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

Assessment - Swiss Leader Index - 5/06/24 - RS = 43

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	7/10/23	prc diff	⇓ Δ43	∅-RS
		SLI® PR	1,918.500	Fri	1.24	1,857.600	3.28	1,713.270	144.330	8.42	4.91
	L	ABB	47.160	Fri	1.27	45.470	3.72	33.570	11.900	35.45	28.03
	L	Holcim	81.600	Fri	2.31	79.200	3.03	57.180	22.020	38.51	25.31
		Givaudan	4,053.000	Fri	-0.66	3,989.000	1.60	2,926.000	1,063.000	36.33	23.70
		VAT	470.200	Fri	2.15	455.400	3.25	359.200	96.200	26.78	20.08
	L	Lonza	526.200	Fri	-0.04	518.400	1.50	528.600	-10.200	-1.93	17.50
		Partners	1,258.500	Fri	1.70	1,216.000	3.50	801.000	415.000	51.81	17.27
	L	Schindler	237.400	Fri	-0.08	234.200	1.37	198.300	35.900	18.10	14.86
		Logitech	77.020	Fri	0.44	75.620	1.85	52.980	22.640	42.73	13.41
		UBS	26.950	Fri	2.35	24.900	8.23	17.710	7.190	40.60	12.10
		Swiss Life	648.800	Fri	1.44	632.400	2.59	514.200	118.200	22.99	10.05
	L	Sika	278.100	Fri	0.76	269.800	3.08	246.100	23.700	9.63	8.82
		Sonova	270.300	Fri	1.31	262.800	2.85	231.500	31.300	13.52	6.40
		Geberit	550.600	Fri	0.18	515.200	6.87	445.700	69.500	15.59	6.36
		Swiss Re	106.050	Fri	2.46	101.550	4.43	88.600	12.950	14.62	5.73
		Richemont	135.500	Fri	1.92	131.950	2.69	144.100	-12.150	-8.43	4.10
		Alcon	73.600	Fri	0.90	72.500	1.52	72.620	-0.120	-0.17	3.73
		SGS	82.240	Fri	-0.17	82.400	-0.19	81.000	1.400	1.73	3.41
		Zurich Insurance	457.400	Fri	0.42	446.000	2.56	410.000	36.000	8.78	2.46
		Novartis	92.320	Fri	1.97	88.100	4.79	85.780	2.320	2.70	-0.57
	L	Julius Bär	54.080	Fri	2.97	52.520	2.97	55.480	-2.960	-5.34	-0.75
	S	Lindt PS	10,530.000	Fri	1.15	10,510.000	0.19	10,650.000	-140.000	-1.31	-1.08
	S	Kühne & Nagel	248.900	Fri	-0.64	247.200	0.69	261.000	-13.800	-5.29	-6.24
		Swisscom	501.000	Fri	0.80	494.800	1.25	545.200	-50.400	-9.24	-7.05
	S	Adecco	34.460	Fri	4.55	32.240	6.89	30.180	2.060	6.83	-7.93
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	7/10/23	prc diff	⇓ Δ43	∅-RS
	S	Nestlé	95.180	Fri	1.04	91.360	4.18	105.580	-14.220	-13.47	-9.90
	S	Straumann	119.250	Fri	-0.25	116.800	2.10	137.650	-20.850	-15.15	-11.35
	S	Roche	225.100	Fri	1.26	218.500	3.02	265.250	-46.750	-17.62	-12.58
	L	Swatch	196.000	Fri	-0.18	195.700	0.15	261.900	-66.200	-25.28	-16.42
		Temenos	54.400	Fri	0.83	55.900	-2.68	69.000	-13.100	-18.99	-20.70
		ams-OSRAM	1.254	Fri	4.50	1.210	3.68	5.650	-4.441	-78.59	-51.36
SLI - 30 out of 30 instruments rated - 5/06/24 / 7/10/23 - 17 did rise, Market-Ratio(43) = 56.67 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 43 - B/S = 69/69

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

Transactions Swiss Leader Index * L43 - 69 ex 10 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	8/20/07	595		ABB	100	763	13.100	26.600	13.500	103	20,301	54
8/20/07		10/08/07	49		- cash -
	10/08/07	10/22/07	14		ABB	100	638	31.800	31.580	-0.220	-1	20,160	-17
10/22/07		10/29/07	7		- cash -
	10/29/07	11/05/07	7		ABB	100	576	35.000	35.660	0.660	2	20,540	165
11/05/07		8/24/09	658		- cash -
	8/24/09	9/07/09	14		Swiss Re	100	428	47.900	46.760	-1.140	-2	20,052	-47
9/07/09		9/14/09	7		- cash -
	9/14/09	6/07/10	266		Temenos	100	855	23.450	25.700	2.250	10	21,976	13
	6/07/10	7/05/10	28		ams-OSRAM	100	2,918	7.530	7.050	-0.480	-6	20,575	-58
7/05/10		8/02/10	28		- cash -
	8/02/10	8/09/10	7		ams-OSRAM	100	2,902	7.090	7.520	0.430	6	21,823	2,055
8/09/10		9/06/10	28		- cash -
	9/06/10	9/13/10	7		Schindler	100	213	102.400	101.700	-0.700	-1	21,674	-30
9/13/10		9/20/10	7		- cash -
	9/20/10	10/04/10	14		Schindler	100	205	105.500	103.700	-1.800	-2	21,305	-36
10/04/10		10/11/10	7		- cash -
	10/11/10	11/08/10	28		Richemont	100	441	48.230	53.200	4.970	10	23,497	259
11/08/10		11/15/10	7		- cash -
	11/15/10	12/20/10	35		Richemont	100	428	54.800	55.200	0.400	1	23,668	8
12/20/10		2/14/11	56		- cash -
	2/14/11	2/21/11	7		Swiss Life	100	150	157.300	155.800	-1.500	-1	23,443	-39
2/21/11		3/07/11	14		- cash -
	3/07/11	4/11/11	35		Swiss Life	100	150	156.100	161.800	5.700	4	24,298	45
4/11/11		4/25/11	14		- cash -
	4/25/11	5/30/11	35		Swiss Life	100	155	156.500	140.700	-15.800	-10	21,849	-67
5/30/11		6/04/12	371		- cash -
	6/04/12	11/19/12	168		ams-OSRAM	100	1,720	12.700	19.950	7.250	57	34,319	167
11/19/12		11/26/12	7		- cash -
	11/26/12	4/15/13	140		ams-OSRAM	100	1,811	18.950	20.160	1.210	6	36,511	18
	4/15/13	3/17/14	336		Lonza	100	608	60.050	93.500	33.450	56	56,848	62
3/17/14		3/24/14	7		- cash -
	3/24/14	8/18/14	147		Logitech	100	4,323	13.150	12.950	-0.200	-2	55,984	-4
8/18/14		8/25/14	7		- cash -
	8/25/14	10/13/14	49		ams-OSRAM	100	1,683	33.250	31.100	-2.150	-6	52,365	-39
10/13/14		11/03/14	21		- cash -
	11/03/14	12/15/14	42		ams-OSRAM	100	1,528	34.250	34.500	0.250	1	52,747	7
12/15/14		12/22/14	7		- cash -
	12/22/14	1/05/15	14		ams-OSRAM	100	1,459	36.150	36.500	0.350	1	53,258	29
1/05/15		1/12/15	7		- cash -
	1/12/15	1/19/15	7		ams-OSRAM	100	1,403	37.950	33.400	-4.550	-12	46,874	-100
1/19/15		2/23/15	35		- cash -
	2/23/15	6/15/15	112		ams-OSRAM	100	1,130	41.450	41.800	0.350	1	47,270	3
6/15/15		7/13/15	28		- cash -
	7/13/15	7/20/15	7		Julius Bär	100	876	53.950	53.350	-0.600	-1	46,744	-44
7/20/15		8/03/15	14		- cash -
	8/03/15	8/24/15	21		UBS	100	2,086	22.400	19.280	-3.120	-14	40,236	-93
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
8/24/15		11/16/15	84		- cash -
	11/16/15	12/14/15	28		Temenos	100	852	47.200	49.250	2.050	4	41,982	74
12/14/15		12/05/16	357		- cash -
	12/05/16	1/02/17	28		Logitech	100	1,689	24.850	25.550	0.700	3	43,165	44
1/02/17		1/09/17	7		- cash -
	1/09/17	10/09/17	273		Logitech	100	1,676	25.750	35.110	9.360	36	58,852	51
	10/09/17	3/05/18	147		ams-OSRAM	100	816	72.100	110.600	38.500	53	90,268	189
3/05/18		5/07/18	63		- cash -
	5/07/18	5/14/18	7		Temenos	100	688	131.100	135.000	3.900	3	92,951	361
5/14/18		4/29/19	350		- cash -
	4/29/19	5/06/19	7		Swiss Life	100	194	477.100	456.500	-20.600	-4	88,955	-90
5/06/19		8/12/19	98		- cash -
	8/12/19	12/23/19	133		ams-OSRAM	100	1,842	48.290	40.150	-8.140	-17	73,961	-40
	12/23/19	2/24/20	63		VAT	100	454	162.850	140.850	-22.000	-14	63,973	-57
	2/24/20	3/02/20	7		Lonza	100	156	408.500	391.300	-17.200	-4	61,290	-89
3/02/20		12/28/20	301		- cash -
	12/28/20	8/02/21	217		Logitech	100	729	84.000	98.500	14.500	17	71,860	31
	8/02/21	1/24/22	175		VAT	100	200	359.000	354.600	-4.400	-1	70,980	-3
1/24/22		4/17/23	448		- cash -
	4/17/23	4/24/23	7		Richemont	100	485	146.300	151.750	5.450	4	73,623	573
4/24/23		5/01/23	7		- cash -
	5/01/23	5/29/23	28		Richemont	100	501	146.950	149.700	2.750	2	75,001	27
5/29/23		7/17/23	49		- cash -
	7/17/23	9/11/23	56		VAT	100	200	374.300	338.800	-35.500	-9	67,901	-48
9/11/23		10/16/23	35		- cash -
	10/16/23	10/23/23	7		UBS	100	3,024	22.450	21.240	-1.210	-5	64,242	-94
10/23/23		5/11/24	201		- cash -
accum	1/02/06	10/23/23	3318	days out of 6704 invested (49%)						542		64,242	23

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ABB	long	1/02/06	8/20/07	595	13.10	26.60	13.50	103.05
		10/08/07	10/22/07	14	31.80	31.58	-0.22	-0.69
		10/29/07	11/05/07	7	35.00	35.66	0.66	1.89	105.45
ams-OSRAM		6/07/10	7/05/10	28	7.53	7.05	-0.48	-6.37
		8/02/10	8/09/10	7	7.09	7.52	0.43	6.06
		6/04/12	11/19/12	168	12.70	19.95	7.25	57.09
		11/26/12	4/15/13	140	18.95	20.16	1.21	6.39
		8/25/14	10/13/14	49	33.25	31.10	-2.15	-6.47
		11/03/14	12/15/14	42	34.25	34.50	0.25	0.73
		12/22/14	1/05/15	14	36.15	36.50	0.35	0.97
		1/12/15	1/19/15	7	37.95	33.40	-4.55	-11.99
		2/23/15	6/15/15	112	41.45	41.80	0.35	0.84
		10/09/17	3/05/18	147	72.10	110.60	38.50	53.40
		8/12/19	12/23/19	133	48.29	40.15	-8.14	-16.86	78.70
Logitech		3/24/14	8/18/14	147	13.15	12.95	-0.20	-1.52
		12/05/16	1/02/17	28	24.85	25.55	0.70	2.82
		1/09/17	10/09/17	273	25.75	35.11	9.36	36.35
		12/28/20	8/02/21	217	84.00	98.50	14.50	17.26	61.89
Lonza		4/15/13	3/17/14	336	60.05	93.50	33.45	55.70
		2/24/20	3/02/20	7	408.50	391.30	-17.20	-4.21	49.15
Temenos		9/14/09	6/07/10	266	23.45	25.70	2.25	9.59
		11/16/15	12/14/15	28	47.20	49.25	2.05	4.34
		5/07/18	5/14/18	7	131.10	135.00	3.90	2.97	17.76
Richemont		10/11/10	11/08/10	28	48.23	53.20	4.97	10.30
		11/15/10	12/20/10	35	54.80	55.20	0.40	0.73
		4/17/23	4/24/23	7	146.30	151.75	5.45	3.73
		5/01/23	5/29/23	28	146.95	149.70	2.75	1.87	17.41
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Julius Bär		7/13/15	7/20/15	7	53.95	53.35	-0.60	-1.11	-1.11
Schindler		9/06/10	9/13/10	7	102.40	101.70	-0.70	-0.68
		9/20/10	10/04/10	14	105.50	103.70	-1.80	-1.71	-2.38
Swiss Re		8/24/09	9/07/09	14	47.90	46.76	-1.14	-2.38	-2.38
Swiss Life		2/14/11	2/21/11	7	157.30	155.80	-1.50	-0.95
		3/07/11	4/11/11	35	156.10	161.80	5.70	3.65
		4/25/11	5/30/11	35	156.50	140.70	-15.80	-10.10
		4/29/19	5/06/19	7	477.10	456.50	-20.60	-4.32	-11.69
UBS		8/03/15	8/24/15	21	22.40	19.28	-3.12	-13.93
		10/16/23	10/23/23	7	22.45	21.24	-1.21	-5.39	-18.57
VAT		12/23/19	2/24/20	63	162.85	140.85	-22.00	-13.51
		8/02/21	1/24/22	175	359.00	354.60	-4.40	-1.23
		7/17/23	9/11/23	56	374.30	338.80	-35.50	-9.48	-22.67

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