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

Assessment - DJ Global Titans 50 in Japanese yen - 7/01/24 - RS = mixed

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	⇓∅-RS
		DJ Global Titans	104,318.932	8/12/24		109,503.856	-4.73	77,752.017	31,751.839	40.84	33.00
	L	NVidia	17,614.847	8/12/24	4.08	20,083.705	-12.29	7,005.504	13,078.200	186.68	138.37
		BP	89,792.448	8/12/24	1.35	97,738.140	-8.13	83,989.796	13,748.345	16.37	7.47
	L	Walmart	11,100.165	8/12/24	1.10	10,903.044	1.81	7,433.853	3,469.191	46.67	31.73
		Samsung Electronics	8,821.380	8/12/24	1.07	9,557.469	-7.70	8,572.658	984.811	11.49	17.06
		Shell	5,723.497	8/12/24	0.93	5,871.675	-2.52	4,667.365	1,204.310	25.80	20.90
	L	Apple	35,147.291	8/12/24	0.71	35,021.263	0.36	27,235.769	7,785.494	28.59	28.50
		TotalEnergies	10,696.570	8/12/24	0.60	11,024.122	-2.97	9,647.977	1,376.145	14.26	12.72
	S	McDonald´s	43,537.853	8/12/24	0.58	40,391.998	7.79	41,945.037	-1,553.039	-3.70	-2.49
		GSK	321,095.834	8/12/24	0.42	311,699.900	3.01	261,293.579	50,406.322	19.29	9.79
	L	Oracle	21,421.541	8/12/24	0.39	23,119.689	-7.35	14,914.388	8,205.301	55.02	34.96
	L	Taiwan Semiconductor	27,084.726	8/12/24	0.31	27,844.126	-2.73	14,712.097	13,132.029	89.26	70.86
	L	Roche	49,672.387	8/12/24	0.25	44,719.453	11.08	41,290.352	3,429.100	8.30	9.51
	L	HSBC	131,522.651	8/12/24	0.22	141,122.845	-6.80	114,502.875	26,619.970	23.25	20.19
		JP Morgan Chase	33,315.037	8/12/24	0.19	33,195.472	0.36	24,062.766	9,132.706	37.95	35.41
		Microsoft	65,730.104	8/12/24	0.19	73,795.901	-10.93	53,195.547	20,600.354	38.73	33.91
	L	Novartis	17,297.720	8/12/24	0.16	17,294.144	0.02	14,332.565	2,961.579	20.66	16.32
		AbbVie	30,728.230	8/12/24	0.13	27,527.440	11.63	21,922.439	5,605.001	25.57	19.40
		Exxon Mobil	19,227.360	8/12/24	0.13	18,574.599	3.51	14,143.418	4,431.182	31.33	15.42
	L	Philip Morris	18,757.179	8/12/24	0.07	16,359.414	14.66	13,308.789	3,050.624	22.92	16.59
		Visa	41,991.585	8/12/24	0.05	42,532.860	-1.27	36,829.754	5,703.106	15.49	11.55
		Chevron	23,431.528	8/12/24	0.02	25,289.634	-7.35	21,100.542	4,189.092	19.85	9.44
		Siemens	27,244.018	8/12/24	0.01	30,696.313	-11.25	26,613.380	4,082.933	15.34	22.71
		Allianz	44,349.517	8/12/24		45,493.350	-2.51	37,894.935	7,598.415	20.05	18.63
	L	BAT	572,130.682	8/12/24		500,639.879	14.28	413,597.718	87,042.162	21.05	9.14
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	⇓∅-RS
		Citigroup	9,345.467	8/12/24		10,248.668	-8.81	7,276.829	2,971.838	40.84	39.14
		Amazon.com	26,950.619	8/12/24	-0.08	31,862.483	-15.42	21,493.808	10,368.675	48.24	41.28
		Toyota	2,447.500	8/09/24	-0.14	3,284.000	-25.47	2,590.500	693.500	26.77	6.66
		General Electric	26,961.929	8/12/24	-0.16	25,685.491	4.97	18,054.855	7,630.636	42.26	34.07
		Mastercard	73,627.864	8/12/24	-0.24	70,706.598	4.13	60,335.158	10,371.440	17.19	12.10
	L	DuPont	12,656.127	8/12/24	-0.25	12,808.007	-1.19	10,882.708	1,925.299	17.69	17.08
		Walt Disney	13,887.325	8/12/24	-0.30	15,840.760	-12.33	12,772.646	3,068.113	24.02	12.48
		Meta Platforms	83,364.341	8/12/24	-0.35	81,543.397	2.23	50,072.056	31,471.341	62.85	50.47
	L	Pfizer	4,596.793	8/12/24	-0.35	4,559.631	0.82	4,072.705	486.927	11.96	1.54
	L	Nestlé	15,849.389	8/12/24	-0.40	16,428.722	-3.53	16,467.167	-38.445	-0.23	-1.28
	S	Johnson & Johnson	25,832.524	8/12/24	-0.46	23,660.963	9.18	22,172.828	1,488.136	6.71	1.55
		Anheuser-Busch InBev	9,566.602	8/12/24	-0.47	9,434.888	1.40	9,149.916	284.972	3.11	6.52
		BHP	4,366.924	8/12/24	-0.54	4,652.751	-6.14	4,862.546	-209.795	-4.31	5.79
		PepsiCo	27,697.093	8/12/24	-0.56	26,318.863	5.24	24,025.986	2,292.877	9.54	2.71
		Sanofi	16,580.376	8/12/24	-0.60	15,918.340	4.16	14,058.480	1,859.859	13.23	7.50
	L	3M	19,931.825	8/12/24	-0.65	16,256.006	22.61	15,464.677	791.329	5.12	11.10
	L	Royal Bank CA	17,491.059	8/12/24	-0.72	17,125.389	2.14	14,338.650	2,786.739	19.44	21.29
	L	Coca-Cola	11,014.531	8/12/24	-0.74	10,224.432	7.73	8,336.383	1,888.048	22.65	15.66
	L	Amgen	51,703.826	8/12/24	-0.77	50,251.272	2.89	40,744.021	9,507.251	23.33	24.07
	L	Alphabet A	26,221.918	8/12/24	-0.84	29,566.510	-11.31	19,760.892	9,805.617	49.62	41.74
		Merck (MSD)	18,335.469	8/12/24	-0.93	20,665.373	-11.27	15,422.238	5,243.134	34.00	21.56
		IBM	30,615.128	8/12/24	-1.03	28,291.687	8.21	23,136.187	5,155.500	22.28	19.86
	S	Cisco Systems	7,248.230	8/12/24	-1.34	7,678.018	-5.60	7,146.684	531.334	7.43	2.13
	S	Intel	3,128.081	8/12/24	-1.78	4,982.956	-37.22	7,108.489	-2,125.533	-29.90	-10.97
	L	Procter & Gamble	26,952.235	8/12/24	-2.19	26,291.396	2.51	20,729.910	5,561.485	26.83	14.61
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	⇓∅-RS
		Boeing	26,519.215	8/12/24	-2.25	30,165.951	-12.09	36,873.607	-6,707.657	-18.19	-0.18
DJ Global Titans - 50 out of 50 instruments rated - 7/01/24 / 1/01/24 - 45 did rise, Market-Ratio(26) in JPY = 90.00 %

Drawing of market charts for mixed techniques is really a worry to me.

Transactions DJ Global Titans 50 in Japanese yen * Mixed Straddles L30 - 53/51 (1) - S30 - 50/54 (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		6/26/06	175		- cash -
long	6/26/06	1/14/08	567		Gazprom	100	5	1,947.220	2,328.963		381.743	20	11,909	12
short	1/14/08	5/04/09	476		Citigroup	100	0	31,630.306	3,173.233	315,286.127	283,655.821	897	11,909	0
long	5/12/08	5/19/08	7		Apple	100	17	691.116	683.103		-8.013	-1	11,772	-46
	5/04/09	5/25/09	21		Qualcomm	100	2	4,298.739	4,102.948		-195.791	-5	11,381	-56
short	5/25/09	6/01/09	7		Citigroup	100	3	3,573.138	3,517.614	3,629.538	56.400	2	11,550	126
long	6/01/09	6/22/09	21		Qualcomm	100	2	4,232.576	4,274.671		42.094	1	11,634	19
6/22/09		6/29/09	7		- cash -
	6/29/09	7/06/09	7		Apple	100	24	482.644	475.442		-7.202	-1	11,461	-54
7/06/09		7/13/09	7		- cash -
	7/13/09	5/17/10	308		Apple	100	24	470.562	839.509		368.947	78	20,316	99
short	5/17/10	5/31/10	14		Qualcomm	100	5	3,454.939	3,193.482	3,737.803	282.864	8	21,731	678
long	5/31/10	6/07/10	7		Apple	100	25	848.249	824.219		-24.029	-3	21,130	-78
short	6/07/10	9/06/10	91		Qualcomm	100	6	3,219.808	3,419.898	3,019.718	-200.090	-6	19,929	-23
long	9/06/10	9/27/10	21		Apple	100	25	776.137	875.752		99.616	13	22,420	716
9/27/10		10/04/10	7		- cash -
short	10/04/10	11/22/10	49		Bank of America	100	20	1,094.467	944.035	1,268.870	174.403	16	25,908	201
long	11/22/10	7/25/11	245		Apple	100	27	934.945	1,117.393		182.448	20	30,834	30
short	7/25/11	12/26/11	154		Bank of America	100	39	785.913	428.048	1,442.967	657.055	84	56,459	322
long	12/26/11	1/23/12	28		Philip Morris	100	9	6,157.479	5,765.946		-391.534	-6	52,935	-58
1/23/12		1/30/12	7		- cash -
	1/30/12	5/21/12	112		Apple	100	42	1,240.787	1,584.398		343.611	28	67,367	122
5/21/12		5/28/12	7		- cash -
	5/28/12	10/22/12	147		Apple	100	41	1,627.636	1,795.814		168.177	10	74,262	28
short	10/22/12	10/29/12	7		Telefónica	100	68	1,084.545	1,037.613	1,133.600	49.055	5	77,598	904
long	10/29/12	12/16/13	413		Bank of America	100	104	742.258	1,570.182		827.924	112	163,702	94
12/16/13		12/23/13	7		- cash -
	12/23/13	10/27/14	308		Alphabet A	100	56	2,910.261	2,965.511		55.250	2	166,796	2
short	10/27/14	11/10/14	14		Samsung Electronics	100	74,319	2.244	2.674	1.815	-0.430	-19	134,874	-100
long	11/03/14	12/15/14	42		Apple	100	43	3,113.061	3,188.052		74.991	2	138,099	23
short	12/15/14	4/27/15	133		Gazprom	100	282	489.221	702.508	275.934	-213.287	-44	77,952	-79
long	1/26/15	2/02/15	7		Toyota	100	5,016	15.540	15.310		-0.230	-1	76,798	-54
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
	2/23/15	3/30/15	35		Apple	100	19	3,950.615	3,793.988		-156.627	-4	73,822	-34
	4/13/15	4/20/15	7		Toyota	100	4,484	16.460	16.510		0.050	0	74,047	17
	4/27/15	6/08/15	42		Mitsubishi UFJ	100	8,804	8.410	8.960		0.550	7	78,889	73
short	6/08/15	7/13/15	35		BHP	100	29	2,674.094	2,415.427	2,960.462	286.368	11	87,193	189
long	7/13/15	7/27/15	14		Mitsubishi UFJ	100	10,221	8.530	8.800		0.270	3	89,953	125
short	7/27/15	8/03/15	7		ConocoPhilips	100	14	6,243.409	6,164.848	6,322.971	79.562	1	91,067	94
long	8/03/15	8/24/15	21		Mitsubishi UFJ	100	10,336	8.810	7.410		-1.400	-16	76,597	-95
short	8/24/15	3/21/16	210		ConocoPhilips	100	15	5,084.191	4,766.240	5,423.353	339.162	7	81,684	12
long	3/21/16	3/28/16	7		McDonald´s	100	5	13,858.810	13,971.735		112.925	1	82,249	53
short	3/28/16	4/11/16	14		Mitsubishi UFJ	100	15,577	5.280	4.730	5.894	0.614	12	91,813	1,660
long	4/04/16	5/09/16	35		McDonald´s	100	6	14,199.330	14,173.115		-26.215	0	91,656	-2
short	5/09/16	7/04/16	56		Mitsubishi UFJ	100	18,486	4.958	4.553	5.399	0.441	9	99,808	74
long	7/04/16	3/05/18	609		BP	100	164	607.840	691.401		83.561	14	113,512	8
short	3/05/18	3/12/18	7		General Electric	100	9	12,254.160	12,873.053	11,635.267	-618.893	-5	107,942	-93
long	3/12/18	4/09/18	28		Intel	100	19	5,490.229	5,289.730		-200.499	-4	104,133	-38
4/09/18		4/23/18	14		- cash -
short	4/23/18	9/03/18	133		General Electric	100	8	12,627.416	11,496.303	13,869.817	1,242.401	10	114,072	29
long	7/30/18	8/06/18	7		ConocoPhilips	100	14	8,015.546	7,989.105		-26.440	0	113,702	-16
	9/03/18	11/26/18	84		Apple	100	17	6,319.802	4,954.061		-1,365.741	-22	90,484	-65
11/26/18		12/10/18	14		- cash -
short	12/10/18	4/01/19	112		General Electric	100	14	6,274.040	8,999.079	3,549.001	-2,725.039	-43	52,333	-84
long	4/01/19	4/22/19	21		Procter & Gamble	100	4	11,542.878	11,863.048		320.170	3	53,614	61
short	4/22/19	4/29/19	7		Schlumberger	100	10	5,130.844	4,857.059	5,420.061	289.217	6	56,506	1,645
long	4/29/19	6/03/19	35		Qualcomm	100	5	9,757.735	7,204.503		-2,553.232	-26	43,740	-96
short	6/03/19	6/10/19	7		Schlumberger	100	11	3,835.701	3,846.718	3,824.684	-11.017	0	43,619	-14
long	6/10/19	2/24/20	259		Gazprom	100	56	768.327	759.727		-8.600	-1	43,137	-2
short	2/24/20	10/05/20	224		Exxon Mobil	100	6	6,236.354	3,566.434	10,905.039	4,668.685	75	71,149	149
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	10/05/20	3/07/22	518		Apple	100	5	12,314.452	18,375.926		6,061.474	49	101,457	33
short	3/07/22	3/28/22	21		Gazprom	100	299	338.796	366.152	311.440	-27.356	-8	93,277	-77
long	3/21/22	6/13/22	84		ConocoPhilips	100	7	12,258.949	14,992.320		2,733.372	22	112,411	140
short	6/13/22	1/09/23	210		General Electric	100	12	9,084.466	9,571.954	8,596.978	-487.488	-5	106,561	-9
long	12/05/22	12/12/22	7		Schlumberger	100	15	7,021.239	6,750.260		-270.979	-4	102,496	-87
	1/09/23	3/13/23	63		Schlumberger	100	13	7,328.795	6,500.876		-827.919	-11	91,733	-50
short	3/13/23	3/27/23	14		3M	100	6	13,776.427	13,345.965	14,220.772	444.346	3	94,399	129
long	3/27/23	10/30/23	217		NVidia	100	27	3,488.834	6,133.216		2,644.382	76	165,798	158
short	10/30/23	12/04/23	35		Pfizer	100	36	4,552.119	4,309.982	4,807.858	255.739	6	175,004	77
long	11/20/23	8/12/24	266		NVidia	100	23	7,476.321	17,614.847		10,138.526	136	408,190	224
accum	6/26/06	8/12/24	7208	days out of 7453 invested (97%)							3,982		408,190	21

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	31,630.31	3,173.23	315,286.13	283,655.82	896.78
	short	5/25/09	6/01/09	7	3,573.14	3,517.61	3,629.54	56.40	1.58	912.52
Bank of America	short	10/04/10	11/22/10	49	1,094.47	944.03	1,268.87	174.40	15.93
	short	7/25/11	12/26/11	154	785.91	428.05	1,442.97	657.05	83.60
	long	10/29/12	12/16/13	413	742.26	1,570.18		827.92	111.54	350.29
NVidia	long	3/27/23	10/30/23	217	3,488.83	6,133.22		2,644.38	75.80
	long	11/20/23	8/12/24	266	7,476.32	17,614.85		10,138.53	135.61	314.19
Apple	long	5/12/08	5/19/08	7	691.12	683.10		-8.01	-1.16
	long	6/29/09	7/06/09	7	482.64	475.44		-7.20	-1.49
	long	7/13/09	5/17/10	308	470.56	839.51		368.95	78.41
	long	5/31/10	6/07/10	7	848.25	824.22		-24.03	-2.83
	long	9/06/10	9/27/10	21	776.14	875.75		99.62	12.83
	long	11/22/10	7/25/11	245	934.95	1,117.39		182.45	19.51
	long	1/30/12	5/21/12	112	1,240.79	1,584.40		343.61	27.69
	long	5/28/12	10/22/12	147	1,627.64	1,795.81		168.18	10.33
	long	11/03/14	12/15/14	42	3,113.06	3,188.05		74.99	2.41
	long	2/23/15	3/30/15	35	3,950.61	3,793.99		-156.63	-3.96
	long	9/03/18	11/26/18	84	6,319.80	4,954.06		-1,365.74	-21.61
	long	10/05/20	3/07/22	518	12,314.45	18,375.93		6,061.47	49.22	268.92
Exxon Mobil	short	2/24/20	10/05/20	224	6,236.35	3,566.43	10,905.04	4,668.69	74.86	74.86
ConocoPhilips	short	7/27/15	8/03/15	7	6,243.41	6,164.85	6,322.97	79.56	1.27
	short	8/24/15	3/21/16	210	5,084.19	4,766.24	5,423.35	339.16	6.67
	long	7/30/18	8/06/18	7	8,015.55	7,989.11		-26.44	-0.33
	long	3/21/22	6/13/22	84	12,258.95	14,992.32		2,733.37	22.30	31.68
BP	long	7/04/16	3/05/18	609	607.84	691.40		83.56	13.75	13.75
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
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
BHP	short	6/08/15	7/13/15	35	2,674.09	2,415.43	2,960.46	286.37	10.71	10.71
Pfizer	short	10/30/23	12/04/23	35	4,552.12	4,309.98	4,807.86	255.74	5.62	5.62
Telefónica	short	10/22/12	10/29/12	7	1,084.55	1,037.61	1,133.60	49.05	4.52	4.52
3M	short	3/13/23	3/27/23	14	13,776.43	13,345.97	14,220.77	444.35	3.23	3.23
Procter & Gamble	long	4/01/19	4/22/19	21	11,542.88	11,863.05		320.17	2.77	2.77
Alphabet A	long	12/23/13	10/27/14	308	2,910.26	2,965.51		55.25	1.90	1.90
McDonald´s	long	3/21/16	3/28/16	7	13,858.81	13,971.74		112.93	0.81
	long	4/04/16	5/09/16	35	14,199.33	14,173.12		-26.21	-0.18	0.63
Toyota	long	1/26/15	2/02/15	7	15.54	15.31		-0.23	-1.48
	long	4/13/15	4/20/15	7	16.46	16.51		0.05	0.30	-1.18
Intel	long	3/12/18	4/09/18	28	5,490.23	5,289.73		-200.50	-3.65	-3.65
Philip Morris	long	12/26/11	1/23/12	28	6,157.48	5,765.95		-391.53	-6.36	-6.36
Schlumberger	short	4/22/19	4/29/19	7	5,130.84	4,857.06	5,420.06	289.22	5.64
	short	6/03/19	6/10/19	7	3,835.70	3,846.72	3,824.68	-11.02	-0.29
	long	12/05/22	12/12/22	7	7,021.24	6,750.26		-270.98	-3.86
	long	1/09/23	3/13/23	63	7,328.79	6,500.88		-827.92	-11.30	-10.17
Samsung Electronics	short	10/27/14	11/10/14	14	2.24	2.67	1.81	-0.43	-19.14	-19.14
Qualcomm	long	5/04/09	5/25/09	21	4,298.74	4,102.95		-195.79	-4.55
	long	6/01/09	6/22/09	21	4,232.58	4,274.67		42.09	0.99
	short	5/17/10	5/31/10	14	3,454.94	3,193.48	3,737.80	282.86	8.19
	short	6/07/10	9/06/10	91	3,219.81	3,419.90	3,019.72	-200.09	-6.21
	long	4/29/19	6/03/19	35	9,757.74	7,204.50		-2,553.23	-26.17	-27.79
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Gazprom	long	6/26/06	1/14/08	567	1,947.22	2,328.96		381.74	19.60
	short	12/15/14	4/27/15	133	489.22	702.51	275.93	-213.29	-43.60
	long	6/10/19	2/24/20	259	768.33	759.73		-8.60	-1.12
	short	3/07/22	3/28/22	21	338.80	366.15	311.44	-27.36	-8.07	-38.68
General Electric	short	3/05/18	3/12/18	7	12,254.16	12,873.05	11,635.27	-618.89	-5.05
	short	4/23/18	9/03/18	133	12,627.42	11,496.30	13,869.82	1,242.40	9.84
	short	12/10/18	4/01/19	112	6,274.04	8,999.08	3,549.00	-2,725.04	-43.43
	short	6/13/22	1/09/23	210	9,084.47	9,571.95	8,596.98	-487.49	-5.37	-44.17

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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