Share-o-matic - Portfolio

Tue, 6th Oct 2026, 1:59UTC

Assessment - Swiss Leader Index in Dollar - 27/03/23 - RS = 28

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	27/03/23	⇓ Δwk	12/09/22	prc diff	⇓ Δ28	∅-RS
	L	SLI® PR	2,095.801	12/08/24	0.02	1,856.464		1,774.141	82.323	4.64	3.54
	L	Richemont	140.003	12/08/24	1.22	154.145		113.789	40.356	35.47	30.43
		Holcim	83.303	12/08/24	-0.34	62.073		48.944	13.129	26.82	26.97
	S	Swatch	196.517	12/08/24	-0.17	332.970		243.248	89.722	36.89	26.13
	L	Julius Bär	52.070	12/08/24	0.87	66.223		52.078	14.145	27.16	25.88
		VAT	444.033	12/08/24	-0.34	340.724		255.131	85.592	33.55	24.67
	S	Straumann	122.693	12/08/24	0.76	140.712		115.945	24.767	21.36	18.91
		Swiss Re	113.575	12/08/24	0.10	100.295		87.792	12.503	14.24	18.07
		Swisscom	573.333	12/08/24	0.48	644.754		522.988	121.766	23.28	17.20
		Kühne & Nagel	277.166	12/08/24	0.40	285.029		233.047	51.982	22.31	16.70
		Schindler	247.680	12/08/24	-0.09	216.993		183.619	33.374	18.18	14.31
		Lindt PS	11,859.808	12/08/24	-1.54	11,466.665		11,000.307	466.358	4.24	9.59
		Swiss Life	712.244	12/08/24	0.62	584.691		551.067	33.624	6.10	8.62
		UBS	27.138	12/08/24	0.44	19.051		16.947	2.104	12.41	8.30
	L	ABB	49.700	12/08/24	0.55	32.139		29.352	2.788	9.50	7.85
		Sika	270.176	12/08/24	0.04	272.797		244.720	28.077	11.47	7.48
		Lonza	595.175	12/08/24	-1.80	587.530		559.691	27.840	4.97	6.61
	L	Geberit	570.931	12/08/24	-0.72	534.565		486.390	48.175	9.90	5.98
	L	Novartis	105.646	12/08/24	0.16	89.822		84.280	5.543	6.58	4.92
	L	Zurich Insurance	507.482	12/08/24	0.85	460.195		448.951	11.244	2.50	1.85
	L	Nestlé	96.800	12/08/24	-0.40	119.625		117.638	1.987	1.69	1.34
	S	Adecco	30.687	12/08/24	-0.78	34.367		33.222	1.145	3.45	-0.92
	L	Sonova	303.703	12/08/24	-1.52	276.838		260.074	16.764	6.45	-1.40
	L	Alcon	86.885	12/08/24	-1.12	68.145		70.019	-1.874	-2.68	-1.51
	L	Givaudan	4,517.866	12/08/24	-1.12	3,182.273		3,297.989	-115.716	-3.51	-4.42
		⇓instrument	freshest		⇓ Δday	27/03/23	⇓ Δwk	12/09/22	prc diff	⇓ Δ28	∅-RS
	L	Logitech	82.211	12/08/24	1.95	53.162		52.604	0.558	1.06	-5.04
		SGS	100.055	12/08/24	-0.17	89.549		97.173	-7.624	-7.85	-5.29
		Partners	1,238.946	12/08/24	0.93	899.205		1,020.526	-121.321	-11.89	-6.80
		Temenos	62.029	12/08/24	1.88	64.585		86.236	-21.651	-25.11	-11.93
	L	Roche	303.375	12/08/24	0.25	280.551		339.316	-58.765	-17.32	-14.86
	L	ams-OSRAM	1.093	12/08/24	-0.20	7.142		7.734	-0.592	-7.65	-14.66
SLI - 30 out of 30 instruments rated - 27/03/23 / 12/09/22 - 23 did rise, Market-Ratio(28) in USD = 76.67 %
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 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	7386	days out of 7582 invested (97%)							865,736		86,583,642	57

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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