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

Assessment - DJ Global Titans 50 in Japanese yen - 1/07/24 - RS = 30

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/12/23	prc diff	⇓ Δ30	⇓∅-RS
		DJ Global Titans	104,318.932	12/08/24		109,503.856	-4.73	77,385.381	32,118.475	41.50	33.00
	L	3M	19,931.825	12/08/24	-0.65	16,256.006	22.61	15,226.249	1,029.757	6.76	11.10
		AbbVie	30,728.230	12/08/24	0.13	27,527.440	11.63	21,218.715	6,308.726	29.73	19.40
		Allianz	44,349.517	12/08/24		45,493.350	-2.51	37,477.056	8,016.294	21.39	18.63
	L	Alphabet A	26,221.918	12/08/24	-0.84	29,566.510	-11.31	19,028.396	10,538.114	55.38	41.74
		Amazon.com	26,950.619	12/08/24	-0.08	31,862.483	-15.42	21,320.282	10,542.201	49.45	41.28
	L	Amgen	51,703.826	12/08/24	-0.77	50,251.272	2.89	40,117.575	10,133.696	25.26	24.07
		Anheuser-Busch InBev	9,566.602	12/08/24	-0.47	9,434.888	1.40	9,303.109	131.778	1.42	6.52
	L	Apple	35,147.291	12/08/24	0.71	35,021.263	0.36	27,883.879	7,137.385	25.60	28.50
		BHP	4,366.924	12/08/24	-0.54	4,652.751	-6.14	4,594.391	58.360	1.27	5.79
		Boeing	26,519.215	12/08/24	-2.25	30,165.951	-12.09	34,572.594	-4,406.643	-12.75	-0.18
		BP	89,792.448	12/08/24	1.35	97,738.140	-8.13	87,715.932	10,022.208	11.43	7.47
	L	BAT	572,130.682	12/08/24		500,639.879	14.28	469,013.996	31,625.884	6.74	9.14
		Chevron	23,431.528	12/08/24	0.02	25,289.634	-7.35	21,324.698	3,964.936	18.59	9.44
	S	Cisco Systems	7,248.230	12/08/24	-1.34	7,678.018	-5.60	7,072.905	605.113	8.56	2.13
		Citigroup	9,345.467	12/08/24		10,248.668	-8.81	6,972.810	3,275.858	46.98	39.14
	L	Coca-Cola	11,014.531	12/08/24	-0.74	10,224.432	7.73	8,621.437	1,602.995	18.59	15.66
	L	DuPont	12,656.127	12/08/24	-0.25	12,808.007	-1.19	10,562.990	2,245.017	21.25	17.08
		Exxon Mobil	19,227.360	12/08/24	0.13	18,574.599	3.51	15,077.578	3,497.021	23.19	15.42
		General Electric	26,961.929	12/08/24	-0.16	25,685.491	4.97	17,889.077	7,796.415	43.58	34.07
		GSK	321,095.834	12/08/24	0.42	311,699.900	3.01	270,498.502	41,201.399	15.23	9.79
	L	HSBC	131,522.651	12/08/24	0.22	141,122.845	-6.80	112,277.137	28,845.708	25.69	20.19
		IBM	30,615.128	12/08/24	-1.03	28,291.687	8.21	23,713.735	4,577.952	19.31	19.86
	S	Intel	3,128.081	12/08/24	-1.78	4,982.956	-37.22	6,233.871	-1,250.915	-20.07	-10.97
	S	Johnson & Johnson	25,832.524	12/08/24	-0.46	23,660.963	9.18	23,386.954	274.010	1.17	1.55
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/12/23	prc diff	⇓ Δ30	⇓∅-RS
		JP Morgan Chase	33,315.037	12/08/24	0.19	33,195.472	0.36	23,255.947	9,939.525	42.74	35.41
		Mastercard	73,627.864	12/08/24	-0.24	70,706.598	4.13	60,090.988	10,615.610	17.67	12.10
	S	McDonald´s	43,537.853	12/08/24	0.58	40,391.998	7.79	42,118.008	-1,726.009	-4.10	-2.49
		Merck (MSD)	18,335.469	12/08/24	-0.93	20,665.373	-11.27	15,464.711	5,200.662	33.63	21.56
		Meta Platforms	83,364.341	12/08/24	-0.35	81,543.397	2.23	47,106.577	34,436.820	73.10	50.47
		Microsoft	65,730.104	12/08/24	0.19	73,795.901	-10.93	54,336.984	19,458.917	35.81	33.91
	L	Nestlé	15,849.389	12/08/24	-0.40	16,428.722	-3.53	16,869.150	-440.429	-2.61	-1.28
	L	Novartis	17,297.720	12/08/24	0.16	17,294.144	0.02	14,535.447	2,758.697	18.98	16.32
	L	NVidia	17,614.847	12/08/24	4.08	20,083.705	-12.29	6,699.020	13,384.685	199.80	138.37
	L	Oracle	21,421.541	12/08/24	0.39	23,119.689	-7.35	17,042.683	6,077.006	35.66	34.96
		PepsiCo	27,697.093	12/08/24	-0.56	26,318.863	5.24	24,897.214	1,421.649	5.71	2.71
	L	Pfizer	4,596.793	12/08/24	-0.35	4,559.631	0.82	4,309.982	249.649	5.79	1.54
	L	Philip Morris	18,757.179	12/08/24	0.07	16,359.414	14.66	13,679.189	2,680.224	19.59	16.59
	L	Procter & Gamble	26,952.235	12/08/24	-2.19	26,291.396	2.51	22,383.057	3,908.338	17.46	14.61
	L	Roche	49,672.387	12/08/24	0.25	44,719.453	11.08	41,561.185	3,158.267	7.60	9.51
	L	Royal Bank CA	17,491.059	12/08/24	-0.72	17,125.389	2.14	13,411.670	3,713.718	27.69	21.29
		Samsung Electronics	8,821.380	12/08/24	1.07	9,557.469	-7.70	8,167.897	1,389.572	17.01	17.06
		Sanofi	16,580.376	12/08/24	-0.60	15,918.340	4.16	13,803.225	2,115.114	15.32	7.50
		Shell	5,723.497	12/08/24	0.93	5,871.675	-2.52	4,785.458	1,086.217	22.70	20.90
		Siemens	27,244.018	12/08/24	0.01	30,696.313	-11.25	25,024.025	5,672.288	22.67	22.71
	L	Taiwan Semiconductor	27,084.726	12/08/24	0.31	27,844.126	-2.73	14,279.761	13,564.365	94.99	70.86
		TotalEnergies	10,696.570	12/08/24	0.60	11,024.122	-2.97	9,786.119	1,238.003	12.65	12.72
		Toyota	2,447.500	9/08/24	-0.14	3,284.000	-25.47	2,767.500	516.500	18.66	6.66
		Visa	41,991.585	12/08/24	0.05	42,532.860	-1.27	37,453.276	5,079.584	13.56	11.55
	L	Walmart	11,100.165	12/08/24	1.10	10,903.044	1.81	7,570.923	3,332.122	44.01	31.73
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/12/23	prc diff	⇓ Δ30	⇓∅-RS
		Walt Disney	13,887.325	12/08/24	-0.30	15,840.760	-12.33	13,543.766	2,296.993	16.96	12.48
DJ Global Titans - 50 out of 50 instruments rated - 1/07/24 / 4/12/23 - 46 did rise, Market-Ratio(30) in JPY = 92.00 %

Technical Chart

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

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

Transactions DJ Global Titans 50 in Japanese yen * A30 - 54/52 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		19/06/06	168		- cash -
short	19/06/06	26/06/06	7		Intel	100	4	2,100.665	2,130.255	2,071.076	-29.590	-1	9,882	-52
long	26/06/06	14/01/08	567		Gazprom	100	5	1,947.220	2,328.963		381.743	20	11,790	12
short	14/01/08	4/05/09	476		Citigroup	100	0	31,630.306	3,173.233	315,286.127	283,655.821	897	11,790	0
long	4/05/09	25/05/09	21		Qualcomm	100	2	4,298.739	4,102.948		-195.791	-5	11,399	-56
short	25/05/09	1/06/09	7		Citigroup	100	3	3,573.138	3,517.614	3,629.538	56.400	2	11,568	126
long	1/06/09	22/06/09	21		Qualcomm	100	2	4,232.576	4,274.671		42.094	1	11,652	19
short	22/06/09	29/06/09	7		Citigroup	100	4	2,888.291	2,874.779	2,901.867	13.576	0	11,706	28
long	29/06/09	6/07/09	7		Apple	100	24	482.644	475.442		-7.202	-1	11,534	-54
short	6/07/09	13/07/09	7		Citigroup	100	4	2,679.629	2,573.350	2,790.298	110.669	4	11,976	725
long	13/07/09	17/05/10	308		Apple	100	25	470.562	839.509		368.947	78	21,200	99
short	17/05/10	31/05/10	14		Qualcomm	100	6	3,454.939	3,193.482	3,737.803	282.864	8	22,897	678
long	31/05/10	7/06/10	7		Apple	100	26	848.249	824.219		-24.029	-3	22,272	-78
short	7/06/10	6/09/10	91		Qualcomm	100	6	3,219.808	3,419.898	3,019.718	-200.090	-6	21,072	-23
long	6/09/10	27/09/10	21		Apple	100	27	776.137	875.752		99.616	13	23,761	716
short	27/09/10	22/11/10	56		BP	100	44	538.312	575.422	501.203	-37.110	-7	22,129	-37
long	22/11/10	25/07/11	245		Apple	100	23	934.945	1,117.393		182.448	20	26,325	30
short	25/07/11	26/12/11	154		Bank of America	100	33	785.913	428.048	1,442.967	657.055	84	48,008	322
long	26/12/11	23/01/12	28		Philip Morris	100	7	6,157.479	5,765.946		-391.534	-6	45,267	-58
short	23/01/12	6/02/12	14		Bank of America	100	81	558.417	610.462	506.373	-52.045	-9	41,051	-92
long	6/02/12	21/05/12	105		Apple	100	32	1,269.193	1,584.398		315.205	25	51,138	116
short	21/05/12	28/05/12	7		Telefónica	100	51	990.925	942.206	1,042.163	51.238	5	53,751	1,286
long	28/05/12	22/10/12	147		Apple	100	33	1,627.636	1,795.814		168.177	10	59,301	28
short	22/10/12	29/10/12	7		Telefónica	100	54	1,084.545	1,037.613	1,133.600	49.055	5	61,950	904
long	29/10/12	16/12/13	413		Bank of America	100	83	742.258	1,570.182		827.924	112	130,668	94
short	16/12/13	23/12/13	7		IBM	100	7	18,323.940	18,965.119	17,682.761	-641.179	-3	126,179	-84
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	23/12/13	27/10/14	308		Alphabet A	100	43	2,910.261	2,965.511		55.250	2	128,555	2
short	27/10/14	10/11/14	14		Samsung Electronics	100	57,280	2.244	2.674	1.815	-0.430	-19	103,952	-100
long	10/11/14	15/12/14	35		Apple	100	33	3,123.804	3,188.052		64.248	2	106,072	24
short	15/12/14	2/03/15	77		Gazprom	100	216	489.221	603.836	374.606	-114.615	-23	81,315	-72
long	2/03/15	30/03/15	28		Apple	100	20	3,877.231	3,793.988		-83.243	-2	79,651	-25
short	30/03/15	27/04/15	28		ConocoPhilips	100	10	7,685.850	7,983.023	7,388.678	-297.173	-4	76,679	-40
long	27/04/15	8/06/15	42		Mitsubishi UFJ	100	9,117	8.410	8.960		0.550	7	81,693	73
short	8/06/15	13/07/15	35		BHP	100	30	2,674.094	2,415.427	2,960.462	286.368	11	90,284	189
long	13/07/15	27/07/15	14		Mitsubishi UFJ	100	10,584	8.530	8.800		0.270	3	93,142	125
short	27/07/15	3/08/15	7		ConocoPhilips	100	14	6,243.409	6,164.848	6,322.971	79.562	1	94,256	94
long	3/08/15	24/08/15	21		Mitsubishi UFJ	100	10,698	8.810	7.410		-1.400	-16	79,279	-95
short	24/08/15	21/03/16	210		ConocoPhilips	100	15	5,084.191	4,766.240	5,423.353	339.162	7	84,366	12
long	21/03/16	28/03/16	7		McDonald´s	100	6	13,858.810	13,971.735		112.925	1	85,044	53
short	28/03/16	11/04/16	14		Mitsubishi UFJ	100	16,106	5.280	4.730	5.894	0.614	12	94,933	1,660
long	11/04/16	9/05/16	28		McDonald´s	100	6	13,773.058	14,173.115		400.057	3	97,333	45
short	9/05/16	4/07/16	56		Mitsubishi UFJ	100	19,631	4.958	4.553	5.399	0.441	9	105,990	74
long	4/07/16	5/03/18	609		BP	100	174	607.840	691.401		83.561	14	120,530	8
short	5/03/18	12/03/18	7		General Electric	100	9	12,254.160	12,873.053	11,635.267	-618.893	-5	114,960	-93
long	12/03/18	9/04/18	28		Intel	100	20	5,490.229	5,289.730		-200.499	-4	110,950	-38
short	9/04/18	3/09/18	147		General Electric	100	10	10,957.374	11,496.303	10,418.445	-538.929	-5	105,561	-12
long	3/09/18	26/11/18	84		Apple	100	16	6,319.802	4,954.061		-1,365.741	-22	83,709	-65
short	26/11/18	1/04/19	126		General Electric	100	12	6,881.554	8,999.079	4,764.029	-2,117.525	-31	58,298	-66
long	1/04/19	22/04/19	21		Procter & Gamble	100	5	11,542.878	11,863.048		320.170	3	59,899	61
short	22/04/19	29/04/19	7		Schlumberger	100	11	5,130.844	4,857.059	5,420.061	289.217	6	63,081	1,645
long	29/04/19	3/06/19	35		Qualcomm	100	6	9,757.735	7,204.503		-2,553.232	-26	47,761	-96
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/06/19	10/06/19	7		Schlumberger	100	12	3,835.701	3,846.718	3,824.684	-11.017	0	47,629	-14
long	10/06/19	24/02/20	259		Gazprom	100	61	768.327	759.727		-8.600	-1	47,104	-2
short	24/02/20	5/10/20	224		Exxon Mobil	100	7	6,236.354	3,566.434	10,905.039	4,668.685	75	79,785	149
long	5/10/20	7/03/22	518		Apple	100	6	12,314.452	18,375.926		6,061.474	49	116,154	33
short	7/03/22	28/03/22	21		Gazprom	100	342	338.796	366.152	311.440	-27.356	-8	106,798	-77
long	28/03/22	13/06/22	77		ConocoPhilips	100	8	12,774.023	14,992.320		2,218.297	17	124,545	114
short	13/06/22	9/01/23	210		General Electric	100	13	9,084.466	9,571.954	8,596.978	-487.488	-5	118,207	-9
long	9/01/23	13/03/23	63		Schlumberger	100	16	7,328.795	6,500.876		-827.919	-11	104,961	-50
short	13/03/23	27/03/23	14		3M	100	7	13,776.427	13,345.965	14,220.772	444.346	3	108,071	129
long	27/03/23	30/10/23	217		NVidia	100	30	3,488.834	6,133.216		2,644.382	76	187,402	158
short	30/10/23	4/12/23	35		Pfizer	100	41	4,552.119	4,309.982	4,807.858	255.739	6	197,888	77
long	4/12/23	12/08/24	252		NVidia	100	29	6,699.020	17,614.847		10,915.827	163	514,447	306
accum	19/06/06	12/08/24	6954	days out of 7122 invested (98%)							5,044		514,447	23

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Citigroup	short	14/01/08	4/05/09	476	31,630.31	3,173.23	315,286.13	283,655.82	896.78
	short	25/05/09	1/06/09	7	3,573.14	3,517.61	3,629.54	56.40	1.58
	short	22/06/09	29/06/09	7	2,888.29	2,874.78	2,901.87	13.58	0.47
	short	6/07/09	13/07/09	7	2,679.63	2,573.35	2,790.30	110.67	4.13	959.29
NVidia	long	27/03/23	30/10/23	217	3,488.83	6,133.22		2,644.38	75.80
	long	4/12/23	12/08/24	252	6,699.02	17,614.85		10,915.83	162.95	362.25
Apple	long	29/06/09	6/07/09	7	482.64	475.44		-7.20	-1.49
	long	13/07/09	17/05/10	308	470.56	839.51		368.95	78.41
	long	31/05/10	7/06/10	7	848.25	824.22		-24.03	-2.83
	long	6/09/10	27/09/10	21	776.14	875.75		99.62	12.83
	long	22/11/10	25/07/11	245	934.95	1,117.39		182.45	19.51
	long	6/02/12	21/05/12	105	1,269.19	1,584.40		315.20	24.84
	long	28/05/12	22/10/12	147	1,627.64	1,795.81		168.18	10.33
	long	10/11/14	15/12/14	35	3,123.80	3,188.05		64.25	2.06
	long	2/03/15	30/03/15	28	3,877.23	3,793.99		-83.24	-2.15
	long	3/09/18	26/11/18	84	6,319.80	4,954.06		-1,365.74	-21.61
	long	5/10/20	7/03/22	518	12,314.45	18,375.93		6,061.47	49.22	270.52
Bank of America	short	25/07/11	26/12/11	154	785.91	428.05	1,442.97	657.05	83.60
	short	23/01/12	6/02/12	14	558.42	610.46	506.37	-52.04	-9.32
	long	29/10/12	16/12/13	413	742.26	1,570.18		827.92	111.54	252.20
Exxon Mobil	short	24/02/20	5/10/20	224	6,236.35	3,566.43	10,905.04	4,668.69	74.86	74.86
ConocoPhilips	short	30/03/15	27/04/15	28	7,685.85	7,983.02	7,388.68	-297.17	-3.87
	short	27/07/15	3/08/15	7	6,243.41	6,164.85	6,322.97	79.56	1.27
	short	24/08/15	21/03/16	210	5,084.19	4,766.24	5,423.35	339.16	6.67
	long	28/03/22	13/06/22	77	12,774.02	14,992.32		2,218.30	17.37	21.89
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Mitsubishi UFJ	long	27/04/15	8/06/15	42	8.41	8.96		0.55	6.54
	long	13/07/15	27/07/15	14	8.53	8.80		0.27	3.17
	long	3/08/15	24/08/15	21	8.81	7.41		-1.40	-15.89
	short	28/03/16	11/04/16	14	5.28	4.73	5.89	0.61	11.63
	short	9/05/16	4/07/16	56	4.96	4.55	5.40	0.44	8.89	12.38
BHP	short	8/06/15	13/07/15	35	2,674.09	2,415.43	2,960.46	286.37	10.71	10.71
Telefónica	short	21/05/12	28/05/12	7	990.93	942.21	1,042.16	51.24	5.17
	short	22/10/12	29/10/12	7	1,084.55	1,037.61	1,133.60	49.05	4.52	9.93
BP	short	27/09/10	22/11/10	56	538.31	575.42	501.20	-37.11	-6.89
	long	4/07/16	5/03/18	609	607.84	691.40		83.56	13.75	5.91
Pfizer	short	30/10/23	4/12/23	35	4,552.12	4,309.98	4,807.86	255.74	5.62	5.62
McDonald´s	long	21/03/16	28/03/16	7	13,858.81	13,971.74		112.93	0.81
	long	11/04/16	9/05/16	28	13,773.06	14,173.12		400.06	2.90	3.74
3M	short	13/03/23	27/03/23	14	13,776.43	13,345.97	14,220.77	444.35	3.23	3.23
Procter & Gamble	long	1/04/19	22/04/19	21	11,542.88	11,863.05		320.17	2.77	2.77
Alphabet A	long	23/12/13	27/10/14	308	2,910.26	2,965.51		55.25	1.90	1.90
IBM	short	16/12/13	23/12/13	7	18,323.94	18,965.12	17,682.76	-641.18	-3.50	-3.50
Intel	short	19/06/06	26/06/06	7	2,100.67	2,130.26	2,071.08	-29.59	-1.41
	long	12/03/18	9/04/18	28	5,490.23	5,289.73		-200.50	-3.65	-5.01
Philip Morris	long	26/12/11	23/01/12	28	6,157.48	5,765.95		-391.53	-6.36	-6.36
Schlumberger	short	22/04/19	29/04/19	7	5,130.84	4,857.06	5,420.06	289.22	5.64
	short	3/06/19	10/06/19	7	3,835.70	3,846.72	3,824.68	-11.02	-0.29
	long	9/01/23	13/03/23	63	7,328.79	6,500.88		-827.92	-11.30	-6.57
Gazprom	long	26/06/06	14/01/08	567	1,947.22	2,328.96		381.74	19.60
	short	15/12/14	2/03/15	77	489.22	603.84	374.61	-114.62	-23.43
	long	10/06/19	24/02/20	259	768.33	759.73		-8.60	-1.12
	short	7/03/22	28/03/22	21	338.80	366.15	311.44	-27.36	-8.07	-16.75
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Samsung Electronics	short	27/10/14	10/11/14	14	2.24	2.67	1.81	-0.43	-19.14	-19.14
Qualcomm	long	4/05/09	25/05/09	21	4,298.74	4,102.95		-195.79	-4.55
	long	1/06/09	22/06/09	21	4,232.58	4,274.67		42.09	0.99
	short	17/05/10	31/05/10	14	3,454.94	3,193.48	3,737.80	282.86	8.19
	short	7/06/10	6/09/10	91	3,219.81	3,419.90	3,019.72	-200.09	-6.21
	long	29/04/19	3/06/19	35	9,757.74	7,204.50		-2,553.23	-26.17	-27.79
General Electric	short	5/03/18	12/03/18	7	12,254.16	12,873.05	11,635.27	-618.89	-5.05
	short	9/04/18	3/09/18	147	10,957.37	11,496.30	10,418.45	-538.93	-4.92
	short	26/11/18	1/04/19	126	6,881.55	8,999.08	4,764.03	-2,117.52	-30.77
	short	13/06/22	9/01/23	210	9,084.47	9,571.95	8,596.98	-487.49	-5.37	-40.85

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)


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