Share-o-matic - Portfolio

Thu, 9th Apr 2026, 8:09UTC

Assessment - Swiss Leader Index in Dollar - 1/07/24 - RS = 28

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/12/23	prc diff	⇓ Δ28	∅-RS
	L	SLI® PR	2,123.793	12/08/24	0.02	2,159.781	-1.67	1,997.821	161.960	8.11	7.08
	L	ABB	50.364	12/08/24	0.55	55.753	-9.67	42.025	13.728	32.67	33.17
	L	Givaudan	4,578.209	12/08/24	-1.12	4,760.806	-3.84	3,893.269	867.537	22.28	25.64
		VAT	449.964	12/08/24	-0.34	559.743	-19.61	449.005	110.739	24.66	25.96
	L	Logitech	83.309	12/08/24	1.95	96.500	-13.67	89.778	6.722	7.49	21.83
		Holcim	84.415	12/08/24	-0.34	88.421	-4.53	74.501	13.921	18.69	19.27
		UBS	27.500	12/08/24	0.44	29.857	-7.89	28.463	1.394	4.90	12.37
		Schindler	250.988	12/08/24	-0.09	250.324	0.27	229.390	20.934	9.13	6.45
	L	Richemont	141.872	12/08/24	1.22	155.540	-8.79	133.508	22.032	16.50	9.59
		Swiss Re	115.092	12/08/24	0.10	124.387	-7.47	112.649	11.738	10.42	11.96
	L	Alcon	88.045	12/08/24	-1.12	88.731	-0.77	72.477	16.254	22.43	11.19
	L	Geberit	578.556	12/08/24	-0.72	585.639	-1.21	579.500	6.139	1.06	5.90
		Swiss Life	721.757	12/08/24	0.62	740.570	-2.54	654.751	85.819	13.11	11.82
	L	Sonova	307.759	12/08/24	-1.52	310.194	-0.78	291.569	18.625	6.39	10.04
		Lonza	603.124	12/08/24	-1.80	540.488	11.59	369.434	171.053	46.30	10.05
	L	Zurich Insurance	514.260	12/08/24	0.85	534.290	-3.75	511.183	23.107	4.52	7.66
		Partners	1,255.494	12/08/24	0.93	1,269.880	-1.13	1,341.331	-71.450	-5.33	3.39
	L	Novartis	107.057	12/08/24	0.16	107.035	0.02	97.281	9.755	10.03	6.99
		SGS	101.391	12/08/24	-0.17	88.643	14.38	83.617	5.025	6.01	-1.34
		Sika	273.785	12/08/24	0.04	282.306	-3.02	281.793	0.513	0.18	0.05
		Lindt PS	12,018.213	12/08/24	-1.54	11,675.152	2.94	12,344.789	-669.637	-5.42	-1.94
	L	Roche	307.427	12/08/24	0.25	276.773	11.08	289.068	-12.295	-4.25	0.89
	L	Julius Bär	52.765	12/08/24	0.87	56.483	-6.58	51.550	4.933	9.57	-4.10
		Kühne & Nagel	280.868	12/08/24	0.40	289.389	-2.94	304.300	-14.911	-4.90	-2.16
	L	Nestlé	98.093	12/08/24	-0.40	101.679	-3.53	112.558	-10.879	-9.67	-9.08
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	18/12/23	prc diff	⇓ Δ28	∅-RS
		Swisscom	580.991	12/08/24	0.48	562.731	3.24	577.909	-15.178	-2.63	-4.44
		Temenos	62.858	12/08/24	1.88	69.166	-9.12	87.641	-18.476	-21.08	-9.56
	S	Adecco	31.097	12/08/24	-0.78	33.354	-6.77	47.367	-14.013	-29.58	-17.54
	S	Straumann	124.332	12/08/24	0.76	124.719	-0.31	136.407	-11.687	-8.57	-13.90
	S	Swatch	199.142	12/08/24	-0.17	204.675	-2.70	262.810	-58.135	-22.12	-18.42
	L	ams-OSRAM	1.107	12/08/24	-0.20	1.380	-19.77	2.273	-0.893	-39.30	-40.76
SLI - 30 out of 30 instruments rated - 1/07/24 / 18/12/23 - 19 did rise, Market-Ratio(28) in USD = 63.33 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

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

Transactions Swiss Leader Index in Dollar * 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
2/01/06		5/06/06	154		- cash -
short	5/06/06	30/10/06	147		Clariant	100	745	13.406	13.278	13.534	0.129	1	10,096	2
long	30/10/06	20/11/06	21		Actelion	100	308	32.755	34.564		1.808	6	10,653	154
short	20/11/06	4/12/06	14		Clariant	100	799	13.327	13.191	13.464	0.137	1	10,762	31
long	4/12/06	30/07/07	238		Actelion	100	294	36.540	52.099		15.558	43	15,337	72
short	30/07/07	7/09/09	770		UBS	100	282	54.374	18.172	162.696	108.322	199	45,883	68
long	7/09/09	26/04/10	231		Sonova	100	478	95.952	127.061		31.109	32	60,753	56
short	26/04/10	20/02/12	665		Actelion	100	1,422	42.696	38.081	47.870	5.174	12	68,111	6
long	20/02/12	23/04/12	63		Sonova	100	607	112.175	108.343		-3.832	-3	65,785	-18
short	23/04/12	26/11/12	217		Lonza	100	1,443	45.580	46.842	44.318	-1.262	-3	63,964	-5
long	26/11/12	24/06/13	210		Swiss Life	100	472	135.234	158.380		23.146	17	74,889	32
short	24/06/13	8/07/13	14		Kühne & Nagel	100	703	106.478	116.401	96.556	-9.922	-9	67,914	-92
long	8/07/13	12/08/13	35		Lonza	100	879	77.237	75.137		-2.100	-3	66,068	-25
short	12/08/13	6/01/14	147		Transocean	100	1,388	47.578	48.767	46.389	-1.189	-2	64,418	-6
long	6/01/14	27/01/14	21		Vifor Pharma	100	638	100.897	94.471		-6.425	-6	60,318	-68
short	27/01/14	3/08/15	553		Transocean	100	1,348	44.715	13.104	152.576	107.862	241	205,716	125
long	3/08/15	24/08/15	21		Vifor Pharma	100	1,769	116.289	124.823		8.534	7	220,812	242
short	24/08/15	9/01/17	504		Aryzta	100	20,292	10.882	9.509	12.453	1.571	14	252,693	10
long	9/01/17	16/01/17	7		Actelion	100	1,126	224.369	228.125		3.756	2	256,923	138
short	16/01/17	8/05/17	112		Vifor Pharma	100	2,288	112.282	116.012	108.551	-3.731	-3	248,387	-10
long	8/05/17	4/09/17	119		Sika	100	2,271	109.367	119.483		10.115	9	271,359	31
short	4/09/17	24/06/19	658		Aryzta	100	39,926	6.796	1.148	40.252	33.456	492	1,607,123	168
long	24/06/19	5/08/19	42		Novartis	100	17,323	92.770	91.386		-1.384	-1	1,583,150	-12
short	5/08/19	25/11/19	112		UBS	100	143,325	11.046	12.334	9.758	-1.288	-12	1,398,588	-33
long	25/11/19	3/02/20	70		ams-OSRAM	100	30,428	45.962	40.503		-5.459	-12	1,232,469	-48
short	3/02/20	28/09/20	238		Swatch	100	4,854	253.868	234.048	275.368	21.499	8	1,336,827	13
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	28/09/20	26/10/20	28		Logitech	100	18,067	73.991	86.206		12.215	17	1,557,522	633
short	26/10/20	17/05/21	203		Temenos	100	13,981	111.395	146.684	76.107	-35.288	-32	1,064,155	-50
long	17/05/21	2/08/21	77		Kühne & Nagel	100	3,348	317.769	338.197		20.428	6	1,132,549	34
short	2/08/21	12/06/23	679		Credit Suisse	100	109,760	10.318	0.898	118.599	108.280	1,049	13,017,381	272
12/06/23		24/07/23	42		- cash -
	24/07/23	12/08/24	385		ams-OSRAM	100	1,767,601	7.364	1.107	48.984	41.619	565	86,583,642	503
accum	5/06/06	12/08/24	7206	days out of 7402 invested (97%)							865,736		86,583,642	58

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Credit Suisse	short	2/08/21	12/06/23	679	10.32	0.90	118.60	108.28	1,049.40	1,049.40
Aryzta	short	24/08/15	9/01/17	504	10.88	9.51	12.45	1.57	14.44
	short	4/09/17	24/06/19	658	6.80	1.15	40.25	33.46	492.26	577.77
ams-OSRAM	long	25/11/19	3/02/20	70	45.96	40.50		-5.46	-11.88
	short	24/07/23	12/08/24	385	7.36	1.11	48.98	41.62	565.14	486.13
Transocean	short	12/08/13	6/01/14	147	47.58	48.77	46.39	-1.19	-2.50
	short	27/01/14	3/08/15	553	44.71	13.10	152.58	107.86	241.22	232.70
UBS	short	30/07/07	7/09/09	770	54.37	18.17	162.70	108.32	199.21
	short	5/08/19	25/11/19	112	11.05	12.33	9.76	-1.29	-11.66	164.33
Actelion	long	30/10/06	20/11/06	21	32.76	34.56		1.81	5.52
	long	4/12/06	30/07/07	238	36.54	52.10		15.56	42.58
	short	26/04/10	20/02/12	665	42.70	38.08	47.87	5.17	12.12
	long	9/01/17	16/01/17	7	224.37	228.12		3.76	1.67	71.51
Sonova	long	7/09/09	26/04/10	231	95.95	127.06		31.11	32.42
	long	20/02/12	23/04/12	63	112.17	108.34		-3.83	-3.42	27.90
Swiss Life	long	26/11/12	24/06/13	210	135.23	158.38		23.15	17.12	17.12
Logitech	long	28/09/20	26/10/20	28	73.99	86.21		12.22	16.51	16.51
Sika	long	8/05/17	4/09/17	119	109.37	119.48		10.12	9.25	9.25
Swatch	short	3/02/20	28/09/20	238	253.87	234.05	275.37	21.50	8.47	8.47
Clariant	short	5/06/06	30/10/06	147	13.41	13.28	13.53	0.13	0.96
	short	20/11/06	4/12/06	14	13.33	13.19	13.46	0.14	1.03	2.00
Novartis	long	24/06/19	5/08/19	42	92.77	91.39		-1.38	-1.49	-1.49
Vifor Pharma	long	6/01/14	27/01/14	21	100.90	94.47		-6.43	-6.37
	long	3/08/15	24/08/15	21	116.29	124.82		8.53	7.34
	short	16/01/17	8/05/17	112	112.28	116.01	108.55	-3.73	-3.32	-2.84
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Kühne & Nagel	short	24/06/13	8/07/13	14	106.48	116.40	96.56	-9.92	-9.32
	long	17/05/21	2/08/21	77	317.77	338.20		20.43	6.43	-3.49
Lonza	short	23/04/12	26/11/12	217	45.58	46.84	44.32	-1.26	-2.77
	long	8/07/13	12/08/13	35	77.24	75.14		-2.10	-2.72	-5.41
Temenos	short	26/10/20	17/05/21	203	111.40	146.68	76.11	-35.29	-31.68	-31.68

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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