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

Assessment - Swiss Market Index - 16/05/22 - RS = 29

		⇓instrument	freshest		⇓ Δday	16/05/22	⇓ Δwk	25/10/21	prc diff	⇓ Δ29	∅-RS
	S	SMI® PR	11,309.000	Fri		11,672.200	-3.11	12,063.200	-391.000	-3.24	-3.37
		Zurich Insurance	432.200	Fri	-0.39	455.100	-5.03	398.000	57.100	14.35	13.19
	L	Novartis	86.700	Fri	1.18	87.530	-0.95	77.020	10.510	13.65	8.73
	L	Swisscom	567.400	Fri	0.78	580.000	-2.17	550.400	29.600	5.38	8.62
		UBS	17.225	Fri	1.03	17.030	1.15	16.360	0.670	4.10	7.40
		Swiss Life	537.800	Fri	0.67	543.000	-0.96	488.500	54.500	11.16	5.41
		Nestlé	113.200	Fri	-0.16	123.320	-8.21	116.800	6.520	5.58	4.56
		Alcon	70.300	Fri	1.12	71.080	-1.10	75.720	-4.640	-6.13	0.45
		Holcim	46.570	Fri	-0.62	46.890	-0.68	45.330	1.560	3.44	-3.35
	S	Swiss Re	78.960	Fri	-0.10	81.500	-3.12	81.760	-0.260	-0.32	-5.46
	S	Richemont	91.760	Fri	-13.11	106.750	-14.04	112.150	-5.400	-4.81	-7.83
	S	Roche	319.700	Fri	0.88	322.400	-0.84	357.250	-34.850	-9.76	-9.28
	S	ABB	28.610	Fri	0.70	28.310	1.06	30.060	-1.750	-5.82	-10.96
	S	SGS	2,417.000	Fri	1.85	2,443.000	-1.06	2,765.000	-322.000	-11.65	-11.41
	S	Swatch	227.700	Fri	-3.19	242.500	-6.10	244.000	-1.500	-0.61	-11.55
	S	Givaudan	3,508.000	Fri	0.83	3,654.000	-4.00	4,326.000	-672.000	-15.53	-12.73
	S	Sika	256.700	Fri	0.79	259.700	-1.16	311.400	-51.700	-16.60	-17.51
	S	Lonza	549.600	Fri	2.96	547.400	0.40	750.400	-203.000	-27.05	-18.43
	S	Geberit	513.400	Fri	0.27	524.200	-2.06	716.000	-191.800	-26.79	-20.89
	S	Credit Suisse	6.582	Fri	0.83	6.520	0.95	9.766	-3.246	-33.24	-24.90
	S	Partners	1,000.000	Fri	0.77	1,011.000	-1.09	1,590.000	-579.000	-36.42	-25.88
SMI - 20 out of 20 instruments rated - 16/05/22 / 25/10/21 - 7 did rise, Market-Ratio(29) = 35.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

1/01/18	scale up chart	16/05/22

Transactions Swiss Market Index * S29 - 29 ex 4 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		10/09/07	616		- cash -
short	10/09/07	24/09/07	14		UBS	100	164	60.750	62.900	58.600	-2.150	-4	9,647	-61
24/09/07		5/11/07	42		- cash -
	5/11/07	3/12/07	28		UBS	100	176	54.600	56.150	53.050	-1.550	-3	9,375	-31
3/12/07		10/12/07	7		- cash -
	10/12/07	3/03/08	84		Swiss Re	100	109	85.450	81.150	89.978	4.528	5	9,868	25
	3/03/08	7/04/08	35		UBS	100	297	33.220	35.400	31.040	-2.180	-7	9,221	-51
7/04/08		14/04/08	7		- cash -
	14/04/08	11/08/08	119		UBS	100	276	33.380	23.180	48.068	14.688	44	13,275	206
11/08/08		25/08/08	14		- cash -
	25/08/08	1/09/08	7		UBS	100	582	22.800	23.920	21.680	-1.120	-5	12,623	-93
1/09/08		8/09/08	7		- cash -
	8/09/08	6/10/08	28		UBS	100	520	24.260	20.900	28.160	3.900	16	14,651	598
	6/10/08	10/11/08	35		Sika	100	832	17.600	17.267	17.940	0.340	2	14,934	22
	10/11/08	6/04/09	147		Swiss Life	100	125	118.700	84.750	166.250	47.550	40	20,877	131
	6/04/09	11/05/09	35		Swiss Re	100	969	21.540	39.500	3.580	-17.960	-83	3,474	-100
	11/05/09	18/05/09	7		Novartis	100	99	35.000	36.720	33.280	-1.720	-5	3,304	-93
18/05/09		13/06/11	756		- cash -
	13/06/11	9/01/12	210		Credit Suisse	100	95	34.500	20.990	56.706	22.206	64	5,413	137
9/01/12		19/01/15	1106		- cash -
	19/01/15	26/01/15	7		Swatch	100	14	363.300	360.600	366.020	2.720	1	5,451	48
26/01/15		15/06/15	140		- cash -
	15/06/15	22/06/15	7		Swatch	100	14	369.600	371.800	367.400	-2.200	-1	5,421	-27
22/06/15		29/06/15	7		- cash -
	29/06/15	6/07/15	7		Swatch	100	14	373.700	366.400	381.145	7.445	2	5,525	180
6/07/15		14/09/15	70		- cash -
	14/09/15	26/10/15	42		Holcim	100	96	57.100	56.500	57.706	0.606	1	5,583	10
26/10/15		16/11/15	21		- cash -
	16/11/15	23/11/15	7		Holcim	100	102	54.500	54.950	54.050	-0.450	-1	5,537	-35
23/11/15		27/06/16	217		- cash -
	27/06/16	4/07/16	7		Credit Suisse	100	542	10.210	10.350	10.070	-0.140	-1	5,461	-51
4/07/16		13/08/18	770		- cash -
	13/08/18	20/08/18	7		Holcim	100	112	48.660	47.990	49.339	0.679	1	5,537	106
20/08/18		16/03/20	574		- cash -
	16/03/20	20/04/20	35		Credit Suisse	100	837	6.610	7.976	5.244	-1.366	-21	4,394	-91
20/04/20		4/05/20	14		- cash -
	4/05/20	11/05/20	7		Swiss Re	100	67	65.400	65.960	64.840	-0.560	-1	4,357	-36
11/05/20		18/05/20	7		- cash -
	18/05/20	22/06/20	35		Swiss Re	100	69	62.960	72.620	53.300	-9.660	-15	3,690	-82
22/06/20		29/06/20	7		- cash -
	29/06/20	6/07/20	7		Swatch	100	19	187.950	192.300	183.600	-4.350	-2	3,607	-71
6/07/20		31/08/20	56		- cash -
	31/08/20	14/09/20	14		Swiss Re	100	49	72.640	75.720	69.560	-3.080	-4	3,456	-68
14/09/20		7/03/22	539		- cash -
	7/03/22	21/03/22	14		Credit Suisse	100	528	6.538	7.588	5.488	-1.050	-16	2,902	-99
21/03/22		21/05/22	61		- cash -
accum	10/09/07	21/03/22	945	days out of 5983 invested (16%)							-71		2,902	-38

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Swiss Life	short	10/11/08	6/04/09	147	118.70	84.75	166.25	47.55	40.06	40.06
UBS		10/09/07	24/09/07	14	60.75	62.90	58.60	-2.15	-3.54
		5/11/07	3/12/07	28	54.60	56.15	53.05	-1.55	-2.84
		3/03/08	7/04/08	35	33.22	35.40	31.04	-2.18	-6.56
		14/04/08	11/08/08	119	33.38	23.18	48.07	14.69	44.00
		25/08/08	1/09/08	7	22.80	23.92	21.68	-1.12	-4.91
		8/09/08	6/10/08	28	24.26	20.90	28.16	3.90	16.08	39.19
Credit Suisse		13/06/11	9/01/12	210	34.50	20.99	56.71	22.21	64.36
		27/06/16	4/07/16	7	10.21	10.35	10.07	-0.14	-1.37
		16/03/20	20/04/20	35	6.61	7.98	5.24	-1.37	-20.67
		7/03/22	21/03/22	14	6.54	7.59	5.49	-1.05	-16.06	7.95
Sika		6/10/08	10/11/08	35	17.60	17.27	17.94	0.34	1.93	1.93
Holcim		14/09/15	26/10/15	42	57.10	56.50	57.71	0.61	1.06
		16/11/15	23/11/15	7	54.50	54.95	54.05	-0.45	-0.83
		13/08/18	20/08/18	7	48.66	47.99	49.34	0.68	1.40	1.63
Swatch		19/01/15	26/01/15	7	363.30	360.60	366.02	2.72	0.75
		15/06/15	22/06/15	7	369.60	371.80	367.40	-2.20	-0.60
		29/06/15	6/07/15	7	373.70	366.40	381.15	7.45	1.99
		29/06/20	6/07/20	7	187.95	192.30	183.60	-4.35	-2.31	-0.22
Novartis		11/05/09	18/05/09	7	35.00	36.72	33.28	-1.72	-4.91	-4.91
Swiss Re		10/12/07	3/03/08	84	85.45	81.15	89.98	4.53	5.30
		6/04/09	11/05/09	35	21.54	39.50	3.58	-17.96	-83.38
		4/05/20	11/05/20	7	65.40	65.96	64.84	-0.56	-0.86
		18/05/20	22/06/20	35	62.96	72.62	53.30	-9.66	-15.34
		31/08/20	14/09/20	14	72.64	75.72	69.56	-3.08	-4.24	-85.93

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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