Share-o-matic - Assessment SMI (Swiss Market Index)

Assessment - Swiss Market Index in Renminbi yuán - 9/25/23 - RS = 17

		⇓instrument	freshest		⇓ Δday	9/25/23	⇓ Δwk	5/29/23	prc diff	⇓ Δ17	∅-RS
		SMI® PR	87,881.937	Fri	0.42	88,289.143	-0.46	89,464.200	-1,175.057	-1.31	4.38
	L	UBS	181.880	Fri	0.18	185.086	-1.73	140.172	44.915	32.04	33.68
	L	Logitech	507.244	Fri	0.54	501.152	1.22	467.735	33.417	7.14	22.14
	L	Partners	8,292.412	Fri	1.07	8,176.182	1.42	6,450.323	1,725.859	26.76	21.89
		Holcim	471.173	Fri	0.03	471.974	-0.17	442.071	29.903	6.76	15.91
		Kühne & Nagel	2,092.141	Fri	0.46	2,133.022	-1.92	2,047.610	85.412	4.17	15.30
		Novartis	752.449	Fri	0.17	741.468	1.48	695.655	45.812	6.59	14.54
	L	Swiss Life	4,581.868	Fri	1.13	4,583.472	-0.03	4,164.073	419.398	10.07	14.26
		Swiss Re	756.056	Fri	-0.72	758.942	-0.38	714.668	44.274	6.20	14.04
		Alcon	568.645	Fri	-0.64	569.928	-0.23	560.843	9.085	1.62	12.13
		ABB	262.920	Fri	-0.36	260.275	1.02	263.678	-3.403	-1.29	10.31
		Swisscom	4,362.234	Fri	0.33	4,370.250	-0.18	4,486.433	-116.183	-2.59	6.01
	L	Givaudan	23,999.500	Fri	0.50	23,550.612	1.91	23,871.830	-321.218	-1.35	3.74
		Zurich Insurance	3,367.465	Fri	-0.21	3,394.719	-0.80	3,330.007	64.712	1.94	3.65
		Nestlé	831.566	Fri	0.82	858.820	-3.17	876.787	-17.967	-2.05	2.85
	S	Geberit	3,679.282	Fri	1.39	3,615.957	1.75	3,844.061	-228.104	-5.93	0.05
	S	Sika	1,868.498	Fri	0.95	1,864.490	0.21	1,967.802	-103.312	-5.25	0.03
	S	Sonova	1,745.054	Fri	1.16	1,753.070	-0.46	1,867.652	-114.582	-6.14	-4.23
	S	Richemont	897.777	Fri	1.91	915.813	-1.97	1,171.292	-255.480	-21.81	-6.97
	S	Roche	2,007.573	Fri	0.30	2,000.359	0.36	2,274.514	-274.154	-12.05	-8.19
	S	Lonza	3,411.552	Fri	0.83	3,463.655	-1.50	4,475.479	-1,011.824	-22.61	-11.83
SMI - 20 out of 20 instruments rated - 9/25/23 / 5/29/23 - 10 did rise, Market-Ratio(17) in CNY = 50.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SMI RS = 17 - B/S = 84/84

1/07/19	scale up chart	9/25/23

Transactions Swiss Market Index in Renminbi yuán * L17 - 84/84 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		2/13/06	42		- cash -
long	2/13/06	2/27/06	14		ABB	100	115	86.857	100.756	13.899	16	11,598	4,694
2/27/06		9/18/06	203		- cash -
	9/18/06	9/25/06	7		Geberit	100	11	974.390	988.307	13.917	1	11,751	109
9/25/06		10/02/06	7		- cash -
	10/02/06	2/19/07	140		Actelion	100	50	232.725	369.305	136.580	59	18,580	233
2/19/07		2/26/07	7		- cash -
	2/26/07	3/05/07	7		Actelion	100	53	347.955	335.336	-12.619	-4	17,912	-85
3/05/07		3/26/07	21		- cash -
	3/26/07	4/02/07	7		Actelion	100	48	366.027	358.057	-7.970	-2	17,529	-68
4/02/07		4/09/07	7		- cash -
	4/09/07	4/16/07	7		Actelion	100	49	356.635	381.387	24.752	7	18,742	3,208
4/16/07		7/02/07	77		- cash -
	7/02/07	7/23/07	21		ABB	100	107	175.140	183.749	8.609	5	19,663	130
7/23/07		6/29/09	707		- cash -
	6/29/09	11/30/09	154		Credit Suisse	100	63	311.493	353.136	41.643	13	22,287	35
11/30/09		12/14/09	14		- cash -
	12/14/09	12/21/09	7		Swiss Re	100	69	320.554	323.508	2.953	1	22,490	61
12/21/09		3/29/10	98		- cash -
	3/29/10	4/05/10	7		Swatch	100	10	2,176.652	2,197.022	20.370	1	22,694	63
4/05/10		4/12/10	7		- cash -
	4/12/10	4/26/10	14		Swatch	100	10	2,140.236	2,119.057	-21.178	-1	22,482	-23
4/26/10		11/01/10	189		- cash -
	11/01/10	11/08/10	7		Richemont	100	66	336.322	368.396	32.074	10	24,599	11,455
11/08/10		12/13/10	35		- cash -
	12/13/10	1/10/11	28		Richemont	100	64	380.951	369.321	-11.631	-3	23,855	-33
1/10/11		2/07/11	28		- cash -
	2/07/11	2/14/11	7		Richemont	100	64	371.704	381.870	10.166	3	24,505	308
2/14/11		12/05/11	294		- cash -
	12/05/11	12/12/11	7		Roche	100	24	1,015.865	1,057.252	41.386	4	25,499	702
12/12/11		12/19/11	7		- cash -
	12/19/11	12/26/11	7		Roche	100	23	1,078.588	1,068.682	-9.907	-1	25,271	-38
12/26/11		1/02/12	7		- cash -
	1/02/12	2/13/12	42		Roche	100	23	1,095.592	1,127.366	31.774	3	26,002	28
2/13/12		2/20/12	7		- cash -
	2/20/12	4/23/12	63		Swiss Re	100	69	371.974	384.097	12.123	3	26,838	20
4/23/12		9/10/12	140		- cash -
	9/10/12	11/12/12	63		Actelion	100	85	313.360	290.489	-22.871	-7	24,894	-36
11/12/12		12/03/12	21		- cash -
	12/03/12	5/27/13	175		Richemont	100	51	484.757	572.462	87.705	18	29,367	41
5/27/13		10/21/13	147		- cash -
	10/21/13	11/04/13	14		Actelion	100	63	462.114	480.552	18.438	4	30,529	177
11/04/13		12/08/14	399		- cash -
	12/08/14	12/15/14	7		Givaudan	100	2	11,108.910	11,252.312	143.402	1	30,815	95
12/15/14		5/18/15	154		- cash -
	5/18/15	6/08/15	21		Syngenta	100	11	2,704.817	2,716.535	11.719	0	30,944	8
6/08/15		10/24/16	504		- cash -
	10/24/16	10/31/16	7		Geberit	100	10	2,886.151	2,868.477	-17.674	-1	30,768	-27
10/31/16		2/13/17	105		- cash -
	2/13/17	4/10/17	56		Actelion	100	16	1,843.642	1,954.176	110.534	6	32,536	46
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
4/10/17		5/01/17	21		- cash -
	5/01/17	5/08/17	7		Actelion	100	17	1,837.352	1,922.292	84.940	5	33,980	955
5/08/17		5/15/17	7		- cash -
	5/15/17	6/05/17	21		Swatch	100	12	2,742.204	2,693.176	-49.028	-2	33,392	-27
6/05/17		6/12/17	7		- cash -
	6/12/17	6/19/17	7		Sika	100	45	732.468	748.045	15.577	2	34,093	200
6/19/17		6/26/17	7		- cash -
	6/26/17	7/17/17	21		Sika	100	46	739.820	756.984	17.165	2	34,882	49
7/17/17		7/24/17	7		- cash -
	7/24/17	8/14/17	21		Sika	100	45	767.653	767.806	0.154	0	34,889	0
8/14/17		10/09/17	56		- cash -
	10/09/17	10/16/17	7		Lonza	100	19	1,760.299	1,787.579	27.280	2	35,408	123
10/16/17		10/23/17	7		- cash -
	10/23/17	11/13/17	21		Lonza	100	20	1,741.196	1,710.620	-30.576	-2	34,796	-27
11/13/17		12/18/17	35		- cash -
	12/18/17	1/29/18	42		Lonza	100	19	1,793.648	1,826.430	32.783	2	35,419	17
1/29/18		3/18/19	413		- cash -
	3/18/19	3/25/19	7		Swiss Life	100	12	2,922.943	2,911.891	-11.052	0	35,286	-18
3/25/19		4/08/19	14		- cash -
	4/08/19	5/13/19	35		Swiss Life	100	11	3,043.906	3,044.434	0.528	0	35,292	0
5/13/19		11/04/19	175		- cash -
	11/04/19	11/18/19	14		Geberit	100	9	3,684.352	3,717.189	32.837	1	35,588	26
11/18/19		12/02/19	14		- cash -
	12/02/19	1/06/20	35		Geberit	100	9	3,778.301	3,910.641	132.341	4	36,779	43
1/06/20		1/13/20	7		- cash -
	1/13/20	2/24/20	42		Geberit	100	9	3,910.641	3,697.897	-212.744	-5	34,864	-38
2/24/20		7/13/20	140		- cash -
	7/13/20	8/03/20	21		Lonza	100	8	4,035.068	4,422.391	387.323	10	37,963	392
8/03/20		8/24/20	21		- cash -
	8/24/20	9/14/20	21		Lonza	100	8	4,270.134	4,130.331	-139.803	-3	36,844	-44
9/14/20		9/21/20	7		- cash -
	9/21/20	9/28/20	7		Lonza	100	8	4,248.196	4,172.129	-76.067	-2	36,236	-61
9/28/20		2/15/21	140		- cash -
	2/15/21	3/01/21	14		Richemont	100	56	644.773	634.385	-10.388	-2	35,654	-35
3/01/21		3/22/21	21		- cash -
	3/22/21	4/26/21	35		Richemont	100	54	648.465	674.044	25.579	4	37,035	50
4/26/21		5/03/21	7		- cash -
	5/03/21	5/10/21	7		Partners	100	3	9,359.609	9,431.620	72.011	1	37,251	49
5/10/21		5/31/21	21		- cash -
	5/31/21	6/14/21	14		Richemont	100	47	777.013	818.778	41.765	5	39,214	292
6/14/21		6/21/21	7		- cash -
	6/21/21	6/28/21	7		Richemont	100	49	800.168	793.536	-6.632	-1	38,889	-35
6/28/21		8/23/21	56		- cash -
	8/23/21	9/13/21	21		Partners	100	3	11,489.177	11,053.888	-435.289	-4	37,583	-49
9/13/21		1/16/23	490		- cash -
	1/16/23	2/13/23	28		Richemont	100	37	1,010.178	1,054.178	44.000	4	39,211	74
2/13/23		2/20/23	7		- cash -
	2/20/23	2/27/23	7		Richemont	100	36	1,066.284	1,055.455	-10.829	-1	38,821	-41
2/27/23		9/30/23	215		- cash -
accum	2/13/06	2/27/23	1351	days out of 6480 invested (21%)						288		38,821	44

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Actelion	long	10/02/06	2/19/07	140	232.73	369.30	136.58	58.69
		2/26/07	3/05/07	7	347.96	335.34	-12.62	-3.63
		3/26/07	4/02/07	7	366.03	358.06	-7.97	-2.18
		4/09/07	4/16/07	7	356.64	381.39	24.75	6.94
		9/10/12	11/12/12	63	313.36	290.49	-22.87	-7.30
		10/21/13	11/04/13	14	462.11	480.55	18.44	3.99
		2/13/17	4/10/17	56	1,843.64	1,954.18	110.53	6.00
		5/01/17	5/08/17	7	1,837.35	1,922.29	84.94	4.62	71.03
Richemont		11/01/10	11/08/10	7	336.32	368.40	32.07	9.54
		12/13/10	1/10/11	28	380.95	369.32	-11.63	-3.05
		2/07/11	2/14/11	7	371.70	381.87	10.17	2.74
		12/03/12	5/27/13	175	484.76	572.46	87.70	18.09
		2/15/21	3/01/21	14	644.77	634.39	-10.39	-1.61
		3/22/21	4/26/21	35	648.47	674.04	25.58	3.94
		5/31/21	6/14/21	14	777.01	818.78	41.76	5.38
		6/21/21	6/28/21	7	800.17	793.54	-6.63	-0.83
		1/16/23	2/13/23	28	1,010.18	1,054.18	44.00	4.36
		2/20/23	2/27/23	7	1,066.28	1,055.45	-10.83	-1.02	42.23
ABB		2/13/06	2/27/06	14	86.86	100.76	13.90	16.00
		7/02/07	7/23/07	21	175.14	183.75	8.61	4.92	21.70
Credit Suisse		6/29/09	11/30/09	154	311.49	353.14	41.64	13.37	13.37
Roche		12/05/11	12/12/11	7	1,015.87	1,057.25	41.39	4.07
		12/19/11	12/26/11	7	1,078.59	1,068.68	-9.91	-0.92
		1/02/12	2/13/12	42	1,095.59	1,127.37	31.77	2.90	6.11
Lonza		10/09/17	10/16/17	7	1,760.30	1,787.58	27.28	1.55
		10/23/17	11/13/17	21	1,741.20	1,710.62	-30.58	-1.76
		12/18/17	1/29/18	42	1,793.65	1,826.43	32.78	1.83
		7/13/20	8/03/20	21	4,035.07	4,422.39	387.32	9.60
		8/24/20	9/14/20	21	4,270.13	4,130.33	-139.80	-3.27
		9/21/20	9/28/20	7	4,248.20	4,172.13	-76.07	-1.79	5.77
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Sika		6/12/17	6/19/17	7	732.47	748.05	15.58	2.13
		6/26/17	7/17/17	21	739.82	756.98	17.16	2.32
		7/24/17	8/14/17	21	767.65	767.81	0.15	0.02	4.52
Swiss Re		12/14/09	12/21/09	7	320.55	323.51	2.95	0.92
		2/20/12	4/23/12	63	371.97	384.10	12.12	3.26	4.21
Givaudan		12/08/14	12/15/14	7	11,108.91	11,252.31	143.40	1.29	1.29
Syngenta		5/18/15	6/08/15	21	2,704.82	2,716.54	11.72	0.43	0.43
Swiss Life		3/18/19	3/25/19	7	2,922.94	2,911.89	-11.05	-0.38
		4/08/19	5/13/19	35	3,043.91	3,044.43	0.53	0.02	-0.36
Geberit		9/18/06	9/25/06	7	974.39	988.31	13.92	1.43
		10/24/16	10/31/16	7	2,886.15	2,868.48	-17.67	-0.61
		11/04/19	11/18/19	14	3,684.35	3,717.19	32.84	0.89
		12/02/19	1/06/20	35	3,778.30	3,910.64	132.34	3.50
		1/13/20	2/24/20	42	3,910.64	3,697.90	-212.74	-5.44	-0.46
Swatch		3/29/10	4/05/10	7	2,176.65	2,197.02	20.37	0.94
		4/12/10	4/26/10	14	2,140.24	2,119.06	-21.18	-0.99
		5/15/17	6/05/17	21	2,742.20	2,693.18	-49.03	-1.79	-1.85
Partners		5/03/21	5/10/21	7	9,359.61	9,431.62	72.01	0.77
		8/23/21	9/13/21	21	11,489.18	11,053.89	-435.29	-3.79	-3.05

Annotations

6/19/18	Sika	stock split 1:60 (sixty for one)
5/15/17	SMI	Sika replaces Syngenta (acquired by ChemChina)
5/03/17	SMI	Lonza replaces Actelion (acquired by Johnson & Johnson)
4/05/16	SMI	Transocean was replaced by Swiss Life
9/10/15	SMI	complete analysis


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