Share-o-matic

Assessment - DJ Global Titans 50 in Swiss Franc - 7/01/24 - RS = 30

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	⇓∅-RS
		DJ Global Titans	583.419	8/12/24		612.416	-4.73	458.601	153.815	33.54	24.44
	L	NVidia	98.514	8/12/24	4.08	112.321	-12.29	39.700	72.621	182.93	122.21
		BP	502.177	8/12/24	1.35	546.615	-8.13	519.822	26.792	5.15	0.72
	L	Walmart	62.079	8/12/24	1.10	60.977	1.81	44.867	16.110	35.91	23.30
		Samsung Electronics	49.335	8/12/24	1.07	53.452	-7.70	48.405	5.047	10.43	9.65
		Shell	32.009	8/12/24	0.93	32.838	-2.52	28.360	4.479	15.79	13.21
	L	Apple	196.566	8/12/24	0.71	195.861	0.36	165.246	30.616	18.53	20.39
		TotalEnergies	59.822	8/12/24	0.60	61.654	-2.97	57.995	3.659	6.31	5.53
	S	McDonald´s	243.492	8/12/24	0.58	225.898	7.79	249.600	-23.702	-9.50	-8.59
		GSK	1,795.775	8/12/24	0.42	1,743.227	3.01	1,603.029	140.198	8.75	2.75
	L	Oracle	119.803	8/12/24	0.39	129.300	-7.35	100.998	28.302	28.02	26.43
	L	Taiwan Semiconductor	151.475	8/12/24	0.31	155.722	-2.73	84.625	71.098	84.02	59.63
	L	Roche	277.800	8/12/24	0.25	250.100	11.08	246.300	3.800	1.54	0.61
	L	HSBC	735.559	8/12/24	0.22	789.250	-6.80	665.377	123.873	18.62	12.58
		JP Morgan Chase	186.319	8/12/24	0.19	185.650	0.36	137.819	47.831	34.71	26.65
		Microsoft	367.605	8/12/24	0.19	412.714	-10.93	322.012	90.702	28.17	25.25
	L	Novartis	96.740	8/12/24	0.16	96.720	0.02	86.140	10.580	12.28	5.45
		AbbVie	171.852	8/12/24	0.13	153.951	11.63	125.746	28.205	22.43	11.75
		Exxon Mobil	107.532	8/12/24	0.13	103.881	3.51	89.353	14.528	16.26	8.14
	L	Philip Morris	104.902	8/12/24	0.07	91.492	14.66	81.066	10.427	12.86	9.25
		Visa	234.844	8/12/24	0.05	237.871	-1.27	221.956	15.915	7.17	4.41
		Chevron	131.044	8/12/24	0.02	141.436	-7.35	126.374	15.061	11.92	2.58
		Siemens	152.366	8/12/24	0.01	171.674	-11.25	148.297	23.376	15.76	14.82
		Allianz	248.031	8/12/24		254.428	-2.51	222.097	32.332	14.56	11.02
	L	BAT	3,199.724	8/12/24		2,799.901	14.28	2,779.472	20.429	0.73	2.34
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	⇓∅-RS
		Citigroup	52.266	8/12/24		57.317	-8.81	41.322	15.995	38.71	30.08
		Amazon.com	150.725	8/12/24	-0.08	178.196	-15.42	126.348	51.847	41.04	32.08
		Toyota	13.688	8/09/24	-0.14	18.366	-25.47	16.401	1.965	11.98	7.21
		General Electric	150.788	8/12/24	-0.16	143.650	4.97	106.014	37.636	35.50	25.31
		Mastercard	411.774	8/12/24	-0.24	395.437	4.13	356.111	39.326	11.04	4.93
	L	DuPont	70.781	8/12/24	-0.25	71.631	-1.19	62.598	9.032	14.43	9.70
		Walt Disney	77.667	8/12/24	-0.30	88.592	-12.33	80.263	8.329	10.38	5.24
		Meta Platforms	466.227	8/12/24	-0.35	456.043	2.23	279.163	176.880	63.36	40.51
	L	Pfizer	25.708	8/12/24	-0.35	25.500	0.82	25.542	-0.041	-0.16	-4.66
	L	Nestlé	88.640	8/12/24	-0.40	91.880	-3.53	99.970	-8.090	-8.09	-4.40
	S	Johnson & Johnson	144.472	8/12/24	-0.46	132.327	9.18	138.596	-6.268	-4.52	-4.79
		Anheuser-Busch InBev	53.503	8/12/24	-0.47	52.766	1.40	55.132	-2.366	-4.29	-0.27
		BHP	24.423	8/12/24	-0.54	26.021	-6.14	27.227	-1.206	-4.43	-0.87
		PepsiCo	154.900	8/12/24	-0.56	147.192	5.24	147.546	-0.354	-0.24	-3.71
		Sanofi	92.728	8/12/24	-0.60	89.026	4.16	81.801	7.225	8.83	0.80
	L	3M	111.472	8/12/24	-0.65	90.914	22.61	90.234	0.680	0.75	4.12
	L	Royal Bank CA	97.821	8/12/24	-0.72	95.776	2.14	79.480	16.296	20.50	13.57
	L	Coca-Cola	61.600	8/12/24	-0.74	57.182	7.73	51.092	6.089	11.92	8.35
	L	Amgen	289.161	8/12/24	-0.77	281.037	2.89	237.745	43.293	18.21	16.06
	L	Alphabet A	146.650	8/12/24	-0.84	165.355	-11.31	112.766	52.589	46.64	32.58
		Merck (MSD)	102.544	8/12/24	-0.93	115.574	-11.27	91.647	23.927	26.11	13.76
		IBM	171.220	8/12/24	-1.03	158.225	8.21	140.532	17.693	12.59	12.11
	S	Cisco Systems	40.537	8/12/24	-1.34	42.940	-5.60	41.915	1.025	2.45	-4.22
	S	Intel	17.494	8/12/24	-1.78	27.868	-37.22	36.943	-9.075	-24.57	-16.59
	L	Procter & Gamble	150.734	8/12/24	-2.19	147.038	2.51	132.647	14.392	10.85	7.34
		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	⇓∅-RS
		Boeing	148.313	8/12/24	-2.25	168.707	-12.09	204.884	-36.177	-17.66	-6.38
DJ Global Titans - 50 out of 50 instruments rated - 7/01/24 / 12/04/23 - 41 did rise, Market-Ratio(30) in CHF = 82.00 %

Technical Chart

	DJ Global Titans RS = 30 - B/S = 53/51

1/03/22	scale up chart	7/01/24

Transactions DJ Global Titans 50 in Swiss Franc * L30 - 53/51 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	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
1/14/08		5/12/08	119		- cash -
	5/12/08	5/19/08	7		Apple	100	1,613	6.995	6.870	-0.125	-2	11,087	-61
5/19/08		5/04/09	350		- cash -
	5/04/09	5/25/09	21		Qualcomm	100	225	49.230	46.992	-2.239	-5	10,583	-55
5/25/09		6/01/09	7		- cash -
	6/01/09	6/22/09	21		Qualcomm	100	223	47.372	48.009	0.637	1	10,726	26
6/22/09		6/29/09	7		- cash -
	6/29/09	7/06/09	7		Apple	100	1,952	5.493	5.379	-0.114	-2	10,504	-66
7/06/09		7/13/09	7		- cash -
	7/13/09	5/17/10	308		Apple	100	1,901	5.523	10.298	4.774	86	19,580	109
5/17/10		5/31/10	14		- cash -
	5/31/10	6/07/10	7		Apple	100	1,813	10.799	10.416	-0.383	-4	18,886	-85
6/07/10		9/06/10	91		- cash -
	9/06/10	9/27/10	21		Apple	100	2,017	9.360	10.221	0.861	9	20,623	362
9/27/10		11/22/10	56		- cash -
	11/22/10	7/25/11	245		Apple	100	1,857	11.105	11.647	0.541	5	21,628	7
7/25/11		12/26/11	154		- cash -
	12/26/11	1/23/12	28		Philip Morris	100	292	73.898	69.984	-3.915	-5	20,485	-51
1/23/12		1/30/12	7		- cash -
	1/30/12	5/21/12	112		Apple	100	1,387	14.768	18.851	4.084	28	26,149	122
5/21/12		5/28/12	7		- cash -
	5/28/12	10/22/12	147		Apple	100	1,334	19.588	21.013	1.424	7	28,049	19
10/22/12		10/29/12	7		- cash -
	10/29/12	12/16/13	413		Bank of America	100	3,219	8.713	13.525	4.812	55	43,539	47
12/16/13		12/23/13	7		- cash -
	12/23/13	10/27/14	308		Alphabet A	100	1,742	24.991	26.110	1.119	4	45,488	5
10/27/14		11/03/14	7		- cash -
	11/03/14	12/15/14	42		Apple	100	1,722	26.404	26.117	-0.287	-1	44,994	-9
12/15/14		1/26/15	42		- cash -
	1/26/15	2/02/15	7		Toyota	100	380,022	0.118	0.121	0.002	2	45,889	179
2/02/15		2/23/15	21		- cash -
	2/23/15	3/30/15	35		Apple	100	1,453	31.581	30.560	-1.021	-3	44,405	-29
3/30/15		4/13/15	14		- cash -
	4/13/15	4/20/15	7		Toyota	100	331,334	0.134	0.132	-0.002	-1	43,878	-46
4/20/15		4/27/15	7		- cash -
	4/27/15	6/08/15	42		Mitsubishi UFJ	100	650,234	0.067	0.067	-0.001	-1	43,403	-9
6/08/15		7/13/15	35		- cash -
	7/13/15	7/27/15	14		Mitsubishi UFJ	100	660,903	0.066	0.069	0.003	5	45,421	227
7/27/15		8/03/15	7		- cash -
	8/03/15	8/24/15	21		Mitsubishi UFJ	100	659,746	0.069	0.058	-0.011	-15	38,428	-95
8/24/15		3/21/16	210		- cash -
	3/21/16	3/28/16	7		McDonald´s	100	319	120.153	119.935	-0.217	0	38,359	-9
3/28/16		4/04/16	7		- cash -
	4/04/16	5/09/16	35		McDonald´s	100	313	122.352	127.059	4.708	4	39,832	48
5/09/16		7/04/16	56		- cash -
	7/04/16	3/05/18	609		BP	100	6,921	5.755	6.119	0.364	6	42,349	4
3/05/18		3/12/18	7		- cash -
	3/12/18	4/09/18	28		Intel	100	867	48.837	47.399	-1.438	-3	41,102	-32
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
4/09/18		7/30/18	112		- cash -
	7/30/18	8/06/18	7		ConocoPhilips	100	575	71.382	71.478	0.096	0	41,157	7
8/06/18		9/03/18	28		- cash -
	9/03/18	11/26/18	84		Apple	100	746	55.151	43.564	-11.586	-21	32,514	-64
11/26/18		4/01/19	126		- cash -
	4/01/19	4/22/19	21		Procter & Gamble	100	314	103.500	107.625	4.125	4	33,809	97
4/22/19		4/29/19	7		- cash -
	4/29/19	6/03/19	35		Qualcomm	100	380	88.946	66.211	-22.735	-26	25,170	-95
6/03/19		6/10/19	7		- cash -
	6/10/19	2/24/20	259		Gazprom	100	3,590	7.009	6.719	-0.290	-4	24,128	-6
2/24/20		10/05/20	224		- cash -
	10/05/20	3/07/22	518		Apple	100	226	106.619	147.517	40.898	38	33,371	26
3/07/22		3/21/22	14		- cash -
	3/21/22	6/13/22	84		ConocoPhilips	100	348	95.733	111.250	15.517	16	38,771	92
6/13/22		12/05/22	175		- cash -
	12/05/22	12/12/22	7		Schlumberger	100	800	48.415	45.936	-2.480	-5	36,787	-94
12/12/22		1/09/23	28		- cash -
	1/09/23	3/13/23	63		Schlumberger	100	719	51.148	44.469	-6.679	-13	31,985	-56
3/13/23		3/27/23	14		- cash -
	3/27/23	10/30/23	217		NVidia	100	1,316	24.294	37.133	12.838	53	48,880	104
10/30/23		11/20/23	21		- cash -
	11/20/23	8/12/24	266		NVidia	100	1,096	44.594	98.514	53.920	121	107,976	197
accum	6/26/06	8/12/24	5158	days out of 7335 invested (70%)						980		107,976	18

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
NVidia	long	3/27/23	10/30/23	217	24.29	37.13	12.84	52.84
		11/20/23	8/12/24	266	44.59	98.51	53.92	120.91	237.66
Apple		5/12/08	5/19/08	7	7.00	6.87	-0.13	-1.79
		6/29/09	7/06/09	7	5.49	5.38	-0.11	-2.07
		7/13/09	5/17/10	308	5.52	10.30	4.77	86.44
		5/31/10	6/07/10	7	10.80	10.42	-0.38	-3.54
		9/06/10	9/27/10	21	9.36	10.22	0.86	9.20
		11/22/10	7/25/11	245	11.11	11.65	0.54	4.87
		1/30/12	5/21/12	112	14.77	18.85	4.08	27.65
		5/28/12	10/22/12	147	19.59	21.01	1.42	7.27
		11/03/14	12/15/14	42	26.40	26.12	-0.29	-1.09
		2/23/15	3/30/15	35	31.58	30.56	-1.02	-3.23
		9/03/18	11/26/18	84	55.15	43.56	-11.59	-21.01
		10/05/20	3/07/22	518	106.62	147.52	40.90	38.36	183.74
Bank of America		10/29/12	12/16/13	413	8.71	13.52	4.81	55.23	55.23
ConocoPhilips		7/30/18	8/06/18	7	71.38	71.48	0.10	0.13
		3/21/22	6/13/22	84	95.73	111.25	15.52	16.21	16.37
Gazprom		6/26/06	1/14/08	567	20.88	23.57	2.69	12.89
		6/10/19	2/24/20	259	7.01	6.72	-0.29	-4.14	8.22
BP		7/04/16	3/05/18	609	5.76	6.12	0.36	6.32	6.32
Alphabet A		12/23/13	10/27/14	308	24.99	26.11	1.12	4.48	4.48
Procter & Gamble		4/01/19	4/22/19	21	103.50	107.63	4.12	3.99	3.99
McDonald´s		3/21/16	3/28/16	7	120.15	119.94	-0.22	-0.18
		4/04/16	5/09/16	35	122.35	127.06	4.71	3.85	3.66
Toyota		1/26/15	2/02/15	7	0.12	0.12	0.00	1.99
		4/13/15	4/20/15	7	0.13	0.13	-0.00	-1.19	0.78
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Intel		3/12/18	4/09/18	28	48.84	47.40	-1.44	-2.94	-2.94
Philip Morris		12/26/11	1/23/12	28	73.90	69.98	-3.91	-5.30	-5.30
Mitsubishi UFJ		4/27/15	6/08/15	42	0.07	0.07	-0.00	-1.08
		7/13/15	7/27/15	14	0.07	0.07	0.00	4.65
		8/03/15	8/24/15	21	0.07	0.06	-0.01	-15.40	-12.42
Schlumberger		12/05/22	12/12/22	7	48.42	45.94	-2.48	-5.12
		1/09/23	3/13/23	63	51.15	44.47	-6.68	-13.06	-17.51
Qualcomm		5/04/09	5/25/09	21	49.23	46.99	-2.24	-4.55
		6/01/09	6/22/09	21	47.37	48.01	0.64	1.35
		4/29/19	6/03/19	35	88.95	66.21	-22.74	-25.56	-27.99

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