Share-o-matic - Assessment SMI (Swiss Market Index)

Assessment - Swiss Market Index in Japanese yen - 1/07/24 - RS = 17

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	4/03/24	prc diff	⇓ Δ17	⇓∅-RS
	L	SMI® PR	2,123,092.220	12/08/24	0.07	2,154,544.246	-1.46	1,953,607.366	200,936.879	10.29	14.70
		Lonza	97,449.427	12/08/24	-1.80	87,328.991	11.59	78,874.144	8,454.847	10.72	19.74
	L	Roche	49,672.387	12/08/24	0.25	44,719.453	11.08	39,751.956	4,967.497	12.50	9.51
		Swisscom	93,873.301	12/08/24	0.48	90,922.997	3.24	86,193.066	4,729.932	5.49	3.80
	L	Novartis	17,297.720	12/08/24	0.16	17,294.144	0.02	15,349.310	1,944.834	12.67	16.32
	L	Alcon	14,225.828	12/08/24	-1.12	14,336.688	-0.77	12,939.172	1,397.516	10.80	20.95
	L	Sonova	49,726.029	12/08/24	-1.52	50,119.402	-0.78	47,113.429	3,005.973	6.38	19.72
		Partners	202,855.734	12/08/24	0.93	205,180.215	-1.13	215,312.457	-10,132.242	-4.71	12.63
	L	Geberit	93,479.927	12/08/24	-0.72	94,624.288	-1.21	88,099.390	6,524.898	7.41	15.21
		Swiss Life	116,617.461	12/08/24	0.62	119,657.168	-2.54	109,885.946	9,771.221	8.89	21.72
		Kühne & Nagel	45,381.036	12/08/24	0.40	46,757.844	-2.94	42,705.056	4,052.789	9.49	6.25
		Sika	44,236.676	12/08/24	0.04	45,613.484	-3.02	43,760.342	1,853.142	4.23	8.78
	L	Nestlé	15,849.389	12/08/24	-0.40	16,428.722	-3.53	15,662.492	766.230	4.89	-1.28
	L	Zurich Insurance	83,091.282	12/08/24	0.85	86,327.676	-3.75	79,231.580	7,096.096	8.96	17.13
	L	Givaudan	739,721.613	12/08/24	-1.12	769,224.650	-3.84	629,767.661	139,456.990	22.14	36.97
		Holcim	13,639.344	12/08/24	-0.34	14,286.622	-4.53	12,632.799	1,653.824	13.09	29.97
		Swiss Re	18,595.854	12/08/24	0.10	20,097.827	-7.47	18,152.627	1,945.199	10.72	21.91
		UBS	4,443.336	12/08/24	0.44	4,824.194	-7.89	4,340.291	483.903	11.15	22.48
	L	Richemont	22,922.966	12/08/24	1.22	25,131.224	-8.79	24,237.545	893.679	3.69	19.17
	L	ABB	8,137.474	12/08/24	0.55	9,008.261	-9.67	6,947.869	2,060.392	29.66	45.14
	L	Logitech	13,460.537	12/08/24	1.95	15,591.908	-13.67	13,044.701	2,547.207	19.53	32.80
SMI - 20 out of 20 instruments rated - 1/07/24 / 4/03/24 - 19 did rise, Market-Ratio(17) in JPY = 95.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SMI RS = 17 - B/S = 84/84

3/01/22	scale up chart	1/07/24

Transactions Swiss Market Index in Japanese yen * L17 - 84/84 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		13/02/06	42		- cash -
long	13/02/06	27/02/06	14		ABB	100	7	1,271.619	1,464.264	192.645	15	11,349	3,855
27/02/06		18/09/06	203		- cash -
	18/09/06	25/09/06	7		Geberit	100	0	14,410.983	14,550.155	139.172	1	11,349	0
25/09/06		2/10/06	7		- cash -
	2/10/06	19/02/07	140		Actelion	100	3	3,477.529	5,690.236	2,212.707	64	17,987	261
19/02/07		26/02/07	7		- cash -
	26/02/07	5/03/07	7		Actelion	100	3	5,435.436	5,056.901	-378.535	-7	16,851	-98
5/03/07		26/03/07	21		- cash -
	26/03/07	2/04/07	7		Actelion	100	3	5,591.113	5,456.946	-134.167	-2	16,449	-72
2/04/07		9/04/07	7		- cash -
	9/04/07	16/04/07	7		Actelion	100	2	5,503.735	5,891.201	387.467	7	17,223	3,372
16/04/07		2/07/07	77		- cash -
	2/07/07	23/07/07	21		ABB	100	6	2,833.274	2,943.790	110.516	4	17,887	94
23/07/07		29/06/09	707		- cash -
	29/06/09	30/11/09	154		Credit Suisse	100	4	4,338.826	4,479.618	140.792	3	18,450	8
30/11/09		14/12/09	14		- cash -
	14/12/09	21/12/09	7		Swiss Re	100	4	4,180.989	4,285.724	104.735	3	18,869	263
21/12/09		29/03/10	98		- cash -
	29/03/10	5/04/10	7		Swatch	100	0	29,491.539	30,447.629	956.090	3	18,869	0
5/04/10		12/04/10	7		- cash -
	12/04/10	26/04/10	14		Swatch	100	0	29,243.118	29,159.766	-83.352	0	18,869	0
26/04/10		1/11/10	189		- cash -
	1/11/10	8/11/10	7		Richemont	100	4	4,052.257	4,498.352	446.095	11	20,653	23,075
8/11/10		13/12/10	35		- cash -
	13/12/10	10/01/11	28		Richemont	100	4	4,804.944	4,634.804	-170.140	-4	19,972	-37
10/01/11		7/02/11	28		- cash -
	7/02/11	14/02/11	7		Richemont	100	4	4,658.662	4,835.019	176.357	4	20,678	594
14/02/11		5/12/11	294		- cash -
	5/12/11	12/12/11	7		Roche	100	1	12,476.442	12,935.619	459.176	4	21,137	558
12/12/11		19/12/11	7		- cash -
	19/12/11	26/12/11	7		Roche	100	1	13,158.707	13,131.829	-26.877	0	21,110	-10
26/12/11		2/01/12	7		- cash -
	2/01/12	13/02/12	42		Roche	100	1	13,257.492	13,905.752	648.260	5	21,758	51
13/02/12		20/02/12	7		- cash -
	20/02/12	23/04/12	63		Swiss Re	100	4	4,697.795	4,963.812	266.017	6	22,823	38
23/04/12		10/09/12	140		- cash -
	10/09/12	12/11/12	63		Actelion	100	5	3,871.187	3,674.470	-196.718	-5	21,839	-26
12/11/12		3/12/12	21		- cash -
	3/12/12	27/05/13	175		Richemont	100	3	6,370.557	9,377.463	3,006.906	47	30,860	124
27/05/13		21/10/13	147		- cash -
	21/10/13	4/11/13	14		Actelion	100	4	7,445.395	7,772.593	327.198	4	32,168	207
4/11/13		8/12/14	399		- cash -
	8/12/14	15/12/14	7		Givaudan	100	0	216,979.693	214,231.285	-2,748.408	-1	32,168	0
15/12/14		18/05/15	154		- cash -
	18/05/15	8/06/15	21		Syngenta	100	0	52,299.822	54,512.157	2,212.334	4	32,168	0
8/06/15		24/10/16	504		- cash -
	24/10/16	31/10/16	7		Geberit	100	0	44,519.047	44,385.440	-133.607	0	32,168	0
31/10/16		13/02/17	105		- cash -
	13/02/17	10/04/17	56		Actelion	100	1	30,490.170	31,427.496	937.326	3	33,106	22
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
10/04/17		1/05/17	21		- cash -
	1/05/17	8/05/17	7		Actelion	100	1	29,814.676	31,540.317	1,725.642	6	34,831	1,780
8/05/17		15/05/17	7		- cash -
	15/05/17	5/06/17	21		Swatch	100	0	45,284.858	43,815.235	-1,469.623	-3	34,831	0
5/06/17		12/06/17	7		- cash -
	12/06/17	19/06/17	7		Sika	100	2	11,823.217	12,210.826	387.609	3	35,607	438
19/06/17		26/06/17	7		- cash -
	26/06/17	17/07/17	21		Sika	100	2	12,102.360	12,611.138	508.779	4	36,624	105
17/07/17		24/07/17	7		- cash -
	24/07/17	14/08/17	21		Sika	100	2	12,639.782	12,627.228	-12.555	0	36,599	-2
14/08/17		9/10/17	56		- cash -
	9/10/17	16/10/17	7		Lonza	100	1	29,820.033	30,426.012	605.978	2	37,205	185
16/10/17		23/10/17	7		- cash -
	23/10/17	13/11/17	21		Lonza	100	1	29,751.504	29,234.267	-517.237	-2	36,688	-26
13/11/17		18/12/17	35		- cash -
	18/12/17	29/01/18	42		Lonza	100	1	30,503.091	31,456.546	953.454	3	37,641	31
29/01/18		18/03/19	413		- cash -
	18/03/19	25/03/19	7		Swiss Life	100	0	48,693.520	47,744.447	-949.073	-2	37,641	0
25/03/19		8/04/19	14		- cash -
	8/04/19	13/05/19	35		Swiss Life	100	0	50,522.426	48,381.369	-2,141.057	-4	37,641	0
13/05/19		4/11/19	175		- cash -
	4/11/19	18/11/19	14		Geberit	100	0	56,918.299	57,470.607	552.308	1	37,641	0
18/11/19		2/12/19	14		- cash -
	2/12/19	6/01/20	35		Geberit	100	0	58,523.340	60,760.663	2,237.322	4	37,641	0
6/01/20		13/01/20	7		- cash -
	13/01/20	24/02/20	42		Geberit	100	0	60,760.663	58,231.518	-2,529.145	-4	37,641	0
24/02/20		13/07/20	140		- cash -
	13/07/20	3/08/20	21		Lonza	100	0	61,827.064	67,229.001	5,401.937	9	37,641	0
3/08/20		24/08/20	21		- cash -
	24/08/20	14/09/20	21		Lonza	100	0	65,367.934	64,085.911	-1,282.023	-2	37,641	0
14/09/20		21/09/20	7		- cash -
	21/09/20	28/09/20	7		Lonza	100	0	65,401.746	64,667.001	-734.745	-1	37,641	0
28/09/20		15/02/21	140		- cash -
	15/02/21	1/03/21	14		Richemont	100	3	10,515.447	10,493.459	-21.988	0	37,575	-5
1/03/21		22/03/21	21		- cash -
	22/03/21	26/04/21	35		Richemont	100	3	10,839.357	11,232.612	393.256	4	38,755	45
26/04/21		3/05/21	7		- cash -
	3/05/21	10/05/21	7		Partners	100	0	157,770.070	159,977.673	2,207.603	1	38,755	0
10/05/21		31/05/21	21		- cash -
	31/05/21	14/06/21	14		Richemont	100	2	13,357.207	14,077.913	720.706	5	40,197	294
14/06/21		21/06/21	7		- cash -
	21/06/21	28/06/21	7		Richemont	100	2	13,633.453	13,590.622	-42.831	0	40,111	-15
28/06/21		23/08/21	56		- cash -
	23/08/21	13/09/21	21		Partners	100	0	194,330.159	188,430.026	-5,900.134	-3	40,111	0
13/09/21		16/01/23	490		- cash -
	16/01/23	13/02/23	28		Richemont	100	2	19,310.213	20,505.437	1,195.224	6	42,501	119
13/02/23		20/02/23	7		- cash -
	20/02/23	27/02/23	7		Richemont	100	2	20,890.495	20,704.527	-185.968	-1	42,129	-37
27/02/23		19/02/24	357		- cash -
	19/02/24	15/04/24	56		Partners	100	0	211,132.950	216,847.863	5,714.914	3	42,129	0
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
15/04/24		3/06/24	49		- cash -
	3/06/24	17/06/24	14		ABB	100	4	8,665.609	8,902.153	236.544	3	43,076	102
17/06/24		10/08/26	784		- cash -
accum	13/02/06	17/06/24	1421	days out of 7525 invested (19%)						331		43,076	46

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Richemont	long	1/11/10	8/11/10	7	4,052.26	4,498.35	446.10	11.01
		13/12/10	10/01/11	28	4,804.94	4,634.80	-170.14	-3.54
		7/02/11	14/02/11	7	4,658.66	4,835.02	176.36	3.79
		3/12/12	27/05/13	175	6,370.56	9,377.46	3,006.91	47.20
		15/02/21	1/03/21	14	10,515.45	10,493.46	-21.99	-0.21
		22/03/21	26/04/21	35	10,839.36	11,232.61	393.26	3.63
		31/05/21	14/06/21	14	13,357.21	14,077.91	720.71	5.40
		21/06/21	28/06/21	7	13,633.45	13,590.62	-42.83	-0.31
		16/01/23	13/02/23	28	19,310.21	20,505.44	1,195.22	6.19
		20/02/23	27/02/23	7	20,890.49	20,704.53	-185.97	-0.89	87.05
Actelion		2/10/06	19/02/07	140	3,477.53	5,690.24	2,212.71	63.63
		26/02/07	5/03/07	7	5,435.44	5,056.90	-378.54	-6.96
		26/03/07	2/04/07	7	5,591.11	5,456.95	-134.17	-2.40
		9/04/07	16/04/07	7	5,503.73	5,891.20	387.47	7.04
		10/09/12	12/11/12	63	3,871.19	3,674.47	-196.72	-5.08
		21/10/13	4/11/13	14	7,445.40	7,772.59	327.20	4.39
		13/02/17	10/04/17	56	30,490.17	31,427.50	937.33	3.07
		1/05/17	8/05/17	7	29,814.68	31,540.32	1,725.64	5.79	71.84
ABB		13/02/06	27/02/06	14	1,271.62	1,464.26	192.65	15.15
		2/07/07	23/07/07	21	2,833.27	2,943.79	110.52	3.90
		3/06/24	17/06/24	14	8,665.61	8,902.15	236.54	2.73	22.91
Lonza		9/10/17	16/10/17	7	29,820.03	30,426.01	605.98	2.03
		23/10/17	13/11/17	21	29,751.50	29,234.27	-517.24	-1.74
		18/12/17	29/01/18	42	30,503.09	31,456.55	953.45	3.13
		13/07/20	3/08/20	21	61,827.06	67,229.00	5,401.94	8.74
		24/08/20	14/09/20	21	65,367.93	64,085.91	-1,282.02	-1.96
		21/09/20	28/09/20	7	65,401.75	64,667.00	-734.75	-1.12	8.98
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Roche		5/12/11	12/12/11	7	12,476.44	12,935.62	459.18	3.68
		19/12/11	26/12/11	7	13,158.71	13,131.83	-26.88	-0.20
		2/01/12	13/02/12	42	13,257.49	13,905.75	648.26	4.89	8.53
Swiss Re		14/12/09	21/12/09	7	4,180.99	4,285.72	104.73	2.51
		20/02/12	23/04/12	63	4,697.79	4,963.81	266.02	5.66	8.31
Sika		12/06/17	19/06/17	7	11,823.22	12,210.83	387.61	3.28
		26/06/17	17/07/17	21	12,102.36	12,611.14	508.78	4.20
		24/07/17	14/08/17	21	12,639.78	12,627.23	-12.55	-0.10	7.51
Syngenta		18/05/15	8/06/15	21	52,299.82	54,512.16	2,212.33	4.23	4.23
Credit Suisse		29/06/09	30/11/09	154	4,338.83	4,479.62	140.79	3.24	3.24
Geberit		18/09/06	25/09/06	7	14,410.98	14,550.15	139.17	0.97
		24/10/16	31/10/16	7	44,519.05	44,385.44	-133.61	-0.30
		4/11/19	18/11/19	14	56,918.30	57,470.61	552.31	0.97
		2/12/19	6/01/20	35	58,523.34	60,760.66	2,237.32	3.82
		13/01/20	24/02/20	42	60,760.66	58,231.52	-2,529.14	-4.16	1.13
Partners		3/05/21	10/05/21	7	157,770.07	159,977.67	2,207.60	1.40
		23/08/21	13/09/21	21	194,330.16	188,430.03	-5,900.13	-3.04
		19/02/24	15/04/24	56	211,132.95	216,847.86	5,714.91	2.71	0.98
Swatch		29/03/10	5/04/10	7	29,491.54	30,447.63	956.09	3.24
		12/04/10	26/04/10	14	29,243.12	29,159.77	-83.35	-0.29
		15/05/17	5/06/17	21	45,284.86	43,815.23	-1,469.62	-3.25	-0.39
Givaudan		8/12/14	15/12/14	7	216,979.69	214,231.28	-2,748.41	-1.27	-1.27
Swiss Life		18/03/19	25/03/19	7	48,693.52	47,744.45	-949.07	-1.95
		8/04/19	13/05/19	35	50,522.43	48,381.37	-2,141.06	-4.24	-6.10

Annotations

19/06/18	Sika	stock split 1:60 (sixty for one)
15/05/17	SMI	Sika replaces Syngenta (acquired by ChemChina)
3/05/17	SMI	Lonza replaces Actelion (acquired by Johnson & Johnson)
5/04/16	SMI	Transocean was replaced by Swiss Life
10/09/15	SMI	complete analysis


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