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

Assessment - Swiss Market Index in Euro - 7/01/24 - RS = 46

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	8/14/23	prc diff	⇓ Δ46	⇓∅-RS
	L	SMI® PR	12,250.399	8/12/24	0.07	12,431.880	-1.46	11,592.825	839.055	7.24	6.40
	L	Logitech	77.668	8/12/24	1.95	89.966	-13.67	62.043	27.923	45.01	22.94
	L	Richemont	132.267	8/12/24	1.22	145.009	-8.79	135.074	9.935	7.35	10.49
		Partners	1,170.493	8/12/24	0.93	1,183.905	-1.13	1,000.876	183.029	18.29	4.32
	L	Zurich Insurance	479.443	8/12/24	0.85	498.117	-3.75	432.718	65.399	15.11	8.61
		Swiss Life	672.891	8/12/24	0.62	690.431	-2.54	578.071	112.360	19.44	12.83
	L	ABB	46.954	8/12/24	0.55	51.978	-9.67	35.467	16.511	46.55	34.33
		Swisscom	541.656	8/12/24	0.48	524.632	3.24	557.619	-32.987	-5.92	-3.60
		UBS	25.638	8/12/24	0.44	27.836	-7.89	21.599	6.237	28.87	13.41
		Kühne & Nagel	261.852	8/12/24	0.40	269.796	-2.94	286.322	-16.526	-5.77	-1.32
	L	Roche	286.613	8/12/24	0.25	258.035	11.08	276.358	-18.323	-6.63	1.75
	L	Novartis	99.809	8/12/24	0.16	99.788	0.02	94.870	4.918	5.18	7.93
		Swiss Re	107.299	8/12/24	0.10	115.966	-7.47	89.278	26.688	29.89	12.97
		Sika	255.249	8/12/24	0.04	263.193	-3.02	273.905	-10.712	-3.91	0.89
		Holcim	78.700	8/12/24	-0.34	82.435	-4.53	62.523	19.911	31.85	20.32
	L	Nestlé	91.452	8/12/24	-0.40	94.795	-3.53	109.040	-14.245	-13.06	-8.29
	L	Geberit	539.386	8/12/24	-0.72	545.989	-1.21	497.412	48.577	9.77	6.80
	L	Alcon	82.084	8/12/24	-1.12	82.724	-0.77	74.836	7.888	10.54	12.16
	L	Givaudan	4,268.249	8/12/24	-1.12	4,438.483	-3.84	2,989.482	1,449.001	48.47	26.75
	L	Sonova	286.923	8/12/24	-1.52	289.193	-0.78	246.567	42.626	17.29	10.96
		Lonza	562.290	8/12/24	-1.80	503.895	11.59	515.673	-11.778	-2.28	10.98
SMI - 20 out of 20 instruments rated - 7/01/24 / 8/14/23 - 14 did rise, Market-Ratio(46) in EUR = 70.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SMI RS = 46 - B/S = 29/29

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

Transactions Swiss Market Index in Euro * 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	1,188	8.416	17.782	9.366	111	21,127	44
1/14/08		2/04/08	21		- cash -
	2/04/08	2/11/08	7		Lonza	100	249	84.827	85.927	1.100	1	21,401	96
2/11/08		8/17/09	553		- cash -
	8/17/09	9/27/10	406		Sonova	100	354	60.427	91.320	30.893	51	32,337	45
	9/27/10	6/27/11	273		Richemont	100	944	34.236	43.914	9.678	28	41,473	39
6/27/11		7/04/11	7		- cash -
	7/04/11	8/01/11	28		Richemont	100	918	45.174	42.548	-2.626	-6	39,062	-54
8/01/11		2/06/12	189		- cash -
	2/06/12	2/20/12	14		Sonova	100	478	81.712	85.291	3.579	4	40,773	206
2/20/12		3/05/12	14		- cash -
	3/05/12	3/12/12	7		Sonova	100	485	83.955	84.259	0.304	0	40,921	21
3/12/12		3/19/12	7		- cash -
	3/19/12	4/23/12	35		Swiss Re	100	844	48.450	46.064	-2.386	-5	38,907	-41
4/23/12		4/30/12	7		- cash -
	4/30/12	5/13/13	378		Swiss Re	100	821	47.361	58.348	10.987	23	47,927	22
	5/13/13	9/28/15	868		Lonza	100	824	58.147	117.717	59.570	102	97,012	35
9/28/15		10/05/15	7		- cash -
	10/05/15	1/18/16	105		Partners	100	310	312.386	323.744	11.359	4	100,534	13
1/18/16		1/25/16	7		- cash -
	1/25/16	2/08/16	14		Lonza	100	698	143.858	126.086	-17.772	-12	88,129	-97
2/08/16		3/07/16	28		- cash -
	3/07/16	12/04/17	637		Logitech	100	5,873	15.005	28.114	13.109	87	165,119	43
	12/04/17	10/22/18	322		Sika	100	1,538	107.342	106.300	-1.042	-1	163,517	-1
	10/22/18	4/22/19	182		Lonza	100	590	277.133	260.099	-17.034	-6	153,467	-12
	4/22/19	12/16/19	238		Swiss Life	100	369	415.774	450.036	34.262	8	166,109	13
	12/16/19	3/16/20	91		Geberit	100	332	499.046	366.157	-132.889	-27	121,990	-71
3/16/20		3/30/20	14		- cash -
	3/30/20	5/04/20	35		Lonza	100	327	372.187	413.050	40.863	11	135,352	196
5/04/20		5/11/20	7		- cash -
	5/11/20	3/01/21	294		Lonza	100	317	426.819	509.442	82.623	19	161,544	25
	3/01/21	8/23/21	175		Logitech	100	1,886	85.628	90.884	5.256	6	171,456	13
	8/23/21	1/10/22	140		Partners	100	113	1,507.885	1,263.464	-244.421	-16	143,836	-37
	1/10/22	5/23/22	133		Richemont	100	1,137	126.489	89.659	-36.831	-29	101,960	-61
	5/23/22	6/13/22	21		UBS	100	5,917	17.229	15.443	-1.786	-10	91,393	-85
6/13/22		8/01/22	49		- cash -
	8/01/22	8/29/22	28		Alcon	100	1,197	76.308	65.897	-10.411	-14	78,930	-85
8/29/22		1/16/23	140		- cash -
	1/16/23	2/06/23	21		Richemont	100	568	138.763	141.566	2.803	2	80,522	42
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	552	145.645	122.225	-23.420	-16	67,594	-27
	9/11/23	8/12/24	336		UBS	100	2,828	23.902	25.638	1.737	7	72,506	8
accum	1/02/06	8/12/24	5990	days out of 7054 invested (85%)						625		72,506	13

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Lonza	long	2/04/08	2/11/08	7	84.83	85.93	1.10	1.30
		5/13/13	9/28/15	868	58.15	117.72	59.57	102.45
		1/25/16	2/08/16	14	143.86	126.09	-17.77	-12.35
		10/22/18	4/22/19	182	277.13	260.10	-17.03	-6.15
		3/30/20	5/04/20	35	372.19	413.05	40.86	10.98
		5/11/20	3/01/21	294	426.82	509.44	82.62	19.36	123.45
ABB		1/02/06	1/14/08	742	8.42	17.78	9.37	111.29	111.29
Logitech		3/07/16	12/04/17	637	15.01	28.11	13.11	87.37
		3/01/21	8/23/21	175	85.63	90.88	5.26	6.14	98.87
Sonova		8/17/09	9/27/10	406	60.43	91.32	30.89	51.13
		2/06/12	2/20/12	14	81.71	85.29	3.58	4.38
		3/05/12	3/12/12	7	83.95	84.26	0.30	0.36	58.32
Swiss Re		3/19/12	4/23/12	35	48.45	46.06	-2.39	-4.93
		4/30/12	5/13/13	378	47.36	58.35	10.99	23.20	17.13
Swiss Life		4/22/19	12/16/19	238	415.77	450.04	34.26	8.24	8.24
Sika		12/04/17	10/22/18	322	107.34	106.30	-1.04	-0.97	-0.97
UBS		5/23/22	6/13/22	21	17.23	15.44	-1.79	-10.37
		9/11/23	8/12/24	336	23.90	25.64	1.74	7.27	-3.85
Partners		10/05/15	1/18/16	105	312.39	323.74	11.36	3.64
		8/23/21	1/10/22	140	1,507.88	1,263.46	-244.42	-16.21	-13.16
Alcon		8/01/22	8/29/22	28	76.31	65.90	-10.41	-13.64	-13.64
Geberit		12/16/19	3/16/20	91	499.05	366.16	-132.89	-26.63	-26.63
Richemont		9/27/10	6/27/11	273	34.24	43.91	9.68	28.27
		7/04/11	8/01/11	28	45.17	42.55	-2.63	-5.81
		1/10/22	5/23/22	133	126.49	89.66	-36.83	-29.12
		1/16/23	2/06/23	21	138.76	141.57	2.80	2.02
		2/20/23	9/11/23	203	145.65	122.23	-23.42	-16.08	-26.68

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


	is taking down something concerning