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

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	Curr	∅-RS
		DJ Global Titans	645.640	8/12/24		677.730	-4.73	525.720	152.010	28.91	USD	21.47
	L	NVidia	109.020	8/12/24	4.08	124.300	-12.29	45.510	78.790	173.13	USD	133.39
	L	Taiwan Semiconductor	167.630	8/12/24	0.31	172.330	-2.73	97.010	75.320	77.64	USD	62.33
		Meta Platforms	515.950	8/12/24	-0.35	504.680	2.23	320.020	184.660	57.70	USD	39.87
		General Electric	166.870	8/12/24	-0.16	158.970	4.97	121.530	37.440	30.81	USD	27.22
	L	Alphabet A	162.290	8/12/24	-0.84	182.990	-11.31	129.270	53.720	41.56	USD	26.77
	L	Oracle	132.580	8/12/24	0.39	143.090	-7.35	115.780	27.310	23.59	USD	22.73
		Amazon.com	166.800	8/12/24	-0.08	197.200	-15.42	144.840	52.360	36.15	USD	21.83
	L	Walmart	68.700	8/12/24	1.10	67.480	1.81	51.433	16.047	31.20	USD	21.39
		Citigroup	57.840	8/12/24		63.430	-8.81	47.370	16.060	33.90	USD	21.33
		Microsoft	406.810	8/12/24	0.19	456.730	-10.93	369.140	87.590	23.73	USD	21.25
		JP Morgan Chase	206.190	8/12/24	0.19	205.450	0.36	157.990	47.460	30.04	USD	18.62
	L	Apple	217.530	8/12/24	0.71	216.750	0.36	189.430	27.320	14.42	USD	18.50
	L	Amgen	320.000	8/12/24	-0.77	311.010	2.89	272.540	38.470	14.12	USD	11.69
		Merck (MSD)	113.480	8/12/24	-0.93	127.900	-11.27	105.060	22.840	21.74	USD	11.58
	L	Royal Bank CA	148.760	8/12/24	-0.72	145.650	2.14	123.250	22.400	18.17	CAD	10.91
		AbbVie	190.180	8/12/24	0.13	170.370	11.63	144.150	26.220	18.19	USD	9.65
	L	DuPont	78.330	8/12/24	-0.25	79.270	-1.19	71.760	7.510	10.47	USD	9.50
	L	HSBC	643.900	8/12/24	0.22	690.900	-6.80	604.100	86.800	14.37	GBP	9.01
	L	Procter & Gamble	166.810	8/12/24	-2.19	162.720	2.51	152.060	10.660	7.01	USD	8.63
	L	Philip Morris	116.090	8/12/24	0.07	101.250	14.66	92.930	8.320	8.95	USD	8.21
		Siemens	157.200	8/12/24	0.01	177.120	-11.25	156.980	20.140	12.83	EUR	7.94
		Allianz	255.900	8/12/24		262.500	-2.51	235.100	27.400	11.65	EUR	7.44
		Shell	33.025	8/12/24	0.93	33.880	-2.52	30.020	3.860	12.86	EUR	7.36
		Walt Disney	85.950	8/12/24	-0.30	98.040	-12.33	92.010	6.030	6.55	USD	7.11
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	Curr	∅-RS
		Samsung Electronics	75,500.000	8/12/24	1.07	81,800.000	-7.70	72,600.000	9,200.000	12.67	KRW	7.07
		IBM	189.480	8/12/24	-1.03	175.100	8.21	161.100	14.000	8.69	USD	6.95
		Toyota	2,447.500	8/09/24	-0.14	3,284.000	-25.47	2,767.500	516.500	18.66	JPY	6.66
		Visa	259.890	8/12/24	0.05	263.240	-1.27	254.440	8.800	3.46	USD	5.92
		Mastercard	455.690	8/12/24	-0.24	437.610	4.13	408.230	29.380	7.20	USD	5.80
		GSK	1,572.000	8/12/24	0.42	1,526.000	3.01	1,455.400	70.600	4.85	GBP	5.65
	L	Novartis	96.740	8/12/24	0.16	96.720	0.02	86.140	10.580	12.28	CHF	5.45
	L	Coca-Cola	68.170	8/12/24	-0.74	63.280	7.73	58.570	4.710	8.04	USD	5.27
		TotalEnergies	61.720	8/12/24	0.60	63.610	-2.97	61.390	2.220	3.62	EUR	2.12
	L	3M	123.360	8/12/24	-0.65	100.610	22.61	103.440	-2.830	-2.74	USD	2.10
		Anheuser-Busch InBev	55.200	8/12/24	-0.47	54.440	1.40	58.360	-3.920	-6.72	EUR	1.03
	L	Roche	277.800	8/12/24	0.25	250.100	11.08	246.300	3.800	1.54	CHF	0.61
		Exxon Mobil	119.000	8/12/24	0.13	114.960	3.51	102.430	12.530	12.23	USD	0.00
		Chevron	145.020	8/12/24	0.02	156.520	-7.35	144.870	11.650	8.04	USD	-1.57
	L	BAT	2,801.000	8/12/24		2,451.000	14.28	2,523.500	-72.500	-2.87	GBP	-1.76
		PepsiCo	171.420	8/12/24	-0.56	162.890	5.24	169.140	-6.250	-3.70	USD	-3.82
	L	Nestlé	88.640	8/12/24	-0.40	91.880	-3.53	99.970	-8.090	-8.09	CHF	-4.40
		Sanofi	95.670	8/12/24	-0.60	91.850	4.16	86.590	5.260	6.07	EUR	-4.86
		BP	439.600	8/12/24	1.35	478.500	-8.13	471.950	6.550	1.39	GBP	-5.19
		BHP	40.640	8/12/24	-0.54	43.300	-6.14	47.140	-3.840	-8.15	AUD	-5.86
	S	Johnson & Johnson	159.880	8/12/24	-0.46	146.440	9.18	158.880	-12.440	-7.83	USD	-7.04
	S	McDonald´s	269.460	8/12/24	0.58	249.990	7.79	286.130	-36.140	-12.63	USD	-9.22
	S	Cisco Systems	44.860	8/12/24	-1.34	47.520	-5.60	48.050	-0.530	-1.10	USD	-9.84
	L	Pfizer	28.450	8/12/24	-0.35	28.220	0.82	29.280	-1.060	-3.62	USD	-11.15
		Boeing	164.130	8/12/24	-2.25	186.700	-12.09	234.870	-48.170	-20.51	USD	-12.42
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	Curr	∅-RS
	S	Intel	19.360	8/12/24	-1.78	30.840	-37.22	42.350	-11.510	-27.18	USD	-17.91
DJ Global Titans - 50 out of 50 instruments rated - 7/01/24 / 12/04/23 - 38 did rise, Market-Ratio(30) = 76.00 %

Technical Chart

	DJ Global Titans RS = 30 - B/S = 50/54

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

Transactions DJ Global Titans 50 * S30 - 50/54 (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		1/14/08	742		- cash -
short	1/14/08	5/04/09	476		Citigroup	100	34	USD	290.600	32.000	2,639.011	2,348.411	808	89,846	443
5/04/09		5/25/09	21		- cash -
	5/25/09	6/01/09	7		Citigroup	100	2,383	USD	37.700	36.900	38.517	0.817	2	91,794	206
6/01/09		5/17/10	350		- cash -
	5/17/10	5/31/10	14		Qualcomm	100	2,456	USD	37.365	35.070	39.810	2.445	7	97,799	422
5/31/10		6/07/10	7		- cash -
	6/07/10	9/06/10	91		Qualcomm	100	2,793	USD	35.010	40.570	29.450	-5.560	-16	82,270	-50
9/06/10		10/04/10	28		- cash -
	10/04/10	11/22/10	49		Bank of America	100	6,256	USD	13.150	11.300	15.303	2.153	16	95,738	209
11/22/10		7/25/11	245		- cash -
	7/25/11	12/26/11	154		Bank of America	100	9,564	USD	10.010	5.480	18.285	8.275	83	174,878	317
12/26/11		10/22/12	301		- cash -
	10/22/12	10/29/12	7		Telefónica	100	16,655	EUR	10.500	10.070	10.948	0.448	4	182,346	785
10/29/12		10/27/14	728		- cash -
	10/27/14	11/10/14	14		Samsung Electronics	100	8,326	KRW	21.900	25.360	18.440	-3.460	-16	153,538	-99
11/10/14		12/15/14	35		- cash -
	12/15/14	4/27/15	133		Gazprom	100	46,010	EUR	3.337	5.420	1.254	-2.083	-62	57,699	-93
4/27/15		6/08/15	42		- cash -
	6/08/15	7/13/15	35		BHP	100	2,068	AUD	27.900	26.410	29.474	1.574	6	60,954	77
7/13/15		7/27/15	14		- cash -
	7/27/15	8/03/15	7		ConocoPhilips	100	1,203	USD	50.650	49.710	51.608	0.958	2	62,106	166
8/03/15		8/24/15	21		- cash -
	8/24/15	3/21/16	210		ConocoPhilips	100	1,446	USD	42.930	42.580	43.283	0.353	1	62,617	1
3/21/16		3/28/16	7		- cash -
	3/28/16	4/11/16	14		Mitsubishi UFJ	100	11,859	JPY	5.280	4.730	5.894	0.614	12	69,898	1,660
4/11/16		5/09/16	28		- cash -
	5/09/16	7/04/16	56		Mitsubishi UFJ	100	14,098	JPY	4.958	4.553	5.399	0.441	9	76,115	74
7/04/16		3/05/18	609		- cash -
	3/05/18	3/12/18	7		General Electric	100	659	USD	115.360	120.800	109.920	-5.440	-5	72,530	-92
3/12/18		4/23/18	42		- cash -
	4/23/18	9/03/18	133		General Electric	100	624	USD	116.160	103.520	130.343	14.183	12	81,381	37
9/03/18		12/10/18	98		- cash -
	12/10/18	4/01/19	112		General Electric	100	1,467	USD	55.440	80.800	30.080	-25.360	-46	44,178	-86
4/01/19		4/22/19	21		- cash -
	4/22/19	4/29/19	7		Schlumberger	100	963	USD	45.850	43.430	48.405	2.555	6	46,638	1,590
4/29/19		6/03/19	35		- cash -
	6/03/19	6/10/19	7		Schlumberger	100	1,314	USD	35.490	35.470	35.510	0.020	0	46,664	3
6/10/19		2/24/20	259		- cash -
	2/24/20	10/05/20	224		Exxon Mobil	100	827	USD	56.370	33.740	94.178	37.808	67	77,932	131
10/05/20		3/07/22	518		- cash -
	3/07/22	3/28/22	21		Gazprom	100	28,863	EUR	2.700	2.700	2.700	0.000	0	77,932	0
3/28/22		6/13/22	77		- cash -
	6/13/22	1/09/23	210		General Electric	100	1,150	USD	67.720	72.670	62.770	-4.950	-7	72,239	-12
1/09/23		3/13/23	63		- cash -
	3/13/23	3/27/23	14		3M	100	697	USD	103.500	101.490	105.550	2.050	2	73,668	67
3/27/23		10/30/23	217		- cash -
	10/30/23	12/04/23	35		Pfizer	100	2,411	USD	30.550	29.280	31.875	1.325	4	76,863	56
12/04/23		4/07/25	490		- cash -
accum	1/14/08	12/04/23	2037	days out of 7035 invested (29%)								669		76,863	44

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
		5/25/09	6/01/09	7	37.70	36.90	38.52	0.82	2.17	827.81
Bank of America		10/04/10	11/22/10	49	13.15	11.30	15.30	2.15	16.37
		7/25/11	12/26/11	154	10.01	5.48	18.28	8.27	82.66	112.57
Exxon Mobil		2/24/20	10/05/20	224	56.37	33.74	94.18	37.81	67.07	67.07
Mitsubishi UFJ		3/28/16	4/11/16	14	5.28	4.73	5.89	0.61	11.63
		5/09/16	7/04/16	56	4.96	4.55	5.40	0.44	8.89	21.56
BHP		6/08/15	7/13/15	35	27.90	26.41	29.47	1.57	5.64	5.64
Schlumberger		4/22/19	4/29/19	7	45.85	43.43	48.40	2.55	5.57
		6/03/19	6/10/19	7	35.49	35.47	35.51	0.02	0.06	5.63
Pfizer		10/30/23	12/04/23	35	30.55	29.28	31.88	1.33	4.34	4.34
Telefónica		10/22/12	10/29/12	7	10.50	10.07	10.95	0.45	4.27	4.27
ConocoPhilips		7/27/15	8/03/15	7	50.65	49.71	51.61	0.96	1.89
		8/24/15	3/21/16	210	42.93	42.58	43.28	0.35	0.82	2.73
3M		3/13/23	3/27/23	14	103.50	101.49	105.55	2.05	1.98	1.98
Qualcomm		5/17/10	5/31/10	14	37.37	35.07	39.81	2.45	6.54
		6/07/10	9/06/10	91	35.01	40.57	29.45	-5.56	-15.88	-10.38
Samsung Electronics		10/27/14	11/10/14	14	21.90	25.36	18.44	-3.46	-15.80	-15.80
General Electric		3/05/18	3/12/18	7	115.36	120.80	109.92	-5.44	-4.72
		4/23/18	9/03/18	133	116.16	103.52	130.34	14.18	12.21
		12/10/18	4/01/19	112	55.44	80.80	30.08	-25.36	-45.74
		6/13/22	1/09/23	210	67.72	72.67	62.77	-4.95	-7.31	-46.23
Gazprom		12/15/14	4/27/15	133	3.34	5.42	1.25	-2.08	-62.42
		3/07/22	3/28/22	21	2.70	2.70	2.70	0.00	0.00	-62.42

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)


	is taking down something concerning