	6	114,861	1,656
3/08/20		17/08/20	14		- cash -
	17/08/20	31/08/20	14		NVidia	100	9,310	USD	12.337	13.375	1.038	8	124,520	721
31/08/20		28/09/20	28		- cash -
	28/09/20	1/02/21	126		NVidia	100	9,552	USD	13.035	13.237	0.202	2	126,449	5
	1/02/21	10/05/21	98		Taiwan Semiconductor	100	998	USD	126.660	112.310	-14.350	-11	112,128	-36
	10/05/21	23/08/21	105		General Electric	100	1,045	USD	107.280	100.970	-6.310	-6	105,534	-19
	23/08/21	14/02/22	175		NVidia	100	4,806	USD	21.958	24.267	2.309	11	116,631	23
	14/02/22	7/03/22	21		Shell	100	48,677	EUR	2.396	2.392	-0.005	0	116,412	-3
7/03/22		14/03/22	7		- cash -
	14/03/22	13/06/22	91		Chevron	100	698	USD	166.720	167.330	0.610	0	116,838	1
13/06/22		27/06/22	14		- cash -
	27/06/22	18/07/22	21		Exxon Mobil	100	1,312	USD	89.030	86.100	-2.930	-3	112,994	-44
18/07/22		25/07/22	7		- cash -
	25/07/22	1/08/22	7		Exxon Mobil	100	1,255	USD	89.980	94.480	4.500	5	118,641	1,174
1/08/22		28/11/22	119		- cash -
	28/11/22	20/02/23	84		Exxon Mobil	100	1,080	USD	109.810	111.280	1.470	1	120,229	6
	20/02/23	8/05/23	77		Boeing	100	568	USD	211.660	197.260	-14.400	-7	112,050	-28
	8/05/23	12/08/24	462		NVidia	100	3,843	USD	29.151	109.020	79.869	274	418,986	184
accum	2/01/06	12/08/24	5954	days out of 7081 invested (84%)							4,090		418,986	26

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
NVidia	long	13/02/06	12/06/06	119	0.37	0.34	-0.03	-8.42
		27/11/06	22/01/07	56	0.59	0.53	-0.06	-9.72
		31/01/11	20/06/11	140	0.60	0.39	-0.21	-34.70
		21/03/16	30/04/18	770	0.85	5.62	4.77	563.23
		20/04/20	4/05/20	14	7.18	7.28	0.11	1.48
		25/05/20	1/06/20	7	9.03	8.81	-0.22	-2.44
		8/06/20	15/06/20	7	8.81	9.17	0.37	4.19
		6/07/20	20/07/20	14	9.84	10.51	0.67	6.82
		27/07/20	3/08/20	7	10.42	11.01	0.59	5.65
		17/08/20	31/08/20	14	12.34	13.37	1.04	8.41
		28/09/20	1/02/21	126	13.04	13.24	0.20	1.55
		23/08/21	14/02/22	175	21.96	24.27	2.31	10.52
		8/05/23	12/08/24	462	29.15	109.02	79.87	273.98	1,796.69
Apple		22/01/07	21/01/08	364	3.10	5.56	2.46	79.34
		27/07/09	24/05/10	301	5.72	8.81	3.10	54.13
		31/05/10	28/06/10	28	9.32	9.58	0.27	2.86
		26/07/10	9/08/10	14	9.26	9.35	0.09	0.95
		8/11/10	29/11/10	21	11.38	11.32	-0.06	-0.55
		25/06/12	29/10/12	126	20.38	21.26	0.88	4.30
		17/11/14	5/01/15	49	28.50	26.56	-1.94	-6.79
		9/02/15	22/06/15	133	29.93	31.90	1.97	6.59
		28/10/19	16/03/20	140	62.26	60.55	-1.71	-2.75	187.69
Meta Platforms		11/11/13	17/11/14	371	46.20	74.24	28.04	60.69
		1/02/16	8/02/16	7	115.03	99.75	-15.28	-13.28	39.35
Toyota		11/02/13	11/11/13	273	9.72	12.58	2.86	29.42	29.42
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Merck (MSD)		7/08/06	27/11/06	112	40.84	43.62	2.78	6.81
		29/10/18	17/12/18	49	71.45	75.23	3.78	5.29
		21/01/19	15/04/19	84	75.87	78.53	2.66	3.51	16.40
Visa		26/11/12	11/02/13	77	36.81	39.08	2.27	6.17	6.17
Procter & Gamble		15/04/19	1/07/19	77	105.73	110.50	4.77	4.51	4.51
Exxon Mobil		27/06/22	18/07/22	21	89.03	86.10	-2.93	-3.29
		25/07/22	1/08/22	7	89.98	94.48	4.50	5.00
		28/11/22	20/02/23	84	109.81	111.28	1.47	1.34	2.90
Mastercard		24/03/08	31/03/08	7	21.65	22.30	0.65	3.00
		21/04/08	28/04/08	7	23.60	24.25	0.65	2.75
		4/07/11	8/08/11	35	31.60	29.20	-2.40	-7.60
		31/10/11	28/11/11	28	34.72	35.93	1.20	3.46
		5/12/11	12/12/11	7	37.28	37.13	-0.16	-0.42
		26/12/11	16/01/12	21	37.48	34.60	-2.88	-7.68
		6/02/12	14/05/12	98	39.13	41.44	2.31	5.91
		1/07/19	28/10/19	119	266.73	275.93	9.20	3.45	1.91
Anheuser-Busch InBev		6/09/10	8/11/10	63	42.87	43.61	0.74	1.73	1.73
Chevron		14/03/22	13/06/22	91	166.72	167.33	0.61	0.37	0.37
Shell		14/02/22	7/03/22	21	2.40	2.39	-0.00	-0.19	-0.19
BHP		12/06/06	7/08/06	56	26.68	26.21	-0.47	-1.76	-1.76
Philip Morris		20/06/11	4/07/11	14	69.08	67.19	-1.89	-2.74	-2.74
Citigroup		29/10/12	26/11/12	28	37.39	35.57	-1.82	-4.87	-4.87
General Electric		10/05/21	23/08/21	105	107.28	100.97	-6.31	-5.88	-5.88
Boeing		20/02/23	8/05/23	77	211.66	197.26	-14.40	-6.80	-6.80
Amgen		25/08/08	8/09/08	14	63.96	59.78	-4.18	-6.54
		5/01/15	9/02/15	35	157.99	150.01	-7.98	-5.05	-11.26
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Amazon.com		15/06/09	27/07/09	42	4.16	4.21	0.05	1.27
		6/12/10	31/01/11	56	8.90	8.48	-0.42	-4.72
		17/10/11	31/10/11	14	12.12	10.68	-1.44	-11.89
		22/06/15	29/06/15	7	21.81	21.49	-0.32	-1.47
		13/07/15	24/08/15	42	22.78	23.17	0.39	1.71
		2/11/15	16/11/15	14	31.42	32.39	0.97	3.10
		23/11/15	14/12/15	21	33.95	32.90	-1.05	-3.10
		30/04/18	13/08/18	105	78.31	94.81	16.50	21.08
		20/08/18	29/10/18	70	93.84	76.94	-16.89	-18.00	-15.50
Samsung Electronics		16/01/12	6/02/12	21	22.10	21.24	-0.86	-3.89
		14/05/12	25/06/12	42	26.28	22.78	-3.50	-13.32	-16.69
Alphabet A		2/01/06	13/02/06	42	10.91	8.67	-2.25	-20.57	-20.57
Taiwan Semiconductor		25/05/09	15/06/09	21	10.71	9.41	-1.29	-12.08
		1/02/21	10/05/21	98	126.66	112.31	-14.35	-11.33	-22.04

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)


	is taking down something concerning