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

Assessment - Swiss Market Index - 13/03/23 - RS = 46

		⇓instrument	freshest		⇓ Δday	13/03/23	⇓ Δwk	25/04/22	prc diff	⇓ Δ46	∅-RS
		SMI® PR	10,643.600	Mon	0.28	10,632.000	0.11	12,085.000	-1,453.000	-12.02	-4.82
	L	Richemont	136.600	Mon	2.40	137.300	-0.51	110.100	27.200	24.70	22.10
	L	Holcim	56.920	Mon	1.68	55.860	1.90	48.280	7.580	15.70	20.25
		Swiss Re	89.280	Mon	1.50	91.460	-2.38	78.900	12.560	15.92	12.66
	L	Swisscom	587.800	Mon	1.03	579.000	1.52	561.000	18.000	3.21	10.26
	L	Swiss Life	540.800	Mon	1.24	559.200	-3.29	595.000	-35.800	-6.02	8.43
		UBS	17.325	Mon	1.26	17.710	-2.17	16.240	1.470	9.05	5.34
		ABB	30.100	Mon	1.45	30.050	0.17	29.250	0.800	2.74	5.15
	L	Sika	254.500	Mon	0.08	250.600	1.56	299.500	-48.900	-16.33	2.58
	L	Geberit	504.400	Mon	1.02	492.900	2.33	554.200	-61.300	-11.06	1.63
	L	Lonza	532.200	Mon	-0.26	526.000	1.18	592.000	-66.000	-11.15	-0.85
	S	Zurich Insurance	411.200	Mon	2.42	423.200	-2.84	436.700	-13.500	-3.09	-2.22
	S	Nestlé	108.980	Mon	-0.33	106.760	2.08	125.860	-19.100	-15.18	-5.66
	S	Novartis	76.740	Mon	0.66	74.720	2.70	85.920	-11.200	-13.04	-8.88
		Alcon	61.320	Mon	0.49	59.500	3.06	73.900	-14.400	-19.49	-10.58
	S	Logitech	49.020	Mon	-0.45	48.360	1.36	63.420	-15.060	-23.75	-10.78
	L	Sonova	243.300	Mon	-1.34	240.100	1.33	354.400	-114.300	-32.25	-11.65
	S	Givaudan	2,972.000	Mon	1.96	2,799.000	6.18	3,866.000	-1,067.000	-27.60	-12.79
		Partners	766.600	Mon	2.16	792.600	-3.28	1,076.500	-283.900	-26.37	-15.33
	S	Roche	261.450	Mon	-0.11	264.250	-1.06	364.300	-100.050	-27.46	-17.06
		Credit Suisse	0.823	Mon	-55.74	2.257	-63.53	6.726	-4.469	-66.44	-48.43
SMI - 20 out of 20 instruments rated - 13/03/23 / 25/04/22 - 6 did rise, Market-Ratio(46) = 30.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

7/01/19	scale up chart	13/03/23

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	2/01/06	7/01/08	735		ABB	100	763	13.100	28.340	15.240	116	21,628	47
7/01/08		4/02/08	28		- cash -
	4/02/08	11/02/08	7		Lonza	100	158	136.800	137.500	0.700	1	21,739	30
11/02/08		17/08/09	553		- cash -
	17/08/09	4/10/10	413		Sonova	100	236	92.000	118.300	26.300	29	27,946	25
	4/10/10	27/06/11	266		Richemont	100	598	46.670	51.950	5.280	11	31,103	16
27/06/11		4/07/11	7		- cash -
	4/07/11	25/07/11	21		Richemont	100	558	55.650	52.800	-2.850	-5	29,513	-60
25/07/11		6/02/12	196		- cash -
	6/02/12	20/02/12	14		Sonova	100	299	98.700	103.100	4.400	4	30,828	212
20/02/12		5/03/12	14		- cash -
	5/03/12	12/03/12	7		Sonova	100	304	101.300	101.600	0.300	0	30,919	17
12/03/12		19/03/12	7		- cash -
	19/03/12	23/04/12	35		Swiss Re	100	528	58.450	55.350	-3.100	-5	29,283	-43
23/04/12		30/04/12	7		- cash -
	30/04/12	6/05/13	371		Swiss Re	100	514	56.900	73.050	16.150	28	37,584	28
	6/05/13	28/09/15	875		Lonza	100	553	67.950	128.900	60.950	90	71,289	31
28/09/15		5/10/15	7		- cash -
	5/10/15	18/01/16	105		Partners	100	209	341.000	354.500	13.500	4	74,111	14
18/01/16		25/01/16	7		- cash -
	25/01/16	8/02/16	14		Lonza	100	468	158.100	139.300	-18.800	-12	65,312	-96
8/02/16		7/03/16	28		- cash -
	7/03/16	4/12/17	637		Logitech	100	3,970	16.450	32.870	16.420	100	130,500	49
	4/12/17	22/10/18	322		Sika	100	1,039	125.500	121.400	-4.100	-3	126,240	-4
	22/10/18	22/04/19	182		Lonza	100	398	316.500	297.400	-19.100	-6	118,638	-12
	22/04/19	16/12/19	238		Swiss Life	100	249	475.400	493.100	17.700	4	123,045	6
	16/12/19	16/03/20	91		Geberit	100	225	546.800	386.900	-159.900	-29	87,068	-75
16/03/20		30/03/20	14		- cash -
	30/03/20	4/05/20	35		Lonza	100	221	393.800	435.000	41.200	10	96,173	182
4/05/20		11/05/20	7		- cash -
	11/05/20	1/03/21	294		Lonza	100	214	448.800	565.200	116.400	26	121,083	33
	1/03/21	23/08/21	175		Logitech	100	1,274	95.000	97.400	2.400	3	124,140	5
	23/08/21	10/01/22	140		Partners	100	76	1,616.000	1,325.500	-290.500	-18	102,062	-40
	10/01/22	23/05/22	133		Richemont	100	769	132.700	92.500	-40.200	-30	71,148	-63
	23/05/22	13/06/22	21		UBS	100	4,002	17.775	16.050	-1.725	-10	64,245	-83
13/06/22		1/08/22	49		- cash -
	1/08/22	29/08/22	28		Alcon	100	863	74.440	63.900	-10.540	-14	55,149	-86
29/08/22		16/01/23	140		- cash -
	16/01/23	6/02/23	21		Richemont	100	396	138.950	140.800	1.850	1	55,881	26
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
6/02/23		20/02/23	14		- cash -
	20/02/23	20/03/23	28		Richemont	100	389	143.650	136.600	-7.050	-5	53,139	-48
accum	2/01/06	20/03/23	5209	days out of 6287 invested (83%)						431		53,139	12

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Lonza	long	4/02/08	11/02/08	7	136.80	137.50	0.70	0.51
		6/05/13	28/09/15	875	67.95	128.90	60.95	89.70
		25/01/16	8/02/16	14	158.10	139.30	-18.80	-11.89
		22/10/18	22/04/19	182	316.50	297.40	-19.10	-6.03
		30/03/20	4/05/20	35	393.80	435.00	41.20	10.46
		11/05/20	1/03/21	294	448.80	565.20	116.40	25.94	119.60
ABB		2/01/06	7/01/08	735	13.10	28.34	15.24	116.34	116.34
Logitech		7/03/16	4/12/17	637	16.45	32.87	16.42	99.82
		1/03/21	23/08/21	175	95.00	97.40	2.40	2.53	104.87
Sonova		17/08/09	4/10/10	413	92.00	118.30	26.30	28.59
		6/02/12	20/02/12	14	98.70	103.10	4.40	4.46
		5/03/12	12/03/12	7	101.30	101.60	0.30	0.30	34.72
Swiss Re		19/03/12	23/04/12	35	58.45	55.35	-3.10	-5.30
		30/04/12	6/05/13	371	56.90	73.05	16.15	28.38	21.57
Swiss Life		22/04/19	16/12/19	238	475.40	493.10	17.70	3.72	3.72
Sika		4/12/17	22/10/18	322	125.50	121.40	-4.10	-3.27	-3.27
UBS		23/05/22	13/06/22	21	17.78	16.05	-1.73	-9.70	-9.70
Alcon		1/08/22	29/08/22	28	74.44	63.90	-10.54	-14.16	-14.16
Partners		5/10/15	18/01/16	105	341.00	354.50	13.50	3.96
		23/08/21	10/01/22	140	1,616.00	1,325.50	-290.50	-17.98	-14.73
Richemont		4/10/10	27/06/11	266	46.67	51.95	5.28	11.31
		4/07/11	25/07/11	21	55.65	52.80	-2.85	-5.12
		10/01/22	23/05/22	133	132.70	92.50	-40.20	-30.29
		16/01/23	6/02/23	21	138.95	140.80	1.85	1.33
		20/02/23	20/03/23	28	143.65	136.60	-7.05	-4.91	-29.06
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Geberit		16/12/19	16/03/20	91	546.80	386.90	-159.90	-29.24	-29.24

Annotations

19/06/18	Sika	stock split 1:60 (sixty for one)
15/05/17	SMI	Sika replaces Syngenta (acquired by ChemChina)
3/05/17	SMI	Lonza replaces Actelion (acquired by Johnson & Johnson)
5/04/16	SMI	Transocean was replaced by Swiss Life
10/09/15	SMI	complete analysis


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