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

Assessment - DJ Global Titans 50 - 3/27/23 - RS = 30

		instrument	freshest		⇓ Δday	3/27/23	⇓ Δwk	8/29/22	prc diff	⇓ Δ30	Curr	⇓∅-RS
	L	DJ Global Titans	458.170	Fri	1.39	444.080	3.17	439.490	4.590	1.04	USD	2.53
	S	3M	105.110	Fri	2.27	101.490	3.57	126.440	-24.950	-19.73	USD	-20.46
		AbbVie	159.370	Fri	0.92	157.540	1.16	135.710	21.830	16.09	USD	4.86
		Allianz	212.800	Fri	0.47	205.600	3.50	169.420	36.180	21.36	EUR	6.26
	L	Alphabet A	103.730	Fri	2.81	102.460	1.24	109.420	-6.960	-6.36	USD	-1.64
	L	Amazon.com	103.290	Fri	1.26	98.040	5.35	129.790	-31.750	-24.46	USD	-10.48
	S	Amgen	241.750	Fri	0.10	236.760	2.11	239.380	-2.620	-1.09	USD	-5.21
	L	Anheuser-Busch InBev	61.330	Fri	1.12	58.140	5.49	49.495	8.645	17.47	EUR	9.87
	L	Apple	164.900	Fri	1.56	158.280	4.18	161.380	-3.100	-1.92	USD	6.26
		BHP	47.230	Fri	2.50	43.550	8.45	42.190	1.360	3.22	AUD	0.15
		Boeing	212.430	Fri	0.66	200.570	5.91	165.420	35.150	21.25	USD	23.77
		BP	510.800	Fri	-0.47	496.400	2.90	457.800	38.600	8.43	GBP	11.72
	S	BAT	2,840.500	Fri	-0.28	2,885.500	-1.56	3,462.500	-577.000	-16.66	GBP	-13.16
		Chevron	163.160	Fri	0.47	157.650	3.50	164.630	-6.980	-4.24	USD	-4.00
	L	Cisco Systems	52.275	Fri	1.64	50.540	3.43	45.710	4.830	10.57	USD	8.68
		Citigroup	46.890	Fri	1.78	44.780	4.71	49.370	-4.590	-9.30	USD	-7.54
		Coca-Cola	62.030	Fri	0.29	61.350	1.11	62.730	-1.380	-2.20	USD	-0.49
		DuPont	71.770	Fri	1.61	68.940	4.11	57.940	11.000	18.99	USD	8.20
		Exxon Mobil	109.660	Fri	0.16	105.800	3.65	100.120	5.680	5.67	USD	8.13
	L	General Electric	95.600	Fri	1.65	93.310	2.45	76.050	17.260	22.70	USD	21.64
	L	GSK	1,429.000	Fri	0.63	1,423.600	0.38	1,394.800	28.800	2.06	GBP	-6.18
		HSBC	549.700	Fri	-1.01	541.100	1.59	523.000	18.100	3.46	GBP	3.14
	S	IBM	131.090	Fri	1.45	129.310	1.38	130.310	-1.000	-0.77	USD	-3.98
	L	Intel	32.670	Fri	1.81	29.180	11.96	32.940	-3.760	-11.41	USD	-10.17
	S	Johnson & Johnson	155.000	Fri	1.02	153.300	1.11	163.000	-9.700	-5.95	USD	-10.31
		instrument	freshest		⇓ Δday	3/27/23	⇓ Δwk	8/29/22	prc diff	⇓ Δ30	Curr	⇓∅-RS
		JP Morgan Chase	130.310	Fri	1.21	128.490	1.42	114.390	14.100	12.33	USD	2.80
		Mastercard	363.410	Fri	1.16	354.620	2.48	329.350	25.270	7.67	USD	4.26
		McDonald´s	279.610	Fri	0.66	273.840	2.11	255.660	18.180	7.11	USD	6.46
		Merck (MSD)	106.390	Fri	0.44	106.930	-0.51	87.590	19.340	22.08	USD	11.71
	L	Meta	211.940	Fri	1.97	202.840	4.49	159.170	43.670	27.44	USD	32.79
	L	Microsoft	288.300	Fri	1.50	276.380	4.31	265.230	11.150	4.20	USD	7.77
		Nestlé	111.460	Fri	0.65	109.540	1.75	115.460	-5.920	-5.13	CHF	-2.89
		Novartis	83.760	Fri	0.49	82.250	1.84	79.970	2.280	2.85	CHF	0.52
	L	NVidia	277.770	Fri	1.44	265.310	4.70	158.010	107.300	67.91	USD	57.32
	L	Oracle	92.920	Fri	2.66	90.140	3.08	74.190	15.950	21.50	USD	17.62
		PepsiCo	182.300	Fri	0.81	179.490	1.57	174.490	5.000	2.87	USD	3.72
	S	Pfizer	40.800	Fri	1.04	40.220	1.44	46.230	-6.010	-13.00	USD	-15.84
	S	Philip Morris	97.250	Fri	0.65	92.600	5.02	96.240	-3.640	-3.78	USD	-5.09
		Procter & Gamble	148.690	Fri	0.84	145.950	1.88	141.690	4.260	3.01	USD	1.46
	S	Roche	260.950	Fri	0.12	256.900	1.58	314.400	-57.500	-18.29	CHF	-18.33
		Royal Bank CA	129.250	Fri	0.61	127.770	1.16	125.070	2.700	2.16	CAD	-1.44
	L	Samsung Electronics	64,000.000	Fri	1.27	62,100.000	3.06	58,600.000	3,500.000	5.97	KRW	2.02
	L	Sanofi	100.240	Fri	0.81	98.440	1.83	81.410	17.030	20.92	EUR	8.80
	S	Shell	26.490	Fri	0.08	25.540	3.72	27.910	-2.370	-8.49	EUR	-3.61
		Siemens	149.260	Fri	0.50	141.660	5.36	102.220	39.440	38.58	EUR	20.14
	L	Taiwan Semiconductor	93.020	Fri	0.59	90.660	2.60	82.850	7.810	9.43	USD	9.31
	S	TotalEnergies	54.360	Fri	-0.09	52.130	4.28	54.400	-2.270	-4.17	EUR	-1.50
	S	Toyota	1,880.000	Fri	2.06	1,790.000	5.03	2,090.000	-300.000	-14.35	JPY	-11.37
	L	Visa	225.460	Fri	1.39	221.810	1.65	202.330	19.480	9.63	USD	6.85
		Walmart	147.450	Fri	1.22	144.170	2.28	132.880	11.290	8.50	USD	4.43
		instrument	freshest		⇓ Δday	3/27/23	⇓ Δwk	8/29/22	prc diff	⇓ Δ30	Curr	⇓∅-RS
	L	Walt Disney	100.130	Fri	2.07	95.620	4.72	113.530	-17.910	-15.78	USD	-7.46
DJ Global Titans - 50 out of 50 instruments rated - 3/27/23 / 8/29/22 - 30 did rise, Market-Ratio(30) = 60.00 %

Technical Chart

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

1/07/19	scale up chart	3/27/23

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	3/31/23	4		NVidia	100	1,427	USD	265.310	277.770		12.460	5	396,449	6,488
accum	6/19/06	3/31/23	6131	days out of 6299 invested (97%)								3,864		396,449	24

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
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
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
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
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
NVidia	long	3/27/23	3/31/23	4	265.31	277.77		12.46	4.70	4.70
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

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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