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

Assessment - Swiss Leader Index - 5/06/24 - RS = 27

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/30/23	prc diff	⇓ Δ27	∅-RS
		SLI® PR	1,918.500	Fri	1.24	1,857.600	3.28	1,618.140	239.460	14.80	4.91
	L	ABB	47.160	Fri	1.27	45.470	3.72	29.930	15.540	51.92	28.03
	L	Holcim	81.600	Fri	2.31	79.200	3.03	55.920	23.280	41.63	25.31
		Givaudan	4,053.000	Fri	-0.66	3,989.000	1.60	2,988.000	1,001.000	33.50	23.70
		VAT	470.200	Fri	2.15	455.400	3.25	317.700	137.700	43.34	20.08
	L	Lonza	526.200	Fri	-0.04	518.400	1.50	311.500	206.900	66.42	17.50
		Partners	1,258.500	Fri	1.70	1,216.000	3.50	951.800	264.200	27.76	17.27
	L	Schindler	237.400	Fri	-0.08	234.200	1.37	179.400	54.800	30.55	14.86
		Logitech	77.020	Fri	0.44	75.620	1.85	69.960	5.660	8.09	13.41
		UBS	26.950	Fri	2.35	24.900	8.23	21.260	3.640	17.12	12.10
		Swiss Life	648.800	Fri	1.44	632.400	2.59	574.400	58.000	10.10	10.05
	L	Sika	278.100	Fri	0.76	269.800	3.08	214.100	55.700	26.02	8.82
		Sonova	270.300	Fri	1.31	262.800	2.85	208.900	53.900	25.80	6.40
		Geberit	550.600	Fri	0.18	515.200	6.87	419.600	95.600	22.78	6.36
		Swiss Re	106.050	Fri	2.46	101.550	4.43	98.180	3.370	3.43	5.73
		Richemont	135.500	Fri	1.92	131.950	2.69	104.750	27.200	25.97	4.10
		Alcon	73.600	Fri	0.90	72.500	1.52	63.160	9.340	14.79	3.73
		SGS	82.240	Fri	-0.17	82.400	-0.19	73.380	9.020	12.29	3.41
		Zurich Insurance	457.400	Fri	0.42	446.000	2.56	428.200	17.800	4.16	2.46
		Novartis	92.320	Fri	1.97	88.100	4.79	84.630	3.470	4.10	-0.57
	L	Julius Bär	54.080	Fri	2.97	52.520	2.97	53.300	-0.780	-1.46	-0.75
	S	Lindt PS	10,530.000	Fri	1.15	10,510.000	0.19	9,935.000	575.000	5.79	-1.08
	S	Kühne & Nagel	248.900	Fri	-0.64	247.200	0.69	241.700	5.500	2.28	-6.24
		Swisscom	501.000	Fri	0.80	494.800	1.25	538.200	-43.400	-8.06	-7.05
	S	Adecco	34.460	Fri	4.55	32.240	6.89	33.680	-1.440	-4.28	-7.93
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/30/23	prc diff	⇓ Δ27	∅-RS
	S	Nestlé	95.180	Fri	1.04	91.360	4.18	103.080	-11.720	-11.37	-9.90
	S	Straumann	119.250	Fri	-0.25	116.800	2.10	103.350	13.450	13.01	-11.35
	S	Roche	225.100	Fri	1.26	218.500	3.02	241.300	-22.800	-9.45	-12.58
	L	Swatch	196.000	Fri	-0.18	195.700	0.15	231.100	-35.400	-15.32	-16.42
		Temenos	54.400	Fri	0.83	55.900	-2.68	62.840	-6.940	-11.04	-20.70
		ams-OSRAM	1.254	Fri	4.50	1.210	3.68	3.129	-1.920	-61.35	-51.36
SLI - 30 out of 30 instruments rated - 5/06/24 / 10/30/23 - 22 did rise, Market-Ratio(27) = 73.33 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 27 - B/S = 34/64

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

Transactions Swiss Leader Index * S27 - 34/64 (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		8/13/07	588		- cash -
short	8/13/07	5/04/09	630		UBS	50	75	66.050	15.710	277.696	211.646	320	25,873	130
					Clariant	50	327	15.421	6.299	37.753	22.332	145	33,176	68
100							232						100
5/04/09		5/23/11	749		- cash -
	5/23/11	2/06/12	259		Credit Suisse	50	460	36.030	25.160	51.596	15.566	43	40,337	66
					Sonova	50	195	85.000	98.700	71.300	-13.700	-16	37,665	-22
100							14						20
2/06/12		10/13/14	980		- cash -
	10/13/14	3/16/15	154		Swatch	50	43	436.100	439.300	432.900	-3.200	-1	37,527	-2
					Transocean	50	675	27.990	13.680	57.269	29.279	105	57,291	446
100							52						170
3/16/15		6/15/15	91		- cash -
	6/15/15	7/27/15	42		Transocean	50	1,746	16.400	12.540	21.448	5.048	31	66,105	930
					Aryzta	50	2,597	11.034	10.044	12.122	1.088	10	68,929	126
100							20						399
7/27/15		8/31/15	35		- cash -
	8/31/15	8/15/16	350		Holcim	50	560	61.500	51.600	73.299	11.799	19	75,537	20
					Aryzta	50	3,230	10.675	8.082	14.100	3.425	32	86,599	34
100							26						27
8/15/16		6/25/18	679		- cash -
	6/25/18	4/22/19	301		Adecco	50	743	58.240	60.060	56.420	-1.820	-3	85,247	-4
					Aryzta	50	12,879	3.364	1.418	7.981	4.617	137	144,704	185
100							67						86
4/22/19		3/09/20	322		- cash -
	3/09/20	9/14/20	189		Credit Suisse	50	8,339	8.676	10.260	7.092	-1.584	-18	131,495	-32
					ams-OSRAM	50	2,828	25.580	16.780	38.995	13.415	52	169,433	126
100							17						36
9/14/20		2/07/22	511		- cash -
	2/07/22	1/09/23	336		Logitech	50	1,166	72.620	61.900	85.197	12.577	17	184,097	19
					Temenos	50	781	108.500	56.860	207.039	98.539	91	261,056	102
100							54						60
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/09/23		10/09/23	273		- cash -
	10/09/23	2/26/24	140		Lonza	50	304	429.000	461.500	396.500	-32.500	-8	251,176	-19
					ams-OSRAM	50	34,560	3.780	2.263	6.314	2.534	67	338,748	281
100							30						97
2/26/24		5/11/24	75		- cash -
accum	8/13/07	2/26/24	2401	days out of 6704 invested (36%)							3,287		338,748	71

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	8/13/07	5/04/09	630	66.05	15.71	277.70	211.65	320.43	50	160.22	160.22
Aryzta		6/15/15	7/27/15	42	11.03	10.04	12.12	1.09	9.86		4.93
		8/31/15	8/15/16	350	10.68	8.08	14.10	3.42	32.08		16.04
		6/25/18	4/22/19	301	3.36	1.42	7.98	4.62	137.24		68.62	105.31
Transocean		10/13/14	3/16/15	154	27.99	13.68	57.27	29.28	104.61		52.30
		6/15/15	7/27/15	42	16.40	12.54	21.45	5.05	30.78		15.39	75.74
Clariant		8/13/07	5/04/09	630	15.42	6.30	37.75	22.33	144.82		72.41	72.41
ams-OSRAM		3/09/20	9/14/20	189	25.58	16.78	39.00	13.42	52.44		26.22
		10/09/23	2/26/24	140	3.78	2.26	6.31	2.53	67.03		33.52	68.53
Temenos		2/07/22	1/09/23	336	108.50	56.86	207.04	98.54	90.82		45.41	45.41
Credit Suisse		5/23/11	2/06/12	259	36.03	25.16	51.60	15.57	43.20		21.60
		3/09/20	9/14/20	189	8.68	10.26	7.09	-1.58	-18.26		-9.13	10.50
Holcim		8/31/15	8/15/16	350	61.50	51.60	73.30	11.80	19.19		9.59	9.59
Logitech		2/07/22	1/09/23	336	72.62	61.90	85.20	12.58	17.32		8.66	8.66
Swatch		10/13/14	3/16/15	154	436.10	439.30	432.90	-3.20	-0.73		-0.37	-0.37
Adecco		6/25/18	4/22/19	301	58.24	60.06	56.42	-1.82	-3.13		-1.56	-1.56
Lonza		10/09/23	2/26/24	140	429.00	461.50	396.50	-32.50	-7.58		-3.79	-3.79
Sonova		5/23/11	2/06/12	259	85.00	98.70	71.30	-13.70	-16.12		-8.06	-8.06

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


	is taking down something concerning