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

Assessment - Swiss Leader Index - 1/23/23 - RS = 28

		⇓instrument	freshest		⇓ Δday	1/23/23	⇓ Δwk	7/11/22	prc diff	⇓ Δ28	∅-RS
	L	SLI® PR	1,780.910	Mon	0.16	1,770.200	0.61	1,687.280	82.920	4.91	1.99
	L	Richemont	142.400	Mon		138.850	2.56	101.250	37.600	37.14	25.26
	L	Swatch	330.500	Mon	-0.33	306.400	7.87	227.600	78.800	34.62	24.39
	L	UBS	19.850	Mon	0.46	19.550	1.53	15.490	4.060	26.21	18.49
	L	Julius Bär	59.200	Mon	-1.10	58.000	2.07	43.310	14.690	33.92	16.86
	L	Swiss Re	95.780	Mon	0.80	94.180	1.70	72.720	21.460	29.51	16.47
	L	Holcim	54.600	Mon	0.48	52.700	3.61	40.820	11.880	29.10	15.55
	L	ABB	32.030	Mon	0.31	31.570	1.46	25.990	5.580	21.47	10.63
	L	VAT	283.800	Mon	-1.60	292.200	-2.87	225.600	66.600	29.52	9.10
	L	Schindler	197.700	Mon	-0.63	197.950	-0.13	180.000	17.950	9.97	8.24
	L	Straumann	120.950	Mon	-2.89	122.150	-0.98	118.400	3.750	3.17	6.07
	L	Sika	261.400	Mon	-0.46	262.300	-0.34	225.700	36.600	16.22	5.75
	L	Alcon	69.000	Mon	0.64	69.940	-1.34	69.600	0.340	0.49	4.76
	L	Novartis	83.170	Mon	0.71	85.430	-2.65	83.000	2.430	2.93	4.61
	L	ams-OSRAM	8.876	Mon	-2.57	9.070	-2.14	7.538	1.532	20.32	3.94
	L	Swiss Life	547.000	Mon	-0.26	537.200	1.82	472.700	64.500	13.65	3.86
	L	Swisscom	541.800	Mon	1.42	538.600	0.59	529.800	8.800	1.66	3.04
		Zurich Insurance	453.700	Mon	0.33	443.000	2.42	421.900	21.100	5.00	2.86
	L	Geberit	522.400	Mon	0.04	498.000	4.90	474.200	23.800	5.02	0.67
	L	SGS	2,221.000	Mon	-0.76	2,324.000	-4.43	2,230.000	94.000	4.22	0.09
	L	Adecco	34.270	Mon	0.50	34.170	0.29	32.530	1.640	5.04	-0.79
	L	Nestlé	111.180	Mon	1.50	113.180	-1.77	115.180	-2.000	-1.74	-0.88
	L	Kühne & Nagel	217.200	Mon	-0.05	222.700	-2.47	233.900	-11.200	-4.79	-5.88
		Logitech	54.020	Mon	-0.74	52.140	3.61	52.600	-0.460	-0.87	-7.16
	L	Lonza	533.800	Mon	0.49	495.000	7.84	569.000	-74.000	-13.01	-8.22
		⇓instrument	freshest		⇓ Δday	1/23/23	⇓ Δwk	7/11/22	prc diff	⇓ Δ28	∅-RS
	L	Partners	866.400	Mon	-1.23	882.800	-1.86	887.000	-4.200	-0.47	-9.14
	S	Roche	288.200	Mon	-0.40	295.450	-2.45	326.450	-31.000	-9.50	-9.84
	L	Givaudan	2,980.000	Mon	0.71	2,929.000	1.74	3,510.000	-581.000	-16.55	-11.79
	L	Temenos	65.340	Mon	0.09	63.140	3.48	79.260	-16.120	-20.34	-15.02
	L	Sonova	236.900	Mon	0.81	231.000	2.55	326.700	-95.700	-29.29	-18.57
		Credit Suisse	3.149	Mon	-1.90	3.150	-0.03	5.406	-2.256	-41.73	-37.21
SLI - 30 out of 30 instruments rated - 1/23/23 / 7/11/22 - 20 did rise, Market-Ratio(28) = 66.67 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 28 - B/S = 90/77

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

Transactions Swiss Leader Index * A28 - 90/77 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		6/05/06	154		- cash -
short	6/05/06	10/30/06	147		Clariant	100	617	16.196	16.580	15.812	-0.384	-2	9,763	-6
long	10/30/06	11/20/06	21		Actelion	100	238	40.900	43.000		2.100	5	10,263	139
short	11/20/06	12/04/06	14		Clariant	100	618	16.580	15.740	17.465	0.885	5	10,810	288
long	12/04/06	7/30/07	238		Actelion	100	247	43.600	62.950		19.350	44	15,589	76
short	7/30/07	9/07/09	770		UBS	100	237	65.700	19.280	223.884	158.184	241	53,079	79
long	9/07/09	4/26/10	231		Sonova	100	521	101.800	136.300		34.500	34	71,053	59
short	4/26/10	2/20/12	665		Actelion	100	1,551	45.800	35.000	59.933	14.133	31	92,973	16
long	2/20/12	4/23/12	63		Sonova	100	901	103.100	98.550		-4.550	-4	88,873	-23
short	4/23/12	11/26/12	217		Lonza	100	2,143	41.460	43.470	39.450	-2.010	-5	84,566	-8
long	11/26/12	6/24/13	210		Swiss Life	100	673	125.500	148.000		22.500	18	99,708	33
short	6/24/13	7/08/13	14		Kühne & Nagel	100	1,002	99.500	112.200	86.800	-12.700	-13	86,983	-97
long	7/08/13	8/12/13	35		Lonza	100	1,168	74.450	69.550		-4.900	-7	81,260	-51
short	8/12/13	1/06/14	147		Transocean	100	1,845	44.040	44.080	44.000	-0.040	0	81,186	0
long	1/06/14	1/27/14	21		Vifor Pharma	100	890	91.200	84.700		-6.500	-7	75,401	-72
short	1/27/14	8/03/15	553		Transocean	100	1,880	40.090	12.700	126.552	86.462	216	237,949	114
long	8/03/15	8/24/15	21		Vifor Pharma	100	2,111	112.700	116.200		3.500	3	245,338	70
short	8/24/15	1/09/17	504		Aryzta	100	24,218	10.130	9.650	10.634	0.504	5	257,541	4
long	1/09/17	1/16/17	7		Actelion	100	1,131	227.700	230.600		2.900	1	260,821	93
short	1/16/17	5/08/17	112		Vifor Pharma	100	2,297	113.500	115.800	111.200	-2.300	-2	255,538	-6
long	5/08/17	9/04/17	119		Sika	100	2,340	109.167	114.500		5.333	5	268,017	16
short	9/04/17	6/24/19	658		Aryzta	100	41,151	6.513	1.116	38.010	31.497	484	1,564,150	166
long	6/24/19	8/05/19	42		Novartis	100	17,337	90.220	88.980		-1.240	-1	1,542,652	-11
short	8/05/19	11/25/19	112		UBS	100	143,435	10.755	12.290	9.220	-1.535	-14	1,322,480	-39
long	11/25/19	2/03/20	70		ams-OSRAM	100	28,875	45.800	39.120		-6.680	-15	1,129,595	-56
short	2/03/20	9/28/20	238		Swatch	100	4,606	245.200	216.300	277.961	32.761	13	1,280,493	21
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	9/28/20	10/26/20	28		Logitech	100	18,726	68.380	78.200		9.820	14	1,464,383	475
short	10/26/20	5/17/21	203		Temenos	100	14,491	101.050	132.250	69.850	-31.200	-31	1,012,263	-49
long	5/17/21	8/02/21	77		Kühne & Nagel	100	3,533	286.500	306.000		19.500	7	1,081,157	37
short	8/02/21	1/30/23	546		Credit Suisse	100	115,805	9.336	3.149	27.679	18.343	196	3,205,356	107
accum	6/05/06	1/30/23	6084	days out of 6238 invested (98%)							31,954		3,205,356	41

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Aryzta	short	8/24/15	1/09/17	504	10.13	9.65	10.63	0.50	4.97
	short	9/04/17	6/24/19	658	6.51	1.12	38.01	31.50	483.60	512.63
Transocean	short	8/12/13	1/06/14	147	44.04	44.08	44.00	-0.04	-0.09
	short	1/27/14	8/03/15	553	40.09	12.70	126.55	86.46	215.67	215.38
Credit Suisse	short	8/02/21	1/30/23	546	9.34	3.15	27.68	18.34	196.47	196.47
UBS	short	7/30/07	9/07/09	770	65.70	19.28	223.88	158.18	240.77
	short	8/05/19	11/25/19	112	10.76	12.29	9.22	-1.54	-14.27	192.13
Actelion	long	10/30/06	11/20/06	21	40.90	43.00		2.10	5.13
	long	12/04/06	7/30/07	238	43.60	62.95		19.35	44.38
	short	4/26/10	2/20/12	665	45.80	35.00	59.93	14.13	30.86
	long	1/09/17	1/16/17	7	227.70	230.60		2.90	1.27	101.16
Sonova	long	9/07/09	4/26/10	231	101.80	136.30		34.50	33.89
	long	2/20/12	4/23/12	63	103.10	98.55		-4.55	-4.41	27.98
Swiss Life	long	11/26/12	6/24/13	210	125.50	148.00		22.50	17.93	17.93
Logitech	long	9/28/20	10/26/20	28	68.38	78.20		9.82	14.36	14.36
Swatch	short	2/03/20	9/28/20	238	245.20	216.30	277.96	32.76	13.36	13.36
Sika	long	5/08/17	9/04/17	119	109.17	114.50		5.33	4.89	4.89
Clariant	short	6/05/06	10/30/06	147	16.20	16.58	15.81	-0.38	-2.37
	short	11/20/06	12/04/06	14	16.58	15.74	17.46	0.88	5.34	2.84
Novartis	long	6/24/19	8/05/19	42	90.22	88.98		-1.24	-1.37	-1.37
Vifor Pharma	long	1/06/14	1/27/14	21	91.20	84.70		-6.50	-7.13
	long	8/03/15	8/24/15	21	112.70	116.20		3.50	3.11
	short	1/16/17	5/08/17	112	113.50	115.80	111.20	-2.30	-2.03	-6.18
Kühne & Nagel	short	6/24/13	7/08/13	14	99.50	112.20	86.80	-12.70	-12.76
	long	5/17/21	8/02/21	77	286.50	306.00		19.50	6.81	-6.83
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Lonza	short	4/23/12	11/26/12	217	41.46	43.47	39.45	-2.01	-4.85
	long	7/08/13	8/12/13	35	74.45	69.55		-4.90	-6.58	-11.11
ams-OSRAM	long	11/25/19	2/03/20	70	45.80	39.12		-6.68	-14.59	-14.59
Temenos	short	10/26/20	5/17/21	203	101.05	132.25	69.85	-31.20	-30.88	-30.88

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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