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

Assessment - Swiss Market Index in Japanese yen - 1/07/24 - RS = 46

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	14/08/23	prc diff	⇓ Δ46	⇓∅-RS
	L	SMI® PR	2,123,092.220	12/08/24	0.07	2,154,544.246	-1.46	1,840,546.536	313,997.710	17.06	14.70
		Lonza	97,449.427	12/08/24	-1.80	87,328.991	11.59	81,871.279	5,457.712	6.67	19.74
	L	Roche	49,672.387	12/08/24	0.25	44,719.453	11.08	43,876.180	843.272	1.92	9.51
		Swisscom	93,873.301	12/08/24	0.48	90,922.997	3.24	88,530.983	2,392.015	2.70	3.80
	L	Novartis	17,297.720	12/08/24	0.16	17,294.144	0.02	15,062.195	2,231.949	14.82	16.32
	L	Alcon	14,225.828	12/08/24	-1.12	14,336.688	-0.77	11,881.441	2,455.247	20.66	20.95
	L	Sonova	49,726.029	12/08/24	-1.52	50,119.402	-0.78	39,146.466	10,972.937	28.03	19.72
		Partners	202,855.734	12/08/24	0.93	205,180.215	-1.13	158,905.162	46,275.054	29.12	12.63
	L	Geberit	93,479.927	12/08/24	-0.72	94,624.288	-1.21	78,972.155	15,652.133	19.82	15.21
		Swiss Life	116,617.461	12/08/24	0.62	119,657.168	-2.54	91,778.002	27,879.166	30.38	21.72
		Kühne & Nagel	45,381.036	12/08/24	0.40	46,757.844	-2.94	45,458.274	1,299.570	2.86	6.25
		Sika	44,236.676	12/08/24	0.04	45,613.484	-3.02	43,486.869	2,126.615	4.89	8.78
	L	Nestlé	15,849.389	12/08/24	-0.40	16,428.722	-3.53	17,311.916	-883.194	-5.10	-1.28
	L	Zurich Insurance	83,091.282	12/08/24	0.85	86,327.676	-3.75	68,700.970	17,626.706	25.66	17.13
	L	Givaudan	739,721.613	12/08/24	-1.12	769,224.650	-3.84	474,628.116	294,596.535	62.07	36.97
		Holcim	13,639.344	12/08/24	-0.34	14,286.622	-4.53	9,926.603	4,360.020	43.92	29.97
		Swiss Re	18,595.854	12/08/24	0.10	20,097.827	-7.47	14,174.234	5,923.592	41.79	21.91
		UBS	4,443.336	12/08/24	0.44	4,824.194	-7.89	3,429.250	1,394.943	40.68	22.48
	L	Richemont	22,922.966	12/08/24	1.22	25,131.224	-8.79	21,445.239	3,685.985	17.19	19.17
	L	ABB	8,137.474	12/08/24	0.55	9,008.261	-9.67	5,630.928	3,377.332	59.98	45.14
	L	Logitech	13,460.537	12/08/24	1.95	15,591.908	-13.67	9,850.397	5,741.511	58.29	32.80
SMI - 20 out of 20 instruments rated - 1/07/24 / 14/08/23 - 19 did rise, Market-Ratio(46) in JPY = 95.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

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

Transactions Swiss Market Index in Japanese yen * 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	2/01/06	14/01/08	742		ABB	100	8	1,174.254	2,860.036	1,685.783	144	23,486	55
14/01/08		4/02/08	21		- cash -
	4/02/08	11/02/08	7		Lonza	100	1	13,377.169	13,378.796	1.627	0	23,488	1
11/02/08		17/08/09	553		- cash -
	17/08/09	27/09/10	406		Sonova	100	2	8,146.154	10,375.826	2,229.672	27	27,947	24
	27/09/10	27/06/11	273		Richemont	100	7	3,889.864	5,011.880	1,122.016	29	35,801	40
27/06/11		4/07/11	7		- cash -
	4/07/11	1/08/11	28		Richemont	100	6	5,304.345	4,704.099	-600.246	-11	32,200	-79
1/08/11		6/02/12	189		- cash -
	6/02/12	20/02/12	14		Sonova	100	3	8,230.856	8,919.754	688.898	8	34,267	713
20/02/12		5/03/12	14		- cash -
	5/03/12	12/03/12	7		Sonova	100	3	9,064.613	9,120.238	55.626	1	34,433	38
12/03/12		19/03/12	7		- cash -
	19/03/12	23/04/12	35		Swiss Re	100	6	5,326.101	4,963.812	-362.289	-7	32,260	-52
23/04/12		30/04/12	7		- cash -
	30/04/12	13/05/13	378		Swiss Re	100	6	5,038.780	7,701.363	2,662.583	53	48,235	51
	13/05/13	28/09/15	868		Lonza	100	6	7,674.825	15,871.298	8,196.473	107	97,414	36
28/09/15		5/10/15	7		- cash -
	5/10/15	18/01/16	105		Partners	100	2	42,089.571	41,378.729	-710.842	-2	95,992	-6
18/01/16		25/01/16	7		- cash -
	25/01/16	8/02/16	14		Lonza	100	5	18,463.605	16,348.963	-2,114.643	-11	85,419	-96
8/02/16		7/03/16	28		- cash -
	7/03/16	4/12/17	637		Logitech	100	45	1,873.751	3,750.463	1,876.711	100	169,871	49
	4/12/17	22/10/18	322		Sika	100	11	14,319.533	13,748.106	-571.427	-4	163,585	-5
	22/10/18	22/04/19	182		Lonza	100	4	35,842.468	32,781.080	-3,061.389	-9	151,340	-16
	22/04/19	16/12/19	238		Swiss Life	100	2	52,401.228	54,973.703	2,572.474	5	156,485	8
	16/12/19	16/03/20	91		Geberit	100	2	60,960.496	43,311.635	-17,648.861	-29	121,187	-75
16/03/20		30/03/20	14		- cash -
	30/03/20	4/05/20	35		Lonza	100	2	44,256.771	48,086.923	3,830.152	9	128,847	138
4/05/20		11/05/20	7		- cash -
	11/05/20	1/03/21	294		Lonza	100	2	49,661.225	65,767.385	16,106.160	32	161,060	42
	1/03/21	23/08/21	175		Logitech	100	14	11,054.320	11,712.721	658.401	6	170,277	13
	23/08/21	10/01/22	140		Partners	100	0	194,330.159	164,751.902	-29,578.257	-15	170,277	0
	10/01/22	23/05/22	133		Richemont	100	10	16,493.834	12,233.573	-4,260.261	-26	127,675	-56
	23/05/22	13/06/22	21		UBS	100	54	2,350.830	2,162.928	-187.902	-8	117,528	-76
13/06/22		1/08/22	49		- cash -
	1/08/22	29/08/22	28		Alcon	100	11	10,328.901	9,156.409	-1,172.492	-11	104,631	-79
29/08/22		16/01/23	140		- cash -
	16/01/23	6/02/23	21		Richemont	100	5	19,310.213	20,133.499	823.286	4	108,747	107
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
6/02/23		20/02/23	14		- cash -
	20/02/23	11/09/23	203		Richemont	100	5	20,890.495	19,243.368	-1,647.127	-8	100,511	-14
	11/09/23	12/08/24	336		UBS	100	26	3,763.148	4,443.336	680.189	18	118,196	20
accum	2/01/06	12/08/24	6461	days out of 7525 invested (86%)						1,082		118,196	15

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ABB	long	2/01/06	14/01/08	742	1,174.25	2,860.04	1,685.78	143.56	143.56
Lonza		4/02/08	11/02/08	7	13,377.17	13,378.80	1.63	0.01
		13/05/13	28/09/15	868	7,674.83	15,871.30	8,196.47	106.80
		25/01/16	8/02/16	14	18,463.61	16,348.96	-2,114.64	-11.45
		22/10/18	22/04/19	182	35,842.47	32,781.08	-3,061.39	-8.54
		30/03/20	4/05/20	35	44,256.77	48,086.92	3,830.15	8.65
		11/05/20	1/03/21	294	49,661.23	65,767.39	16,106.16	32.43	141.01
Logitech		7/03/16	4/12/17	637	1,873.75	3,750.46	1,876.71	100.16
		1/03/21	23/08/21	175	11,054.32	11,712.72	658.40	5.96	112.08
Swiss Re		19/03/12	23/04/12	35	5,326.10	4,963.81	-362.29	-6.80
		30/04/12	13/05/13	378	5,038.78	7,701.36	2,662.58	52.84	42.45
Sonova		17/08/09	27/09/10	406	8,146.15	10,375.83	2,229.67	27.37
		6/02/12	20/02/12	14	8,230.86	8,919.75	688.90	8.37
		5/03/12	12/03/12	7	9,064.61	9,120.24	55.63	0.61	38.88
UBS		23/05/22	13/06/22	21	2,350.83	2,162.93	-187.90	-7.99
		11/09/23	12/08/24	336	3,763.15	4,443.34	680.19	18.07	8.64
Swiss Life		22/04/19	16/12/19	238	52,401.23	54,973.70	2,572.47	4.91	4.91
Sika		4/12/17	22/10/18	322	14,319.53	13,748.11	-571.43	-3.99	-3.99
Alcon		1/08/22	29/08/22	28	10,328.90	9,156.41	-1,172.49	-11.35	-11.35
Partners		5/10/15	18/01/16	105	42,089.57	41,378.73	-710.84	-1.69
		23/08/21	10/01/22	140	194,330.16	164,751.90	-29,578.26	-15.22	-16.65
Richemont		27/09/10	27/06/11	273	3,889.86	5,011.88	1,122.02	28.84
		4/07/11	1/08/11	28	5,304.35	4,704.10	-600.25	-11.32
		10/01/22	23/05/22	133	16,493.83	12,233.57	-4,260.26	-25.83
		16/01/23	6/02/23	21	19,310.21	20,133.50	823.29	4.26
		20/02/23	11/09/23	203	20,890.49	19,243.37	-1,647.13	-7.88	-18.60
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Geberit		16/12/19	16/03/20	91	60,960.50	43,311.64	-17,648.86	-28.95	-28.95

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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