Share-o-matic - Portfolio

Tue, 6th Oct 2026, 3:45UTC

Assessment - Swiss Leader Index - 12/07/21 - RS = 28

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	12/07/21	⇓ Δwk	28/12/20	prc diff	⇓ Δ28	∅-RS
	L	SLI® PR	1,919.120	12/08/24	0.02	1,951.640		1,673.890	277.750	16.59	15.58
		Kühne & Nagel	253.800	12/08/24	0.40	319.800		202.800	117.000	57.69	50.89
		VAT	406.600	12/08/24	-0.34	325.200		222.600	102.600	46.09	49.87
	S	Straumann	112.350	12/08/24	0.76	157.200		102.900	54.300	52.77	46.64
	L	Richemont	128.200	12/08/24	1.22	112.350		80.200	32.150	40.09	44.80
	L	Sonova	278.100	12/08/24	-1.52	339.200		229.800	109.400	47.61	41.21
		Partners	1,134.500	12/08/24	0.93	1,455.000		1,036.500	418.500	40.38	39.56
	L	Logitech	75.280	12/08/24	1.95	114.950		84.000	30.950	36.85	36.86
	S	Swatch	179.950	12/08/24	-0.17	314.300		240.100	74.200	30.90	29.52
		Sika	247.400	12/08/24	0.04	311.100		241.800	69.300	28.66	27.75
	L	Geberit	522.800	12/08/24	-0.72	718.200		549.200	169.000	30.77	27.02
	L	ABB	45.510	12/08/24	0.55	32.820		24.930	7.890	31.65	25.54
		Lindt PS	10,860.000	12/08/24	-1.54	9,570.000		8,490.000	1,080.000	12.72	18.52
		Lonza	545.000	12/08/24	-1.80	672.000		567.000	105.000	18.52	17.08
	L	Julius Bär	47.680	12/08/24	0.87	58.580		51.200	7.380	14.41	16.52
	L	Givaudan	4,137.000	12/08/24	-1.12	4,379.000		3,717.000	662.000	17.81	15.38
		Temenos	56.800	12/08/24	1.88	147.600		122.500	25.100	20.49	15.33
	S	Adecco	28.100	12/08/24	-0.78	63.000		59.620	3.380	5.67	13.75
	L	Roche	277.800	12/08/24	0.25	356.300		304.900	51.400	16.86	13.14
		SGS	91.620	12/08/24	-0.17	117.280		106.400	10.880	10.23	12.81
		Swiss Life	652.200	12/08/24	0.62	457.400		412.300	45.100	10.94	12.80
		Schindler	226.800	12/08/24	-0.09	282.700		238.400	44.300	18.58	12.06
		Holcim	76.280	12/08/24	-0.34	53.780		48.380	5.400	11.16	10.71
		Swisscom	525.000	12/08/24	0.48	542.000		476.400	65.600	13.77	10.48
	L	Nestlé	88.640	12/08/24	-0.40	115.800		103.580	12.220	11.80	9.15
		⇓instrument	freshest		⇓ Δday	12/07/21	⇓ Δwk	28/12/20	prc diff	⇓ Δ28	∅-RS
	L	Alcon	79.560	12/08/24	-1.12	64.840		58.560	6.280	10.72	8.51
		UBS	24.850	12/08/24	0.44	13.780		12.540	1.240	9.89	8.46
	L	Novartis	96.740	12/08/24	0.16	85.430		80.870	4.560	5.64	6.25
		Swiss Re	104.000	12/08/24	0.10	85.060		83.280	1.780	2.14	5.82
	L	Zurich Insurance	464.700	12/08/24	0.85	367.500		375.000	-7.500	-2.00	1.88
	L	ams-OSRAM	1.001	12/08/24	-0.20	17.650		19.450	-1.800	-9.25	-6.91
SLI - 30 out of 30 instruments rated - 12/07/21 / 28/12/20 - 28 did rise, Market-Ratio(28) = 93.33 %
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 * 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	617	16.196	16.580	15.812	-0.384	-2	9,763	-6
long	30/10/06	20/11/06	21		Actelion	100	238	40.900	43.000		2.100	5	10,263	139
short	20/11/06	4/12/06	14		Clariant	100	618	16.580	15.740	17.465	0.885	5	10,810	288
long	4/12/06	30/07/07	238		Actelion	100	247	43.600	62.950		19.350	44	15,589	76
short	30/07/07	7/09/09	770		UBS	100	237	65.700	19.280	223.884	158.184	241	53,079	79
long	7/09/09	26/04/10	231		Sonova	100	521	101.800	136.300		34.500	34	71,053	59
short	26/04/10	20/02/12	665		Actelion	100	1,551	45.800	35.000	59.933	14.133	31	92,973	16
long	20/02/12	23/04/12	63		Sonova	100	901	103.100	98.550		-4.550	-4	88,873	-23
short	23/04/12	26/11/12	217		Lonza	100	2,143	41.460	43.470	39.450	-2.010	-5	84,566	-8
long	26/11/12	24/06/13	210		Swiss Life	100	673	125.500	148.000		22.500	18	99,708	33
short	24/06/13	8/07/13	14		Kühne & Nagel	100	1,002	99.500	112.200	86.800	-12.700	-13	86,983	-97
long	8/07/13	12/08/13	35		Lonza	100	1,168	74.450	69.550		-4.900	-7	81,260	-51
short	12/08/13	6/01/14	147		Transocean	100	1,845	44.040	44.080	44.000	-0.040	0	81,186	0
long	6/01/14	27/01/14	21		Vifor Pharma	100	890	91.200	84.700		-6.500	-7	75,401	-72
short	27/01/14	3/08/15	553		Transocean	100	1,880	40.090	12.700	126.552	86.462	216	237,949	114
long	3/08/15	24/08/15	21		Vifor Pharma	100	2,111	112.700	116.200		3.500	3	245,338	70
short	24/08/15	9/01/17	504		Aryzta	100	24,218	10.130	9.650	10.634	0.504	5	257,541	4
long	9/01/17	16/01/17	7		Actelion	100	1,131	227.700	230.600		2.900	1	260,821	93
short	16/01/17	8/05/17	112		Vifor Pharma	100	2,297	113.500	115.800	111.200	-2.300	-2	255,538	-6
long	8/05/17	4/09/17	119		Sika	100	2,340	109.167	114.500		5.333	5	268,017	16
short	4/09/17	24/06/19	658		Aryzta	100	41,151	6.513	1.116	38.010	31.497	484	1,564,150	166
long	24/06/19	5/08/19	42		Novartis	100	17,337	90.220	88.980		-1.240	-1	1,542,652	-11
short	5/08/19	25/11/19	112		UBS	100	143,435	10.755	12.290	9.220	-1.535	-14	1,322,480	-39
long	25/11/19	3/02/20	70		ams-OSRAM	100	28,875	45.800	39.120		-6.680	-15	1,129,595	-56
short	3/02/20	28/09/20	238		Swatch	100	4,606	245.200	216.300	277.961	32.761	13	1,280,493	21
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	18,726	68.380	78.200		9.820	14	1,464,383	475
short	26/10/20	17/05/21	203		Temenos	100	14,491	101.050	132.250	69.850	-31.200	-31	1,012,263	-49
long	17/05/21	2/08/21	77		Kühne & Nagel	100	3,533	286.500	306.000		19.500	7	1,081,157	37
short	2/08/21	12/06/23	679		Credit Suisse	100	115,805	9.336	0.817	106.684	97.348	1,043	12,354,554	270
12/06/23		24/07/23	42		- cash -
	24/07/23	12/08/24	385		ams-OSRAM	100	1,934,025	6.388	1.001	40.786	34.398	538	78,881,532	480
accum	5/06/06	12/08/24	7386	days out of 7582 invested (97%)							788,715		78,881,532	56

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	9.34	0.82	106.68	97.35	1,042.72	1,042.72
Aryzta	short	24/08/15	9/01/17	504	10.13	9.65	10.63	0.50	4.97
	short	4/09/17	24/06/19	658	6.51	1.12	38.01	31.50	483.60	512.63
ams-OSRAM	long	25/11/19	3/02/20	70	45.80	39.12		-6.68	-14.59
	short	24/07/23	12/08/24	385	6.39	1.00	40.79	34.40	538.48	445.36
Transocean	short	12/08/13	6/01/14	147	44.04	44.08	44.00	-0.04	-0.09
	short	27/01/14	3/08/15	553	40.09	12.70	126.55	86.46	215.67	215.38
UBS	short	30/07/07	7/09/09	770	65.70	19.28	223.88	158.18	240.77
	short	5/08/19	25/11/19	112	10.76	12.29	9.22	-1.54	-14.27	192.13
Actelion	long	30/10/06	20/11/06	21	40.90	43.00		2.10	5.13
	long	4/12/06	30/07/07	238	43.60	62.95		19.35	44.38
	short	26/04/10	20/02/12	665	45.80	35.00	59.93	14.13	30.86
	long	9/01/17	16/01/17	7	227.70	230.60		2.90	1.27	101.16
Sonova	long	7/09/09	26/04/10	231	101.80	136.30		34.50	33.89
	long	20/02/12	23/04/12	63	103.10	98.55		-4.55	-4.41	27.98
Swiss Life	long	26/11/12	24/06/13	210	125.50	148.00		22.50	17.93	17.93
Logitech	long	28/09/20	26/10/20	28	68.38	78.20		9.82	14.36	14.36
Swatch	short	3/02/20	28/09/20	238	245.20	216.30	277.96	32.76	13.36	13.36
Sika	long	8/05/17	4/09/17	119	109.17	114.50		5.33	4.89	4.89
Clariant	short	5/06/06	30/10/06	147	16.20	16.58	15.81	-0.38	-2.37
	short	20/11/06	4/12/06	14	16.58	15.74	17.46	0.88	5.34	2.84
Novartis	long	24/06/19	5/08/19	42	90.22	88.98		-1.24	-1.37	-1.37
Vifor Pharma	long	6/01/14	27/01/14	21	91.20	84.70		-6.50	-7.13
	long	3/08/15	24/08/15	21	112.70	116.20		3.50	3.11
	short	16/01/17	8/05/17	112	113.50	115.80	111.20	-2.30	-2.03	-6.18
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	99.50	112.20	86.80	-12.70	-12.76
	long	17/05/21	2/08/21	77	286.50	306.00		19.50	6.81	-6.83
Lonza	short	23/04/12	26/11/12	217	41.46	43.47	39.45	-2.01	-4.85
	long	8/07/13	12/08/13	35	74.45	69.55		-4.90	-6.58	-11.11
Temenos	short	26/10/20	17/05/21	203	101.05	132.25	69.85	-31.20	-30.88	-30.88

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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