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

Assessment - Swiss Market Index in Pound sterling - 7/01/24 - RS = 46

		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	8/14/23	prc diff	⇓ Δ46	⇓∅-RS
	L	SMI® PR	10,394.096	8/12/24	0.07	10,548.077	-1.46	9,977.249	570.828	5.72	5.07
		Lonza	477.087	8/12/24	-1.80	427.540	11.59	443.808	-16.269	-3.67	9.53
	L	Roche	243.183	8/12/24	0.25	218.935	11.08	237.844	-18.910	-7.95	0.51
		Swisscom	459.579	8/12/24	0.48	445.135	3.24	479.909	-34.775	-7.25	-4.78
	L	Novartis	84.685	8/12/24	0.16	84.668	0.02	81.649	3.018	3.70	6.59
	L	Alcon	69.646	8/12/24	-1.12	70.189	-0.77	64.407	5.782	8.98	10.74
	L	Sonova	243.445	8/12/24	-1.52	245.371	-0.78	212.205	33.166	15.63	9.55
		Partners	993.128	8/12/24	0.93	1,004.508	-1.13	861.394	143.114	16.61	3.01
	L	Geberit	457.653	8/12/24	-0.72	463.255	-1.21	428.093	35.163	8.21	5.46
		Swiss Life	570.928	8/12/24	0.62	585.810	-2.54	497.511	88.299	17.75	11.42
		Kühne & Nagel	222.174	8/12/24	0.40	228.914	-2.94	246.421	-17.507	-7.10	-2.54
		Sika	216.571	8/12/24	0.04	223.312	-3.02	235.734	-12.422	-5.27	-0.38
	L	Nestlé	77.594	8/12/24	-0.40	80.431	-3.53	93.845	-13.414	-14.29	-9.40
	L	Zurich Insurance	406.793	8/12/24	0.85	422.637	-3.75	372.415	50.223	13.49	7.26
	L	Givaudan	3,621.481	8/12/24	-1.12	3,765.920	-3.84	2,572.868	1,193.052	46.37	25.12
		Holcim	66.775	8/12/24	-0.34	69.944	-4.53	53.810	16.133	29.98	18.78
		Swiss Re	91.040	8/12/24	0.10	98.394	-7.47	76.836	21.558	28.06	11.56
		UBS	21.753	8/12/24	0.44	23.618	-7.89	18.589	5.029	27.05	11.98
	L	Richemont	112.225	8/12/24	1.22	123.036	-8.79	116.251	6.785	5.84	9.07
	L	ABB	39.839	8/12/24	0.55	44.102	-9.67	30.524	13.578	44.48	32.59
	L	Logitech	65.899	8/12/24	1.95	76.334	-13.67	53.397	22.937	42.96	21.40
SMI - 20 out of 20 instruments rated - 7/01/24 / 8/14/23 - 14 did rise, Market-Ratio(46) in GBP = 70.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SMI RS = 46 - B/S = 29/29

1/04/21	scale up chart	7/01/24

Transactions Swiss Market Index in Pound sterling * L46 - 29 ex 13 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	1/14/08	742		ABB	100	1,727	5.788	13.429	7.641	132	23,197	51
1/14/08		2/04/08	21		- cash -
	2/04/08	2/11/08	7		Lonza	100	363	63.891	64.058	0.167	0	23,257	15
2/11/08		8/17/09	553		- cash -
	8/17/09	9/27/10	406		Sonova	100	448	51.883	77.851	25.968	50	34,891	44
	9/27/10	6/27/11	273		Richemont	100	1,195	29.186	39.044	9.858	34	46,671	48
6/27/11		7/04/11	7		- cash -
	7/04/11	8/01/11	28		Richemont	100	1,142	40.837	37.289	-3.548	-9	42,619	-69
8/01/11		2/06/12	189		- cash -
	2/06/12	2/20/12	14		Sonova	100	627	67.968	70.826	2.858	4	44,410	193
2/20/12		3/05/12	14		- cash -
	3/05/12	3/12/12	7		Sonova	100	634	69.985	70.542	0.557	1	44,764	51
3/12/12		3/19/12	7		- cash -
	3/19/12	4/23/12	35		Swiss Re	100	1,111	40.291	37.758	-2.533	-6	41,950	-49
4/23/12		4/30/12	7		- cash -
	4/30/12	5/13/13	378		Swiss Re	100	1,086	38.595	49.345	10.750	28	53,625	27
	5/13/13	9/28/15	868		Lonza	100	1,090	49.175	87.228	38.053	77	95,103	27
9/28/15		10/05/15	7		- cash -
	10/05/15	1/18/16	105		Partners	100	412	230.790	247.535	16.744	7	102,001	28
1/18/16		1/25/16	7		- cash -
	1/25/16	2/08/16	14		Lonza	100	930	109.562	97.780	-11.782	-11	91,044	-95
2/08/16		3/07/16	28		- cash -
	3/07/16	12/04/17	637		Logitech	100	7,861	11.581	24.768	13.187	114	194,710	55
	12/04/17	10/22/18	322		Sika	100	2,058	94.567	93.983	-0.584	-1	193,508	-1
	10/22/18	4/22/19	182		Lonza	100	789	245.022	225.511	-19.511	-8	178,114	-15
	4/22/19	12/16/19	238		Swiss Life	100	494	360.484	376.334	15.849	4	185,944	7
	12/16/19	3/16/20	91		Geberit	100	445	417.317	334.096	-83.221	-20	148,910	-59
3/16/20		3/30/20	14		- cash -
	3/30/20	5/04/20	35		Lonza	100	449	330.949	362.068	31.119	9	162,883	155
5/04/20		5/11/20	7		- cash -
	5/11/20	3/01/21	294		Lonza	100	435	373.676	440.275	66.599	18	191,853	23
	3/01/21	8/23/21	175		Logitech	100	2,592	74.002	77.771	3.769	5	201,622	11
	8/23/21	1/10/22	140		Partners	100	156	1,290.327	1,055.245	-235.082	-18	164,949	-41
	1/10/22	5/23/22	133		Richemont	100	1,561	105.644	76.161	-29.483	-28	118,926	-59
	5/23/22	6/13/22	21		UBS	100	8,126	14.635	13.241	-1.394	-10	107,597	-82
6/13/22		8/01/22	49		- cash -
	8/01/22	8/29/22	28		Alcon	100	1,685	63.855	56.300	-7.555	-12	94,866	-81
8/29/22		1/16/23	140		- cash -
	1/16/23	2/06/23	21		Richemont	100	770	123.069	126.250	3.181	3	97,316	56
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/06/23		2/20/23	14		- cash -
	2/20/23	9/11/23	203		Richemont	100	752	129.275	104.941	-24.334	-19	79,017	-31
	9/11/23	8/12/24	336		UBS	100	3,850	20.522	21.753	1.232	6	83,759	7
accum	1/02/06	8/12/24	6224	days out of 7288 invested (85%)						738		83,759	13

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ABB	long	1/02/06	1/14/08	742	5.79	13.43	7.64	132.03	132.03
Logitech		3/07/16	12/04/17	637	11.58	24.77	13.19	113.87
		3/01/21	8/23/21	175	74.00	77.77	3.77	5.09	124.76
Lonza		2/04/08	2/11/08	7	63.89	64.06	0.17	0.26
		5/13/13	9/28/15	868	49.17	87.23	38.05	77.38
		1/25/16	2/08/16	14	109.56	97.78	-11.78	-10.75
		10/22/18	4/22/19	182	245.02	225.51	-19.51	-7.96
		3/30/20	5/04/20	35	330.95	362.07	31.12	9.40
		5/11/20	3/01/21	294	373.68	440.27	66.60	17.82	88.30
Sonova		8/17/09	9/27/10	406	51.88	77.85	25.97	50.05
		2/06/12	2/20/12	14	67.97	70.83	2.86	4.20
		3/05/12	3/12/12	7	69.98	70.54	0.56	0.80	57.61
Swiss Re		3/19/12	4/23/12	35	40.29	37.76	-2.53	-6.29
		4/30/12	5/13/13	378	38.59	49.34	10.75	27.85	19.82
Swiss Life		4/22/19	12/16/19	238	360.48	376.33	15.85	4.40	4.40
Sika		12/04/17	10/22/18	322	94.57	93.98	-0.58	-0.62	-0.62
UBS		5/23/22	6/13/22	21	14.64	13.24	-1.39	-9.53
		9/11/23	8/12/24	336	20.52	21.75	1.23	6.00	-4.10
Alcon		8/01/22	8/29/22	28	63.86	56.30	-7.56	-11.83	-11.83
Partners		10/05/15	1/18/16	105	230.79	247.53	16.74	7.26
		8/23/21	1/10/22	140	1,290.33	1,055.25	-235.08	-18.22	-12.29
Geberit		12/16/19	3/16/20	91	417.32	334.10	-83.22	-19.94	-19.94
Richemont		9/27/10	6/27/11	273	29.19	39.04	9.86	33.78
		7/04/11	8/01/11	28	40.84	37.29	-3.55	-8.69
		1/10/22	5/23/22	133	105.64	76.16	-29.48	-27.91
		1/16/23	2/06/23	21	123.07	126.25	3.18	2.58
		2/20/23	9/11/23	203	129.27	104.94	-24.33	-18.82	-26.67

Annotations

6/19/18	Sika	stock split 1:60 (sixty for one)
5/15/17	SMI	Sika replaces Syngenta (acquired by ChemChina)
5/03/17	SMI	Lonza replaces Actelion (acquired by Johnson & Johnson)
4/05/16	SMI	Transocean was replaced by Swiss Life
9/10/15	SMI	complete analysis


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