Share-o-matic - Imprint

Wed, Apr 1st, 2026, 7:31UTC

Assessment - DJ Global Titans 50 in Swiss Franc - 7/01/24 - RS = mixed

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	Δ26	⇓∅-RS
		DJ Global Titans	583.419	8/12/24		612.416	-4.73	460.407	152.009	33.02	24.44
	L	NVidia	98.514	8/12/24	4.08	112.321	-12.29	41.483	70.838	170.76	122.21
	L	Taiwan Semiconductor	151.475	8/12/24	0.31	155.722	-2.73	87.117	68.605	78.75	59.63
		Meta Platforms	466.227	8/12/24	-0.35	456.043	2.23	296.501	159.543	53.81	40.51
	L	Oracle	119.803	8/12/24	0.39	129.300	-7.35	88.315	40.985	46.41	26.43
	L	Alphabet A	146.650	8/12/24	-0.84	165.355	-11.31	117.014	48.341	41.31	32.58
		Amazon.com	150.725	8/12/24	-0.08	178.196	-15.42	127.275	50.920	40.01	32.08
	L	Walmart	62.079	8/12/24	1.10	60.977	1.81	44.019	16.957	38.52	23.30
		Toyota	13.688	8/09/24	-0.14	18.366	-25.47	15.340	3.027	19.73	7.21
		General Electric	150.788	8/12/24	-0.16	143.650	4.97	106.911	36.738	34.36	25.31
		Citigroup	52.266	8/12/24		57.317	-8.81	43.090	14.228	33.02	30.08
		Microsoft	367.605	8/12/24	0.19	412.714	-10.93	314.996	97.718	31.02	25.25
		JP Morgan Chase	186.319	8/12/24	0.19	185.650	0.36	142.487	43.163	30.29	26.65
		Merck (MSD)	102.544	8/12/24	-0.93	115.574	-11.27	91.322	24.252	26.56	13.76
		Exxon Mobil	107.532	8/12/24	0.13	103.881	3.51	83.750	20.131	24.04	8.14
	L	Novartis	96.740	8/12/24	0.16	96.720	0.02	84.870	11.850	13.96	5.45
		Shell	32.009	8/12/24	0.93	32.838	-2.52	27.638	5.200	18.82	13.21
	L	Apple	196.566	8/12/24	0.71	195.861	0.36	161.276	34.585	21.44	20.39
	L	Procter & Gamble	150.734	8/12/24	-2.19	147.038	2.51	122.752	24.287	19.79	7.34
		AbbVie	171.852	8/12/24	0.13	153.951	11.63	129.813	24.138	18.59	11.75
	L	HSBC	735.559	8/12/24	0.22	789.250	-6.80	678.026	111.223	16.40	12.58
	L	Royal Bank CA	97.821	8/12/24	-0.72	95.776	2.14	84.906	10.870	12.80	13.57
		Walt Disney	77.667	8/12/24	-0.30	88.592	-12.33	75.633	12.959	17.13	5.24
		Allianz	248.031	8/12/24		254.428	-2.51	224.394	30.034	13.38	11.02
	L	Amgen	289.161	8/12/24	-0.77	281.037	2.89	241.265	39.773	16.49	16.06
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	Δ26	⇓∅-RS
	L	Philip Morris	104.902	8/12/24	0.07	91.492	14.66	78.808	12.685	16.10	9.25
	L	Coca-Cola	61.600	8/12/24	-0.74	57.182	7.73	49.364	7.818	15.84	8.35
		IBM	171.220	8/12/24	-1.03	158.225	8.21	137.000	21.225	15.49	12.11
	L	BAT	3,199.724	8/12/24		2,799.901	14.28	2,449.111	350.790	14.32	2.34
		GSK	1,795.775	8/12/24	0.42	1,743.227	3.01	1,547.245	195.982	12.67	2.75
		Chevron	131.044	8/12/24	0.02	141.436	-7.35	124.946	16.489	13.20	2.58
		Siemens	152.366	8/12/24	0.01	171.674	-11.25	157.591	14.083	8.94	14.82
		Samsung Electronics	49.335	8/12/24	1.07	53.452	-7.70	50.763	2.689	5.30	9.65
		TotalEnergies	59.822	8/12/24	0.60	61.654	-2.97	57.130	4.524	7.92	5.53
	L	DuPont	70.781	8/12/24	-0.25	71.631	-1.19	64.442	7.189	11.16	9.70
		BP	502.177	8/12/24	1.35	546.615	-8.13	497.344	49.271	9.91	0.72
		Mastercard	411.774	8/12/24	-0.24	395.437	4.13	357.273	38.163	10.68	4.93
		Sanofi	92.728	8/12/24	-0.60	89.026	4.16	83.247	5.779	6.94	0.80
	L	Roche	277.800	8/12/24	0.25	250.100	11.08	244.500	5.600	2.29	0.61
		Visa	234.844	8/12/24	0.05	237.871	-1.27	218.087	19.785	9.07	4.41
	L	Pfizer	25.708	8/12/24	-0.35	25.500	0.82	24.116	1.384	5.74	-4.66
		PepsiCo	154.900	8/12/24	-0.56	147.192	5.24	142.269	4.923	3.46	-3.71
	L	Nestlé	88.640	8/12/24	-0.40	91.880	-3.53	97.510	-5.630	-5.77	-4.40
	S	Cisco Systems	40.537	8/12/24	-1.34	42.940	-5.60	42.319	0.621	1.47	-4.22
	S	Johnson & Johnson	144.472	8/12/24	-0.46	132.327	9.18	131.296	1.031	0.79	-4.79
		Anheuser-Busch InBev	53.503	8/12/24	-0.47	52.766	1.40	54.181	-1.415	-2.61	-0.27
	L	3M	111.472	8/12/24	-0.65	90.914	22.61	91.574	-0.660	-0.72	4.12
		BHP	24.423	8/12/24	-0.54	26.021	-6.14	28.793	-2.772	-9.63	-0.87
	S	McDonald´s	243.492	8/12/24	0.58	225.898	7.79	248.377	-22.479	-9.05	-8.59
		Boeing	148.313	8/12/24	-2.25	168.707	-12.09	218.346	-49.639	-22.73	-6.38
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	Δ26	⇓∅-RS
	S	Intel	17.494	8/12/24	-1.78	27.868	-37.22	42.093	-14.225	-33.79	-16.59
DJ Global Titans - 50 out of 50 instruments rated - 7/01/24 / 1/01/24 - 43 did rise, Market-Ratio(26) in CHF = 86.00 %

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

Transactions DJ Global Titans 50 in Swiss Franc * 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	479	20.875	23.566		2.691	13	11,289	8
short	1/14/08	5/04/09	476		Citigroup	100	35	320.059	36.341	2,818.827	2,498.768	781	98,746	430
long	5/12/08	5/19/08	7		Apple	100	14,115	6.995	6.870		-0.125	-2	96,979	-61
	5/04/09	5/25/09	21		Qualcomm	100	1,969	49.230	46.992		-2.239	-5	92,571	-55
short	5/25/09	6/01/09	7		Citigroup	100	2,262	40.924	39.370	42.539	1.615	4	96,225	653
long	6/01/09	6/22/09	21		Qualcomm	100	2,031	47.372	48.009		0.637	1	97,520	26
6/22/09		6/29/09	7		- cash -
	6/29/09	7/06/09	7		Apple	100	17,753	5.493	5.379		-0.114	-2	95,504	-66
7/06/09		7/13/09	7		- cash -
	7/13/09	5/17/10	308		Apple	100	17,290	5.523	10.298		4.774	86	178,052	109
short	5/17/10	5/31/10	14		Qualcomm	100	4,201	42.379	40.654	44.177	1.798	4	185,605	195
long	5/31/10	6/07/10	7		Apple	100	17,187	10.799	10.416		-0.383	-4	179,027	-85
short	6/07/10	9/06/10	91		Qualcomm	100	4,399	40.689	41.243	40.136	-0.554	-1	176,590	-5
long	9/06/10	9/27/10	21		Apple	100	18,866	9.360	10.221		0.861	9	192,837	362
9/27/10		10/04/10	7		- cash -
short	10/04/10	11/22/10	49		Bank of America	100	15,059	12.805	11.213	14.622	1.818	14	220,208	169
long	11/22/10	7/25/11	245		Apple	100	19,829	11.105	11.647		0.541	5	230,941	7
short	7/25/11	12/26/11	154		Bank of America	100	28,192	8.192	5.137	13.062	4.871	59	368,251	202
long	12/26/11	1/23/12	28		Philip Morris	100	4,983	73.898	69.984		-3.915	-5	348,745	-51
1/23/12		1/30/12	7		- cash -
	1/30/12	5/21/12	112		Apple	100	23,615	14.768	18.851		4.084	28	445,178	122
5/21/12		5/28/12	7		- cash -
	5/28/12	10/22/12	147		Apple	100	22,726	19.588	21.013		1.424	7	477,551	19
short	10/22/12	10/29/12	7		Telefónica	100	37,631	12.690	12.180	13.222	0.532	4	497,571	751
long	10/29/12	12/16/13	413		Bank of America	100	57,108	8.713	13.525		4.812	55	772,362	47
12/16/13		12/23/13	7		- cash -
	12/23/13	10/27/14	308		Alphabet A	100	30,905	24.991	26.110		1.119	4	806,951	5
short	10/27/14	11/10/14	14		Samsung Electronics	100	40,836,412	0.020	0.023	0.017	-0.003	-14	694,219	-98
long	11/03/14	12/15/14	42		Apple	100	26,292	26.404	26.117		-0.287	-1	686,667	-9
short	12/15/14	4/27/15	133		Gazprom	100	171,335	4.008	5.637	2.379	-1.629	-41	407,556	-76
long	1/26/15	2/02/15	7		Toyota	100	3,442,279	0.118	0.121		0.002	2	415,668	179
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	13,161	31.581	30.560		-1.021	-3	402,225	-29
	4/13/15	4/20/15	7		Toyota	100	3,001,261	0.134	0.132		-0.002	-1	397,452	-46
	4/27/15	6/08/15	42		Mitsubishi UFJ	100	5,889,889	0.067	0.067		-0.001	-1	393,147	-9
short	6/08/15	7/13/15	35		BHP	100	19,735	19.921	18.596	21.341	1.419	7	421,160	105
long	7/13/15	7/27/15	14		Mitsubishi UFJ	100	6,413,090	0.066	0.069		0.003	5	440,748	227
short	7/27/15	8/03/15	7		ConocoPhilips	100	9,039	48.760	48.176	49.351	0.591	1	446,090	87
long	8/03/15	8/24/15	21		Mitsubishi UFJ	100	6,479,450	0.069	0.058		-0.011	-15	377,406	-95
short	8/24/15	3/21/16	210		ConocoPhilips	100	9,443	39.964	41.322	38.607	-1.358	-3	364,584	-6
long	3/21/16	3/28/16	7		McDonald´s	100	3,034	120.153	119.935		-0.217	0	363,925	-9
short	3/28/16	4/11/16	14		Mitsubishi UFJ	100	8,029,365	0.045	0.042	0.049	0.004	8	394,242	705
long	4/04/16	5/09/16	35		McDonald´s	100	3,222	122.352	127.059		4.708	4	409,411	48
short	5/09/16	7/04/16	56		Mitsubishi UFJ	100	9,211,083	0.044	0.043	0.046	0.001	3	421,868	22
long	7/04/16	3/05/18	609		BP	100	73,301	5.755	6.119		0.364	6	448,522	4
short	3/05/18	3/12/18	7		General Electric	100	4,135	108.449	114.510	102.388	-6.061	-6	423,460	-95
long	3/12/18	4/09/18	28		Intel	100	8,670	48.837	47.399		-1.438	-3	410,990	-32
4/09/18		4/23/18	14		- cash -
short	4/23/18	9/03/18	133		General Electric	100	3,616	113.653	100.324	128.753	15.100	13	465,593	41
long	7/30/18	8/06/18	7		ConocoPhilips	100	6,522	71.382	71.478		0.096	0	466,220	7
	9/03/18	11/26/18	84		Apple	100	8,453	55.151	43.564		-11.586	-21	368,281	-64
11/26/18		12/10/18	14		- cash -
short	12/10/18	4/01/19	112		General Electric	100	6,713	54.860	80.691	29.030	-25.831	-47	194,878	-87
long	4/01/19	4/22/19	21		Procter & Gamble	100	1,882	103.500	107.625		4.125	4	202,641	97
short	4/22/19	4/29/19	7		Schlumberger	100	4,353	46.549	44.274	48.940	2.391	5	213,050	1,263
long	4/29/19	6/03/19	35		Qualcomm	100	2,395	88.946	66.211		-22.735	-26	158,598	-95
short	6/03/19	6/10/19	7		Schlumberger	100	4,499	35.251	35.092	35.410	0.159	0	159,315	26
long	6/10/19	2/24/20	259		Gazprom	100	22,729	7.009	6.719		-0.290	-4	152,720	-6
short	2/24/20	10/05/20	224		Exxon Mobil	100	2,768	55.154	30.878	98.516	43.362	79	272,745	157
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	2,558	106.619	147.517		40.898	38	377,363	26
short	3/07/22	3/28/22	21		Gazprom	100	138,748	2.720	2.773	2.666	-0.054	-2	369,917	-29
long	3/21/22	6/13/22	84		ConocoPhilips	100	3,864	95.733	111.250		15.517	16	429,876	92
short	6/13/22	1/09/23	210		General Electric	100	6,376	67.411	66.804	68.024	0.613	1	433,784	2
long	12/05/22	12/12/22	7		Schlumberger	100	8,959	48.415	45.936		-2.480	-5	411,568	-94
	1/09/23	3/13/23	63		Schlumberger	100	8,046	51.148	44.469		-6.679	-13	357,829	-56
short	3/13/23	3/27/23	14		3M	100	3,797	94.238	92.934	95.560	1.322	1	362,849	44
long	3/27/23	10/30/23	217		NVidia	100	14,935	24.294	37.133		12.838	53	554,590	104
short	10/30/23	12/04/23	35		Pfizer	100	20,122	27.560	25.542	29.738	2.178	8	598,414	121
long	11/20/23	8/12/24	266		NVidia	100	13,419	44.594	98.514		53.920	121	1,321,967	197
accum	6/26/06	8/12/24	7149	days out of 7394 invested (97%)							13,120		1,321,967	28

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	320.06	36.34	2,818.83	2,498.77	780.72
	short	5/25/09	6/01/09	7	40.92	39.37	42.54	1.62	3.95	815.48
NVidia	long	3/27/23	10/30/23	217	24.29	37.13		12.84	52.84
	long	11/20/23	8/12/24	266	44.59	98.51		53.92	120.91	237.66
Apple	long	5/12/08	5/19/08	7	7.00	6.87		-0.13	-1.79
	long	6/29/09	7/06/09	7	5.49	5.38		-0.11	-2.07
	long	7/13/09	5/17/10	308	5.52	10.30		4.77	86.44
	long	5/31/10	6/07/10	7	10.80	10.42		-0.38	-3.54
	long	9/06/10	9/27/10	21	9.36	10.22		0.86	9.20
	long	11/22/10	7/25/11	245	11.11	11.65		0.54	4.87
	long	1/30/12	5/21/12	112	14.77	18.85		4.08	27.65
	long	5/28/12	10/22/12	147	19.59	21.01		1.42	7.27
	long	11/03/14	12/15/14	42	26.40	26.12		-0.29	-1.09
	long	2/23/15	3/30/15	35	31.58	30.56		-1.02	-3.23
	long	9/03/18	11/26/18	84	55.15	43.56		-11.59	-21.01
	long	10/05/20	3/07/22	518	106.62	147.52		40.90	38.36	183.74
Bank of America	short	10/04/10	11/22/10	49	12.80	11.21	14.62	1.82	14.19
	short	7/25/11	12/26/11	154	8.19	5.14	13.06	4.87	59.46
	long	10/29/12	12/16/13	413	8.71	13.52		4.81	55.23	182.65
Exxon Mobil	short	2/24/20	10/05/20	224	55.15	30.88	98.52	43.36	78.62	78.62
ConocoPhilips	short	7/27/15	8/03/15	7	48.76	48.18	49.35	0.59	1.21
	short	8/24/15	3/21/16	210	39.96	41.32	38.61	-1.36	-3.40
	long	7/30/18	8/06/18	7	71.38	71.48		0.10	0.13
	long	3/21/22	6/13/22	84	95.73	111.25		15.52	16.21	13.77
Pfizer	short	10/30/23	12/04/23	35	27.56	25.54	29.74	2.18	7.90	7.90
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	19.92	18.60	21.34	1.42	7.13	7.13
BP	long	7/04/16	3/05/18	609	5.76	6.12		0.36	6.32	6.32
Alphabet A	long	12/23/13	10/27/14	308	24.99	26.11		1.12	4.48	4.48
Telefónica	short	10/22/12	10/29/12	7	12.69	12.18	13.22	0.53	4.19	4.19
Procter & Gamble	long	4/01/19	4/22/19	21	103.50	107.63		4.12	3.99	3.99
McDonald´s	long	3/21/16	3/28/16	7	120.15	119.94		-0.22	-0.18
	long	4/04/16	5/09/16	35	122.35	127.06		4.71	3.85	3.66
3M	short	3/13/23	3/27/23	14	94.24	92.93	95.56	1.32	1.40	1.40
Toyota	long	1/26/15	2/02/15	7	0.12	0.12		0.00	1.99
	long	4/13/15	4/20/15	7	0.13	0.13		-0.00	-1.19	0.78
Mitsubishi UFJ	long	4/27/15	6/08/15	42	0.07	0.07		-0.00	-1.08
	long	7/13/15	7/27/15	14	0.07	0.07		0.00	4.65
	long	8/03/15	8/24/15	21	0.07	0.06		-0.01	-15.40
	short	3/28/16	4/11/16	14	0.05	0.04	0.05	0.00	8.33
	short	5/09/16	7/04/16	56	0.04	0.04	0.05	0.00	3.04	-2.24
Intel	long	3/12/18	4/09/18	28	48.84	47.40		-1.44	-2.94	-2.94
Philip Morris	long	12/26/11	1/23/12	28	73.90	69.98		-3.91	-5.30	-5.30
Schlumberger	short	4/22/19	4/29/19	7	46.55	44.27	48.94	2.39	5.14
	short	6/03/19	6/10/19	7	35.25	35.09	35.41	0.16	0.45
	long	12/05/22	12/12/22	7	48.42	45.94		-2.48	-5.12
	long	1/09/23	3/13/23	63	51.15	44.47		-6.68	-13.06	-12.88
Samsung Electronics	short	10/27/14	11/10/14	14	0.02	0.02	0.02	-0.00	-13.97	-13.97
Qualcomm	long	5/04/09	5/25/09	21	49.23	46.99		-2.24	-4.55
	long	6/01/09	6/22/09	21	47.37	48.01		0.64	1.35
	short	5/17/10	5/31/10	14	42.38	40.65	44.18	1.80	4.24
	short	6/07/10	9/06/10	91	40.69	41.24	40.14	-0.55	-1.36
	long	4/29/19	6/03/19	35	88.95	66.21		-22.74	-25.56	-25.96
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	20.88	23.57		2.69	12.89
	short	12/15/14	4/27/15	133	4.01	5.64	2.38	-1.63	-40.65
	long	6/10/19	2/24/20	259	7.01	6.72		-0.29	-4.14
	short	3/07/22	3/28/22	21	2.72	2.77	2.67	-0.05	-1.97	-37.04
General Electric	short	3/05/18	3/12/18	7	108.45	114.51	102.39	-6.06	-5.59
	short	4/23/18	9/03/18	133	113.65	100.32	128.75	15.10	13.29
	short	12/10/18	4/01/19	112	54.86	80.69	29.03	-25.83	-47.08
	short	6/13/22	1/09/23	210	67.41	66.80	68.02	0.61	0.91	-42.89

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