Share-o-matic - Portfolio

Tue, 6th Oct 2026, 3:26UTC

Assessment - Swiss Leader Index in Dollar - 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	2,170.966	12/08/24	0.02	1,972.583		1,934.016	38.567	1.99	6.58
		UBS	28.111	12/08/24	0.44	26.821		21.912	4.910	22.41	40.00
		VAT	459.958	12/08/24	-0.34	405.659		307.981	97.678	31.72	30.83
	S	Adecco	31.788	12/08/24	-0.78	42.602		37.885	4.717	12.45	24.36
	L	Logitech	85.159	12/08/24	1.95	70.295		57.782	12.513	21.66	23.03
	S	Straumann	127.094	12/08/24	0.76	154.356		140.986	13.370	9.48	19.38
		Partners	1,283.381	12/08/24	0.93	1,090.958		991.997	98.961	9.98	15.38
	L	Julius Bär	53.937	12/08/24	0.87	69.344		66.668	2.677	4.01	15.67
	L	Alcon	90.001	12/08/24	-1.12	82.354		73.907	8.447	11.43	15.28
		Holcim	86.290	12/08/24	-0.34	65.227		62.268	2.959	4.75	15.11
	L	ABB	51.482	12/08/24	0.55	37.693		34.082	3.611	10.60	14.41
		Kühne & Nagel	287.106	12/08/24	0.40	290.047		264.851	25.197	9.51	12.10
	L	Novartis	109.435	12/08/24	0.16	100.713		86.542	14.171	16.37	10.84
		Temenos	64.254	12/08/24	1.88	78.145		73.842	4.304	5.83	10.80
		Swiss Life	737.788	12/08/24	0.62	623.534		602.307	21.227	3.52	10.55
		Sika	279.866	12/08/24	0.04	279.979		300.178	-20.199	-6.73	7.07
		Schindler	256.563	12/08/24	-0.09	217.366		215.164	2.202	1.02	6.99
		Lindt PS	12,285.159	12/08/24	-1.54	11,787.418		11,226.887	560.531	4.99	6.14
		Swisscom	593.896	12/08/24	0.48	604.077		623.331	-19.254	-3.09	4.27
		Swiss Re	117.648	12/08/24	0.10	96.245		105.637	-9.392	-8.89	3.02
	L	Richemont	145.024	12/08/24	1.22	142.083		155.670	-13.588	-8.73	3.27
	L	Givaudan	4,679.899	12/08/24	-1.12	3,305.454		3,083.059	222.395	7.21	2.70
	L	Sonova	314.595	12/08/24	-1.52	263.463		258.240	5.223	2.02	1.37
	L	Geberit	591.407	12/08/24	-0.72	516.293		557.226	-40.933	-7.35	1.28
	L	Zurich Insurance	525.683	12/08/24	0.85	466.406		476.493	-10.086	-2.12	0.64
		⇓instrument	freshest		⇓ Δday	4/09/23	⇓ Δwk	20/02/23	prc diff	⇓ Δ28	∅-RS
	L	Nestlé	100.272	12/08/24	-0.40	118.824		118.706	0.119	0.10	0.43
		Lonza	616.520	12/08/24	-1.80	560.298		610.977	-50.678	-8.29	0.49
		SGS	103.643	12/08/24	-0.17	91.720		95.320	-3.600	-3.78	-0.89
	S	Swatch	203.565	12/08/24	-0.17	288.690		356.638	-67.948	-19.05	-0.65
	L	ams-OSRAM	1.132	12/08/24	-0.20	7.201		7.796	-0.595	-7.63	-1.67
	L	Roche	314.256	12/08/24	0.25	291.461		303.484	-12.022	-3.96	-6.60
SLI - 30 out of 30 instruments rated - 4/09/23 / 20/02/23 - 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	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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