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

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

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	∅-RS
		DJ Global Titans	4,701.900	8/12/24		4,935.597	-4.73	3,753.173	1,182.424	31.50	23.12
	L	NVidia	793.943	8/12/24	4.08	905.220	-12.29	324.901	580.319	178.61	119.52
	L	Taiwan Semiconductor	1,220.772	8/12/24	0.31	1,255.000	-2.73	692.565	562.435	81.21	57.83
		Meta Platforms	3,757.427	8/12/24	-0.35	3,675.353	2.23	2,284.658	1,390.695	60.87	38.93
		General Electric	1,215.238	8/12/24	-0.16	1,157.706	4.97	867.616	290.090	33.44	23.92
	L	Alphabet A	1,181.884	8/12/24	-0.84	1,332.632	-11.31	922.873	409.759	44.40	31.14
	L	Oracle	965.519	8/12/24	0.39	1,042.059	-7.35	826.566	215.493	26.07	25.10
		Amazon.com	1,214.728	8/12/24	-0.08	1,436.117	-15.42	1,034.029	402.088	38.89	30.64
	L	Walmart	500.311	8/12/24	1.10	491.426	1.81	367.188	124.238	33.83	21.97
		Citigroup	421.222	8/12/24		461.932	-8.81	338.180	123.752	36.59	28.68
		Microsoft	2,962.611	8/12/24	0.19	3,326.155	-10.93	2,635.331	690.824	26.21	23.93
		JP Morgan Chase	1,501.587	8/12/24	0.19	1,496.198	0.36	1,127.908	368.290	32.65	25.29
	L	Apple	1,584.171	8/12/24	0.71	1,578.491	0.36	1,352.362	226.129	16.72	19.21
	L	Amgen	2,330.413	8/12/24	-0.77	2,264.943	2.89	1,945.693	319.250	16.41	14.88
		Merck (MSD)	826.423	8/12/24	-0.93	931.437	-11.27	750.035	181.402	24.19	12.56
	L	Royal Bank CA	788.363	8/12/24	-0.72	771.882	2.14	650.463	121.419	18.67	12.42
		AbbVie	1,384.994	8/12/24	0.13	1,240.727	11.63	1,029.103	211.624	20.56	10.60
	L	DuPont	570.441	8/12/24	-0.25	577.287	-1.19	512.303	64.984	12.68	8.57
	L	HSBC	5,928.036	8/12/24	0.22	6,360.739	-6.80	5,445.415	915.324	16.81	11.40
	L	Procter & Gamble	1,214.801	8/12/24	-2.19	1,185.015	2.51	1,085.573	99.442	9.16	6.22
	L	Philip Morris	845.430	8/12/24	0.07	737.357	14.66	663.438	73.920	11.14	8.15
		Siemens	1,227.952	8/12/24	0.01	1,383.555	-11.25	1,213.659	169.896	14.00	13.64
		Allianz	1,998.937	8/12/24		2,050.493	-2.51	1,817.629	232.864	12.81	9.85
		Shell	257.971	8/12/24	0.93	264.650	-2.52	232.094	32.557	14.03	12.00
		Walt Disney	625.934	8/12/24	-0.30	713.980	-12.33	656.870	57.111	8.69	4.09
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	∅-RS
		Samsung Electronics	397.600	8/12/24	1.07	430.778	-7.70	396.141	34.637	8.74	8.53
		IBM	1,379.896	8/12/24	-1.03	1,275.173	8.21	1,150.111	125.062	10.87	10.94
		Toyota	110.315	8/09/24	-0.14	148.018	-25.47	134.223	13.795	10.28	6.02
		Visa	1,892.660	8/12/24	0.05	1,917.056	-1.27	1,816.475	100.581	5.54	3.34
		Mastercard	3,318.581	8/12/24	-0.24	3,186.913	4.13	2,914.399	272.514	9.35	3.84
		GSK	14,472.546	8/12/24	0.42	14,049.049	3.01	13,119.115	929.934	7.09	1.65
	L	Novartis	779.649	8/12/24	0.16	779.488	0.02	704.966	74.522	10.57	7.90
	L	Coca-Cola	496.451	8/12/24	-0.74	460.839	7.73	418.138	42.702	10.21	7.26
		TotalEnergies	482.120	8/12/24	0.60	496.883	-2.97	474.625	22.259	4.69	4.40
	L	3M	898.374	8/12/24	-0.65	732.697	22.61	738.470	-5.773	-0.78	3.12
		Anheuser-Busch InBev	431.189	8/12/24	-0.47	425.253	1.40	451.199	-25.946	-5.75	-1.27
	L	Roche	2,238.852	8/12/24	0.25	2,015.611	11.08	2,015.708	-0.097	-0.00	1.75
		Exxon Mobil	866.622	8/12/24	0.13	837.201	3.51	731.259	105.942	14.49	6.97
		Chevron	1,056.114	8/12/24	0.02	1,139.863	-7.35	1,034.243	105.620	10.21	1.51
	L	BAT	25,787.278	8/12/24		22,565.019	14.28	22,747.072	-182.052	-0.80	1.31
		PepsiCo	1,248.373	8/12/24	-0.56	1,186.253	5.24	1,207.509	-21.256	-1.76	-4.68
	L	Nestlé	714.369	8/12/24	-0.40	740.481	-3.53	818.150	-77.669	-9.49	-8.30
		Sanofi	747.317	8/12/24	-0.60	717.477	4.16	669.453	48.024	7.17	-0.19
		BP	4,047.157	8/12/24	1.35	4,405.288	-8.13	4,254.203	151.086	3.55	-0.34
		BHP	196.828	8/12/24	-0.54	209.710	-6.14	222.827	-13.116	-5.89	-1.84
	S	Johnson & Johnson	1,164.333	8/12/24	-0.46	1,066.455	9.18	1,134.262	-67.807	-5.98	-5.71
	S	McDonald´s	1,962.354	8/12/24	0.58	1,820.563	7.79	2,042.714	-222.151	-10.88	-9.47
	S	Cisco Systems	326.695	8/12/24	-1.34	346.066	-5.60	343.034	3.032	0.88	-5.16
	L	Pfizer	207.188	8/12/24	-0.35	205.513	0.82	209.033	-3.520	-1.68	-5.58
		Boeing	1,195.284	8/12/24	-2.25	1,359.651	-12.09	1,676.763	-317.112	-18.91	-7.20
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	∅-RS
	S	Intel	140.990	8/12/24	-1.78	224.594	-37.22	302.341	-77.748	-25.72	-17.33
DJ Global Titans - 50 out of 50 instruments rated - 7/01/24 / 12/04/23 - 38 did rise, Market-Ratio(30) in CNY = 76.00 %

Technical Chart

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

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

Transactions DJ Global Titans 50 in Renminbi yuán * 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
1/02/06		6/19/06	168		- cash -
short	6/19/06	6/26/06	7		Intel	100	68	145.884	146.234	145.534	-0.350	0	9,976	-12
long	6/26/06	1/14/08	567		Gazprom	100	74	133.669	155.398		21.728	16	11,584	10
short	1/14/08	5/04/09	476		Citigroup	100	5	2,110.503	218.232	20,410.512	18,300.009	867	103,084	470
long	5/04/09	5/25/09	21		Qualcomm	100	348	295.636	295.432		-0.204	0	103,013	-1
short	5/25/09	6/01/09	7		Citigroup	100	400	257.283	251.970	262.708	5.425	2	105,183	197
long	6/01/09	6/22/09	21		Qualcomm	100	346	303.184	303.537		0.353	0	105,305	2
short	6/22/09	6/29/09	7		Citigroup	100	513	205.093	206.386	203.799	-1.293	-1	104,642	-28
long	6/29/09	7/06/09	7		Apple	100	3,019	34.650	33.821		-0.829	-2	102,138	-72
short	7/06/09	7/13/09	7		Citigroup	100	535	190.616	189.954	191.279	0.664	0	102,493	20
long	7/13/09	5/17/10	308		Apple	100	2,950	34.735	61.978		27.243	78	182,859	99
short	5/17/10	5/31/10	14		Qualcomm	100	716	255.065	239.571	271.561	16.496	6	194,670	412
long	5/31/10	6/07/10	7		Apple	100	3,059	63.635	61.200		-2.435	-4	187,223	-87
short	6/07/10	9/06/10	91		Qualcomm	100	783	239.077	276.005	202.150	-36.927	-15	158,308	-49
long	9/06/10	9/27/10	21		Apple	100	2,527	62.639	69.714		7.076	11	176,188	542
short	9/27/10	11/22/10	56		BP	100	4,111	42.852	45.721	39.983	-2.869	-7	164,394	-36
long	11/22/10	7/25/11	245		Apple	100	2,212	74.288	91.647		17.359	23	202,793	37
short	7/25/11	12/26/11	154		Bank of America	100	3,146	64.459	34.835	119.277	54.818	85	375,249	330
long	12/26/11	1/23/12	28		Philip Morris	100	748	501.102	472.030		-29.072	-6	353,504	-54
short	1/23/12	2/06/12	14		Bank of America	100	7,732	45.715	50.151	41.279	-4.436	-10	319,205	-93
long	2/06/12	5/21/12	105		Apple	100	3,061	104.267	126.851		22.584	22	388,333	98
short	5/21/12	5/28/12	7		Telefónica	100	4,894	79.336	74.982	83.943	4.607	6	410,879	1,797
long	5/28/12	10/22/12	147		Apple	100	3,172	129.529	142.683		13.154	10	452,602	27
short	10/22/12	10/29/12	7		Telefónica	100	5,252	86.170	81.876	90.690	4.519	5	476,338	1,337
long	10/29/12	12/16/13	413		Bank of America	100	8,132	58.570	92.541		33.971	58	752,587	50
short	12/16/13	12/23/13	7		IBM	100	696	1,079.947	1,106.033	1,053.861	-26.086	-2	734,431	-72
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	12/23/13	10/27/14	308		Alphabet A	100	4,327	169.724	168.166		-1.558	-1	727,690	-1
short	10/27/14	11/10/14	14		Samsung Electronics	100	5,717,704	0.127	0.143	0.112	-0.015	-12	640,383	-96
long	11/10/14	12/15/14	35		Apple	100	3,845	166.541	167.450		0.909	1	643,877	6
short	12/15/14	3/02/15	77		Gazprom	100	25,057	25.696	31.529	19.863	-5.833	-23	497,727	-70
long	3/02/15	3/30/15	28		Apple	100	2,458	202.445	196.039		-6.406	-3	481,983	-34
short	3/30/15	4/27/15	28		ConocoPhilips	100	1,213	397.136	416.926	377.345	-19.791	-5	457,977	-49
long	4/27/15	6/08/15	42		Mitsubishi UFJ	100	1,042,690	0.439	0.447		0.007	2	465,571	15
short	6/08/15	7/13/15	35		BHP	100	3,493	133.260	121.458	146.208	12.948	10	510,799	163
long	7/13/15	7/27/15	14		Mitsubishi UFJ	100	1,190,884	0.429	0.443		0.014	3	527,740	134
short	7/27/15	8/03/15	7		ConocoPhilips	100	1,678	314.405	308.753	320.161	5.756	2	537,398	158
long	8/03/15	8/24/15	21		Mitsubishi UFJ	100	1,217,956	0.441	0.401		-0.041	-9	488,020	-81
short	8/24/15	3/21/16	210		ConocoPhilips	100	1,775	274.922	276.075	273.769	-1.153	0	485,974	-1
long	3/21/16	3/28/16	7		McDonald´s	100	605	802.744	799.224		-3.519	0	483,845	-20
short	3/28/16	4/11/16	14		Mitsubishi UFJ	100	1,601,968	0.302	0.283	0.322	0.020	7	516,475	448
long	4/11/16	5/09/16	28		McDonald´s	100	626	824.013	852.608		28.595	3	534,375	56
short	5/09/16	7/04/16	56		Mitsubishi UFJ	100	1,791,660	0.298	0.295	0.301	0.003	1	539,469	6
long	7/04/16	3/05/18	609		BP	100	13,675	39.448	41.340		1.892	5	565,340	3
short	3/05/18	3/12/18	7		General Electric	100	771	732.693	764.568	700.817	-31.876	-4	540,764	-90
long	3/12/18	4/09/18	28		Intel	100	1,658	326.081	312.432		-13.648	-4	518,135	-43
short	4/09/18	9/03/18	147		General Electric	100	800	647.186	705.823	588.549	-58.637	-9	471,225	-21
long	9/03/18	11/26/18	84		Apple	100	1,214	388.008	302.826		-85.183	-22	367,813	-66
short	11/26/18	4/01/19	126		General Electric	100	874	420.647	541.941	299.353	-121.294	-29	261,802	-63
long	4/01/19	4/22/19	21		Procter & Gamble	100	376	695.133	711.192		16.058	2	267,840	49
short	4/22/19	4/29/19	7		Schlumberger	100	870	307.595	292.412	323.566	15.971	5	281,735	1,301
long	4/29/19	6/03/19	35		Qualcomm	100	479	587.450	459.965		-127.485	-22	220,670	-92
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	6/03/19	6/10/19	7		Schlumberger	100	901	244.887	245.701	244.073	-0.814	0	219,936	-16
long	6/10/19	2/24/20	259		Gazprom	100	4,481	49.075	48.245		-0.830	-2	216,217	-2
short	2/24/20	10/05/20	224		Exxon Mobil	100	545	396.029	228.970	684.978	288.948	73	373,694	144
long	10/05/20	3/07/22	518		Apple	100	472	790.604	1,006.165		215.561	27	475,439	19
short	3/07/22	3/28/22	21		Gazprom	100	25,629	18.551	18.893	18.209	-0.342	-2	466,670	-28
long	3/28/22	6/13/22	77		ConocoPhilips	100	708	659.113	754.433		95.320	14	534,157	90
short	6/13/22	1/09/23	210		General Electric	100	1,168	457.142	491.677	422.607	-34.535	-8	493,820	-13
long	1/09/23	3/13/23	63		Schlumberger	100	1,311	376.454	334.369		-42.085	-11	438,646	-50
short	3/13/23	3/27/23	14		3M	100	619	708.582	698.165	719.155	10.573	1	445,191	47
long	3/27/23	10/30/23	217		NVidia	100	2,439	182.511	300.908		118.397	65	733,960	132
short	10/30/23	12/04/23	35		Pfizer	100	3,286	223.336	209.033	238.617	15.281	7	784,175	99
long	12/04/23	8/12/24	252		NVidia	100	2,413	324.901	793.943		469.042	144	1,915,972	265
accum	6/19/06	8/12/24	6879	days out of 7047 invested (98%)							19,060		1,915,972	32

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	2,110.50	218.23	20,410.51	18,300.01	867.09
	short	5/25/09	6/01/09	7	257.28	251.97	262.71	5.42	2.11
	short	6/22/09	6/29/09	7	205.09	206.39	203.80	-1.29	-0.63
	short	7/06/09	7/13/09	7	190.62	189.95	191.28	0.66	0.35	884.67
NVidia	long	3/27/23	10/30/23	217	182.51	300.91		118.40	64.87
	long	12/04/23	8/12/24	252	324.90	793.94		469.04	144.36	302.89
Apple	long	6/29/09	7/06/09	7	34.65	33.82		-0.83	-2.39
	long	7/13/09	5/17/10	308	34.73	61.98		27.24	78.43
	long	5/31/10	6/07/10	7	63.63	61.20		-2.43	-3.83
	long	9/06/10	9/27/10	21	62.64	69.71		7.08	11.30
	long	11/22/10	7/25/11	245	74.29	91.65		17.36	23.37
	long	2/06/12	5/21/12	105	104.27	126.85		22.58	21.66
	long	5/28/12	10/22/12	147	129.53	142.68		13.15	10.15
	long	11/10/14	12/15/14	35	166.54	167.45		0.91	0.55
	long	3/02/15	3/30/15	28	202.44	196.04		-6.41	-3.16
	long	9/03/18	11/26/18	84	388.01	302.83		-85.18	-21.95
	long	10/05/20	3/07/22	518	790.60	1,006.17		215.56	27.27	198.06
Bank of America	short	7/25/11	12/26/11	154	64.46	34.83	119.28	54.82	85.04
	short	1/23/12	2/06/12	14	45.71	50.15	41.28	-4.44	-9.70
	long	10/29/12	12/16/13	413	58.57	92.54		33.97	58.00	164.00
Exxon Mobil	short	2/24/20	10/05/20	224	396.03	228.97	684.98	288.95	72.96	72.96
Telefónica	short	5/21/12	5/28/12	7	79.34	74.98	83.94	4.61	5.81
	short	10/22/12	10/29/12	7	86.17	81.88	90.69	4.52	5.24	11.36
ConocoPhilips	short	3/30/15	4/27/15	28	397.14	416.93	377.35	-19.79	-4.98
	short	7/27/15	8/03/15	7	314.41	308.75	320.16	5.76	1.83
	short	8/24/15	3/21/16	210	274.92	276.07	273.77	-1.15	-0.42
	long	3/28/22	6/13/22	77	659.11	754.43		95.32	14.46	10.28
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	133.26	121.46	146.21	12.95	9.72	9.72
Pfizer	short	10/30/23	12/04/23	35	223.34	209.03	238.62	15.28	6.84	6.84
McDonald´s	long	3/21/16	3/28/16	7	802.74	799.22		-3.52	-0.44
	long	4/11/16	5/09/16	28	824.01	852.61		28.60	3.47	3.02
Mitsubishi UFJ	long	4/27/15	6/08/15	42	0.44	0.45		0.01	1.66
	long	7/13/15	7/27/15	14	0.43	0.44		0.01	3.32
	long	8/03/15	8/24/15	21	0.44	0.40		-0.04	-9.19
	short	3/28/16	4/11/16	14	0.30	0.28	0.32	0.02	6.74
	short	5/09/16	7/04/16	56	0.30	0.30	0.30	0.00	0.95	2.78
Procter & Gamble	long	4/01/19	4/22/19	21	695.13	711.19		16.06	2.31	2.31
3M	short	3/13/23	3/27/23	14	708.58	698.17	719.16	10.57	1.49	1.49
Alphabet A	long	12/23/13	10/27/14	308	169.72	168.17		-1.56	-0.92	-0.92
BP	short	9/27/10	11/22/10	56	42.85	45.72	39.98	-2.87	-6.69
	long	7/04/16	3/05/18	609	39.45	41.34		1.89	4.80	-2.22
IBM	short	12/16/13	12/23/13	7	1,079.95	1,106.03	1,053.86	-26.09	-2.42	-2.42
Intel	short	6/19/06	6/26/06	7	145.88	146.23	145.53	-0.35	-0.24
	long	3/12/18	4/09/18	28	326.08	312.43		-13.65	-4.19	-4.42
Philip Morris	long	12/26/11	1/23/12	28	501.10	472.03		-29.07	-5.80	-5.80
Schlumberger	short	4/22/19	4/29/19	7	307.59	292.41	323.57	15.97	5.19
	short	6/03/19	6/10/19	7	244.89	245.70	244.07	-0.81	-0.33
	long	1/09/23	3/13/23	63	376.45	334.37		-42.09	-11.18	-6.88
Samsung Electronics	short	10/27/14	11/10/14	14	0.13	0.14	0.11	-0.02	-12.00	-12.00
Gazprom	long	6/26/06	1/14/08	567	133.67	155.40		21.73	16.26
	short	12/15/14	3/02/15	77	25.70	31.53	19.86	-5.83	-22.70
	long	6/10/19	2/24/20	259	49.08	48.25		-0.83	-1.69
	short	3/07/22	3/28/22	21	18.55	18.89	18.21	-0.34	-1.84	-13.28
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	295.64	295.43		-0.20	-0.07
	long	6/01/09	6/22/09	21	303.18	303.54		0.35	0.12
	short	5/17/10	5/31/10	14	255.06	239.57	271.56	16.50	6.47
	short	6/07/10	9/06/10	91	239.08	276.01	202.15	-36.93	-15.45
	long	4/29/19	6/03/19	35	587.45	459.97		-127.49	-21.70	-29.48
General Electric	short	3/05/18	3/12/18	7	732.69	764.57	700.82	-31.88	-4.35
	short	4/09/18	9/03/18	147	647.19	705.82	588.55	-58.64	-9.06
	short	11/26/18	4/01/19	126	420.65	541.94	299.35	-121.29	-28.84
	short	6/13/22	1/09/23	210	457.14	491.68	422.61	-34.53	-7.55	-42.77

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)


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