Share-o-matic - Portfolio

Sun, 9th Aug 2026, 10:49UTC

Assessment - Swiss Leader Index in Swiss Franc - 1/07/24 - RS = 15

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/03/24	prc diff	⇓ Δ15	⇓∅-RS
	L	SLI® PR	1,919.120	12/08/24	0.02	1,951.640	-1.67	1,904.510	47.130	2.47	8.66
	L	ABB	45.510	12/08/24	0.55	50.380	-9.67	42.300	8.080	19.10	36.38
	S	Adecco	28.100	12/08/24	-0.78	30.140	-6.77	35.390	-5.250	-14.83	-12.52
	L	Alcon	79.560	12/08/24	-1.12	80.180	-0.77	75.040	5.140	6.85	11.19
	L	ams-OSRAM	1.001	12/08/24	-0.20	1.247	-19.77	1.088	0.160	14.67	-38.40
	L	Geberit	522.800	12/08/24	-0.72	529.200	-1.21	527.000	2.200	0.42	10.57
	L	Givaudan	4,137.000	12/08/24	-1.12	4,302.000	-3.84	4,066.000	236.000	5.80	29.21
		Holcim	76.280	12/08/24	-0.34	79.900	-4.53	77.460	2.440	3.15	23.04
	L	Julius Bär	47.680	12/08/24	0.87	51.040	-6.58	49.780	1.260	2.53	-1.55
		Kühne & Nagel	253.800	12/08/24	0.40	261.500	-2.94	238.900	22.600	9.46	-2.54
		Lindt PS	10,860.000	12/08/24	-1.54	10,550.000	2.94	10,960.000	-410.000	-3.74	0.94
	L	Logitech	75.280	12/08/24	1.95	87.200	-13.67	78.500	8.700	11.08	26.21
		Lonza	545.000	12/08/24	-1.80	488.400	11.59	478.000	10.400	2.18	8.38
	L	Nestlé	88.640	12/08/24	-0.40	91.880	-3.53	94.690	-2.810	-2.97	-4.40
	L	Novartis	96.740	12/08/24	0.16	96.720	0.02	85.530	11.190	13.08	5.45
		Partners	1,134.500	12/08/24	0.93	1,147.500	-1.13	1,295.000	-147.500	-11.39	5.68
	L	Richemont	128.200	12/08/24	1.22	140.550	-8.79	142.050	-1.500	-1.06	12.79
	L	Roche	277.800	12/08/24	0.25	250.100	11.08	229.600	20.500	8.93	0.61
		Schindler	226.800	12/08/24	-0.09	226.200	0.27	234.300	-8.100	-3.46	13.94
		SGS	91.620	12/08/24	-0.17	80.100	14.38	84.900	-4.800	-5.65	2.35
		Sika	247.400	12/08/24	0.04	255.100	-3.02	264.700	-9.600	-3.63	1.52
	L	Sonova	278.100	12/08/24	-1.52	280.300	-0.78	268.300	12.000	4.47	8.87
	S	Straumann	112.350	12/08/24	0.76	112.700	-0.31	143.750	-31.050	-21.60	-16.75
	S	Swatch	179.950	12/08/24	-0.17	184.950	-2.70	206.900	-21.950	-10.61	-17.63
		Swiss Life	652.200	12/08/24	0.62	669.200	-2.54	630.400	38.800	6.15	8.91
		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/03/24	prc diff	⇓ Δ15	⇓∅-RS
		Swiss Re	104.000	12/08/24	0.10	112.400	-7.47	114.600	-2.200	-1.92	12.30
		Swisscom	525.000	12/08/24	0.48	508.500	3.24	526.600	-18.100	-3.44	-5.27
		Temenos	56.800	12/08/24	1.88	62.500	-9.12	63.680	-1.180	-1.85	-11.08
		UBS	24.850	12/08/24	0.44	26.980	-7.89	28.060	-1.080	-3.85	17.63
		VAT	406.600	12/08/24	-0.34	505.800	-19.61	459.000	46.800	10.20	27.25
	L	Zurich Insurance	464.700	12/08/24	0.85	482.800	-3.75	485.500	-2.700	-0.56	8.25
SLI - 30 out of 30 instruments rated - 1/07/24 / 18/03/24 - 15 did rise, Market-Ratio(15) in CHF = 50.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 15 - B/S = 80/60

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

Transactions Swiss Leader Index in Swiss Franc * L15 - 80/60 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		4/09/06	245		- cash -
long	4/09/06	11/06/07	280		Sika	100	385	25.917	40.867	14.950	58	15,756	81
11/06/07		18/06/07	7		- cash -
	18/06/07	23/07/07	35		Actelion	100	262	60.000	65.550	5.550	9	17,210	152
23/07/07		15/06/09	693		- cash -
	15/06/09	25/01/10	224		Sonova	100	197	87.350	133.300	45.950	53	26,262	99
25/01/10		22/02/10	28		- cash -
	22/02/10	17/05/10	84		Clariant	100	2,292	11.454	13.664	2.210	19	31,327	115
17/05/10		18/10/10	154		- cash -
	18/10/10	14/03/11	147		Richemont	100	652	48.000	51.100	3.100	6	33,349	17
14/03/11		5/12/11	266		- cash -
	5/12/11	16/04/12	133		Sonova	100	347	96.000	100.000	4.000	4	34,737	12
16/04/12		27/08/12	133		- cash -
	27/08/12	19/11/12	84		Actelion	100	779	44.550	43.950	-0.600	-1	34,269	-6
19/11/12		10/12/12	21		- cash -
	10/12/12	3/06/13	175		Richemont	100	464	73.700	83.700	10.000	14	38,909	30
3/06/13		23/09/13	112		- cash -
	23/09/13	14/04/14	203		Lonza	100	521	74.550	83.300	8.750	12	43,468	22
14/04/14		24/11/14	224		- cash -
	24/11/14	15/12/14	21		Actelion	100	393	110.600	111.900	1.300	1	43,979	23
15/12/14		30/03/15	105		- cash -
	30/03/15	8/06/15	70		Julius Bär	100	887	49.550	50.800	1.250	3	45,088	14
8/06/15		7/12/15	182		- cash -
	7/12/15	14/12/15	7		Vifor Pharma	100	297	151.500	146.600	-4.900	-3	43,632	-82
14/12/15		10/10/16	301		- cash -
	10/10/16	7/11/16	28		Sika	100	557	78.200	79.267	1.067	1	44,226	19
7/11/16		13/02/17	98		- cash -
	13/02/17	21/08/17	189		Sika	100	490	90.083	111.583	21.500	24	54,761	51
21/08/17		16/10/17	56		- cash -
	16/10/17	5/02/18	112		Lonza	100	206	264.600	247.800	-16.800	-6	51,300	-19
5/02/18		4/03/19	392		- cash -
	4/03/19	3/06/19	91		Swiss Life	100	117	435.900	455.900	20.000	5	53,640	20
3/06/19		8/07/19	35		- cash -
	8/07/19	29/07/19	21		Swiss Life	100	109	490.100	490.100	0.000	0	53,640	0
29/07/19		16/09/19	49		- cash -
	16/09/19	7/10/19	21		ams-OSRAM	100	1,140	47.030	44.370	-2.660	-6	50,608	-64
7/10/19		18/11/19	42		- cash -
	18/11/19	24/02/20	98		ams-OSRAM	100	1,124	45.000	36.770	-8.230	-18	41,358	-53
24/02/20		29/06/20	126		- cash -
	29/06/20	21/09/20	84		Logitech	100	681	60.680	65.540	4.860	8	44,667	40
21/09/20		16/11/20	56		- cash -
	16/11/20	20/09/21	308		Logitech	100	591	75.560	88.520	12.960	17	52,327	21
20/09/21		9/01/23	476		- cash -
	9/01/23	20/03/23	70		Richemont	100	388	134.750	136.600	1.850	1	53,044	7
20/03/23		3/04/23	14		- cash -
	3/04/23	1/05/23	28		Richemont	100	364	145.450	146.950	1.500	1	53,590	14
1/05/23		9/08/26	1196		- cash -
accum	4/09/06	1/05/23	2513	days out of 7524 invested (33%)						436		53,590	28

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Sika	long	4/09/06	11/06/07	280	25.92	40.87	14.95	57.68
		10/10/16	7/11/16	28	78.20	79.27	1.07	1.36
		13/02/17	21/08/17	189	90.08	111.58	21.50	23.87	97.98
Sonova		15/06/09	25/01/10	224	87.35	133.30	45.95	52.60
		5/12/11	16/04/12	133	96.00	100.00	4.00	4.17	58.96
Logitech		29/06/20	21/09/20	84	60.68	65.54	4.86	8.01
		16/11/20	20/09/21	308	75.56	88.52	12.96	17.15	26.53
Richemont		18/10/10	14/03/11	147	48.00	51.10	3.10	6.46
		10/12/12	3/06/13	175	73.70	83.70	10.00	13.57
		9/01/23	20/03/23	70	134.75	136.60	1.85	1.37
		3/04/23	1/05/23	28	145.45	146.95	1.50	1.03	23.83
Clariant		22/02/10	17/05/10	84	11.45	13.66	2.21	19.29	19.29
Actelion		18/06/07	23/07/07	35	60.00	65.55	5.55	9.25
		27/08/12	19/11/12	84	44.55	43.95	-0.60	-1.35
		24/11/14	15/12/14	21	110.60	111.90	1.30	1.18	9.05
Lonza		23/09/13	14/04/14	203	74.55	83.30	8.75	11.74
		16/10/17	5/02/18	112	264.60	247.80	-16.80	-6.35	4.64
Swiss Life		4/03/19	3/06/19	91	435.90	455.90	20.00	4.59
		8/07/19	29/07/19	21	490.10	490.10	0.00	0.00	4.59
Julius Bär		30/03/15	8/06/15	70	49.55	50.80	1.25	2.52	2.52
Vifor Pharma		7/12/15	14/12/15	7	151.50	146.60	-4.90	-3.23	-3.23
ams-OSRAM		16/09/19	7/10/19	21	47.03	44.37	-2.66	-5.66
		18/11/19	24/02/20	98	45.00	36.77	-8.23	-18.29	-22.91

Annotations

12/04/23	SGS	stock split 1:25 (twentyfive for one)
20/04/22	Straumann	stock split 1:10 (ten for one)
13/11/18	SLI	ams and Temenos replaced Aryzta and Bâloise
13/08/18	SLI	Logitech replaced Lindt & Sprüngli
19/06/18	Sika	stock split 1:60 (sixty for one)
31/05/17	SLI	Lindt & Sprüngli and Partners Group replace Actelion and Syngenta
5/04/16	SLI	Transocean was replaced by Dufry
15/09/15	SLI	complete analysis


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