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

Assessment - Swiss Leader Index - 3/13/23 - RS = 26

		⇓instrument	freshest		⇓ Δday	3/13/23	⇓ Δwk	9/12/22	prc diff	⇓ Δ26	∅-RS
		SLI® PR	1,681.150	Mon	0.39	1,684.410	-0.19	1,687.000	-2.590	-0.15	-2.16
	L	Swatch	303.600	Mon	1.64	322.000	-5.71	231.300	90.700	39.21	28.32
	L	Richemont	136.600	Mon	2.40	137.300	-0.51	108.200	29.100	26.89	22.10
	L	Holcim	56.920	Mon	1.68	55.860	1.90	46.540	9.320	20.03	20.25
	L	Schindler	216.200	Mon	2.03	209.100	3.40	174.600	34.500	19.76	15.15
		Swiss Re	89.280	Mon	1.50	91.460	-2.38	83.480	7.980	9.56	12.66
		Julius Bär	59.640	Mon	8.24	56.320	5.89	49.520	6.800	13.73	12.21
	L	Swisscom	587.800	Mon	1.03	579.000	1.52	497.300	81.700	16.43	10.26
	L	Straumann	125.150	Mon	-1.42	123.900	1.01	110.250	13.650	12.38	9.01
	L	Swiss Life	540.800	Mon	1.24	559.200	-3.29	524.000	35.200	6.72	8.43
		UBS	17.325	Mon	1.26	17.710	-2.17	16.115	1.595	9.90	5.34
		ABB	30.100	Mon	1.45	30.050	0.17	27.910	2.140	7.67	5.15
	L	VAT	299.000	Mon	0.27	276.000	8.33	242.600	33.400	13.77	4.93
	L	Kühne & Nagel	252.400	Mon	0.60	243.500	3.66	221.600	21.900	9.88	3.88
	L	Sika	254.500	Mon	0.08	250.600	1.56	232.700	17.900	7.69	2.58
	L	Geberit	504.400	Mon	1.02	492.900	2.33	462.500	30.400	6.57	1.63
	L	Lonza	532.200	Mon	-0.26	526.000	1.18	532.200	-6.200	-1.16	-0.85
	L	Adecco	31.680	Mon	1.25	32.890	-3.68	31.590	1.300	4.12	-1.83
	S	Zurich Insurance	411.200	Mon	2.42	423.200	-2.84	426.900	-3.700	-0.87	-2.22
	S	Nestlé	108.980	Mon	-0.33	106.760	2.08	111.860	-5.100	-4.56	-5.66
	L	Temenos	58.360	Mon	-0.75	64.880	-10.05	82.000	-17.120	-20.88	-8.60
	S	Novartis	76.740	Mon	0.66	74.720	2.70	80.140	-5.420	-6.76	-8.88
		SGS	2,110.000	Mon	0.57	2,065.000	2.18	2,310.000	-245.000	-10.61	-9.36
		Alcon	61.320	Mon	0.49	59.500	3.06	66.580	-7.080	-10.63	-10.58
	S	Logitech	49.020	Mon	-0.45	48.360	1.36	50.020	-1.660	-3.32	-10.78
		⇓instrument	freshest		⇓ Δday	3/13/23	⇓ Δwk	9/12/22	prc diff	⇓ Δ26	∅-RS
	L	Sonova	243.300	Mon	-1.34	240.100	1.33	247.300	-7.200	-2.91	-11.65
	S	Givaudan	2,972.000	Mon	1.96	2,799.000	6.18	3,136.000	-337.000	-10.75	-12.79
		Partners	766.600	Mon	2.16	792.600	-3.28	970.400	-177.800	-18.32	-15.33
	S	Roche	261.450	Mon	-0.11	264.250	-1.06	322.650	-58.400	-18.10	-17.06
		ams-OSRAM	6.832	Mon	-2.40	6.786	0.68	7.354	-0.568	-7.72	-17.12
		Credit Suisse	0.823	Mon	-55.74	2.257	-63.53	5.334	-3.077	-57.69	-48.43
SLI - 30 out of 30 instruments rated - 3/13/23 / 9/12/22 - 16 did rise, Market-Ratio(26) = 53.33 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

1/07/19	scale up chart	3/13/23

Transactions Swiss Leader Index * 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	76	65.050	14.580	290.227	225.177	346	27,113	138
					Bâloise	50	46	109.800	82.400	146.311	36.511	33	28,793	18
100							188						85
long	4/27/09	5/24/10	392		Credit Suisse	50	326	44.160	43.940		-0.220	0	28,721	0
					Sonova	50	190	75.400	120.900		45.500	60	37,366	55
100							30						28
short	5/24/10	5/31/10	7		Actelion	50	464	40.200	41.900	38.500	-1.700	-4	36,577	-89
					Lonza	50	252	74.250	76.000	72.500	-1.750	-2	36,136	-71
100							-3						-83
long	5/31/10	10/04/10	126		Swatch	50	59	303.400	356.300		52.900	17	39,258	59
					Clariant	50	1,395	13.063	14.013		0.950	7	40,583	23
100							12						40
short	10/04/10	11/01/10	28		Holcim	50	328	61.700	63.050	60.350	-1.350	-2	40,140	-25
					Roche	50	150	134.800	146.000	123.600	-11.200	-8	38,460	-68
100							-5						-50
long	11/01/10	6/06/11	217		Richemont	50	388	49.530	54.150		4.620	9	40,253	16
					Clariant	50	1,196	16.087	18.267		2.180	14	42,860	24
100							11						20
short	6/06/11	1/30/12	238		Credit Suisse	50	604	35.460	23.760	52.921	17.461	49	53,406	85
					Sonova	50	240	89.300	93.250	85.350	-3.950	-4	52,458	-7
100							22						36
long	1/30/12	10/13/14	987		Roche	50	168	155.300	264.100		108.800	70	70,737	22
					Sonova	50	282	93.250	143.900		50.650	54	85,020	17
100							62						20
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	97	436.100	445.700	426.500	-9.600	-2	84,089	-9
					Transocean	50	1,526	27.990	15.590	50.253	22.263	80	118,062	946
100							39						273
long	1/12/15	1/19/15	7		Lonza	50	487	121.100	95.300		-25.800	-21	105,497	-100
					Givaudan	50	30	1,925.000	1,636.000		-289.000	-15	96,827	-100
100							-18						-100
short	1/19/15	3/16/15	56		Swatch	50	133	363.300	439.300	287.300	-76.000	-21	86,719	-78
					Transocean	50	3,566	13.600	13.680	13.520	-0.080	-1	86,434	-4
100							-11						-52
long	3/16/15	6/29/15	105		Lonza	50	338	127.600	124.800		-2.800	-2	85,488	-7
					Schindler	50	259	166.700	156.500		-10.200	-6	82,846	-20
100							-4						-14
short	6/29/15	7/20/15	21		Transocean	50	2,689	15.400	13.000	18.243	2.843	18	90,491	1,800
					Aryzta	50	4,085	10.143	9.850	10.445	0.302	3	91,723	66
100							11						487
long	7/20/15	8/24/15	35		Actelion	50	315	145.500	124.500		-21.000	-14	85,108	-80
					Vifor Pharma	50	425	107.900	116.200		8.300	8	88,636	117
100							-3						-30
short	8/24/15	8/08/16	350		Holcim	50	754	58.750	49.750	69.378	10.628	18	96,649	19
					Aryzta	50	4,376	10.130	7.744	13.251	3.121	31	110,307	32
100							24						26
long	8/08/16	3/26/18	595		Lonza	50	297	185.400	223.300		37.900	20	121,564	12
					Sika	50	721	76.617	121.083		44.466	58	153,624	32
100							39						23
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	17,362	4.424	2.107	9.289	4.865	110	238,088	480
					Dufry	50	621	123.550	121.600	125.531	1.981	2	239,319	4
100							56						186
long	8/27/18	10/15/18	49		Logitech	50	2,459	48.650	38.750		-9.900	-20	214,975	-82
					Vifor Pharma	50	665	179.750	141.550		-38.200	-21	189,572	-83
100							-21						-82
short	10/15/18	4/15/19	182		Adecco	50	1,946	48.690	58.600	38.780	-9.910	-20	170,287	-37
					Aryzta	50	45,762	2.072	1.418	3.028	0.956	46	214,017	114
100							13						28
long	4/15/19	3/09/20	329		Swiss Life	50	231	462.500	395.800		-66.700	-14	198,609	-16
					Sonova	50	516	207.700	221.100		13.400	6	205,524	7
100							-4						-4
short	3/09/20	9/07/20	182		Credit Suisse	50	11,844	8.676	10.025	7.327	-1.349	-16	189,546	-29
					ams-OSRAM	50	4,017	25.580	16.260	40.242	14.662	57	248,444	148
100							21						46
long	9/07/20	1/24/22	504		Lonza	50	224	553.800	612.400		58.600	11	261,570	8
					Logitech	50	1,940	64.100	66.380		2.280	4	265,993	3
100							7						5
short	1/24/22	1/16/23	357		Logitech	50	2,003	66.380	50.460	87.323	20.943	32	307,941	32
					Temenos	50	1,279	104.000	62.000	174.452	70.452	68	398,049	70
100							50						51
long	1/16/23	3/20/23	63		Richemont	50	1,432	138.950	136.600		-2.350	-2	394,684	-9
					Swatch	50	666	298.500	303.600		5.100	2	398,080	10
100							0						0
accum	8/06/07	3/20/23	5706	days out of 6287 invested (91%)							3,881		398,080	27

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	65.05	14.58	290.23	225.18	346.16	50	173.08	173.08
Aryzta	short	6/29/15	7/20/15	21	10.14	9.85	10.44	0.30	2.97		1.49
	short	8/24/15	8/08/16	350	10.13	7.74	13.25	3.12	30.81		15.41
	short	3/26/18	8/27/18	154	4.42	2.11	9.29	4.86	109.97		54.98
	short	10/15/18	4/15/19	182	2.07	1.42	3.03	0.96	46.12		23.06	123.38
Sonova	long	4/27/09	5/24/10	392	75.40	120.90		45.50	60.34		30.17
	short	6/06/11	1/30/12	238	89.30	93.25	85.35	-3.95	-4.42		-2.21
	long	1/30/12	10/13/14	987	93.25	143.90		50.65	54.32		27.16
	long	4/15/19	3/09/20	329	207.70	221.10		13.40	6.45		3.23	67.09
Transocean	short	10/13/14	1/12/15	91	27.99	15.59	50.25	22.26	79.54		39.77
	short	1/19/15	3/16/15	56	13.60	13.68	13.52	-0.08	-0.59		-0.29
	short	6/29/15	7/20/15	21	15.40	13.00	18.24	2.84	18.46		9.23	52.22
Temenos	short	1/24/22	1/16/23	357	104.00	62.00	174.45	70.45	67.74		33.87	33.87
Roche	short	10/04/10	11/01/10	28	134.80	146.00	123.60	-11.20	-8.31		-4.15
	long	1/30/12	10/13/14	987	155.30	264.10		108.80	70.06		35.03	29.42
Sika	long	8/08/16	3/26/18	595	76.62	121.08		44.47	58.04		29.02	29.02
ams-OSRAM	short	3/09/20	9/07/20	182	25.58	16.26	40.24	14.66	57.32		28.66	28.66
Bâloise	short	8/06/07	4/27/09	630	109.80	82.40	146.31	36.51	33.25		16.63	16.63
Credit Suisse	long	4/27/09	5/24/10	392	44.16	43.94		-0.22	-0.50		-0.25
	short	6/06/11	1/30/12	238	35.46	23.76	52.92	17.46	49.24		24.62
	short	3/09/20	9/07/20	182	8.68	10.03	7.33	-1.35	-15.55		-7.77	14.65
Clariant	long	5/31/10	10/04/10	126	13.06	14.01		0.95	7.27		3.64
	long	11/01/10	6/06/11	217	16.09	18.27		2.18	13.55		6.78	10.66
Holcim	short	10/04/10	11/01/10	28	61.70	63.05	60.35	-1.35	-2.19		-1.09
	short	8/24/15	8/08/16	350	58.75	49.75	69.38	10.63	18.09		9.05	7.85
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Logitech	long	8/27/18	10/15/18	49	48.65	38.75		-9.90	-20.35		-10.17
	long	9/07/20	1/24/22	504	64.10	66.38		2.28	3.56		1.78
	short	1/24/22	1/16/23	357	66.38	50.46	87.32	20.94	31.55		15.77	5.84
Richemont	long	11/01/10	6/06/11	217	49.53	54.15		4.62	9.33		4.66
	long	1/16/23	3/20/23	63	138.95	136.60		-2.35	-1.69		-0.85	3.78
Lonza	short	5/24/10	5/31/10	7	74.25	76.00	72.50	-1.75	-2.36		-1.18
	long	1/12/15	1/19/15	7	121.10	95.30		-25.80	-21.30		-10.65
	long	3/16/15	6/29/15	105	127.60	124.80		-2.80	-2.19		-1.10
	long	8/08/16	3/26/18	595	185.40	223.30		37.90	20.44		10.22
	long	9/07/20	1/24/22	504	553.80	612.40		58.60	10.58		5.29	1.34
Dufry	short	3/26/18	8/27/18	154	123.55	121.60	125.53	1.98	1.60		0.80	0.80
Swatch	long	5/31/10	10/04/10	126	303.40	356.30		52.90	17.44		8.72
	short	10/13/14	1/12/15	91	436.10	445.70	426.50	-9.60	-2.20		-1.10
	short	1/19/15	3/16/15	56	363.30	439.30	287.30	-76.00	-20.92		-10.46
	long	1/16/23	3/20/23	63	298.50	303.60		5.10	1.71		0.85	-2.90
Schindler	long	3/16/15	6/29/15	105	166.70	156.50		-10.20	-6.12		-3.06	-3.06
Vifor Pharma	long	7/20/15	8/24/15	35	107.90	116.20		8.30	7.69		3.85
	long	8/27/18	10/15/18	49	179.75	141.55		-38.20	-21.25		-10.63	-7.19
Swiss Life	long	4/15/19	3/09/20	329	462.50	395.80		-66.70	-14.42		-7.21	-7.21
Givaudan	long	1/12/15	1/19/15	7	1,925.00	1,636.00		-289.00	-15.01		-7.51	-7.51
Actelion	short	5/24/10	5/31/10	7	40.20	41.90	38.50	-1.70	-4.23		-2.11
	long	7/20/15	8/24/15	35	145.50	124.50		-21.00	-14.43		-7.22	-9.18
Adecco	short	10/15/18	4/15/19	182	48.69	58.60	38.78	-9.91	-20.35		-10.18	-10.18

Annotations

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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