Share-o-matic - Assessment SLI (Swiss Leader Index)

Assessment - Swiss Leader Index - 5/06/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
		SLI® PR	1,895.050	Wed	0.65	1,857.600	2.02	1,664.530	193.070	11.60	4.91
	L	ABB	46.570	Wed	1.84	45.470	2.42	31.090	14.380	46.25	28.03
	L	Holcim	79.760	Wed	0.61	79.200	0.71	59.100	20.100	34.01	25.31
		Givaudan	4,080.000	Wed	0.20	3,989.000	2.28	3,038.000	951.000	31.30	23.70
		VAT	460.300	Wed	0.50	455.400	1.08	350.400	105.000	29.97	20.08
	L	Lonza	526.400	Wed	1.19	518.400	1.54	331.400	187.000	56.43	17.50
		Partners	1,237.500	Wed		1,216.000	1.77	1,009.500	206.500	20.46	17.27
	L	Schindler	237.600	Wed	0.93	234.200	1.45	187.400	46.800	24.97	14.86
		Logitech	76.680	Wed	0.39	75.620	1.40	70.860	4.760	6.72	13.41
		UBS	26.330	Wed	-1.72	24.900	5.74	21.880	3.020	13.80	12.10
		Swiss Life	639.600	Wed	0.03	632.400	1.14	589.200	43.200	7.33	10.05
	L	Sika	276.000	Wed	0.73	269.800	2.30	225.000	44.800	19.91	8.82
		Sonova	266.800	Wed	-0.11	262.800	1.52	225.700	37.100	16.44	6.40
		Geberit	549.600	Wed	1.93	515.200	6.68	460.900	54.300	11.78	6.36
		Swiss Re	103.500	Wed	0.98	101.550	1.92	99.100	2.450	2.47	5.73
		Richemont	132.950	Wed	0.08	131.950	0.76	111.400	20.550	18.45	4.10
		Alcon	72.940	Wed	-0.52	72.500	0.61	66.680	5.820	8.73	3.73
		SGS	82.380	Wed		82.400	-0.02	75.420	6.980	9.25	3.41
		Zurich Insurance	455.500	Wed	0.86	446.000	2.13	435.100	10.900	2.51	2.46
		Novartis	90.540	Wed	0.85	88.100	2.77	84.240	3.860	4.58	-0.57
	L	Julius Bär	52.520	Wed	-1.02	52.520		53.300	-0.780	-1.46	-0.75
	S	Lindt PS	10,410.000	Wed	-2.35	10,510.000	-0.95	10,410.000	100.000	0.96	-1.08
	S	Kühne & Nagel	250.500	Wed	1.05	247.200	1.33	239.900	7.300	3.04	-6.24
		Swisscom	497.000	Wed	0.24	494.800	0.44	515.600	-20.800	-4.03	-7.05
	S	Adecco	32.960	Wed	2.87	32.240	2.23	40.050	-7.810	-19.50	-7.93
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/06/23	prc diff	⇓ Δ26	∅-RS
	S	Nestlé	94.200	Wed	2.21	91.360	3.11	99.870	-8.510	-8.52	-9.90
	S	Straumann	119.550	Wed	0.89	116.800	2.35	111.000	5.800	5.23	-11.35
	S	Roche	222.300	Wed	0.45	218.500	1.74	237.150	-18.650	-7.86	-12.58
	L	Swatch	196.350	Wed	0.67	195.700	0.33	240.700	-45.000	-18.70	-16.42
		Temenos	53.950	Wed	-2.00	55.900	-3.49	66.340	-10.440	-15.74	-20.70
		ams-OSRAM	1.200	Wed	-2.28	1.210	-0.79	3.471	-2.262	-65.15	-51.36
SLI - 30 out of 30 instruments rated - 5/06/24 / 11/06/23 - 22 did rise, Market-Ratio(26) = 73.33 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 26 - B/S = 60/40

1/06/20	scale up chart	5/06/24

Transactions Swiss Leader Index * 26 - 60/40 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		8/06/07	581		- cash -
short	8/06/07	4/27/09	630		UBS	50	76	65.050	14.580	290.227	225.177	346	27,113	138
					Bâloise	50	46	109.800	82.400	146.311	36.511	33	28,793	18
100							188						85
long	4/27/09	5/24/10	392		Credit Suisse	50	326	44.160	43.940		-0.220	0	28,721	0
					Sonova	50	190	75.400	120.900		45.500	60	37,366	55
100							30						28
short	5/24/10	5/31/10	7		Actelion	50	464	40.200	41.900	38.500	-1.700	-4	36,577	-89
					Lonza	50	252	74.250	76.000	72.500	-1.750	-2	36,136	-71
100							-3						-83
long	5/31/10	10/04/10	126		Swatch	50	59	303.400	356.300		52.900	17	39,258	59
					Clariant	50	1,395	13.063	14.013		0.950	7	40,583	23
100							12						40
short	10/04/10	11/01/10	28		Holcim	50	328	61.700	63.050	60.350	-1.350	-2	40,140	-25
					Roche	50	150	134.800	146.000	123.600	-11.200	-8	38,460	-68
100							-5						-50
long	11/01/10	6/06/11	217		Richemont	50	388	49.530	54.150		4.620	9	40,253	16
					Clariant	50	1,196	16.087	18.267		2.180	14	42,860	24
100							11						20
short	6/06/11	1/30/12	238		Credit Suisse	50	604	35.460	23.760	52.921	17.461	49	53,406	85
					Sonova	50	240	89.300	93.250	85.350	-3.950	-4	52,458	-7
100							22						36
long	1/30/12	10/13/14	987		Roche	50	168	155.300	264.100		108.800	70	70,737	22
					Sonova	50	282	93.250	143.900		50.650	54	85,020	17
100							62						20
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	10/13/14	1/12/15	91		Swatch	50	97	436.100	445.700	426.500	-9.600	-2	84,089	-9
					Transocean	50	1,526	27.990	15.590	50.253	22.263	80	118,062	946
100							39						273
long	1/12/15	1/19/15	7		Lonza	50	487	121.100	95.300		-25.800	-21	105,497	-100
					Givaudan	50	30	1,925.000	1,636.000		-289.000	-15	96,827	-100
100							-18						-100
short	1/19/15	3/16/15	56		Swatch	50	133	363.300	439.300	287.300	-76.000	-21	86,719	-78
					Transocean	50	3,566	13.600	13.680	13.520	-0.080	-1	86,434	-4
100							-11						-52
long	3/16/15	6/29/15	105		Lonza	50	338	127.600	124.800		-2.800	-2	85,488	-7
					Schindler	50	259	166.700	156.500		-10.200	-6	82,846	-20
100							-4						-14
short	6/29/15	7/20/15	21		Transocean	50	2,689	15.400	13.000	18.243	2.843	18	90,491	1,800
					Aryzta	50	4,085	10.143	9.850	10.445	0.302	3	91,723	66
100							11						487
long	7/20/15	8/24/15	35		Actelion	50	315	145.500	124.500		-21.000	-14	85,108	-80
					Vifor Pharma	50	425	107.900	116.200		8.300	8	88,636	117
100							-3						-30
short	8/24/15	8/08/16	350		Holcim	50	754	58.750	49.750	69.378	10.628	18	96,649	19
					Aryzta	50	4,376	10.130	7.744	13.251	3.121	31	110,307	32
100							24						26
long	8/08/16	3/26/18	595		Lonza	50	297	185.400	223.300		37.900	20	121,564	12
					Sika	50	721	76.617	121.083		44.466	58	153,624	32
100							39						23
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/26/18	8/27/18	154		Aryzta	50	17,362	4.424	2.107	9.289	4.865	110	238,088	480
					Avolta	50	621	123.550	121.600	125.531	1.981	2	239,319	4
100							56						186
long	8/27/18	10/15/18	49		Logitech	50	2,459	48.650	38.750		-9.900	-20	214,975	-82
					Vifor Pharma	50	665	179.750	141.550		-38.200	-21	189,572	-83
100							-21						-82
short	10/15/18	4/15/19	182		Adecco	50	1,946	48.690	58.600	38.780	-9.910	-20	170,287	-37
					Aryzta	50	45,762	2.072	1.418	3.028	0.956	46	214,017	114
100							13						28
long	4/15/19	3/09/20	329		Swiss Life	50	231	462.500	395.800		-66.700	-14	198,609	-16
					Sonova	50	516	207.700	221.100		13.400	6	205,524	7
100							-4						-4
short	3/09/20	9/07/20	182		Credit Suisse	50	11,844	8.676	10.025	7.327	-1.349	-16	189,546	-29
					ams-OSRAM	50	4,017	25.580	16.260	40.242	14.662	57	248,444	148
100							21						46
long	9/07/20	1/24/22	504		Lonza	50	224	553.800	612.400		58.600	11	261,570	8
					Logitech	50	1,940	64.100	66.380		2.280	4	265,993	3
100							7						5
short	1/24/22	1/16/23	357		Logitech	50	2,003	66.380	50.460	87.323	20.943	32	307,941	32
					Temenos	50	1,279	104.000	62.000	174.452	70.452	68	398,049	70
100							50						51
long	1/16/23	8/28/23	224		Richemont	50	1,432	138.950	124.650		-14.300	-10	377,571	-16
					Swatch	50	666	298.500	248.100		-50.400	-17	344,005	-26
100							-14						-21
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	8/28/23	2/19/24	175		Roche	50	663	259.150	232.000	289.477	30.327	12	364,112	26
					ams-OSRAM	50	28,423	6.058	2.120	17.311	11.253	186	683,956	793
100							99						319
long	2/19/24	5/08/24	79		Logitech	50	4,434	77.120	76.680		-0.440	-1	682,005	-3
					Partners	50	275	1,241.000	1,237.500		-3.500	0	681,043	-1
100							0						-2
accum	8/06/07	5/08/24	6122	days out of 6703 invested (91%)							6,710		681,043	29

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
UBS	short	8/06/07	4/27/09	630	65.05	14.58	290.23	225.18	346.16	50	173.08	173.08
ams-OSRAM	short	3/09/20	9/07/20	182	25.58	16.26	40.24	14.66	57.32		28.66
	short	8/28/23	2/19/24	175	6.06	2.12	17.31	11.25	185.75		92.88	148.15
Aryzta	short	6/29/15	7/20/15	21	10.14	9.85	10.44	0.30	2.97		1.49
	short	8/24/15	8/08/16	350	10.13	7.74	13.25	3.12	30.81		15.41
	short	3/26/18	8/27/18	154	4.42	2.11	9.29	4.86	109.97		54.98
	short	10/15/18	4/15/19	182	2.07	1.42	3.03	0.96	46.12		23.06	123.38
Sonova	long	4/27/09	5/24/10	392	75.40	120.90		45.50	60.34		30.17
	short	6/06/11	1/30/12	238	89.30	93.25	85.35	-3.95	-4.42		-2.21
	long	1/30/12	10/13/14	987	93.25	143.90		50.65	54.32		27.16
	long	4/15/19	3/09/20	329	207.70	221.10		13.40	6.45		3.23	67.09
Transocean	short	10/13/14	1/12/15	91	27.99	15.59	50.25	22.26	79.54		39.77
	short	1/19/15	3/16/15	56	13.60	13.68	13.52	-0.08	-0.59		-0.29
	short	6/29/15	7/20/15	21	15.40	13.00	18.24	2.84	18.46		9.23	52.22
Roche	short	10/04/10	11/01/10	28	134.80	146.00	123.60	-11.20	-8.31		-4.15
	long	1/30/12	10/13/14	987	155.30	264.10		108.80	70.06		35.03
	short	8/28/23	2/19/24	175	259.15	232.00	289.48	30.33	11.70		5.85	36.99
Temenos	short	1/24/22	1/16/23	357	104.00	62.00	174.45	70.45	67.74		33.87	33.87
Sika	long	8/08/16	3/26/18	595	76.62	121.08		44.47	58.04		29.02	29.02
Bâloise	short	8/06/07	4/27/09	630	109.80	82.40	146.31	36.51	33.25		16.63	16.63
Credit Suisse	long	4/27/09	5/24/10	392	44.16	43.94		-0.22	-0.50		-0.25
	short	6/06/11	1/30/12	238	35.46	23.76	52.92	17.46	49.24		24.62
	short	3/09/20	9/07/20	182	8.68	10.03	7.33	-1.35	-15.55		-7.77	14.65
Clariant	long	5/31/10	10/04/10	126	13.06	14.01		0.95	7.27		3.64
	long	11/01/10	6/06/11	217	16.09	18.27		2.18	13.55		6.78	10.66
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Holcim	short	10/04/10	11/01/10	28	61.70	63.05	60.35	-1.35	-2.19		-1.09
	short	8/24/15	8/08/16	350	58.75	49.75	69.38	10.63	18.09		9.05	7.85
Logitech	long	8/27/18	10/15/18	49	48.65	38.75		-9.90	-20.35		-10.17
	long	9/07/20	1/24/22	504	64.10	66.38		2.28	3.56		1.78
	short	1/24/22	1/16/23	357	66.38	50.46	87.32	20.94	31.55		15.77
	long	2/19/24	5/08/24	79	77.12	76.68		-0.44	-0.57		-0.29	5.54
Lonza	short	5/24/10	5/31/10	7	74.25	76.00	72.50	-1.75	-2.36		-1.18
	long	1/12/15	1/19/15	7	121.10	95.30		-25.80	-21.30		-10.65
	long	3/16/15	6/29/15	105	127.60	124.80		-2.80	-2.19		-1.10
	long	8/08/16	3/26/18	595	185.40	223.30		37.90	20.44		10.22
	long	9/07/20	1/24/22	504	553.80	612.40		58.60	10.58		5.29	1.34
Avolta	short	3/26/18	8/27/18	154	123.55	121.60	125.53	1.98	1.60		0.80	0.80
Partners	long	2/19/24	5/08/24	79	1,241.00	1,237.50		-3.50	-0.28		-0.14	-0.14
Richemont	long	11/01/10	6/06/11	217	49.53	54.15		4.62	9.33		4.66
	long	1/16/23	8/28/23	224	138.95	124.65		-14.30	-10.29		-5.15	-0.72
Schindler	long	3/16/15	6/29/15	105	166.70	156.50		-10.20	-6.12		-3.06	-3.06
Vifor Pharma	long	7/20/15	8/24/15	35	107.90	116.20		8.30	7.69		3.85
	long	8/27/18	10/15/18	49	179.75	141.55		-38.20	-21.25		-10.63	-7.19
Swiss Life	long	4/15/19	3/09/20	329	462.50	395.80		-66.70	-14.42		-7.21	-7.21
Givaudan	long	1/12/15	1/19/15	7	1,925.00	1,636.00		-289.00	-15.01		-7.51	-7.51
Actelion	short	5/24/10	5/31/10	7	40.20	41.90	38.50	-1.70	-4.23		-2.11
	long	7/20/15	8/24/15	35	145.50	124.50		-21.00	-14.43		-7.22	-9.18
Adecco	short	10/15/18	4/15/19	182	48.69	58.60	38.78	-9.91	-20.35		-10.18	-10.18
Swatch	long	5/31/10	10/04/10	126	303.40	356.30		52.90	17.44		8.72
	short	10/13/14	1/12/15	91	436.10	445.70	426.50	-9.60	-2.20		-1.10
	short	1/19/15	3/16/15	56	363.30	439.30	287.30	-76.00	-20.92		-10.46
	long	1/16/23	8/28/23	224	298.50	248.10		-50.40	-16.88		-8.44	-11.85

Annotations

4/12/23	SGS	stock split 1:25 (twentyfive for one)
4/20/22	Straumann	stock split 1:10 (ten for one)
11/13/18	SLI	ams and Temenos replaced Aryzta and Bâloise
8/13/18	SLI	Logitech replaced Lindt & Sprüngli
6/19/18	Sika	stock split 1:60 (sixty for one)
5/31/17	SLI	Lindt & Sprüngli and Partners Group replace Actelion and Syngenta
4/05/16	SLI	Transocean was replaced by Dufry
9/15/15	SLI	complete analysis


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