Share-o-matic - Assessment SLI (Swiss Leader Index)

Assessment - Swiss Leader Index in Dollar - 7/01/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
	L	SLI® PR	2,123.793	8/12/24	0.02	2,159.781	-1.67	2,120.986	38.796	1.83	7.08
	L	ABB	50.364	8/12/24	0.55	55.753	-9.67	44.528	11.225	25.21	33.17
	L	Givaudan	4,578.209	8/12/24	-1.12	4,760.806	-3.84	4,159.170	601.636	14.47	25.64
		VAT	449.964	8/12/24	-0.34	559.743	-19.61	503.183	56.560	11.24	25.96
	L	Logitech	83.309	8/12/24	1.95	96.500	-13.67	95.217	1.283	1.35	21.83
		Holcim	84.415	8/12/24	-0.34	88.421	-4.53	78.814	9.607	12.19	19.27
		UBS	27.500	8/12/24	0.44	29.857	-7.89	31.158	-1.301	-4.17	12.37
		Schindler	250.988	8/12/24	-0.09	250.324	0.27	251.054	-0.730	-0.29	6.45
	L	Richemont	141.872	8/12/24	1.22	155.540	-8.79	138.181	17.358	12.56	9.59
		Swiss Re	115.092	8/12/24	0.10	124.387	-7.47	112.885	11.502	10.19	11.96
	L	Alcon	88.045	8/12/24	-1.12	88.731	-0.77	78.360	10.371	13.23	11.19
	L	Geberit	578.556	8/12/24	-0.72	585.639	-1.21	643.454	-57.815	-8.99	5.90
		Swiss Life	721.757	8/12/24	0.62	740.570	-2.54	697.174	43.396	6.22	11.82
	L	Sonova	307.759	8/12/24	-1.52	310.194	-0.78	327.576	-17.383	-5.31	10.04
		Lonza	603.124	8/12/24	-1.80	540.488	11.59	422.244	118.244	28.00	10.05
	L	Zurich Insurance	514.260	8/12/24	0.85	534.290	-3.75	524.791	9.500	1.81	7.66
		Partners	1,255.494	8/12/24	0.93	1,269.880	-1.13	1,448.069	-178.189	-12.31	3.39
	L	Novartis	107.057	8/12/24	0.16	107.035	0.02	101.317	5.718	5.64	6.99
		SGS	101.391	8/12/24	-0.17	88.643	14.38	86.598	2.045	2.36	-1.34
		Sika	273.785	8/12/24	0.04	282.306	-3.02	326.741	-44.434	-13.60	0.05
		Lindt PS	12,018.213	8/12/24	-1.54	11,675.152	2.94	12,045.356	-370.204	-3.07	-1.94
	L	Roche	307.427	8/12/24	0.25	276.773	11.08	291.882	-15.109	-5.18	0.89
	L	Julius Bär	52.765	8/12/24	0.87	56.483	-6.58	56.287	0.196	0.35	-4.10
		Kühne & Nagel	280.868	8/12/24	0.40	289.389	-2.94	345.961	-56.572	-16.35	-2.16
	L	Nestlé	98.093	8/12/24	-0.40	101.679	-3.53	116.407	-14.728	-12.65	-9.08
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
		Swisscom	580.991	8/12/24	0.48	562.731	3.24	604.059	-41.327	-6.84	-4.44
		Temenos	62.858	8/12/24	1.88	69.166	-9.12	93.378	-24.213	-25.93	-9.56
	S	Adecco	31.097	8/12/24	-0.78	33.354	-6.77	49.268	-15.913	-32.30	-17.54
	S	Straumann	124.332	8/12/24	0.76	124.719	-0.31	161.878	-37.159	-22.95	-13.90
	S	Swatch	199.142	8/12/24	-0.17	204.675	-2.70	272.901	-68.226	-25.00	-18.42
	L	ams-OSRAM	1.107	8/12/24	-0.20	1.380	-19.77	2.524	-1.144	-45.32	-40.76
SLI - 30 out of 30 instruments rated - 7/01/24 / 1/01/24 - 14 did rise, Market-Ratio(26) in USD = 46.67 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 26 - B/S = 60/40

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

Transactions Swiss Leader Index in Dollar * 26 - 60/40 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		8/06/07	581		- cash -
short	8/06/07	4/27/09	630		UBS	50	91	54.631	12.800	233.174	178.543	327	26,247	132
					Bâloise	50	54	92.213	72.338	117.549	25.336	27	27,616	15
100							177						80
long	4/27/09	5/24/10	392		Credit Suisse	50	356	38.767	38.255		-0.512	-1	27,433	-1
					Sonova	50	208	66.192	105.258		39.066	59	35,559	54
100							29						27
short	5/24/10	5/31/10	7		Actelion	50	507	34.999	36.144	33.854	-1.145	-3	34,978	-82
					Lonza	50	275	64.644	65.560	63.727	-0.917	-1	34,726	-53
100							-2						-71
long	5/31/10	10/04/10	126		Swatch	50	66	261.724	365.904		104.180	40	41,602	164
					Clariant	50	1,548	11.269	14.391		3.122	28	46,435	103
100							34						132
short	10/04/10	11/01/10	28		Holcim	50	366	63.363	64.182	62.544	-0.819	-1	46,135	-16
					Roche	50	167	138.433	148.621	128.246	-10.188	-7	44,434	-63
100							-4						-44
long	11/01/10	6/06/11	217		Richemont	50	440	50.419	64.932		14.513	29	50,820	53
					Clariant	50	1,358	16.376	21.904		5.528	34	58,327	63
100							31						58
short	6/06/11	1/30/12	238		Credit Suisse	50	685	42.521	26.030	69.457	26.937	63	76,779	112
					Sonova	50	272	107.081	102.161	112.238	5.157	5	78,182	7
100							34						57
long	1/30/12	10/13/14	987		Roche	50	229	170.140	278.412		108.272	64	102,976	20
					Sonova	50	383	102.161	151.698		49.537	48	121,948	16
100							56						18
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	10/13/14	1/12/15	91		Swatch	50	132	459.732	439.094	481.341	21.609	5	124,801	20
					Transocean	50	2,076	29.507	15.359	56.687	27.180	92	181,227	1,272
100							49						390
long	1/12/15	1/19/15	7		Lonza	50	759	119.305	108.354		-10.951	-9	172,915	-99
					Givaudan	50	47	1,896.467	1,860.097		-36.371	-2	171,206	-64
100							-6						-95
short	1/19/15	3/16/15	56		Swatch	50	207	413.064	435.632	390.497	-22.568	-5	166,534	-31
					Transocean	50	5,542	15.463	13.566	17.625	2.162	14	178,518	135
100							4						31
long	3/16/15	6/29/15	105		Lonza	50	705	126.535	134.932		8.397	7	184,438	25
					Schindler	50	540	165.308	169.205		3.897	2	186,543	8
100							4						17
short	6/29/15	7/20/15	21		Transocean	50	5,601	16.650	13.486	20.557	3.907	23	208,426	3,800
					Aryzta	50	8,506	10.966	10.218	11.770	0.803	7	215,257	242
100							15						1,104
long	7/20/15	8/24/15	35		Actelion	50	713	150.937	133.738		-17.199	-11	202,994	-72
					Vifor Pharma	50	961	111.932	124.823		12.890	12	215,382	212
100							0						1
short	8/24/15	8/08/16	350		Holcim	50	1,706	63.109	50.641	78.648	15.539	25	241,891	26
					Aryzta	50	9,898	10.882	7.883	15.022	4.140	38	282,869	40
100							31						33
long	8/08/16	3/26/18	595		Lonza	50	749	188.720	236.141		47.421	25	318,387	15
					Sika	50	1,814	77.988	128.046		50.057	64	409,191	36
100							45						25
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/26/18	8/27/18	154		Aryzta	50	43,731	4.678	2.152	10.171	5.493	117	649,392	530
					Avolta	50	1,565	130.655	124.192	137.453	6.799	5	660,033	13
100							61						211
long	8/27/18	10/15/18	49		Logitech	50	6,641	49.687	39.280		-10.407	-21	590,922	-83
					Vifor Pharma	50	1,797	183.582	143.487		-40.094	-22	518,872	-84
100							-21						-83
short	10/15/18	4/15/19	182		Adecco	50	5,256	49.356	58.391	40.321	-9.035	-18	471,384	-33
					Aryzta	50	123,528	2.100	1.413	3.122	1.022	49	597,610	121
100							15						33
long	4/15/19	3/09/20	329		Swiss Life	50	648	460.854	427.783		-33.071	-7	576,181	-8
					Sonova	50	1,444	206.961	238.966		32.006	15	622,397	17
100							4						5
short	3/09/20	9/07/20	182		Credit Suisse	50	33,187	9.377	10.943	7.811	-1.566	-17	570,413	-31
					ams-OSRAM	50	11,256	27.647	17.750	43.063	15.416	56	743,939	143
100							20						43
long	9/07/20	1/24/22	504		Lonza	50	615	604.536	670.922		66.387	11	784,767	8
					Logitech	50	5,318	69.972	72.723		2.751	4	799,396	3
100							7						5
short	1/24/22	1/16/23	357		Logitech	50	5,496	72.723	54.513	97.017	24.294	33	932,915	34
					Temenos	50	3,508	113.938	66.980	193.819	79.880	70	1,213,135	72
100							52						53
long	1/16/23	8/28/23	224		Richemont	50	4,040	150.111	141.074		-9.037	-6	1,176,627	-10
					Swatch	50	1,881	322.476	280.790		-41.686	-13	1,098,215	-20
100							-9						-15
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	8/28/23	2/19/24	175		Roche	50	1,872	293.296	262.901	327.204	33.908	12	1,161,691	26
					ams-OSRAM	50	80,097	6.856	2.402	19.567	12.711	185	2,179,795	791
100							98						318
long	2/19/24	8/12/24	175		Logitech	50	12,471	87.392	83.309		-4.083	-5	2,128,870	-9
					Partners	50	775	1,406.296	1,255.494		-150.802	-11	2,011,998	-21
100							-8						-15
accum	8/06/07	8/12/24	6551	days out of 7132 invested (92%)							20,020		2,011,998	34

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
UBS	short	8/06/07	4/27/09	630	54.63	12.80	233.17	178.54	326.82	50	163.41	163.41
ams-OSRAM	short	3/09/20	9/07/20	182	27.65	17.75	43.06	15.42	55.76		27.88
	short	8/28/23	2/19/24	175	6.86	2.40	19.57	12.71	185.39		92.70	146.42
Aryzta	short	6/29/15	7/20/15	21	10.97	10.22	11.77	0.80	7.32		3.66
	short	8/24/15	8/08/16	350	10.88	7.88	15.02	4.14	38.05		19.02
	short	3/26/18	8/27/18	154	4.68	2.15	10.17	5.49	117.41		58.70
	short	10/15/18	4/15/19	182	2.10	1.41	3.12	1.02	48.65		24.33	143.44
Sonova	long	4/27/09	5/24/10	392	66.19	105.26		39.07	59.02		29.51
	short	6/06/11	1/30/12	238	107.08	102.16	112.24	5.16	4.82		2.41
	long	1/30/12	10/13/14	987	102.16	151.70		49.54	48.49		24.24
	long	4/15/19	3/09/20	329	206.96	238.97		32.01	15.46		7.73	77.52
Transocean	short	10/13/14	1/12/15	91	29.51	15.36	56.69	27.18	92.12		46.06
	short	1/19/15	3/16/15	56	15.46	13.57	17.63	2.16	13.98		6.99
	short	6/29/15	7/20/15	21	16.65	13.49	20.56	3.91	23.46		11.73	74.60
Temenos	short	1/24/22	1/16/23	357	113.94	66.98	193.82	79.88	70.11		35.05	35.05
Roche	short	10/04/10	11/01/10	28	138.43	148.62	128.25	-10.19	-7.36		-3.68
	long	1/30/12	10/13/14	987	170.14	278.41		108.27	63.64		31.82
	short	8/28/23	2/19/24	175	293.30	262.90	327.20	33.91	11.56		5.78	34.31
Clariant	long	5/31/10	10/04/10	126	11.27	14.39		3.12	27.71		13.85
	long	11/01/10	6/06/11	217	16.38	21.90		5.53	33.76		16.88	33.07
Sika	long	8/08/16	3/26/18	595	77.99	128.05		50.06	64.19		32.09	32.09
Credit Suisse	long	4/27/09	5/24/10	392	38.77	38.26		-0.51	-1.32		-0.66
	short	6/06/11	1/30/12	238	42.52	26.03	69.46	26.94	63.35		31.67
	short	3/09/20	9/07/20	182	9.38	10.94	7.81	-1.57	-16.70		-8.35	19.88
Lonza	short	5/24/10	5/31/10	7	64.64	65.56	63.73	-0.92	-1.42		-0.71
	long	1/12/15	1/19/15	7	119.31	108.35		-10.95	-9.18		-4.59
	long	3/16/15	6/29/15	105	126.53	134.93		8.40	6.64		3.32
	long	8/08/16	3/26/18	595	188.72	236.14		47.42	25.13		12.56
	long	9/07/20	1/24/22	504	604.54	670.92		66.39	10.98		5.49	16.22
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Bâloise	short	8/06/07	4/27/09	630	92.21	72.34	117.55	25.34	27.48		13.74	13.74
Swatch	long	5/31/10	10/04/10	126	261.72	365.90		104.18	39.81		19.90
	short	10/13/14	1/12/15	91	459.73	439.09	481.34	21.61	4.70		2.35
	short	1/19/15	3/16/15	56	413.06	435.63	390.50	-22.57	-5.46		-2.73
	long	1/16/23	8/28/23	224	322.48	280.79		-41.69	-12.93		-6.46	11.65
Holcim	short	10/04/10	11/01/10	28	63.36	64.18	62.54	-0.82	-1.29		-0.65
	short	8/24/15	8/08/16	350	63.11	50.64	78.65	15.54	24.62		12.31	11.59
Richemont	long	11/01/10	6/06/11	217	50.42	64.93		14.51	28.78		14.39
	long	1/16/23	8/28/23	224	150.11	141.07		-9.04	-6.02		-3.01	10.95
Logitech	long	8/27/18	10/15/18	49	49.69	39.28		-10.41	-20.94		-10.47
	long	9/07/20	1/24/22	504	69.97	72.72		2.75	3.93		1.97
	short	1/24/22	1/16/23	357	72.72	54.51	97.02	24.29	33.41		16.70
	long	2/19/24	8/12/24	175	87.39	83.31		-4.08	-4.67		-2.34	4.05
Avolta	short	3/26/18	8/27/18	154	130.65	124.19	137.45	6.80	5.20		2.60	2.60
Schindler	long	3/16/15	6/29/15	105	165.31	169.21		3.90	2.36		1.18	1.18
Givaudan	long	1/12/15	1/19/15	7	1,896.47	1,860.10		-36.37	-1.92		-0.96	-0.96
Swiss Life	long	4/15/19	3/09/20	329	460.85	427.78		-33.07	-7.18		-3.59	-3.59
Partners	long	2/19/24	8/12/24	175	1,406.30	1,255.49		-150.80	-10.72		-5.36	-5.36
Vifor Pharma	long	7/20/15	8/24/15	35	111.93	124.82		12.89	11.52		5.76
	long	8/27/18	10/15/18	49	183.58	143.49		-40.09	-21.84		-10.92	-5.79
Actelion	short	5/24/10	5/31/10	7	35.00	36.14	33.85	-1.15	-3.27		-1.64
	long	7/20/15	8/24/15	35	150.94	133.74		-17.20	-11.39		-5.70	-7.24
Adecco	short	10/15/18	4/15/19	182	49.36	58.39	40.32	-9.04	-18.31		-9.15	-9.15

Annotations

4/12/23	SGS	stock split 1:25 (twentyfive for one)
4/20/22	Straumann	stock split 1:10 (ten for one)
11/13/18	SLI	ams and Temenos replaced Aryzta and Bâloise
8/13/18	SLI	Logitech replaced Lindt & Sprüngli
6/19/18	Sika	stock split 1:60 (sixty for one)
5/31/17	SLI	Lindt & Sprüngli and Partners Group replace Actelion and Syngenta
4/05/16	SLI	Transocean was replaced by Dufry
9/15/15	SLI	complete analysis


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