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

Assessment - DJ Global Titans 50 - 5/22/23 - RS = 30

		⇓instrument	freshest		⇓ Δday	5/22/23	⇓ Δwk	10/24/22	prc diff	⇓ Δ30	Curr	∅-RS
	L	DJ Global Titans	487.360	Fri	1.74	479.360	1.67	408.820	70.540	17.25	USD	11.31
	L	NVidia	389.460	Fri	2.54	311.760	24.92	125.990	185.770	147.45	USD	79.19
	L	Meta	262.040	Fri	3.70	248.320	5.53	129.720	118.600	91.43	USD	61.54
	L	General Electric	102.740	Fri	1.20	104.550	-1.73	73.360	31.190	42.52	USD	33.50
	L	Siemens	156.680	Fri	1.98	157.920	-0.79	109.840	48.080	43.77	EUR	29.89
	L	Oracle	104.080	Fri	-0.20	101.770	2.27	72.920	28.850	39.56	USD	28.98
	L	Microsoft	332.890	Fri	2.14	321.180	3.65	247.250	73.930	29.90	USD	24.72
		Boeing	203.630	Fri	1.37	205.910	-1.11	142.050	63.860	44.96	USD	22.79
	L	Alphabet A	124.610	Fri	0.92	125.050	-0.35	102.520	22.530	21.98	USD	22.64
	L	Apple	175.430	Fri	1.41	174.200	0.71	149.450	24.750	16.56	USD	16.54
		HSBC	610.800	Fri	0.73	617.200	-1.04	475.100	142.100	29.91	GBP	15.62
		Merck (MSD)	111.070	Fri	-1.10	114.490	-2.99	97.370	17.120	17.58	USD	14.67
	L	Samsung Electronics	70,300.000	Fri	2.18	68,500.000	2.63	57,500.000	11,000.000	19.13	KRW	13.20
		Taiwan Semiconductor	103.210	Fri	2.24	91.720	12.53	61.290	30.430	49.65	USD	12.11
	L	Mastercard	374.370	Fri	1.17	384.530	-2.64	305.600	78.930	25.83	USD	11.99
	L	Novartis	88.910	Fri	0.41	91.240	-2.55	77.980	13.260	17.00	CHF	10.87
	L	Sanofi	99.400	Fri	0.91	100.300	-0.90	82.190	18.110	22.03	EUR	10.67
	L	Visa	225.010	Fri	0.73	231.280	-2.71	190.710	40.570	21.27	USD	9.98
	L	McDonald´s	286.040	Fri	0.18	289.350	-1.14	255.320	34.030	13.33	USD	9.94
		JP Morgan Chase	136.940	Fri	0.94	138.030	-0.79	122.380	15.650	12.79	USD	9.56
	L	Amazon.com	120.110	Fri	4.44	115.010	4.43	119.820	-4.810	-4.01	USD	9.23
		Allianz	207.400	Fri	0.88	211.600	-1.98	176.680	34.920	19.76	EUR	8.97
	L	Walmart	146.420	Fri	0.18	148.590	-1.46	139.410	9.180	6.58	USD	7.80
	L	PepsiCo	183.580	Fri	-0.12	186.640	-1.64	177.680	8.960	5.04	USD	6.42
		Cisco Systems	49.860	Fri	1.69	48.820	2.13	43.540	5.280	12.13	USD	5.80
		⇓instrument	freshest		⇓ Δday	5/22/23	⇓ Δwk	10/24/22	prc diff	⇓ Δ30	Curr	∅-RS
		DuPont	67.600	Fri	1.61	67.080	0.78	56.010	11.070	19.76	USD	5.20
	L	Procter & Gamble	145.400	Fri	0.01	149.160	-2.52	129.370	19.790	15.30	USD	4.11
		Shell	27.375	Fri	0.75	27.815	-1.58	26.810	1.005	3.75	EUR	3.78
		BP	476.900	Fri	0.41	481.650	-0.99	470.000	11.650	2.48	GBP	3.75
		BHP	42.750	Fri	1.42	44.200	-3.28	39.060	5.140	13.16	AUD	3.01
		Exxon Mobil	104.970	Fri	-0.65	104.970		106.600	-1.630	-1.53	USD	2.74
		TotalEnergies	55.760	Fri	1.38	55.920	-0.29	53.500	2.420	4.52	EUR	2.57
		Anheuser-Busch InBev	53.170	Fri	0.30	54.500	-2.44	47.155	7.345	15.58	EUR	1.64
	L	Nestlé	112.060	Fri	0.68	112.960	-0.80	107.120	5.840	5.45	CHF	1.33
		Coca-Cola	60.260	Fri	-0.25	61.510	-2.03	57.570	3.940	6.84	USD	-0.04
	L	Toyota	1,937.000	Fri	-0.08	1,950.000	-0.67	1,996.500	-46.500	-2.33	JPY	-1.05
	S	Royal Bank CA	122.130	Fri	0.54	127.190	-3.98	124.540	2.650	2.13	CAD	-1.68
	L	Intel	29.000	Fri	5.84	30.280	-4.23	27.180	3.100	11.41	USD	-1.73
	S	AbbVie	137.560	Fri	-0.76	144.900	-5.07	150.890	-5.990	-3.97	USD	-3.42
	L	GSK	1,392.200	Fri	0.55	1,425.800	-2.36	1,387.400	38.400	2.77	GBP	-3.63
	S	Philip Morris	90.840	Fri	0.09	93.070	-2.40	87.190	5.880	6.74	USD	-4.25
	S	Citigroup	44.600	Fri	0.84	45.790	-2.60	44.410	1.380	3.11	USD	-4.29
	S	IBM	128.890	Fri	1.68	127.500	1.09	132.690	-5.190	-3.91	USD	-4.78
	L	Roche	290.700	Fri	1.11	286.400	1.50	327.150	-40.750	-12.46	CHF	-4.96
	S	Johnson & Johnson	154.350	Fri	-0.04	156.870	-1.61	170.980	-14.110	-8.25	USD	-6.72
	S	Chevron	154.080	Fri	-0.31	152.440	1.08	173.130	-20.690	-11.95	USD	-7.20
	S	Walt Disney	88.290	Fri	0.17	91.820	-3.84	101.720	-9.900	-9.73	USD	-8.53
	S	Amgen	216.930	Fri	-0.24	223.990	-3.15	261.320	-37.330	-14.29	USD	-10.16
		3M	96.940	Fri	-0.11	101.710	-4.69	118.380	-16.670	-14.08	USD	-15.69
	S	Pfizer	37.600	Fri	-0.61	38.750	-2.97	45.540	-6.790	-14.91	USD	-15.71
		⇓instrument	freshest		⇓ Δday	5/22/23	⇓ Δwk	10/24/22	prc diff	⇓ Δ30	Curr	∅-RS
	S	BAT	2,670.000	Fri	0.26	2,678.500	-0.32	3,379.500	-701.000	-20.74	GBP	-17.39
DJ Global Titans - 50 out of 50 instruments rated - 5/22/23 / 10/24/22 - 37 did rise, Market-Ratio(30) = 74.00 %

Technical Chart

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

1/07/19	scale up chart	5/22/23

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	5/26/23	60		NVidia	100	1,427	USD	265.310	389.460		124.150	47	555,830	933
accum	6/19/06	5/26/23	6187	days out of 6355 invested (97%)								5,458		555,830	27

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
NVidia	long	3/27/23	5/26/23	60	265.31	389.46		124.15	46.79	46.79
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
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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