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

Assessment - Swiss Market Index - 7/01/24 - RS = 17

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	∅-RS
	L	SMI® PR	11,873.700	8/12/24	0.07	12,049.600	-1.46	11,477.800	571.800	4.98	7.15
	L	ABB	45.510	8/12/24	0.55	50.380	-9.67	40.820	9.560	23.42	36.38
	L	Givaudan	4,137.000	8/12/24	-1.12	4,302.000	-3.84	3,700.000	602.000	16.27	29.21
	L	Logitech	75.280	8/12/24	1.95	87.200	-13.67	76.640	10.560	13.78	26.21
		Holcim	76.280	8/12/24	-0.34	79.900	-4.53	74.220	5.680	7.65	23.04
		UBS	24.850	8/12/24	0.44	26.980	-7.89	25.500	1.480	5.80	17.63
	L	Richemont	128.200	8/12/24	1.22	140.550	-8.79	142.400	-1.850	-1.30	12.79
		Swiss Re	104.000	8/12/24	0.10	112.400	-7.47	106.650	5.750	5.39	12.30
	L	Alcon	79.560	8/12/24	-1.12	80.180	-0.77	76.020	4.160	5.47	11.19
	L	Geberit	522.800	8/12/24	-0.72	529.200	-1.21	517.600	11.600	2.24	10.57
		Swiss Life	652.200	8/12/24	0.62	669.200	-2.54	645.600	23.600	3.66	8.91
	L	Sonova	278.100	8/12/24	-1.52	280.300	-0.78	276.800	3.500	1.26	8.87
		Lonza	545.000	8/12/24	-1.80	488.400	11.59	463.400	25.000	5.39	8.38
	L	Zurich Insurance	464.700	8/12/24	0.85	482.800	-3.75	465.500	17.300	3.72	8.25
		Partners	1,134.500	8/12/24	0.93	1,147.500	-1.13	1,265.000	-117.500	-9.29	5.68
	L	Novartis	96.740	8/12/24	0.16	96.720	0.02	90.180	6.540	7.25	5.45
		Sika	247.400	8/12/24	0.04	255.100	-3.02	257.100	-2.000	-0.78	1.52
	L	Roche	277.800	8/12/24	0.25	250.100	11.08	233.550	16.550	7.09	0.61
		Kühne & Nagel	253.800	8/12/24	0.40	261.500	-2.94	250.900	10.600	4.22	-2.54
	L	Nestlé	88.640	8/12/24	-0.40	91.880	-3.53	92.020	-0.140	-0.15	-4.40
		Swisscom	525.000	8/12/24	0.48	508.500	3.24	506.400	2.100	0.41	-5.27
SMI - 20 out of 20 instruments rated - 7/01/24 / 3/04/24 - 16 did rise, Market-Ratio(17) = 80.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

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

Transactions Swiss Market Index * 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	709	14.100	16.500	2.400	17	11,702	5,922
2/27/06		9/18/06	203		- cash -
	9/18/06	9/25/06	7		Geberit	100	75	154.000	154.300	0.300	0	11,724	11
9/25/06		10/02/06	7		- cash -
	10/02/06	2/19/07	140		Actelion	100	318	36.800	58.850	22.050	60	18,736	240
2/19/07		2/26/07	7		- cash -
	2/26/07	3/05/07	7		Actelion	100	338	55.350	52.700	-2.650	-5	17,840	-92
3/05/07		3/26/07	21		- cash -
	3/26/07	4/02/07	7		Actelion	100	309	57.700	56.300	-1.400	-2	17,408	-72
4/02/07		4/09/07	7		- cash -
	4/09/07	4/16/07	7		Actelion	100	308	56.400	60.000	3.600	6	18,517	2,419
4/16/07		7/02/07	77		- cash -
	7/02/07	7/23/07	21		ABB	100	658	28.100	29.150	1.050	4	19,207	89
7/23/07		6/29/09	707		- cash -
	6/29/09	11/30/09	154		Credit Suisse	100	388	49.380	52.000	2.620	5	20,224	13
11/30/09		12/14/09	14		- cash -
	12/14/09	12/21/09	7		Swiss Re	100	416	48.570	49.380	0.810	2	20,561	137
12/21/09		3/29/10	98		- cash -
	3/29/10	4/05/10	7		Swatch	100	60	339.300	341.600	2.300	1	20,699	42
4/05/10		4/12/10	7		- cash -
	4/12/10	4/26/10	14		Swatch	100	61	334.300	332.900	-1.400	0	20,614	-10
4/26/10		11/01/10	189		- cash -
	11/01/10	11/08/10	7		Richemont	100	416	49.530	53.200	3.670	7	22,140	4,056
11/08/10		12/13/10	35		- cash -
	12/13/10	1/10/11	28		Richemont	100	394	56.150	53.900	-2.250	-4	21,254	-41
1/10/11		2/07/11	28		- cash -
	2/07/11	2/14/11	7		Richemont	100	392	54.150	56.400	2.250	4	22,136	735
2/14/11		12/05/11	294		- cash -
	12/05/11	12/12/11	7		Roche	100	150	147.400	153.900	6.500	4	23,111	849
12/12/11		12/19/11	7		- cash -
	12/19/11	12/26/11	7		Roche	100	145	158.400	157.600	-0.800	-1	22,995	-23
12/26/11		1/02/12	7		- cash -
	1/02/12	2/13/12	42		Roche	100	142	161.900	164.200	2.300	1	23,321	13
2/13/12		2/20/12	7		- cash -
	2/20/12	4/23/12	63		Swiss Re	100	429	54.300	55.350	1.050	2	23,772	12
4/23/12		9/10/12	140		- cash -
	9/10/12	11/12/12	63		Actelion	100	508	46.740	43.850	-2.890	-6	22,304	-31
11/12/12		12/03/12	21		- cash -
	12/03/12	5/27/13	175		Richemont	100	311	71.700	89.000	17.300	24	27,684	57
5/27/13		10/21/13	147		- cash -
	10/21/13	11/04/13	14		Actelion	100	404	68.400	71.700	3.300	5	29,017	242
11/04/13		12/08/14	399		- cash -
	12/08/14	12/15/14	7		Givaudan	100	16	1,757.000	1,755.000	-2.000	0	28,985	-6
12/15/14		5/18/15	154		- cash -
	5/18/15	6/08/15	21		Syngenta	100	71	403.800	406.100	2.300	1	29,148	10
6/08/15		10/24/16	504		- cash -
	10/24/16	10/31/16	7		Geberit	100	68	423.900	418.700	-5.200	-1	28,795	-47
10/31/16		2/13/17	105		- cash -
	2/13/17	4/10/17	56		Actelion	100	106	269.700	285.600	15.900	6	30,480	45
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	114	265.600	278.000	12.400	5	31,894	980
5/08/17		5/15/17	7		- cash -
	5/15/17	6/05/17	21		Swatch	100	80	396.500	382.500	-14.000	-4	30,774	-46
6/05/17		6/12/17	7		- cash -
	6/12/17	6/19/17	7		Sika	100	294	104.417	106.750	2.333	2	31,460	217
6/19/17		6/26/17	7		- cash -
	6/26/17	7/17/17	21		Sika	100	299	105.167	107.667	2.500	2	32,207	50
7/17/17		7/24/17	7		- cash -
	7/24/17	8/14/17	21		Sika	100	299	107.667	111.917	4.250	4	33,478	96
8/14/17		10/09/17	56		- cash -
	10/09/17	10/16/17	7		Lonza	100	129	257.800	264.600	6.800	3	34,355	289
10/16/17		10/23/17	7		- cash -
	10/23/17	11/13/17	21		Lonza	100	132	258.500	256.600	-1.900	-1	34,104	-12
11/13/17		12/18/17	35		- cash -
	12/18/17	1/29/18	42		Lonza	100	127	267.200	270.300	3.100	1	34,498	11
1/29/18		3/18/19	413		- cash -
	3/18/19	3/25/19	7		Swiss Life	100	79	435.900	430.800	-5.100	-1	34,095	-46
3/25/19		4/08/19	14		- cash -
	4/08/19	5/13/19	35		Swiss Life	100	75	452.800	445.400	-7.400	-2	33,540	-16
5/13/19		11/04/19	175		- cash -
	11/04/19	11/18/19	14		Geberit	100	64	517.200	522.800	5.600	1	33,899	32
11/18/19		12/02/19	14		- cash -
	12/02/19	1/06/20	35		Geberit	100	63	532.400	543.200	10.800	2	34,579	23
1/06/20		1/13/20	7		- cash -
	1/13/20	2/24/20	42		Geberit	100	63	543.200	515.000	-28.200	-5	32,802	-37
2/24/20		7/13/20	140		- cash -
	7/13/20	8/03/20	21		Lonza	100	60	542.400	582.400	40.000	7	35,202	244
8/03/20		8/24/20	21		- cash -
	8/24/20	9/14/20	21		Lonza	100	62	562.200	550.600	-11.600	-2	34,483	-30
9/14/20		9/21/20	7		- cash -
	9/21/20	9/28/20	7		Lonza	100	60	572.000	566.400	-5.600	-1	34,147	-40
9/28/20		2/15/21	140		- cash -
	2/15/21	3/01/21	14		Richemont	100	384	88.880	90.180	1.300	1	34,646	46
3/01/21		3/22/21	21		- cash -
	3/22/21	4/26/21	35		Richemont	100	376	92.000	94.980	2.980	3	35,767	39
4/26/21		5/03/21	7		- cash -
	5/03/21	5/10/21	7		Partners	100	27	1,318.000	1,323.000	5.000	0	35,902	22
5/10/21		5/31/21	21		- cash -
	5/31/21	6/14/21	14		Richemont	100	327	109.650	115.100	5.450	5	37,684	254
6/14/21		6/21/21	7		- cash -
	6/21/21	6/28/21	7		Richemont	100	331	113.600	113.000	-0.600	-1	37,485	-24
6/28/21		8/23/21	56		- cash -
	8/23/21	9/13/21	21		Partners	100	23	1,616.000	1,579.500	-36.500	-2	36,646	-33
9/13/21		1/16/23	490		- cash -
	1/16/23	2/13/23	28		Richemont	100	263	138.950	142.300	3.350	2	37,527	36
2/13/23		2/20/23	7		- cash -
	2/20/23	2/27/23	7		Richemont	100	261	143.650	142.400	-1.250	-1	37,201	-37
2/27/23		2/19/24	357		- cash -
	2/19/24	4/15/24	56		Partners	100	29	1,241.000	1,281.500	40.500	3	38,375	23
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
4/15/24		6/03/24	49		- cash -
	6/03/24	6/17/24	14		ABB	100	770	49.790	50.320	0.530	1	38,783	32
6/17/24		7/09/25	387		- cash -
accum	2/13/06	6/17/24	1421	days out of 7128 invested (20%)						288		38,783	42

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	36.80	58.85	22.05	59.92
		2/26/07	3/05/07	7	55.35	52.70	-2.65	-4.79
		3/26/07	4/02/07	7	57.70	56.30	-1.40	-2.43
		4/09/07	4/16/07	7	56.40	60.00	3.60	6.38
		9/10/12	11/12/12	63	46.74	43.85	-2.89	-6.18
		10/21/13	11/04/13	14	68.40	71.70	3.30	4.82
		2/13/17	4/10/17	56	269.70	285.60	15.90	5.90
		5/01/17	5/08/17	7	265.60	278.00	12.40	4.67	72.28
Richemont		11/01/10	11/08/10	7	49.53	53.20	3.67	7.41
		12/13/10	1/10/11	28	56.15	53.90	-2.25	-4.01
		2/07/11	2/14/11	7	54.15	56.40	2.25	4.16
		12/03/12	5/27/13	175	71.70	89.00	17.30	24.13
		2/15/21	3/01/21	14	88.88	90.18	1.30	1.46
		3/22/21	4/26/21	35	92.00	94.98	2.98	3.24
		5/31/21	6/14/21	14	109.65	115.10	5.45	4.97
		6/21/21	6/28/21	7	113.60	113.00	-0.60	-0.53
		1/16/23	2/13/23	28	138.95	142.30	3.35	2.41
		2/20/23	2/27/23	7	143.65	142.40	-1.25	-0.87	48.01
ABB		2/13/06	2/27/06	14	14.10	16.50	2.40	17.02
		7/02/07	7/23/07	21	28.10	29.15	1.05	3.74
		6/03/24	6/17/24	14	49.79	50.32	0.53	1.06	22.69
Sika		6/12/17	6/19/17	7	104.42	106.75	2.33	2.23
		6/26/17	7/17/17	21	105.17	107.67	2.50	2.38
		7/24/17	8/14/17	21	107.67	111.92	4.25	3.95	8.80
Lonza		10/09/17	10/16/17	7	257.80	264.60	6.80	2.64
		10/23/17	11/13/17	21	258.50	256.60	-1.90	-0.74
		12/18/17	1/29/18	42	267.20	270.30	3.10	1.16
		7/13/20	8/03/20	21	542.40	582.40	40.00	7.37
		8/24/20	9/14/20	21	562.20	550.60	-11.60	-2.06
		9/21/20	9/28/20	7	572.00	566.40	-5.60	-0.98	7.32
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Roche		12/05/11	12/12/11	7	147.40	153.90	6.50	4.41
		12/19/11	12/26/11	7	158.40	157.60	-0.80	-0.51
		1/02/12	2/13/12	42	161.90	164.20	2.30	1.42	5.36
Credit Suisse		6/29/09	11/30/09	154	49.38	52.00	2.62	5.31	5.31
Swiss Re		12/14/09	12/21/09	7	48.57	49.38	0.81	1.67
		2/20/12	4/23/12	63	54.30	55.35	1.05	1.93	3.63
Partners		5/03/21	5/10/21	7	1,318.00	1,323.00	5.00	0.38
		8/23/21	9/13/21	21	1,616.00	1,579.50	-36.50	-2.26
		2/19/24	4/15/24	56	1,241.00	1,281.50	40.50	3.26	1.31
Syngenta		5/18/15	6/08/15	21	403.80	406.10	2.30	0.57	0.57
Givaudan		12/08/14	12/15/14	7	1,757.00	1,755.00	-2.00	-0.11	-0.11
Swiss Life		3/18/19	3/25/19	7	435.90	430.80	-5.10	-1.17
		4/08/19	5/13/19	35	452.80	445.40	-7.40	-1.63	-2.79
Geberit		9/18/06	9/25/06	7	154.00	154.30	0.30	0.19
		10/24/16	10/31/16	7	423.90	418.70	-5.20	-1.23
		11/04/19	11/18/19	14	517.20	522.80	5.60	1.08
		12/02/19	1/06/20	35	532.40	543.20	10.80	2.03
		1/13/20	2/24/20	42	543.20	515.00	-28.20	-5.19	-3.23
Swatch		3/29/10	4/05/10	7	339.30	341.60	2.30	0.68
		4/12/10	4/26/10	14	334.30	332.90	-1.40	-0.42
		5/15/17	6/05/17	21	396.50	382.50	-14.00	-3.53	-3.28

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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