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

Assessment - DJ Global Titans 50 - 4/22/24 - RS = 30

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	9/25/23	prc diff	⇓ Δ30	Curr	∅-RS
		DJ Global Titans	603.560	Wed	0.24	593.970	1.61	501.600	92.370	18.42	USD	12.03
		NVidia	796.770	Wed	-3.33	795.180	0.20	422.220	372.960	88.33	USD	67.12
		Meta Platforms	493.500	Wed	-0.52	481.730	2.44	300.830	180.900	60.13	USD	47.37
		Toyota	3,497.000	06:15	-3.34	3,517.000	-0.57	2,761.500	755.500	27.36	JPY	35.88
	L	Citigroup	62.470	Wed	-0.32	60.950	2.49	41.020	19.930	48.59	USD	28.20
		Taiwan Semiconductor	132.970	Wed	-0.34	129.750	2.48	86.240	43.510	50.45	USD	27.14
		Amazon.com	176.590	Wed	-1.64	177.230	-0.36	131.270	45.960	35.01	USD	26.44
		General Electric	159.190	Wed	-2.11	150.190	5.99	111.720	38.470	34.43	USD	25.24
		JP Morgan Chase	193.080	Wed	0.49	189.410	1.94	146.450	42.960	29.33	USD	21.41
		IBM	184.100	Wed	1.05	181.900	1.21	146.480	35.420	24.18	USD	20.22
	L	Walt Disney	113.920	Wed	0.18	111.990	1.72	81.010	30.980	38.24	USD	20.17
		Alphabet A	159.130	Wed	0.55	156.280	1.82	131.110	25.170	19.20	USD	18.25
	L	Allianz	266.700	Wed	-1.40	266.700		229.350	37.350	16.29	EUR	15.85
	L	Shell	34.015	Wed	0.40	33.915	0.29	30.435	3.480	11.43	EUR	15.80
	L	TotalEnergies	67.910	Wed		67.900	0.01	62.130	5.770	9.29	EUR	14.93
		Siemens	174.640	Wed	-0.40	174.020	0.36	132.480	41.540	31.36	EUR	14.15
		Microsoft	409.060	Wed	0.37	400.960	2.02	317.540	83.420	26.27	USD	13.18
		Merck (MSD)	127.000	Wed	0.09	126.940	0.05	105.840	21.100	19.94	USD	13.05
	L	Exxon Mobil	121.055	Wed	0.02	120.560	0.41	116.230	4.330	3.73	USD	12.49
	L	Walmart	59.870	Wed	1.32	60.140	-0.45	54.357	5.783	10.64	USD	11.92
		GSK	1,636.000	Wed	-0.91	1,639.500	-0.21	1,535.800	103.700	6.75	GBP	11.10
		Mastercard	462.500	Wed	-0.07	456.750	1.26	402.490	54.260	13.48	USD	10.90
		AbbVie	167.830	Wed	-1.01	167.890	-0.04	154.650	13.240	8.56	USD	10.40
		Visa	275.020	Wed	0.33	272.330	0.99	233.360	38.970	16.70	USD	9.32
	L	HSBC	663.600	Wed	-0.61	666.500	-0.44	638.600	27.900	4.37	GBP	8.61
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	9/25/23	prc diff	⇓ Δ30	Curr	∅-RS
	L	BP	525.600	Wed	0.48	522.500	0.59	527.300	-4.800	-0.91	GBP	7.77
	L	Royal Bank CA	133.310	Wed	-1.27	135.930	-1.93	120.420	15.510	12.88	CAD	7.51
		Samsung Electronics	76,300.000	06:30	-2.93	76,100.000	0.26	69,400.000	6,700.000	9.65	KRW	6.42
	L	Procter & Gamble	162.600	Wed	0.68	160.540	1.28	150.660	9.880	6.56	USD	5.46
		Amgen	273.010	Wed	-0.19	271.910	0.40	266.860	5.050	1.89	USD	4.39
	L	Chevron	163.640	Wed	0.49	161.920	1.06	168.710	-6.790	-4.02	USD	4.22
	L	DuPont	73.960	Wed	0.22	73.910	0.07	73.360	0.550	0.75	USD	2.77
		Oracle	115.340	Wed	0.22	114.530	0.71	108.300	6.230	5.75	USD	2.13
		Anheuser-Busch InBev	56.040	Wed	0.36	55.700	0.61	52.220	3.480	6.66	EUR	1.90
	L	Coca-Cola	61.555	Wed	1.51	60.550	1.66	57.000	3.550	6.23	USD	1.82
	L	PepsiCo	177.410	Wed	3.62	176.460	0.54	174.330	2.130	1.22	USD	1.16
		BHP	45.230	Wed	-0.59	45.420	-0.42	44.150	1.270	2.88	AUD	0.56
		Philip Morris	99.020	Wed	1.39	94.060	5.27	93.720	0.340	0.36	USD	0.47
	S	Novartis	89.120	Wed	0.20	87.360	2.01	92.500	-5.140	-5.56	CHF	-1.49
	S	McDonald´s	276.750	Wed	-0.05	275.580	0.42	269.780	5.800	2.15	USD	-2.74
	S	Cisco Systems	48.350	Wed	0.06	48.140	0.44	53.480	-5.340	-9.99	USD	-5.40
	L	BAT	2,346.000	Wed	-0.59	2,360.000	-0.59	2,622.000	-262.000	-9.99	GBP	-5.56
		Sanofi	87.700	Wed	-1.29	88.170	-0.53	102.640	-14.470	-14.10	EUR	-5.62
	S	Johnson & Johnson	148.530	Wed	-0.69	149.120	-0.40	160.260	-11.140	-6.95	USD	-6.10
	S	3M	92.000	Wed	-1.08	92.620	-0.67	94.790	-2.170	-2.29	USD	-6.40
		Nestlé	93.980	Wed	-0.30	93.840	0.15	107.140	-13.300	-12.41	CHF	-8.18
	S	Intel	34.500	Wed	0.64	34.410	0.26	34.290	0.120	0.35	USD	-8.23
	S	Apple	169.020	Wed	1.27	165.840	1.92	176.080	-10.240	-5.82	USD	-8.51
	S	Roche	222.200	Wed	-3.27	225.800	-1.59	249.550	-23.750	-9.52	CHF	-10.45
	L	Pfizer	26.270	Wed	-0.19	26.260	0.04	32.980	-6.720	-20.38	USD	-17.59
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	9/25/23	prc diff	⇓ Δ30	Curr	∅-RS
	S	Boeing	164.340	Wed	-2.86	170.480	-3.60	198.780	-28.300	-14.24	USD	-18.19
DJ Global Titans - 50 out of 50 instruments rated - 4/22/24 / 9/25/23 - 37 did rise, Market-Ratio(30) = 74.00 %

Technical Chart

	DJ Global Titans RS = 30 - B/S = 54/52

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

Transactions DJ Global Titans 50 * A30 - 54/52 (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		6/19/06	168		- cash -
short	6/19/06	6/26/06	7		Intel	100	548	USD	18.240	18.280	18.200	-0.040	0	9,978	-11
long	6/26/06	1/14/08	567		Gazprom	100	746	EUR	13.360	14.480		1.120	8	10,814	5
short	1/14/08	5/04/09	476		Citigroup	100	37	USD	290.600	32.000	2,639.011	2,348.411	808	97,705	443
long	5/04/09	5/25/09	21		Qualcomm	100	2,253	USD	43.350	43.290		-0.060	0	97,570	-2
short	5/25/09	6/01/09	7		Citigroup	100	2,588	USD	37.700	36.900	38.517	0.817	2	99,685	206
long	6/01/09	6/22/09	21		Qualcomm	100	2,245	USD	44.400	44.400		0.000	0	99,685	0
short	6/22/09	6/29/09	7		Citigroup	100	3,322	USD	30.000	30.200	29.800	-0.200	-1	99,020	-29
long	6/29/09	7/06/09	7		Apple	100	19,529	USD	5.070	4.950		-0.120	-2	96,677	-71
short	7/06/09	7/13/09	7		Citigroup	100	3,465	USD	27.900	27.800	28.000	0.100	0	97,025	21
long	7/13/09	5/17/10	308		Apple	100	19,086	USD	5.084	9.079		3.996	79	173,288	99
short	5/17/10	5/31/10	14		Qualcomm	100	4,637	USD	37.365	35.070	39.810	2.445	7	184,626	422
long	5/31/10	6/07/10	7		Apple	100	19,819	USD	9.315	8.962		-0.353	-4	177,625	-87
short	6/07/10	9/06/10	91		Qualcomm	100	5,073	USD	35.010	40.570	29.450	-5.560	-16	149,419	-50
long	9/06/10	9/27/10	21		Apple	100	16,228	USD	9.207	10.399		1.191	13	168,751	729
short	9/27/10	11/22/10	56		BP	100	41,780	GBP	4.039	4.310	3.768	-0.271	-7	157,428	-36
long	11/22/10	7/25/11	245		Apple	100	14,067	USD	11.191	14.232		3.041	27	200,203	43
short	7/25/11	12/26/11	154		Bank of America	100	20,000	USD	10.010	5.480	18.285	8.275	83	365,697	317
long	12/26/11	1/23/12	28		Philip Morris	100	4,639	USD	78.830	74.860		-3.970	-5	347,280	-49
short	1/23/12	2/06/12	14		Bank of America	100	47,900	USD	7.250	7.970	6.530	-0.720	-10	312,792	-93
long	2/06/12	5/21/12	105		Apple	100	18,876	USD	16.570	20.046		3.475	21	378,392	94
short	5/21/12	5/28/12	7		Telefónica	100	38,548	EUR	9.816	9.440	10.207	0.391	4	393,465	667
long	5/28/12	10/22/12	147		Apple	100	19,251	USD	20.438	22.644		2.206	11	435,926	29
short	10/22/12	10/29/12	7		Telefónica	100	41,516	EUR	10.500	10.070	10.948	0.448	4	454,542	785
long	10/29/12	12/16/13	413		Bank of America	100	48,770	USD	9.320	15.240		5.920	64	743,261	54
short	12/16/13	12/23/13	7		IBM	100	4,179	USD	177.850	182.230	173.470	-4.380	-2	724,957	-73
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	12/23/13	10/27/14	308		Alphabet A	100	25,924	USD	27.964	27.494		-0.470	-2	712,778	-2
short	10/27/14	11/10/14	14		Samsung Electronics	100	32,546	KRW	21.900	25.360	18.440	-3.460	-16	600,168	-99
long	11/10/14	12/15/14	35		Apple	100	22,058	USD	27.208	27.056		-0.151	-1	596,831	-6
short	12/15/14	3/02/15	77		Gazprom	100	178,852	EUR	3.337	4.494	2.180	-1.157	-35	389,899	-87
long	3/02/15	3/30/15	28		Apple	100	12,081	USD	32.273	31.593		-0.680	-2	381,684	-24
short	3/30/15	4/27/15	28		ConocoPhilips	100	5,963	USD	64.000	67.060	60.940	-3.060	-5	363,437	-47
long	4/27/15	6/08/15	42		Mitsubishi UFJ	100	43,214	JPY	8.410	8.960		0.550	7	387,205	73
short	6/08/15	7/13/15	35		BHP	100	13,878	AUD	27.900	26.410	29.474	1.574	6	409,050	77
long	7/13/15	7/27/15	14		Mitsubishi UFJ	100	47,954	JPY	8.530	8.800		0.270	3	421,998	125
short	7/27/15	8/03/15	7		ConocoPhilips	100	8,331	USD	50.650	49.710	51.608	0.958	2	429,977	166
long	8/03/15	8/24/15	21		Mitsubishi UFJ	100	48,805	JPY	8.810	7.410		-1.400	-16	361,650	-95
short	8/24/15	3/21/16	210		ConocoPhilips	100	8,424	USD	42.930	42.580	43.283	0.353	1	364,623	1
long	3/21/16	3/28/16	7		McDonald´s	100	2,945	USD	123.810	123.170		-0.640	-1	362,738	-24
short	3/28/16	4/11/16	14		Mitsubishi UFJ	100	68,700	JPY	5.280	4.730	5.894	0.614	12	404,920	1,660
long	4/11/16	5/09/16	28		McDonald´s	100	3,174	USD	127.560	130.830		3.270	3	415,299	39
short	5/09/16	7/04/16	56		Mitsubishi UFJ	100	83,763	JPY	4.958	4.553	5.399	0.441	9	452,239	74
long	7/04/16	3/05/18	609		BP	100	101,376	GBP	4.461	4.702		0.241	5	476,620	3
short	3/05/18	3/12/18	7		General Electric	100	4,131	USD	115.360	120.800	109.920	-5.440	-5	454,147	-92
long	3/12/18	4/09/18	28		Intel	100	8,814	USD	51.520	49.550		-1.970	-4	436,783	-40
short	4/09/18	9/03/18	147		General Electric	100	4,255	USD	102.640	103.520	101.760	-0.880	-1	433,039	-2
long	9/03/18	11/26/18	84		Apple	100	7,609	USD	56.908	43.655		-13.253	-23	332,201	-68
short	11/26/18	4/01/19	126		General Electric	100	5,478	USD	60.640	80.800	40.480	-20.160	-33	221,764	-69
long	4/01/19	4/22/19	21		Procter & Gamble	100	2,139	USD	103.640	106.010		2.370	2	226,834	48
short	4/22/19	4/29/19	7		Schlumberger	100	4,947	USD	45.850	43.430	48.405	2.555	6	239,472	1,590
long	4/29/19	6/03/19	35		Qualcomm	100	2,744	USD	87.250	66.660		-20.590	-24	182,973	-94
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	6/03/19	6/10/19	7		Schlumberger	100	5,155	USD	35.490	35.470	35.510	0.020	0	183,076	3
long	6/10/19	2/24/20	259		Gazprom	100	29,245	EUR	6.260	6.326		0.066	1	185,007	1
short	2/24/20	10/05/20	224		Exxon Mobil	100	3,282	USD	56.370	33.740	94.178	37.808	67	309,093	131
long	10/05/20	3/07/22	518		Apple	100	2,653	USD	116.500	159.300		42.800	37	422,642	25
short	3/07/22	3/28/22	21		Gazprom	100	156,534	EUR	2.700	2.700	2.700	0.000	0	422,642	0
long	3/28/22	6/13/22	77		ConocoPhilips	100	4,083	USD	103.500	111.760		8.260	8	456,367	44
short	6/13/22	1/09/23	210		General Electric	100	6,739	USD	67.720	72.670	62.770	-4.950	-7	423,009	-12
long	1/09/23	3/13/23	63		Schlumberger	100	7,602	USD	55.640	48.840		-6.800	-12	371,316	-53
short	3/13/23	3/27/23	14		3M	100	3,587	USD	103.500	101.490	105.550	2.050	2	378,668	67
long	3/27/23	10/30/23	217		NVidia	100	1,427	USD	265.310	411.610		146.300	55	587,439	109
short	10/30/23	12/04/23	35		Pfizer	100	19,228	USD	30.550	29.280	31.875	1.325	4	612,918	56
long	12/04/23	4/24/24	142		NVidia	100	1,346	USD	455.100	796.770		341.670	75	1,072,805	322
accum	6/19/06	4/24/24	6520	days out of 6688 invested (97%)								10,628		1,072,805	30

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	5/04/09	476	290.60	32.00	2,639.01	2,348.41	808.13
	short	5/25/09	6/01/09	7	37.70	36.90	38.52	0.82	2.17
	short	6/22/09	6/29/09	7	30.00	30.20	29.80	-0.20	-0.67
	short	7/06/09	7/13/09	7	27.90	27.80	28.00	0.10	0.36	824.94
Apple	long	6/29/09	7/06/09	7	5.07	4.95		-0.12	-2.37
	long	7/13/09	5/17/10	308	5.08	9.08		4.00	78.60
	long	5/31/10	6/07/10	7	9.32	8.96		-0.35	-3.79
	long	9/06/10	9/27/10	21	9.21	10.40		1.19	12.94
	long	11/22/10	7/25/11	245	11.19	14.23		3.04	27.17
	long	2/06/12	5/21/12	105	16.57	20.05		3.48	20.97
	long	5/28/12	10/22/12	147	20.44	22.64		2.21	10.79
	long	11/10/14	12/15/14	35	27.21	27.06		-0.15	-0.56
	long	3/02/15	3/30/15	28	32.27	31.59		-0.68	-2.11
	long	9/03/18	11/26/18	84	56.91	43.66		-13.25	-23.29
	long	10/05/20	3/07/22	518	116.50	159.30		42.80	36.74	229.77
NVidia	long	3/27/23	10/30/23	217	265.31	411.61		146.30	55.14
	long	12/04/23	4/24/24	142	455.10	796.77		341.67	75.08	171.62
Bank of America	short	7/25/11	12/26/11	154	10.01	5.48	18.28	8.27	82.66
	short	1/23/12	2/06/12	14	7.25	7.97	6.53	-0.72	-9.93
	long	10/29/12	12/16/13	413	9.32	15.24		5.92	63.52	169.03
Exxon Mobil	short	2/24/20	10/05/20	224	56.37	33.74	94.18	37.81	67.07	67.07
Mitsubishi UFJ	long	4/27/15	6/08/15	42	8.41	8.96		0.55	6.54
	long	7/13/15	7/27/15	14	8.53	8.80		0.27	3.17
	long	8/03/15	8/24/15	21	8.81	7.41		-1.40	-15.89
	short	3/28/16	4/11/16	14	5.28	4.73	5.89	0.61	11.63
	short	5/09/16	7/04/16	56	4.96	4.55	5.40	0.44	8.89	12.38
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Telefónica	short	5/21/12	5/28/12	7	9.82	9.44	10.21	0.39	3.98
	short	10/22/12	10/29/12	7	10.50	10.07	10.95	0.45	4.27	8.42
BHP	short	6/08/15	7/13/15	35	27.90	26.41	29.47	1.57	5.64	5.64
ConocoPhilips	short	3/30/15	4/27/15	28	64.00	67.06	60.94	-3.06	-4.78
	short	7/27/15	8/03/15	7	50.65	49.71	51.61	0.96	1.89
	short	8/24/15	3/21/16	210	42.93	42.58	43.28	0.35	0.82
	long	3/28/22	6/13/22	77	103.50	111.76		8.26	7.98	5.62
Pfizer	short	10/30/23	12/04/23	35	30.55	29.28	31.88	1.33	4.34	4.34
Procter & Gamble	long	4/01/19	4/22/19	21	103.64	106.01		2.37	2.29	2.29
McDonald´s	long	3/21/16	3/28/16	7	123.81	123.17		-0.64	-0.52
	long	4/11/16	5/09/16	28	127.56	130.83		3.27	2.56	2.03
3M	short	3/13/23	3/27/23	14	103.50	101.49	105.55	2.05	1.98	1.98
Alphabet A	long	12/23/13	10/27/14	308	27.96	27.49		-0.47	-1.68	-1.68
BP	short	9/27/10	11/22/10	56	4.04	4.31	3.77	-0.27	-6.71
	long	7/04/16	3/05/18	609	4.46	4.70		0.24	5.39	-1.68
IBM	short	12/16/13	12/23/13	7	177.85	182.23	173.47	-4.38	-2.46	-2.46
Intel	short	6/19/06	6/26/06	7	18.24	18.28	18.20	-0.04	-0.22
	long	3/12/18	4/09/18	28	51.52	49.55		-1.97	-3.82	-4.03
Philip Morris	long	12/26/11	1/23/12	28	78.83	74.86		-3.97	-5.04	-5.04
Schlumberger	short	4/22/19	4/29/19	7	45.85	43.43	48.40	2.55	5.57
	short	6/03/19	6/10/19	7	35.49	35.47	35.51	0.02	0.06
	long	1/09/23	3/13/23	63	55.64	48.84		-6.80	-12.22	-7.28
Samsung Electronics	short	10/27/14	11/10/14	14	21.90	25.36	18.44	-3.46	-15.80	-15.80
Gazprom	long	6/26/06	1/14/08	567	13.36	14.48		1.12	8.38
	short	12/15/14	3/02/15	77	3.34	4.49	2.18	-1.16	-34.67
	long	6/10/19	2/24/20	259	6.26	6.33		0.07	1.05
	short	3/07/22	3/28/22	21	2.70	2.70	2.70	0.00	0.00	-28.45
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Qualcomm	long	5/04/09	5/25/09	21	43.35	43.29		-0.06	-0.14
	long	6/01/09	6/22/09	21	44.40	44.40		0.00	0.00
	short	5/17/10	5/31/10	14	37.37	35.07	39.81	2.45	6.54
	short	6/07/10	9/06/10	91	35.01	40.57	29.45	-5.56	-15.88
	long	4/29/19	6/03/19	35	87.25	66.66		-20.59	-23.60	-31.62
General Electric	short	3/05/18	3/12/18	7	115.36	120.80	109.92	-5.44	-4.72
	short	4/09/18	9/03/18	147	102.64	103.52	101.76	-0.88	-0.86
	short	11/26/18	4/01/19	126	60.64	80.80	40.48	-20.16	-33.25
	short	6/13/22	1/09/23	210	67.72	72.67	62.77	-4.95	-7.31	-41.55

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