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

Assessment - Swiss Leader Index - 5/06/24 - RS = 28

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ28	∅-RS
		SLI® PR	1,918.500	Fri	1.24	1,857.600	3.28	1,618.280	239.320	14.79	4.91
	L	ABB	47.160	Fri	1.27	45.470	3.72	29.890	15.580	52.12	28.03
	L	Holcim	81.600	Fri	2.31	79.200	3.03	55.520	23.680	42.65	25.31
		Givaudan	4,053.000	Fri	-0.66	3,989.000	1.60	2,842.000	1,147.000	40.36	23.70
		VAT	470.200	Fri	2.15	455.400	3.25	323.200	132.200	40.90	20.08
	L	Lonza	526.200	Fri	-0.04	518.400	1.50	327.600	190.800	58.24	17.50
		Partners	1,258.500	Fri	1.70	1,216.000	3.50	955.600	260.400	27.25	17.27
	L	Schindler	237.400	Fri	-0.08	234.200	1.37	179.350	54.850	30.58	14.86
		Logitech	77.020	Fri	0.44	75.620	1.85	61.900	13.720	22.16	13.41
		UBS	26.950	Fri	2.35	24.900	8.23	21.240	3.660	17.23	12.10
		Swiss Life	648.800	Fri	1.44	632.400	2.59	559.200	73.200	13.09	10.05
	L	Sika	278.100	Fri	0.76	269.800	3.08	215.900	53.900	24.97	8.82
		Sonova	270.300	Fri	1.31	262.800	2.85	212.400	50.400	23.73	6.40
		Geberit	550.600	Fri	0.18	515.200	6.87	419.500	95.700	22.81	6.36
		Swiss Re	106.050	Fri	2.46	101.550	4.43	95.520	6.030	6.31	5.73
		Richemont	135.500	Fri	1.92	131.950	2.69	105.800	26.150	24.72	4.10
		Alcon	73.600	Fri	0.90	72.500	1.52	64.840	7.660	11.81	3.73
		SGS	82.240	Fri	-0.17	82.400	-0.19	75.240	7.160	9.52	3.41
		Zurich Insurance	457.400	Fri	0.42	446.000	2.56	417.000	29.000	6.95	2.46
		Novartis	92.320	Fri	1.97	88.100	4.79	84.500	3.600	4.26	-0.57
	L	Julius Bär	54.080	Fri	2.97	52.520	2.97	54.440	-1.920	-3.53	-0.75
	S	Lindt PS	10,530.000	Fri	1.15	10,510.000	0.19	9,800.000	710.000	7.24	-1.08
	S	Kühne & Nagel	248.900	Fri	-0.64	247.200	0.69	251.800	-4.600	-1.83	-6.24
		Swisscom	501.000	Fri	0.80	494.800	1.25	533.800	-39.000	-7.31	-7.05
	S	Adecco	34.460	Fri	4.55	32.240	6.89	33.920	-1.680	-4.95	-7.93
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	10/23/23	prc diff	⇓ Δ28	∅-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	112.900	3.900	3.45	-11.35
	S	Roche	225.100	Fri	1.26	218.500	3.02	237.550	-19.050	-8.02	-12.58
	L	Swatch	196.000	Fri	-0.18	195.700	0.15	226.900	-31.200	-13.75	-16.42
		Temenos	54.400	Fri	0.83	55.900	-2.68	62.040	-6.140	-9.90	-20.70
		ams-OSRAM	1.254	Fri	4.50	1.210	3.68	3.627	-2.418	-66.65	-51.36
SLI - 30 out of 30 instruments rated - 5/06/24 / 10/23/23 - 21 did rise, Market-Ratio(28) = 70.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 28 - B/S = 90/77

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

Transactions Swiss Leader Index * A28 - 90/77 (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		6/05/06	154		- cash -
short	6/05/06	10/30/06	147		Clariant	100	617	16.196	16.580	15.812	-0.384	-2	9,763	-6
long	10/30/06	11/20/06	21		Actelion	100	238	40.900	43.000		2.100	5	10,263	139
short	11/20/06	12/04/06	14		Clariant	100	618	16.580	15.740	17.465	0.885	5	10,810	288
long	12/04/06	7/30/07	238		Actelion	100	247	43.600	62.950		19.350	44	15,589	76
short	7/30/07	9/07/09	770		UBS	100	237	65.700	19.280	223.884	158.184	241	53,079	79
long	9/07/09	4/26/10	231		Sonova	100	521	101.800	136.300		34.500	34	71,053	59
short	4/26/10	2/20/12	665		Actelion	100	1,551	45.800	35.000	59.933	14.133	31	92,973	16
long	2/20/12	4/23/12	63		Sonova	100	901	103.100	98.550		-4.550	-4	88,873	-23
short	4/23/12	11/26/12	217		Lonza	100	2,143	41.460	43.470	39.450	-2.010	-5	84,566	-8
long	11/26/12	6/24/13	210		Swiss Life	100	673	125.500	148.000		22.500	18	99,708	33
short	6/24/13	7/08/13	14		Kühne & Nagel	100	1,002	99.500	112.200	86.800	-12.700	-13	86,983	-97
long	7/08/13	8/12/13	35		Lonza	100	1,168	74.450	69.550		-4.900	-7	81,260	-51
short	8/12/13	1/06/14	147		Transocean	100	1,845	44.040	44.080	44.000	-0.040	0	81,186	0
long	1/06/14	1/27/14	21		Vifor Pharma	100	890	91.200	84.700		-6.500	-7	75,401	-72
short	1/27/14	8/03/15	553		Transocean	100	1,880	40.090	12.700	126.552	86.462	216	237,949	114
long	8/03/15	8/24/15	21		Vifor Pharma	100	2,111	112.700	116.200		3.500	3	245,338	70
short	8/24/15	1/09/17	504		Aryzta	100	24,218	10.130	9.650	10.634	0.504	5	257,541	4
long	1/09/17	1/16/17	7		Actelion	100	1,131	227.700	230.600		2.900	1	260,821	93
short	1/16/17	5/08/17	112		Vifor Pharma	100	2,297	113.500	115.800	111.200	-2.300	-2	255,538	-6
long	5/08/17	9/04/17	119		Sika	100	2,340	109.167	114.500		5.333	5	268,017	16
short	9/04/17	6/24/19	658		Aryzta	100	41,151	6.513	1.116	38.010	31.497	484	1,564,150	166
long	6/24/19	8/05/19	42		Novartis	100	17,337	90.220	88.980		-1.240	-1	1,542,652	-11
short	8/05/19	11/25/19	112		UBS	100	143,435	10.755	12.290	9.220	-1.535	-14	1,322,480	-39
long	11/25/19	2/03/20	70		ams-OSRAM	100	28,875	45.800	39.120		-6.680	-15	1,129,595	-56
short	2/03/20	9/28/20	238		Swatch	100	4,606	245.200	216.300	277.961	32.761	13	1,280,493	21
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	9/28/20	10/26/20	28		Logitech	100	18,726	68.380	78.200		9.820	14	1,464,383	475
short	10/26/20	5/17/21	203		Temenos	100	14,491	101.050	132.250	69.850	-31.200	-31	1,012,263	-49
long	5/17/21	8/02/21	77		Kühne & Nagel	100	3,533	286.500	306.000		19.500	7	1,081,157	37
short	8/02/21	6/12/23	679		Credit Suisse	100	115,805	9.336	0.817	106.684	97.348	1,043	12,354,554	270
6/12/23		7/24/23	42		- cash -
	7/24/23	5/10/24	291		ams-OSRAM	100	1,934,025	6.388	1.254	32.541	26.153	409	62,935,303	671
accum	6/05/06	5/10/24	6508	days out of 6704 invested (97%)							629,253		62,935,303	63

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Credit Suisse	short	8/02/21	6/12/23	679	9.34	0.82	106.68	97.35	1,042.72	1,042.72
Aryzta	short	8/24/15	1/09/17	504	10.13	9.65	10.63	0.50	4.97
	short	9/04/17	6/24/19	658	6.51	1.12	38.01	31.50	483.60	512.63
ams-OSRAM	long	11/25/19	2/03/20	70	45.80	39.12		-6.68	-14.59
	short	7/24/23	5/10/24	291	6.39	1.25	32.54	26.15	409.41	335.11
Transocean	short	8/12/13	1/06/14	147	44.04	44.08	44.00	-0.04	-0.09
	short	1/27/14	8/03/15	553	40.09	12.70	126.55	86.46	215.67	215.38
UBS	short	7/30/07	9/07/09	770	65.70	19.28	223.88	158.18	240.77
	short	8/05/19	11/25/19	112	10.76	12.29	9.22	-1.54	-14.27	192.13
Actelion	long	10/30/06	11/20/06	21	40.90	43.00		2.10	5.13
	long	12/04/06	7/30/07	238	43.60	62.95		19.35	44.38
	short	4/26/10	2/20/12	665	45.80	35.00	59.93	14.13	30.86
	long	1/09/17	1/16/17	7	227.70	230.60		2.90	1.27	101.16
Sonova	long	9/07/09	4/26/10	231	101.80	136.30		34.50	33.89
	long	2/20/12	4/23/12	63	103.10	98.55		-4.55	-4.41	27.98
Swiss Life	long	11/26/12	6/24/13	210	125.50	148.00		22.50	17.93	17.93
Logitech	long	9/28/20	10/26/20	28	68.38	78.20		9.82	14.36	14.36
Swatch	short	2/03/20	9/28/20	238	245.20	216.30	277.96	32.76	13.36	13.36
Sika	long	5/08/17	9/04/17	119	109.17	114.50		5.33	4.89	4.89
Clariant	short	6/05/06	10/30/06	147	16.20	16.58	15.81	-0.38	-2.37
	short	11/20/06	12/04/06	14	16.58	15.74	17.46	0.88	5.34	2.84
Novartis	long	6/24/19	8/05/19	42	90.22	88.98		-1.24	-1.37	-1.37
Vifor Pharma	long	1/06/14	1/27/14	21	91.20	84.70		-6.50	-7.13
	long	8/03/15	8/24/15	21	112.70	116.20		3.50	3.11
	short	1/16/17	5/08/17	112	113.50	115.80	111.20	-2.30	-2.03	-6.18
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Kühne & Nagel	short	6/24/13	7/08/13	14	99.50	112.20	86.80	-12.70	-12.76
	long	5/17/21	8/02/21	77	286.50	306.00		19.50	6.81	-6.83
Lonza	short	4/23/12	11/26/12	217	41.46	43.47	39.45	-2.01	-4.85
	long	7/08/13	8/12/13	35	74.45	69.55		-4.90	-6.58	-11.11
Temenos	short	10/26/20	5/17/21	203	101.05	132.25	69.85	-31.20	-30.88	-30.88

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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