Share-o-matic - Portfolio

Tue, Jul 15th, 2025, 20:14UTC

Assessment - Swiss Leader Index - 2/12/24 - RS = 28

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/12/24	⇓ Δwk	7/31/23	prc diff	⇓ Δ28	∅-RS
	L	SLI® PR	1,919.120	8/12/24	0.02	1,811.230		1,789.060	22.170	1.24	3.87
		Partners	1,134.500	8/12/24	0.93	1,216.500		978.000	238.500	24.39	27.75
		Temenos	56.800	8/12/24	1.88	88.220		74.760	13.460	18.00	25.33
	L	Logitech	75.280	8/12/24	1.95	74.860		61.480	13.380	21.76	23.60
		VAT	406.600	8/12/24	-0.34	422.600		370.100	52.500	14.19	22.72
		UBS	24.850	8/12/24	0.44	24.500		19.275	5.225	27.11	18.84
	L	Givaudan	4,137.000	8/12/24	-1.12	3,607.000		2,939.000	668.000	22.73	18.53
	L	Sonova	278.100	8/12/24	-1.52	284.800		242.500	42.300	17.44	16.63
	L	ABB	45.510	8/12/24	0.55	38.430		34.860	3.570	10.24	15.51
		Holcim	76.280	8/12/24	-0.34	66.080		60.600	5.480	9.04	10.87
		Swiss Life	652.200	8/12/24	0.62	619.600		552.800	66.800	12.08	10.36
		Schindler	226.800	8/12/24	-0.09	217.900		211.200	6.700	3.17	9.69
	S	Straumann	112.350	8/12/24	0.76	139.950		144.150	-4.200	-2.91	8.18
		Swiss Re	104.000	8/12/24	0.10	100.450		90.900	9.550	10.51	7.89
		Kühne & Nagel	253.800	8/12/24	0.40	282.300		272.400	9.900	3.63	7.25
	S	Adecco	28.100	8/12/24	-0.78	36.710		35.410	1.300	3.67	6.29
		Lindt PS	10,860.000	8/12/24	-1.54	11,190.000		10,660.000	530.000	4.97	5.73
	L	Geberit	522.800	8/12/24	-0.72	508.800		493.400	15.400	3.12	5.61
	L	Richemont	128.200	8/12/24	1.22	135.150		140.300	-5.150	-3.67	5.41
		SGS	91.620	8/12/24	-0.17	82.680		84.440	-1.760	-2.08	3.77
	L	Zurich Insurance	464.700	8/12/24	0.85	432.300		420.800	11.500	2.73	0.84
	L	Novartis	96.740	8/12/24	0.16	87.680		91.070	-3.390	-3.72	0.48
		Sika	247.400	8/12/24	0.04	245.900		270.700	-24.800	-9.16	-0.13
	L	Alcon	79.560	8/12/24	-1.12	67.560		74.040	-6.480	-8.75	-0.40
		Lonza	545.000	8/12/24	-1.80	446.800		505.200	-58.400	-11.56	-1.07
		⇓instrument	freshest		⇓ Δday	2/12/24	⇓ Δwk	7/31/23	prc diff	⇓ Δ28	∅-RS
	L	Nestlé	88.640	8/12/24	-0.40	96.800		106.880	-10.080	-9.43	-8.01
		Swisscom	525.000	8/12/24	0.48	497.500		560.400	-62.900	-11.22	-9.25
	L	Roche	277.800	8/12/24	0.25	227.500		270.600	-43.100	-15.93	-12.63
	L	Julius Bär	47.680	8/12/24	0.87	47.210		61.600	-14.390	-23.36	-15.05
	S	Swatch	179.950	8/12/24	-0.17	212.400		278.400	-66.000	-23.71	-17.29
	L	ams-OSRAM	1.001	8/12/24	-0.20	2.299		7.728	-5.429	-70.25	-42.52
SLI - 30 out of 30 instruments rated - 2/12/24 / 7/31/23 - 17 did rise, Market-Ratio(28) = 56.67 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 28 - B/S = 90/77

1/04/21	scale up chart	7/01/24

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
1/02/06		6/05/06	154		- cash -
short	6/05/06	10/30/06	147		Clariant	100	617	16.196	16.580	15.812	-0.384	-2	9,763	-6
long	10/30/06	11/20/06	21		Actelion	100	238	40.900	43.000		2.100	5	10,263	139
short	11/20/06	12/04/06	14		Clariant	100	618	16.580	15.740	17.465	0.885	5	10,810	288
long	12/04/06	7/30/07	238		Actelion	100	247	43.600	62.950		19.350	44	15,589	76
short	7/30/07	9/07/09	770		UBS	100	237	65.700	19.280	223.884	158.184	241	53,079	79
long	9/07/09	4/26/10	231		Sonova	100	521	101.800	136.300		34.500	34	71,053	59
short	4/26/10	2/20/12	665		Actelion	100	1,551	45.800	35.000	59.933	14.133	31	92,973	16
long	2/20/12	4/23/12	63		Sonova	100	901	103.100	98.550		-4.550	-4	88,873	-23
short	4/23/12	11/26/12	217		Lonza	100	2,143	41.460	43.470	39.450	-2.010	-5	84,566	-8
long	11/26/12	6/24/13	210		Swiss Life	100	673	125.500	148.000		22.500	18	99,708	33
short	6/24/13	7/08/13	14		Kühne & Nagel	100	1,002	99.500	112.200	86.800	-12.700	-13	86,983	-97
long	7/08/13	8/12/13	35		Lonza	100	1,168	74.450	69.550		-4.900	-7	81,260	-51
short	8/12/13	1/06/14	147		Transocean	100	1,845	44.040	44.080	44.000	-0.040	0	81,186	0
long	1/06/14	1/27/14	21		Vifor Pharma	100	890	91.200	84.700		-6.500	-7	75,401	-72
short	1/27/14	8/03/15	553		Transocean	100	1,880	40.090	12.700	126.552	86.462	216	237,949	114
long	8/03/15	8/24/15	21		Vifor Pharma	100	2,111	112.700	116.200		3.500	3	245,338	70
short	8/24/15	1/09/17	504		Aryzta	100	24,218	10.130	9.650	10.634	0.504	5	257,541	4
long	1/09/17	1/16/17	7		Actelion	100	1,131	227.700	230.600		2.900	1	260,821	93
short	1/16/17	5/08/17	112		Vifor Pharma	100	2,297	113.500	115.800	111.200	-2.300	-2	255,538	-6
long	5/08/17	9/04/17	119		Sika	100	2,340	109.167	114.500		5.333	5	268,017	16
short	9/04/17	6/24/19	658		Aryzta	100	41,151	6.513	1.116	38.010	31.497	484	1,564,150	166
long	6/24/19	8/05/19	42		Novartis	100	17,337	90.220	88.980		-1.240	-1	1,542,652	-11
short	8/05/19	11/25/19	112		UBS	100	143,435	10.755	12.290	9.220	-1.535	-14	1,322,480	-39
long	11/25/19	2/03/20	70		ams-OSRAM	100	28,875	45.800	39.120		-6.680	-15	1,129,595	-56
short	2/03/20	9/28/20	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	9/28/20	10/26/20	28		Logitech	100	18,726	68.380	78.200		9.820	14	1,464,383	475
short	10/26/20	5/17/21	203		Temenos	100	14,491	101.050	132.250	69.850	-31.200	-31	1,012,263	-49
long	5/17/21	8/02/21	77		Kühne & Nagel	100	3,533	286.500	306.000		19.500	7	1,081,157	37
short	8/02/21	6/12/23	679		Credit Suisse	100	115,805	9.336	0.817	106.684	97.348	1,043	12,354,554	270
6/12/23		7/24/23	42		- cash -
	7/24/23	8/12/24	385		ams-OSRAM	100	1,934,025	6.388	1.001	40.786	34.398	538	78,881,532	480
accum	6/05/06	8/12/24	6938	days out of 7134 invested (97%)							788,715		78,881,532	60

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Credit Suisse	short	8/02/21	6/12/23	679	9.34	0.82	106.68	97.35	1,042.72	1,042.72
Aryzta	short	8/24/15	1/09/17	504	10.13	9.65	10.63	0.50	4.97
	short	9/04/17	6/24/19	658	6.51	1.12	38.01	31.50	483.60	512.63
ams-OSRAM	long	11/25/19	2/03/20	70	45.80	39.12		-6.68	-14.59
	short	7/24/23	8/12/24	385	6.39	1.00	40.79	34.40	538.48	445.36
Transocean	short	8/12/13	1/06/14	147	44.04	44.08	44.00	-0.04	-0.09
	short	1/27/14	8/03/15	553	40.09	12.70	126.55	86.46	215.67	215.38
UBS	short	7/30/07	9/07/09	770	65.70	19.28	223.88	158.18	240.77
	short	8/05/19	11/25/19	112	10.76	12.29	9.22	-1.54	-14.27	192.13
Actelion	long	10/30/06	11/20/06	21	40.90	43.00		2.10	5.13
	long	12/04/06	7/30/07	238	43.60	62.95		19.35	44.38
	short	4/26/10	2/20/12	665	45.80	35.00	59.93	14.13	30.86
	long	1/09/17	1/16/17	7	227.70	230.60		2.90	1.27	101.16
Sonova	long	9/07/09	4/26/10	231	101.80	136.30		34.50	33.89
	long	2/20/12	4/23/12	63	103.10	98.55		-4.55	-4.41	27.98
Swiss Life	long	11/26/12	6/24/13	210	125.50	148.00		22.50	17.93	17.93
Logitech	long	9/28/20	10/26/20	28	68.38	78.20		9.82	14.36	14.36
Swatch	short	2/03/20	9/28/20	238	245.20	216.30	277.96	32.76	13.36	13.36
Sika	long	5/08/17	9/04/17	119	109.17	114.50		5.33	4.89	4.89
Clariant	short	6/05/06	10/30/06	147	16.20	16.58	15.81	-0.38	-2.37
	short	11/20/06	12/04/06	14	16.58	15.74	17.46	0.88	5.34	2.84
Novartis	long	6/24/19	8/05/19	42	90.22	88.98		-1.24	-1.37	-1.37
Vifor Pharma	long	1/06/14	1/27/14	21	91.20	84.70		-6.50	-7.13
	long	8/03/15	8/24/15	21	112.70	116.20		3.50	3.11
	short	1/16/17	5/08/17	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	6/24/13	7/08/13	14	99.50	112.20	86.80	-12.70	-12.76
	long	5/17/21	8/02/21	77	286.50	306.00		19.50	6.81	-6.83
Lonza	short	4/23/12	11/26/12	217	41.46	43.47	39.45	-2.01	-4.85
	long	7/08/13	8/12/13	35	74.45	69.55		-4.90	-6.58	-11.11
Temenos	short	10/26/20	5/17/21	203	101.05	132.25	69.85	-31.20	-30.88	-30.88

Annotations

4/12/23	SGS	stock split 1:25 (twentyfive for one)
4/20/22	Straumann	stock split 1:10 (ten for one)
11/13/18	SLI	ams and Temenos replaced Aryzta and Bâloise
8/13/18	SLI	Logitech replaced Lindt & Sprüngli
6/19/18	Sika	stock split 1:60 (sixty for one)
5/31/17	SLI	Lindt & Sprüngli and Partners Group replace Actelion and Syngenta
4/05/16	SLI	Transocean was replaced by Dufry
9/15/15	SLI	complete analysis


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