Share-o-matic - Portfolio

Thu, 9th Apr 2026, 8:50UTC

Assessment - Swiss Leader Index in Euro - 4/09/23 - RS = 28

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	4/09/23	⇓ Δwk	20/02/23	prc diff	Δ28	⇓∅-RS
	L	SLI® PR	2,010.750	12/08/24	0.02	1,827.007		1,809.470	17.537	0.97	4.47
		VAT	426.013	12/08/24	-0.34	375.722		288.148	87.574	30.39	27.62
		UBS	26.036	12/08/24	0.44	24.842		20.501	4.341	21.18	37.01
	L	Logitech	78.874	12/08/24	1.95	65.107		54.061	11.046	20.43	20.52
	L	Novartis	101.359	12/08/24	0.16	93.281		80.969	12.312	15.21	8.61
	S	Adecco	29.442	12/08/24	-0.78	39.458		35.446	4.013	11.32	21.94
	L	Alcon	83.359	12/08/24	-1.12	76.276		69.147	7.129	10.31	12.93
	L	ABB	47.683	12/08/24	0.55	34.911		31.887	3.024	9.48	11.94
		Partners	1,188.668	12/08/24	0.93	1,010.446		928.115	82.331	8.87	13.26
		Kühne & Nagel	265.918	12/08/24	0.40	268.642		247.795	20.847	8.41	9.71
	S	Straumann	117.714	12/08/24	0.76	142.965		131.907	11.058	8.38	16.57
	L	Givaudan	4,334.524	12/08/24	-1.12	3,061.513		2,884.518	176.995	6.14	0.85
		Temenos	59.512	12/08/24	1.88	72.378		69.086	3.292	4.76	8.65
		Lindt PS	11,378.519	12/08/24	-1.54	10,917.511		10,503.904	413.608	3.94	4.04
		Holcim	79.922	12/08/24	-0.34	60.413		58.258	2.155	3.70	12.49
	L	Julius Bär	49.957	12/08/24	0.87	64.227		62.375	1.852	2.97	13.10
		Swiss Life	683.340	12/08/24	0.62	577.517		563.520	13.997	2.48	8.29
	L	Sonova	291.378	12/08/24	-1.52	244.020		241.610	2.410	1.00	-0.58
		Schindler	237.629	12/08/24	-0.09	201.324		201.308	0.016	0.01	4.67
	L	Nestlé	92.872	12/08/24	-0.40	110.055		111.062	-1.006	-0.91	-1.42
	L	Zurich Insurance	486.887	12/08/24	0.85	431.986		445.808	-13.822	-3.10	-1.23
		Swisscom	550.067	12/08/24	0.48	559.496		583.190	-23.693	-4.06	2.10
		SGS	95.994	12/08/24	-0.17	84.951		89.182	-4.231	-4.74	-2.63
	L	Roche	291.064	12/08/24	0.25	269.952		283.940	-13.988	-4.93	-8.08
		Sika	259.212	12/08/24	0.04	259.317		280.848	-21.531	-7.67	4.84
		⇓instrument	freshest		⇓ Δday	4/09/23	⇓ Δwk	20/02/23	prc diff	Δ28	⇓∅-RS
	L	Geberit	547.762	12/08/24	-0.72	478.191		521.342	-43.151	-8.28	-0.73
	L	ams-OSRAM	1.048	12/08/24	-0.20	6.670		7.294	-0.624	-8.55	-3.54
		Lonza	571.021	12/08/24	-1.80	518.948		571.631	-52.683	-9.22	-1.46
	L	Richemont	134.321	12/08/24	1.22	131.597		145.645	-14.048	-9.65	0.82
		Swiss Re	108.966	12/08/24	0.10	89.142		98.834	-9.692	-9.81	0.86
	S	Swatch	188.542	12/08/24	-0.17	267.385		333.671	-66.287	-19.87	-2.79
SLI - 30 out of 30 instruments rated - 4/09/23 / 20/02/23 - 18 did rise, Market-Ratio(28) in EUR = 60.00 %
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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