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

Assessment - Swiss Leader Index - 4/15/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	∅-RS
		SLI® PR	1,839.710	15:30	0.16	1,869.680	-1.60	1,704.750	164.930	9.67	5.85
	L	VAT	459.100	15:30	-2.77	491.500	-6.59	334.400	157.100	46.98	32.67
	L	Holcim	77.540	15:30	-0.36	79.260	-2.17	58.020	21.240	36.61	27.34
		Partners	1,189.000	15:30	-1.16	1,281.500	-7.22	1,038.500	243.000	23.40	26.15
	L	Givaudan	3,951.000	15:30	1.26	3,895.000	1.44	2,910.000	985.000	33.85	22.25
	L	ABB	44.640	15:30	0.70	42.200	5.78	32.700	9.500	29.05	20.92
		UBS	25.700	15:30	-0.43	26.250	-2.10	22.450	3.800	16.93	20.52
	L	Lonza	502.800	15:30	-1.45	534.000	-5.84	426.100	107.900	25.32	20.49
		Logitech	70.980	15:30	-1.20	74.640	-4.90	64.880	9.760	15.04	14.28
		Swiss Re	98.120	15:30	0.12	107.400	-8.64	97.320	10.080	10.36	12.78
		Schindler	225.800	15:30	0.09	224.200	0.71	183.300	40.900	22.31	10.77
		Swiss Life	611.200	15:30	0.49	623.600	-1.99	578.200	45.400	7.85	8.82
	L	Alcon	72.480	15:30	0.50	74.780	-3.08	68.640	6.140	8.95	7.78
	L	Sika	255.900	15:30	-1.99	263.400	-2.85	235.000	28.400	12.09	6.64
		Straumann	133.100	15:30	-0.97	140.250	-5.10	118.150	22.100	18.71	6.51
		Geberit	485.500	15:30	-0.19	507.400	-4.32	452.300	55.100	12.18	4.71
		Zurich Insurance	448.400	15:30	1.22	453.700	-1.17	427.700	26.000	6.08	4.54
		Temenos	66.000	15:30	-2.22	73.400	-10.08	62.740	10.660	16.99	3.80
		Sonova	248.000	15:30	-0.28	257.700	-3.76	218.700	39.000	17.83	3.78
		Richemont	127.450	15:30	-0.78	130.200	-2.11	106.050	24.150	22.77	1.96
		SGS	82.000	15:30		80.480	1.89	77.540	2.940	3.79	0.91
	S	Adecco	31.260	15:30	-0.26	34.300	-8.86	36.520	-2.220	-6.08	-1.82
	S	Novartis	85.530	15:30	1.19	86.500	-1.12	87.200	-0.700	-0.80	-2.50
		Lindt PS	10,420.000	15:30	-0.38	10,300.000	1.17	9,830.000	470.000	4.78	-3.48
	S	Kühne & Nagel	248.700	15:30	-0.96	254.900	-2.43	265.900	-11.000	-4.14	-3.68
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/16/23	prc diff	⇓ Δ26	∅-RS
	L	Swisscom	518.500	15:30	1.47	517.000	0.29	544.000	-27.000	-4.96	-3.76
	L	Julius Bär	48.440	15:30	0.06	48.890	-0.92	57.900	-9.010	-15.56	-8.89
		Nestlé	95.240	15:30	2.15	92.500	2.96	103.080	-10.580	-10.26	-9.85
	S	Roche	222.100	15:30	0.95	225.100	-1.33	252.150	-27.050	-10.73	-11.09
	L	Swatch	191.000	15:30	-0.93	200.900	-4.93	224.600	-23.700	-10.55	-16.20
	S	ams-OSRAM	0.933	15:30	-0.68	0.967	-3.52	3.855	-2.888	-74.91	-65.77
SLI - 30 out of 30 instruments rated - 4/15/24 / 10/16/23 - 21 did rise, Market-Ratio(26) = 70.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

1/06/20	scale up chart	4/15/24

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
					Avolta	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	8/28/23	224		Richemont	50	1,432	138.950	124.650		-14.300	-10	377,571	-16
					Swatch	50	666	298.500	248.100		-50.400	-17	344,005	-26
100							-14						-21
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	663	259.150	232.000	289.477	30.327	12	364,112	26
					ams-OSRAM	50	28,423	6.058	2.120	17.311	11.253	186	683,956	793
100							99						319
long	2/19/24	4/19/24	60		Logitech	50	4,434	77.120	70.980		-6.140	-8	656,731	-40
					Partners	50	275	1,241.000	1,189.000		-52.000	-4	642,431	-23
100							-6						-32
accum	8/06/07	4/19/24	6101	days out of 6682 invested (91%)							6,324		642,431	28

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
ams-OSRAM	short	3/09/20	9/07/20	182	25.58	16.26	40.24	14.66	57.32		28.66
	short	8/28/23	2/19/24	175	6.06	2.12	17.31	11.25	185.75		92.88	148.15
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
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
	short	8/28/23	2/19/24	175	259.15	232.00	289.48	30.33	11.70		5.85	36.99
Temenos	short	1/24/22	1/16/23	357	104.00	62.00	174.45	70.45	67.74		33.87	33.87
Sika	long	8/08/16	3/26/18	595	76.62	121.08		44.47	58.04		29.02	29.02
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
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
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
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
	long	2/19/24	4/19/24	60	77.12	70.98		-6.14	-7.96		-3.98	1.63
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
Avolta	short	3/26/18	8/27/18	154	123.55	121.60	125.53	1.98	1.60		0.80	0.80
Richemont	long	11/01/10	6/06/11	217	49.53	54.15		4.62	9.33		4.66
	long	1/16/23	8/28/23	224	138.95	124.65		-14.30	-10.29		-5.15	-0.72
Partners	long	2/19/24	4/19/24	60	1,241.00	1,189.00		-52.00	-4.19		-2.10	-2.10
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
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	8/28/23	224	298.50	248.10		-50.40	-16.88		-8.44	-11.85

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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