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| |
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
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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