Share-o-matic - Portfolio

Thu, 9th Apr 2026, 9:16UTC

Assessment - Swiss Leader Index in Euro - 18/10/21 - RS = 28

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	18/10/21	⇓ Δwk	5/04/21	prc diff	Δ28	⇓∅-RS
	L	SLI® PR	1,790.558	12/08/24	0.02	1,805.272		1,634.245	171.027	10.47	9.45
		VAT	379.362	12/08/24	-0.34	378.056		245.742	132.314	53.84	56.88
	S	Straumann	104.824	12/08/24	0.76	169.528		110.484	59.044	53.44	46.90
	L	Sonova	259.470	12/08/24	-1.52	337.376		230.823	106.553	46.16	34.81
		Lonza	508.490	12/08/24	-1.80	675.499		484.612	190.887	39.39	20.34
		Lindt PS	10,132.487	12/08/24	-1.54	10,235.119		7,585.621	2,649.498	34.93	27.46
		Partners	1,058.500	12/08/24	0.93	1,434.036		1,112.076	321.961	28.95	29.29
	L	Roche	259.190	12/08/24	0.25	339.569		276.120	63.449	22.98	14.64
	L	Richemont	119.612	12/08/24	1.22	101.511		83.270	18.241	21.91	21.39
	L	Geberit	487.778	12/08/24	-0.72	660.198		549.709	110.489	20.10	16.19
	L	Givaudan	3,859.862	12/08/24	-1.12	3,974.622		3,318.144	656.478	19.78	9.88
		Sika	230.827	12/08/24	0.04	293.712		246.374	47.337	19.21	17.91
	L	ABB	42.461	12/08/24	0.55	29.436		26.030	3.407	13.09	12.08
	L	Nestlé	82.702	12/08/24	-0.40	107.296		95.403	11.893	12.47	8.66
	L	Alcon	74.230	12/08/24	-1.12	67.233		60.323	6.909	11.45	13.70
		UBS	23.185	12/08/24	0.44	14.849		13.453	1.395	10.37	16.54
		Swisscom	489.830	12/08/24	0.48	506.624		461.828	44.797	9.70	9.99
		Kühne & Nagel	236.798	12/08/24	0.40	271.599		247.640	23.959	9.67	17.20
	L	Julius Bär	44.486	12/08/24	0.87	60.160		55.821	4.340	7.77	16.12
		Swiss Life	608.509	12/08/24	0.62	449.431		426.476	22.954	5.38	11.43
		SGS	85.482	12/08/24	-0.17	103.228		98.152	5.076	5.17	3.18
	L	Zurich Insurance	433.570	12/08/24	0.85	362.661		367.708	-5.047	-1.37	5.47
	L	Novartis	90.259	12/08/24	0.16	71.207		73.370	-2.163	-2.95	-4.35
		Schindler	211.607	12/08/24	-0.09	238.851		250.985	-12.135	-4.83	-1.18
	S	Swatch	167.895	12/08/24	-0.17	231.386		250.353	-18.966	-7.58	-5.20
		⇓instrument	freshest		⇓ Δday	18/10/21	⇓ Δwk	5/04/21	prc diff	Δ28	⇓∅-RS
	L	ams-OSRAM	0.933	12/08/24	-0.20	16.094		17.649	-1.554	-8.81	-8.25
		Swiss Re	97.033	12/08/24	0.10	75.611		84.536	-8.925	-10.56	-1.41
		Temenos	52.995	12/08/24	1.88	111.028		126.804	-15.776	-12.44	-6.04
	L	Logitech	70.237	12/08/24	1.95	77.253		91.000	-13.747	-15.11	-10.16
		Holcim	71.170	12/08/24	-0.34	41.407		50.197	-8.790	-17.51	-11.07
	S	Adecco	26.218	12/08/24	-0.78	44.505		58.533	-14.029	-23.97	-15.30
SLI - 30 out of 30 instruments rated - 18/10/21 / 5/04/21 - 20 did rise, Market-Ratio(28) in EUR = 66.67 %
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 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
2/01/06		5/06/06	154		- cash -
short	5/06/06	30/10/06	147		Clariant	100	963	10.377	10.422	10.332	-0.045	0	9,957	-1
long	30/10/06	20/11/06	21		Actelion	100	387	25.709	26.944		1.235	5	10,435	126
short	20/11/06	4/12/06	14		Clariant	100	1,004	10.389	9.890	10.913	0.524	5	10,961	261
long	4/12/06	30/07/07	238		Actelion	100	400	27.396	38.209		10.814	39	15,287	67
short	30/07/07	7/09/09	770		UBS	100	383	39.879	12.716	125.063	85.184	214	47,912	72
long	7/09/09	26/04/10	231		Sonova	100	713	67.142	94.949		27.808	41	67,739	73
short	26/04/10	20/02/12	665		Actelion	100	2,123	31.905	28.954	35.157	3.252	10	74,643	5
long	20/02/12	23/04/12	63		Sonova	100	875	85.291	82.016		-3.276	-4	71,776	-20
short	23/04/12	26/11/12	217		Lonza	100	2,080	34.504	36.099	32.909	-1.595	-5	68,460	-8
long	26/11/12	24/06/13	210		Swiss Life	100	656	104.219	120.698		16.480	16	79,270	29
short	24/06/13	8/07/13	14		Kühne & Nagel	100	976	81.145	90.725	71.565	-9.580	-12	69,920	-96
long	8/07/13	12/08/13	35		Lonza	100	1,161	60.201	56.494		-3.706	-6	65,617	-48
short	12/08/13	6/01/14	147		Transocean	100	1,834	35.773	35.776	35.770	-0.003	0	65,610	0
long	6/01/14	27/01/14	21		Vifor Pharma	100	886	74.020	69.103		-4.917	-7	61,254	-70
short	27/01/14	3/08/15	553		Transocean	100	1,872	32.708	11.964	89.417	56.709	173	167,414	94
long	3/08/15	24/08/15	21		Vifor Pharma	100	1,576	106.171	107.513		1.342	1	169,530	24
short	24/08/15	9/01/17	504		Aryzta	100	18,087	9.373	8.993	9.769	0.396	4	176,694	3
long	9/01/17	16/01/17	7		Actelion	100	832	212.189	215.232		3.043	1	179,226	110
short	16/01/17	8/05/17	112		Vifor Pharma	100	1,691	105.936	106.190	105.683	-0.254	0	178,797	-1
long	8/05/17	4/09/17	119		Sika	100	1,786	100.107	100.456		0.349	0	179,420	1
short	4/09/17	24/06/19	658		Aryzta	100	31,399	5.714	1.007	32.422	26.708	467	1,018,020	162
long	24/06/19	5/08/19	42		Novartis	100	12,504	81.415	81.590		0.175	0	1,020,204	2
short	5/08/19	25/11/19	112		UBS	100	103,450	9.862	11.203	8.521	-1.341	-14	881,495	-38
long	25/11/19	3/02/20	70		ams-OSRAM	100	21,114	41.748	36.607		-5.141	-12	772,949	-50
short	3/02/20	28/09/20	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	28/09/20	26/10/20	28		Logitech	100	13,924	63.455	72.948		9.493	15	1,015,727	516
short	26/10/20	17/05/21	203		Temenos	100	10,775	94.263	120.633	67.893	-26.370	-28	731,591	-45
long	17/05/21	2/08/21	77		Kühne & Nagel	100	2,799	261.334	284.829		23.495	9	797,353	50
short	2/08/21	12/06/23	679		Credit Suisse	100	91,754	8.690	0.835	90.443	81.753	941	8,298,539	252
12/06/23		24/07/23	42		- cash -
	24/07/23	12/08/24	385		ams-OSRAM	100	1,248,989	6.644	1.032	42.767	36.122	544	53,414,895	484
accum	5/06/06	12/08/24	7206	days out of 7402 invested (97%)							534,049		53,414,895	54

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	8.69	0.83	90.44	81.75	940.77	940.77
Aryzta	short	24/08/15	9/01/17	504	9.37	8.99	9.77	0.40	4.23
	short	4/09/17	24/06/19	658	5.71	1.01	32.42	26.71	467.40	491.38
ams-OSRAM	long	25/11/19	3/02/20	70	41.75	36.61		-5.14	-12.31
	short	24/07/23	12/08/24	385	6.64	1.03	42.77	36.12	543.67	464.40
Transocean	short	12/08/13	6/01/14	147	35.77	35.78	35.77	-0.00	-0.01
	short	27/01/14	3/08/15	553	32.71	11.96	89.42	56.71	173.38	173.36
UBS	short	30/07/07	7/09/09	770	39.88	12.72	125.06	85.18	213.61
	short	5/08/19	25/11/19	112	9.86	11.20	8.52	-1.34	-13.60	170.97
Actelion	long	30/10/06	20/11/06	21	25.71	26.94		1.24	4.81
	long	4/12/06	30/07/07	238	27.40	38.21		10.81	39.47
	short	26/04/10	20/02/12	665	31.91	28.95	35.16	3.25	10.19
	long	9/01/17	16/01/17	7	212.19	215.23		3.04	1.43	63.38
Sonova	long	7/09/09	26/04/10	231	67.14	94.95		27.81	41.42
	long	20/02/12	23/04/12	63	85.29	82.02		-3.28	-3.84	35.99
Swiss Life	long	26/11/12	24/06/13	210	104.22	120.70		16.48	15.81	15.81
Logitech	long	28/09/20	26/10/20	28	63.45	72.95		9.49	14.96	14.96
Swatch	short	3/02/20	28/09/20	238	229.45	200.72	262.28	32.84	14.31	14.31
Clariant	short	5/06/06	30/10/06	147	10.38	10.42	10.33	-0.05	-0.43
	short	20/11/06	4/12/06	14	10.39	9.89	10.91	0.52	5.05	4.59
Sika	long	8/05/17	4/09/17	119	100.11	100.46		0.35	0.35	0.35
Novartis	long	24/06/19	5/08/19	42	81.41	81.59		0.17	0.21	0.21
Kühne & Nagel	short	24/06/13	8/07/13	14	81.15	90.73	71.56	-9.58	-11.81
	long	17/05/21	2/08/21	77	261.33	284.83		23.50	8.99	-3.88
Vifor Pharma	long	6/01/14	27/01/14	21	74.02	69.10		-4.92	-6.64
	long	3/08/15	24/08/15	21	106.17	107.51		1.34	1.26
	short	16/01/17	8/05/17	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	23/04/12	26/11/12	217	34.50	36.10	32.91	-1.59	-4.62
	long	8/07/13	12/08/13	35	60.20	56.49		-3.71	-6.16	-10.49
Temenos	short	26/10/20	17/05/21	203	94.26	120.63	67.89	-26.37	-27.97	-27.97

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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