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Assessment - Swiss Market Index - 7/01/24 - RS = 46
⇐
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
8/14/23 |
prc diff |
⇓ Δ46 |
|
⇓∅-RS |
| | |
|
|
|
L |
|
SMI® PR |
11,873.700 |
8/12 |
0.07 |
12,049.600 |
-1.46 |
11,110.100 |
939.500 |
8.46 |
|
7.15 |
| | |
|
|
|
L |
|
Logitech |
75.280 |
8/12 |
1.95 |
87.200 |
-13.67 |
59.460 |
27.740 |
46.65 |
|
26.21 |
| | |
|
|
|
L |
|
Richemont |
128.200 |
8/12 |
1.22 |
140.550 |
-8.79 |
129.450 |
11.100 |
8.57 |
|
12.79 |
| | |
|
|
|
|
|
Partners |
1,134.500 |
8/12 |
0.93 |
1,147.500 |
-1.13 |
959.200 |
188.300 |
19.63 |
|
5.68 |
| | |
|
|
|
L |
|
Zurich Insurance |
464.700 |
8/12 |
0.85 |
482.800 |
-3.75 |
414.700 |
68.100 |
16.42 |
|
8.25 |
| | |
|
|
|
|
|
Swiss Life |
652.200 |
8/12 |
0.62 |
669.200 |
-2.54 |
554.000 |
115.200 |
20.79 |
|
8.91 |
| | |
|
|
|
L |
|
ABB |
45.510 |
8/12 |
0.55 |
50.380 |
-9.67 |
33.990 |
16.390 |
48.22 |
|
36.38 |
| | |
|
|
|
|
|
Swisscom |
525.000 |
8/12 |
0.48 |
508.500 |
3.24 |
534.400 |
-25.900 |
-4.85 |
|
-5.27 |
| | |
|
|
|
|
|
UBS |
24.850 |
8/12 |
0.44 |
26.980 |
-7.89 |
20.700 |
6.280 |
30.34 |
|
17.63 |
| | |
|
|
|
|
|
Kühne & Nagel |
253.800 |
8/12 |
0.40 |
261.500 |
-2.94 |
274.400 |
-12.900 |
-4.70 |
|
-2.54 |
| | |
|
|
|
L |
|
Roche |
277.800 |
8/12 |
0.25 |
250.100 |
11.08 |
264.850 |
-14.750 |
-5.57 |
|
0.61 |
| | |
|
|
|
L |
|
Novartis |
96.740 |
8/12 |
0.16 |
96.720 |
0.02 |
90.920 |
5.800 |
6.38 |
|
5.45 |
| | |
|
|
|
|
|
Swiss Re |
104.000 |
8/12 |
0.10 |
112.400 |
-7.47 |
85.560 |
26.840 |
31.37 |
|
12.30 |
| | |
|
|
|
|
|
Sika |
247.400 |
8/12 |
0.04 |
255.100 |
-3.02 |
262.500 |
-7.400 |
-2.82 |
|
1.52 |
| | |
|
|
|
|
|
Holcim |
76.280 |
8/12 |
-0.34 |
79.900 |
-4.53 |
59.920 |
19.980 |
33.34 |
|
23.04 |
| | |
|
|
|
L |
|
Nestlé |
88.640 |
8/12 |
-0.40 |
91.880 |
-3.53 |
104.500 |
-12.620 |
-12.08 |
|
-4.40 |
| | |
|
|
|
L |
|
Geberit |
522.800 |
8/12 |
-0.72 |
529.200 |
-1.21 |
476.700 |
52.500 |
11.01 |
|
10.57 |
| | |
|
|
|
L |
|
Alcon |
79.560 |
8/12 |
-1.12 |
80.180 |
-0.77 |
71.720 |
8.460 |
11.80 |
|
11.19 |
| | |
|
|
|
L |
|
Givaudan |
4,137.000 |
8/12 |
-1.12 |
4,302.000 |
-3.84 |
2,865.000 |
1,437.000 |
50.16 |
|
29.21 |
| | |
|
|
|
L |
|
Sonova |
278.100 |
8/12 |
-1.52 |
280.300 |
-0.78 |
236.300 |
44.000 |
18.62 |
|
8.87 |
| | |
|
|
|
|
|
Lonza |
545.000 |
8/12 |
-1.80 |
488.400 |
11.59 |
494.200 |
-5.800 |
-1.17 |
|
8.38 |
SMI - 20 out of 20 instruments rated - 7/01/24 / 8/14/23 - 14 did rise, Market-Ratio(46) = 70.00 % |
Stock Exchange Currency: CHF ₣ Swiss Franc |
Technical Chart
Transactions Swiss Market Index * L46 - 29 ex 13 (1)
|
⇐ |
| |
L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | | long |
1/02/06 |
1/14/08 |
742 |
|
|
|
ABB |
100 |
763 |
|
13.100 |
28.940 |
|
15.840 |
121 |
22,086 |
48 |
|
1/14/08 |
2/04/08 |
21 |
|
- cash - |
|
2/04/08 |
2/11/08 |
7 |
|
|
|
Lonza |
100 |
161 |
|
136.800 |
137.500 |
|
0.700 |
1 |
22,199 |
30 |
|
2/11/08 |
8/17/09 |
553 |
|
- cash - |
|
8/17/09 |
9/27/10 |
406 |
|
|
|
Sonova |
100 |
241 |
|
92.000 |
121.100 |
|
29.100 |
32 |
29,212 |
28 |
|
|
9/27/10 |
6/27/11 |
273 |
|
|
|
Richemont |
100 |
643 |
|
45.400 |
51.950 |
|
6.550 |
14 |
33,423 |
20 |
|
6/27/11 |
7/04/11 |
7 |
|
- cash - |
|
7/04/11 |
8/01/11 |
28 |
|
|
|
Richemont |
100 |
600 |
|
55.650 |
48.160 |
|
-7.490 |
-13 |
28,929 |
-85 |
|
8/01/11 |
2/06/12 |
189 |
|
- cash - |
|
2/06/12 |
2/20/12 |
14 |
|
|
|
Sonova |
100 |
293 |
|
98.700 |
103.100 |
|
4.400 |
4 |
30,219 |
212 |
|
2/20/12 |
3/05/12 |
14 |
|
- cash - |
|
3/05/12 |
3/12/12 |
7 |
|
|
|
Sonova |
100 |
298 |
|
101.300 |
101.600 |
|
0.300 |
0 |
30,308 |
17 |
|
3/12/12 |
3/19/12 |
7 |
|
- cash - |
|
3/19/12 |
4/23/12 |
35 |
|
|
|
Swiss Re |
100 |
518 |
|
58.450 |
55.350 |
|
-3.100 |
-5 |
28,702 |
-43 |
|
4/23/12 |
4/30/12 |
7 |
|
- cash - |
|
4/30/12 |
5/13/13 |
378 |
|
|
|
Swiss Re |
100 |
504 |
|
56.900 |
72.550 |
|
15.650 |
28 |
36,590 |
26 |
|
|
5/13/13 |
9/28/15 |
868 |
|
|
|
Lonza |
100 |
506 |
|
72.300 |
128.900 |
|
56.600 |
78 |
65,229 |
28 |
|
9/28/15 |
10/05/15 |
7 |
|
- cash - |
|
10/05/15 |
1/18/16 |
105 |
|
|
|
Partners |
100 |
191 |
|
341.000 |
354.500 |
|
13.500 |
4 |
67,808 |
14 |
|
1/18/16 |
1/25/16 |
7 |
|
- cash - |
|
1/25/16 |
2/08/16 |
14 |
|
|
|
Lonza |
100 |
428 |
|
158.100 |
139.300 |
|
-18.800 |
-12 |
59,761 |
-96 |
|
2/08/16 |
3/07/16 |
28 |
|
- cash - |
|
3/07/16 |
12/04/17 |
637 |
|
|
|
Logitech |
100 |
3,632 |
|
16.450 |
32.870 |
|
16.420 |
100 |
119,399 |
49 |
|
|
12/04/17 |
10/22/18 |
322 |
|
|
|
Sika |
100 |
951 |
|
125.500 |
121.400 |
|
-4.100 |
-3 |
115,500 |
-4 |
|
|
10/22/18 |
4/22/19 |
182 |
|
|
|
Lonza |
100 |
364 |
|
316.500 |
297.400 |
|
-19.100 |
-6 |
108,547 |
-12 |
|
|
4/22/19 |
12/16/19 |
238 |
|
|
|
Swiss Life |
100 |
228 |
|
475.400 |
493.100 |
|
17.700 |
4 |
112,583 |
6 |
|
|
12/16/19 |
3/16/20 |
91 |
|
|
|
Geberit |
100 |
205 |
|
546.800 |
386.900 |
|
-159.900 |
-29 |
79,804 |
-75 |
|
3/16/20 |
3/30/20 |
14 |
|
- cash - |
|
3/30/20 |
5/04/20 |
35 |
|
|
|
Lonza |
100 |
202 |
|
393.800 |
435.000 |
|
41.200 |
10 |
88,126 |
182 |
|
5/04/20 |
5/11/20 |
7 |
|
- cash - |
|
5/11/20 |
3/01/21 |
294 |
|
|
|
Lonza |
100 |
196 |
|
448.800 |
565.200 |
|
116.400 |
26 |
110,940 |
33 |
|
|
3/01/21 |
8/23/21 |
175 |
|
|
|
Logitech |
100 |
1,167 |
|
95.000 |
97.400 |
|
2.400 |
3 |
113,741 |
5 |
|
|
8/23/21 |
1/10/22 |
140 |
|
|
|
Partners |
100 |
70 |
|
1,616.000 |
1,325.500 |
|
-290.500 |
-18 |
93,406 |
-40 |
|
|
1/10/22 |
5/23/22 |
133 |
|
|
|
Richemont |
100 |
703 |
|
132.700 |
92.500 |
|
-40.200 |
-30 |
65,146 |
-63 |
|
|
5/23/22 |
6/13/22 |
21 |
|
|
|
UBS |
100 |
3,665 |
|
17.775 |
16.050 |
|
-1.725 |
-10 |
58,823 |
-83 |
|
6/13/22 |
8/01/22 |
49 |
|
- cash - |
|
8/01/22 |
8/29/22 |
28 |
|
|
|
Alcon |
100 |
790 |
|
74.440 |
63.900 |
|
-10.540 |
-14 |
50,497 |
-86 |
|
8/29/22 |
1/16/23 |
140 |
|
- cash - |
|
1/16/23 |
2/06/23 |
21 |
|
|
|
Richemont |
100 |
363 |
|
138.950 |
140.800 |
|
1.850 |
1 |
51,168 |
26 |
|
L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | |
2/06/23 |
2/20/23 |
14 |
|
- cash - |
|
2/20/23 |
9/11/23 |
203 |
|
|
|
Richemont |
100 |
356 |
|
143.650 |
117.000 |
|
-26.650 |
-19 |
41,681 |
-31 |
|
|
9/11/23 |
8/12/24 |
336 |
|
|
|
UBS |
100 |
1,821 |
|
22.880 |
24.850 |
|
1.970 |
9 |
45,268 |
9 |
|
accum | 1/02/06 |
8/12/24 | 5822 |
days out of 6886 invested (85%) |
353 |
45,268 |
10 |
|
Instrument Related Contribution
instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
ABB | long | 1/02/06 | 1/14/08 | 742 | 13.10 | 28.94 | | 15.84 | 120.92 | | | 120.92 |
Lonza | | 2/04/08 | 2/11/08 | 7 | 136.80 | 137.50 | | 0.70 | 0.51 | | | |
| | 5/13/13 | 9/28/15 | 868 | 72.30 | 128.90 | | 56.60 | 78.28 | | | |
| | 1/25/16 | 2/08/16 | 14 | 158.10 | 139.30 | | -18.80 | -11.89 | | | |
| | 10/22/18 | 4/22/19 | 182 | 316.50 | 297.40 | | -19.10 | -6.03 | | | |
| | 3/30/20 | 5/04/20 | 35 | 393.80 | 435.00 | | 41.20 | 10.46 | | | |
| | 5/11/20 | 3/01/21 | 294 | 448.80 | 565.20 | | 116.40 | 25.94 | | | 106.39 |
Logitech | | 3/07/16 | 12/04/17 | 637 | 16.45 | 32.87 | | 16.42 | 99.82 | | | |
| | 3/01/21 | 8/23/21 | 175 | 95.00 | 97.40 | | 2.40 | 2.53 | | | 104.87 |
Sonova | | 8/17/09 | 9/27/10 | 406 | 92.00 | 121.10 | | 29.10 | 31.63 | | | |
| | 2/06/12 | 2/20/12 | 14 | 98.70 | 103.10 | | 4.40 | 4.46 | | | |
| | 3/05/12 | 3/12/12 | 7 | 101.30 | 101.60 | | 0.30 | 0.30 | | | 37.91 |
Swiss Re | | 3/19/12 | 4/23/12 | 35 | 58.45 | 55.35 | | -3.10 | -5.30 | | | |
| | 4/30/12 | 5/13/13 | 378 | 56.90 | 72.55 | | 15.65 | 27.50 | | | 20.74 |
Swiss Life | | 4/22/19 | 12/16/19 | 238 | 475.40 | 493.10 | | 17.70 | 3.72 | | | 3.72 |
UBS | | 5/23/22 | 6/13/22 | 21 | 17.78 | 16.05 | | -1.73 | -9.70 | | | |
| | 9/11/23 | 8/12/24 | 336 | 22.88 | 24.85 | | 1.97 | 8.61 | | | -1.93 |
Sika | | 12/04/17 | 10/22/18 | 322 | 125.50 | 121.40 | | -4.10 | -3.27 | | | -3.27 |
Alcon | | 8/01/22 | 8/29/22 | 28 | 74.44 | 63.90 | | -10.54 | -14.16 | | | -14.16 |
Partners | | 10/05/15 | 1/18/16 | 105 | 341.00 | 354.50 | | 13.50 | 3.96 | | | |
| | 8/23/21 | 1/10/22 | 140 | 1,616.00 | 1,325.50 | | -290.50 | -17.98 | | | -14.73 |
Geberit | | 12/16/19 | 3/16/20 | 91 | 546.80 | 386.90 | | -159.90 | -29.24 | | | -29.24 |
Richemont | | 9/27/10 | 6/27/11 | 273 | 45.40 | 51.95 | | 6.55 | 14.43 | | | |
| | 7/04/11 | 8/01/11 | 28 | 55.65 | 48.16 | | -7.49 | -13.46 | | | |
| | 1/10/22 | 5/23/22 | 133 | 132.70 | 92.50 | | -40.20 | -30.29 | | | |
| | 1/16/23 | 2/06/23 | 21 | 138.95 | 140.80 | | 1.85 | 1.33 | | | |
| | 2/20/23 | 9/11/23 | 203 | 143.65 | 117.00 | | -26.65 | -18.55 | | | -43.03 |
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 |
|
|