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

Assessment - Swiss Leader Index - 4/08/24 - RS = 28

		⇓instrument	freshest		⇓ Δday	4/08/24	⇓ Δwk	9/25/23	prc diff	⇓ Δ28	∅-RS
	L	SLI® PR	1,864.800	Fri	-0.86	1,897.610	-1.73	1,721.590	176.020	10.22	7.58
	L	VAT	482.800	Fri	-1.69	485.700	-0.60	322.700	163.000	50.51	32.20
	L	UBS	26.350	Fri	-0.15	28.190	-6.53	23.090	5.100	22.09	30.39
	L	Holcim	78.980	Fri	0.30	80.480	-1.86	58.880	21.600	36.68	30.17
		Partners	1,271.000	Fri	-0.43	1,272.500	-0.12	1,020.000	252.500	24.75	26.24
	L	Lonza	535.000	Fri	-0.96	557.800	-4.09	432.100	125.700	29.09	25.83
	L	Givaudan	3,916.000	Fri	-2.22	3,970.000	-1.36	2,938.000	1,032.000	35.13	25.15
		Logitech	79.720	Fri	0.63	79.800	-0.10	62.520	17.280	27.64	23.21
	L	ABB	41.870	Fri	-0.59	42.090	-0.52	32.470	9.620	29.63	21.39
	L	Swiss Re	106.000	Fri	0.57	108.750	-2.53	94.680	14.070	14.86	14.50
	L	Schindler	221.400	Fri	-1.42	225.800	-1.95	184.950	40.850	22.09	11.97
	L	Alcon	74.180	Fri	-0.86	76.180	-2.63	71.100	5.080	7.14	10.15
		Swiss Life	621.200	Fri	0.42	627.600	-1.02	571.800	55.800	9.76	9.66
	L	Zurich Insurance	451.500	Fri	-3.77	475.400	-5.03	423.500	51.900	12.26	9.64
	L	Sika	263.400	Fri	-1.64	266.700	-1.24	232.600	34.100	14.66	8.27
	L	Geberit	502.800	Fri	-1.49	523.000	-3.86	451.100	71.900	15.94	8.09
	L	Straumann	138.550	Fri	-2.12	141.800	-2.29	124.000	17.800	14.35	7.78
	L	Richemont	128.050	Fri	-3.03	135.100	-5.22	114.250	20.850	18.25	5.73
	L	SGS	81.660	Fri	-0.44	83.160	-1.80	77.100	6.060	7.86	4.29
		Sonova	256.400	Fri	-0.70	257.300	-0.35	218.700	38.600	17.65	3.50
		Adecco	34.500	Fri	0.64	34.680	-0.52	37.430	-2.750	-7.35	-0.55
	L	Julius Bär	51.360	Fri	0.16	52.860	-2.84	58.700	-5.840	-9.95	-1.77
	S	Novartis	86.100	Fri	0.55	86.350	-0.29	92.500	-6.150	-6.65	-2.68
	S	Kühne & Nagel	253.700	Fri	0.55	256.700	-1.17	266.100	-9.400	-3.53	-3.03
		Lindt PS	10,360.000	Fri	-0.67	10,340.000	0.19	10,190.000	150.000	1.47	-3.22
		⇓instrument	freshest		⇓ Δday	4/08/24	⇓ Δwk	9/25/23	prc diff	⇓ Δ28	∅-RS
	L	Swisscom	518.000	Fri	0.10	518.000		545.200	-27.200	-4.99	-3.84
		Nestlé	93.040	Fri	-0.83	93.260	-0.24	107.140	-13.880	-12.96	-9.46
	S	Temenos	61.400	Fri	-1.29	62.600	-1.92	64.400	-1.800	-2.80	-11.55
		Swatch	200.000	Fri	-2.49	209.400	-4.49	235.300	-25.900	-11.01	-13.21
	S	Roche	225.000	Fri	-0.49	219.800	2.37	249.550	-29.750	-11.92	-13.57
	S	ams-OSRAM	1.007	Fri	-2.52	1.055	-4.60	5.534	-4.479	-80.94	-64.26
SLI - 30 out of 30 instruments rated - 4/08/24 / 9/25/23 - 20 did rise, Market-Ratio(28) = 66.67 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

1/06/20	scale up chart	4/08/24

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	6/12/23	679		Credit Suisse	100	115,805	9.336	0.817	106.684	97.348	1,043	12,354,554	270
6/12/23		7/24/23	42		- cash -
	7/24/23	4/12/24	263		ams-OSRAM	100	1,934,025	6.388	1.007	40.543	34.155	535	78,411,177	1,200
accum	6/05/06	4/12/24	6483	days out of 6679 invested (97%)							784,012		78,411,177	66

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Credit Suisse	short	8/02/21	6/12/23	679	9.34	0.82	106.68	97.35	1,042.72	1,042.72
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
ams-OSRAM	long	11/25/19	2/03/20	70	45.80	39.12		-6.68	-14.59
	short	7/24/23	4/12/24	263	6.39	1.01	40.54	34.16	534.67	442.11
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
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
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
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
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
Temenos	short	10/26/20	5/17/21	203	101.05	132.25	69.85	-31.20	-30.88	-30.88

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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