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

Assessment - Swiss Leader Index in Euro - 9/25/23 - RS = 28

		⇓instrument	freshest		Δday	9/25/23	⇓ Δwk	3/13/23	prc diff	⇓ Δ28	⇓∅-RS
		SLI® PR	1,775.625	Fri	0.58	1,782.812	-0.40	1,722.125	60.687	3.52	1.57
	S	ams-OSRAM	4.469	Fri	4.25	5.731	-22.01	6.938	-1.207	-17.40	-16.23
		VAT	340.700	Fri	3.20	334.176	1.95	282.180	51.996	18.43	10.87
	S	Schindler	189.508	Fri	2.35	191.527	-1.05	213.782	-22.255	-10.41	-1.24
	S	Richemont	115.983	Fri	1.91	118.313	-1.97	140.374	-22.061	-15.72	-10.23
	S	SGS	79.759	Fri	1.66	79.842	-0.10	84.449	-4.608	-5.46	-8.04
	S	Geberit	475.323	Fri	1.39	467.142	1.75	503.936	-36.795	-7.30	-3.19
	L	Adecco	39.103	Fri	1.31	38.761	0.88	33.626	5.135	15.27	18.44
	S	Sonova	225.442	Fri	1.16	226.477	-0.46	245.476	-18.999	-7.74	-7.33
	L	Swiss Life	591.927	Fri	1.13	592.134	-0.03	571.721	20.413	3.57	10.42
	L	Partners	1,071.288	Fri	1.07	1,056.272	1.42	810.347	245.926	30.35	17.89
	S	Sika	241.389	Fri	0.95	240.872	0.21	256.211	-15.339	-5.99	-3.33
		Straumann	121.368	Fri	0.90	128.410	-5.48	126.674	1.735	1.37	3.23
		Lindt PS	10,552.369	Fri	0.89	10,552.369		10,193.232	359.137	3.52	0.34
	S	Lonza	440.735	Fri	0.83	447.466	-1.50	537.777	-90.311	-16.79	-14.68
		Nestlé	107.429	Fri	0.82	110.950	-3.17	109.150	1.800	1.65	-0.41
	S	Temenos	66.711	Fri	0.66	66.690	0.03	66.333	0.357	0.54	0.86
		Julius Bär	60.953	Fri	0.55	60.787	0.27	57.581	3.206	5.57	5.63
	L	Logitech	65.530	Fri	0.54	64.743	1.22	49.443	15.300	30.95	17.98
	L	Givaudan	3,100.470	Fri	0.50	3,042.479	1.91	2,861.671	180.808	6.32	0.46
		Kühne & Nagel	270.281	Fri	0.46	275.563	-1.92	248.952	26.611	10.69	11.28
		Swisscom	563.552	Fri	0.33	564.588	-0.18	591.964	-27.376	-4.62	2.46
	S	Roche	259.356	Fri	0.30	258.424	0.36	270.167	-11.742	-4.35	-10.94
	L	UBS	23.497	Fri	0.18	23.911	-1.73	18.107	5.805	32.06	29.06
		Novartis	97.208	Fri	0.17	95.789	1.48	76.393	19.396	25.39	10.67
		⇓instrument	freshest		Δday	9/25/23	⇓ Δwk	3/13/23	prc diff	⇓ Δ28	⇓∅-RS
		Holcim	60.870	Fri	0.03	60.974	-0.17	57.111	3.863	6.76	11.78
		Zurich Insurance	435.039	Fri	-0.21	438.560	-0.80	432.676	5.885	1.36	0.36
		ABB	33.966	Fri	-0.36	33.625	1.02	30.723	2.902	9.45	6.45
		Alcon	73.463	Fri	-0.64	73.628	-0.23	60.832	12.796	21.04	8.28
		Swiss Re	97.674	Fri	-0.72	98.047	-0.38	93.508	4.539	4.85	10.23
	S	Swatch	243.771	Fri	-1.13	243.668	0.04	329.210	-85.542	-25.98	-11.97
SLI - 30 out of 30 instruments rated - 9/25/23 / 3/13/23 - 19 did rise, Market-Ratio(28) in EUR = 63.33 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

1/07/19	scale up chart	9/25/23

Transactions Swiss Leader Index in Euro * 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	963	10.377	10.422	10.332	-0.045	0	9,957	-1
long	10/30/06	11/20/06	21		Actelion	100	387	25.709	26.944		1.235	5	10,435	126
short	11/20/06	12/04/06	14		Clariant	100	1,004	10.389	9.890	10.913	0.524	5	10,961	261
long	12/04/06	7/30/07	238		Actelion	100	400	27.396	38.209		10.814	39	15,287	67
short	7/30/07	9/07/09	770		UBS	100	383	39.879	12.716	125.063	85.184	214	47,912	72
long	9/07/09	4/26/10	231		Sonova	100	713	67.142	94.949		27.808	41	67,739	73
short	4/26/10	2/20/12	665		Actelion	100	2,123	31.905	28.954	35.157	3.252	10	74,643	5
long	2/20/12	4/23/12	63		Sonova	100	875	85.291	82.016		-3.276	-4	71,776	-20
short	4/23/12	11/26/12	217		Lonza	100	2,080	34.504	36.099	32.909	-1.595	-5	68,460	-8
long	11/26/12	6/24/13	210		Swiss Life	100	656	104.219	120.698		16.480	16	79,270	29
short	6/24/13	7/08/13	14		Kühne & Nagel	100	976	81.145	90.725	71.565	-9.580	-12	69,920	-96
long	7/08/13	8/12/13	35		Lonza	100	1,161	60.201	56.494		-3.706	-6	65,617	-48
short	8/12/13	1/06/14	147		Transocean	100	1,834	35.773	35.776	35.770	-0.003	0	65,610	0
long	1/06/14	1/27/14	21		Vifor Pharma	100	886	74.020	69.103		-4.917	-7	61,254	-70
short	1/27/14	8/03/15	553		Transocean	100	1,872	32.708	11.964	89.417	56.709	173	167,414	94
long	8/03/15	8/24/15	21		Vifor Pharma	100	1,576	106.171	107.513		1.342	1	169,530	24
short	8/24/15	1/09/17	504		Aryzta	100	18,087	9.373	8.993	9.769	0.396	4	176,694	3
long	1/09/17	1/16/17	7		Actelion	100	832	212.189	215.232		3.043	1	179,226	110
short	1/16/17	5/08/17	112		Vifor Pharma	100	1,691	105.936	106.190	105.683	-0.254	0	178,797	-1
long	5/08/17	9/04/17	119		Sika	100	1,786	100.107	100.456		0.349	0	179,420	1
short	9/04/17	6/24/19	658		Aryzta	100	31,399	5.714	1.007	32.422	26.708	467	1,018,020	162
long	6/24/19	8/05/19	42		Novartis	100	12,504	81.415	81.590		0.175	0	1,020,204	2
short	8/05/19	11/25/19	112		UBS	100	103,450	9.862	11.203	8.521	-1.341	-14	881,495	-38
long	11/25/19	2/03/20	70		ams-OSRAM	100	21,114	41.748	36.607		-5.141	-12	772,949	-50
short	2/03/20	9/28/20	238		Swatch	100	3,368	229.446	200.720	262.284	32.837	14	883,545	23
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	13,924	63.455	72.948		9.493	15	1,015,727	516
short	10/26/20	5/17/21	203		Temenos	100	10,775	94.263	120.633	67.893	-26.370	-28	731,591	-45
long	5/17/21	8/02/21	77		Kühne & Nagel	100	2,799	261.334	284.829		23.495	9	797,353	50
short	8/02/21	6/12/23	679		Credit Suisse	100	91,754	8.690	0.835	90.443	81.753	941	8,298,539	252
6/12/23		7/24/23	42		- cash -
	7/24/23	9/29/23	67		ams-OSRAM	100	1,248,989	6.644	4.469	9.877	3.233	49	12,336,396	767
accum	6/05/06	9/29/23	6284	days out of 6480 invested (97%)							123,264		12,336,396	51

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	8.69	0.83	90.44	81.75	940.77	940.77
Aryzta	short	8/24/15	1/09/17	504	9.37	8.99	9.77	0.40	4.23
	short	9/04/17	6/24/19	658	5.71	1.01	32.42	26.71	467.40	491.38
Transocean	short	8/12/13	1/06/14	147	35.77	35.78	35.77	-0.00	-0.01
	short	1/27/14	8/03/15	553	32.71	11.96	89.42	56.71	173.38	173.36
UBS	short	7/30/07	9/07/09	770	39.88	12.72	125.06	85.18	213.61
	short	8/05/19	11/25/19	112	9.86	11.20	8.52	-1.34	-13.60	170.97
Actelion	long	10/30/06	11/20/06	21	25.71	26.94		1.24	4.81
	long	12/04/06	7/30/07	238	27.40	38.21		10.81	39.47
	short	4/26/10	2/20/12	665	31.91	28.95	35.16	3.25	10.19
	long	1/09/17	1/16/17	7	212.19	215.23		3.04	1.43	63.38
Sonova	long	9/07/09	4/26/10	231	67.14	94.95		27.81	41.42
	long	2/20/12	4/23/12	63	85.29	82.02		-3.28	-3.84	35.99
ams-OSRAM	long	11/25/19	2/03/20	70	41.75	36.61		-5.14	-12.31
	short	7/24/23	9/29/23	67	6.64	4.47	9.88	3.23	48.66	30.35
Swiss Life	long	11/26/12	6/24/13	210	104.22	120.70		16.48	15.81	15.81
Logitech	long	9/28/20	10/26/20	28	63.45	72.95		9.49	14.96	14.96
Swatch	short	2/03/20	9/28/20	238	229.45	200.72	262.28	32.84	14.31	14.31
Clariant	short	6/05/06	10/30/06	147	10.38	10.42	10.33	-0.05	-0.43
	short	11/20/06	12/04/06	14	10.39	9.89	10.91	0.52	5.05	4.59
Sika	long	5/08/17	9/04/17	119	100.11	100.46		0.35	0.35	0.35
Novartis	long	6/24/19	8/05/19	42	81.41	81.59		0.17	0.21	0.21
Kühne & Nagel	short	6/24/13	7/08/13	14	81.15	90.73	71.56	-9.58	-11.81
	long	5/17/21	8/02/21	77	261.33	284.83		23.50	8.99	-3.88
Vifor Pharma	long	1/06/14	1/27/14	21	74.02	69.10		-4.92	-6.64
	long	8/03/15	8/24/15	21	106.17	107.51		1.34	1.26
	short	1/16/17	5/08/17	112	105.94	106.19	105.68	-0.25	-0.24	-5.69
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Lonza	short	4/23/12	11/26/12	217	34.50	36.10	32.91	-1.59	-4.62
	long	7/08/13	8/12/13	35	60.20	56.49		-3.71	-6.16	-10.49
Temenos	short	10/26/20	5/17/21	203	94.26	120.63	67.89	-26.37	-27.97	-27.97

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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