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Assessment - Swiss Market Index - 29/06/20 - RS = 41

		⇓instrument	freshest		⇓ Δday	29/06/20	⇓ Δwk	16/09/19	prc diff	⇓ Δ41	∅-RS
	L	SMI® PR	10,173.000	12:55	0.83	10,060.500	1.12	9,969.190	91.310	0.92	0.82
	L	Lonza	502.600	12:13	0.12	496.800	1.17	333.300	163.500	49.05	34.62
	L	Givaudan	3,505.000	12:14	-0.11	3,455.000	1.45	2,750.000	705.000	25.64	17.07
	L	Sika	183.000	12:13	0.30	183.400	-0.22	149.450	33.950	22.72	12.91
		Roche	331.500	12:14	-0.39	331.450	0.02	272.950	58.500	21.43	9.51
	L	ABB	22.250	12:14	1.69	21.150	5.20	20.180	0.970	4.81	7.73
	L	Nestlé	105.120	12:15	-0.13	104.920	0.19	105.260	-0.340	-0.32	0.67
	L	Geberit	481.400	12:15	0.42	471.900	2.01	475.800	-3.900	-0.82	0.02
	L	UBS	11.020	12:15	1.85	10.825	1.80	11.515	-0.690	-5.99	-0.09
	S	Swisscom	496.700	12:12	0.98	494.900	0.36	489.000	5.900	1.21	-2.28
		Alcon	55.460	12:14	0.18	54.500	1.76	58.750	-4.250	-7.23	-2.63
	L	Novartis	82.600	12:14	-0.25	83.370	-0.92	85.850	-2.480	-2.89	-3.60
	L	SGS	2,316.000	12:14	-0.26	2,309.000	0.30	2,450.000	-141.000	-5.76	-4.42
	L	Zurich Insurance	338.500	12:15	1.26	332.200	1.90	380.100	-47.900	-12.60	-5.95
	L	LafargeHolcim	42.330	12:14	2.62	41.280	2.54	49.400	-8.120	-16.44	-8.17
	L	Credit Suisse	9.870	12:14	2.09	9.730	1.44	12.875	-3.145	-24.43	-9.26
	L	Richemont	61.100	12:14	1.70	60.400	1.16	79.320	-18.920	-23.85	-11.11
	L	Adecco	45.150	12:14	2.75	44.680	1.05	56.700	-12.020	-21.20	-11.70
	L	Swiss Life	352.600	12:15	2.14	347.800	1.38	483.800	-136.000	-28.11	-17.92
	L	Swiss Re	74.740	12:14	3.03	72.500	3.09	102.200	-29.700	-29.06	-19.03
	L	Swatch	191.550	12:14	1.75	187.950	1.92	278.800	-90.850	-32.59	-20.59
SMI - 20 out of 20 instruments rated - 29/06/20 / 16/09/19 - 6 did rise, Market-Ratio(41) = 30.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SMI RS = 41 - B/S = 84/79

4/01/16	scale up chart	29/06/20

Transactions Swiss Market Index * A41 - 84/79 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		9/01/06	7		- cash -
long	9/01/06	30/07/07	567		ABB	100	716	13.950	28.600		14.650	105	20,489	59
short	30/07/07	10/08/09	742		UBS	100	311	65.700	16.300	264.815	199.115	303	82,414	99
long	10/08/09	17/08/09	7		Credit Suisse	100	1,559	52.850	51.200		-1.650	-3	79,842	-81
short	17/08/09	7/09/09	21		Givaudan	100	110	725.000	761.500	688.500	-36.500	-5	75,827	-59
long	7/09/09	21/09/09	14		Swiss Re	100	1,621	46.760	45.720		-1.040	-2	74,141	-44
short	21/09/09	12/10/09	21		Novartis	100	1,777	41.710	43.460	39.960	-1.750	-4	71,031	-53
long	12/10/09	19/10/09	7		Swiss Re	100	1,447	49.060	47.340		-1.720	-4	68,542	-84
short	19/10/09	9/11/09	21		Roche	100	417	164.300	162.800	165.814	1.514	1	69,174	17
long	9/11/09	17/05/10	189		Swatch	100	270	256.100	319.000		62.900	25	86,157	53
short	17/05/10	21/02/11	280		Actelion	100	2,119	40.640	52.250	29.030	-11.610	-29	61,555	-36
long	21/02/11	28/02/11	7		Richemont	100	1,118	55.050	53.150		-1.900	-3	59,431	-84
short	28/02/11	7/03/11	7		Roche	100	424	140.100	132.100	148.585	8.485	6	63,028	2,045
long	7/03/11	14/03/11	7		Richemont	100	1,152	54.700	51.100		-3.600	-7	58,881	-97
short	14/03/11	2/05/11	49		Roche	100	450	130.800	141.900	119.700	-11.100	-8	53,886	-48
long	2/05/11	9/05/11	7		Richemont	100	961	56.050	54.000		-2.050	-4	51,916	-86
short	9/05/11	21/05/12	378		Credit Suisse	100	1,403	36.990	18.740	73.013	36.023	97	102,456	93
long	21/05/12	28/05/12	7		Richemont	100	1,775	57.700	57.750		0.050	0	102,545	5
short	28/05/12	4/06/12	7		Credit Suisse	100	5,425	18.900	18.380	19.435	0.535	3	105,446	328
long	4/06/12	11/06/12	7		Swiss Re	100	2,006	52.550	55.350		2.800	5	111,062	1,398
short	11/06/12	18/06/12	7		Credit Suisse	100	5,751	19.310	17.440	21.381	2.071	11	122,970	20,157
long	18/06/12	19/11/12	154		Swiss Re	100	2,195	56.000	66.100		10.100	18	145,139	48
short	19/11/12	17/12/12	28		Julius Bär	100	4,611	31.470	33.010	29.930	-1.540	-5	138,038	-48
long	17/12/12	14/10/13	301		Richemont	100	1,906	72.400	91.650		19.250	27	174,729	33
short	14/10/13	31/03/14	168		Transocean	100	4,288	40.740	36.420	45.572	4.832	12	195,450	28
long	31/03/14	5/05/14	35		Actelion	100	2,335	83.700	87.400		3.700	4	204,090	57
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	5/05/14	3/08/15	455		Transocean	100	5,384	37.900	12.700	113.103	75.203	198	608,983	140
long	3/08/15	17/08/15	14		UBS	100	27,186	22.400	21.750		-0.650	-3	591,312	-54
short	17/08/15	2/11/15	77		Transocean	100	44,160	13.390	15.760	11.020	-2.370	-18	486,653	-60
long	2/11/15	16/11/15	14		Actelion	100	3,481	139.800	138.500		-1.300	-1	482,128	-22
short	16/11/15	9/01/17	420		LafargeHolcim	100	8,846	54.500	53.650	55.364	0.864	2	489,766	1
long	9/01/17	23/01/17	14		Actelion	100	2,150	227.700	230.600		2.900	1	496,001	39
short	23/01/17	20/02/17	28		Swisscom	100	1,129	439.200	451.900	426.500	-12.700	-3	481,663	-32
long	20/02/17	13/03/17	21		Actelion	100	1,783	270.000	276.400		6.400	2	493,074	50
short	13/03/17	27/03/17	14		Givaudan	100	270	1,823.000	1,796.000	1,850.406	27.406	2	500,474	48
long	27/03/17	24/04/17	28		Actelion	100	1,833	273.000	280.300		7.300	3	513,855	41
short	24/04/17	8/05/17	14		Swisscom	100	1,175	437.300	453.800	420.800	-16.500	-4	494,467	-63
long	8/05/17	12/02/18	280		Sika	100	4,529	109.167	125.000		15.833	15	566,175	19
short	12/02/18	9/09/19	574		Roche	100	2,585	218.950	271.750	166.150	-52.800	-24	429,687	-16
long	9/09/19	3/02/20	147		Nestlé	100	3,878	110.800	106.980		-3.820	-3	414,873	-8
short	3/02/20	17/02/20	14		Swatch	100	1,691	245.200	252.800	237.600	-7.600	-3	402,021	-56
long	17/02/20	2/03/20	14		Lonza	100	964	416.800	391.300		-25.500	-6	377,439	-81
short	2/03/20	2/07/20	122		Swatch	100	1,717	219.700	191.550	251.987	32.287	15	432,876	51
accum	9/01/06	2/07/20	5288	days out of 5295 invested (100%)							4,229		432,876	30

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
UBS	short	30/07/07	10/08/09	742	65.70	16.30	264.82	199.12	303.07
	long	3/08/15	17/08/15	14	22.40	21.75		-0.65	-2.90	291.37
Transocean	short	14/10/13	31/03/14	168	40.74	36.42	45.57	4.83	11.86
	short	5/05/14	3/08/15	455	37.90	12.70	113.10	75.20	198.43
	short	17/08/15	2/11/15	77	13.39	15.76	11.02	-2.37	-17.70	174.74
Credit Suisse	long	10/08/09	17/08/09	7	52.85	51.20		-1.65	-3.12
	short	9/05/11	21/05/12	378	36.99	18.74	73.01	36.02	97.39
	short	28/05/12	4/06/12	7	18.90	18.38	19.43	0.53	2.83
	short	11/06/12	18/06/12	7	19.31	17.44	21.38	2.07	10.72	117.72
ABB	long	9/01/06	30/07/07	567	13.95	28.60		14.65	105.02	105.02
Swatch	long	9/11/09	17/05/10	189	256.10	319.00		62.90	24.56
	short	3/02/20	17/02/20	14	245.20	252.80	237.60	-7.60	-3.10
	short	2/03/20	2/07/20	122	219.70	191.55	251.99	32.29	14.70	38.44
Swiss Re	long	7/09/09	21/09/09	14	46.76	45.72		-1.04	-2.22
	long	12/10/09	19/10/09	7	49.06	47.34		-1.72	-3.51
	long	4/06/12	11/06/12	7	52.55	55.35		2.80	5.33
	long	18/06/12	19/11/12	154	56.00	66.10		10.10	18.04	17.30
Sika	long	8/05/17	12/02/18	280	109.17	125.00		15.83	14.50	14.50
Richemont	long	21/02/11	28/02/11	7	55.05	53.15		-1.90	-3.45
	long	7/03/11	14/03/11	7	54.70	51.10		-3.60	-6.58
	long	2/05/11	9/05/11	7	56.05	54.00		-2.05	-3.66
	long	21/05/12	28/05/12	7	57.70	57.75		0.05	0.09
	long	17/12/12	14/10/13	301	72.40	91.65		19.25	26.59	10.10
LafargeHolcim	short	16/11/15	9/01/17	420	54.50	53.65	55.36	0.86	1.58	1.58
Nestlé	long	9/09/19	3/02/20	147	110.80	106.98		-3.82	-3.45	-3.45
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Givaudan	short	17/08/09	7/09/09	21	725.00	761.50	688.50	-36.50	-5.03
	short	13/03/17	27/03/17	14	1,823.00	1,796.00	1,850.41	27.41	1.50	-3.61
Novartis	short	21/09/09	12/10/09	21	41.71	43.46	39.96	-1.75	-4.20	-4.20
Julius Bär	short	19/11/12	17/12/12	28	31.47	33.01	29.93	-1.54	-4.89	-4.89
Lonza	long	17/02/20	2/03/20	14	416.80	391.30		-25.50	-6.12	-6.12
Swisscom	short	23/01/17	20/02/17	28	439.20	451.90	426.50	-12.70	-2.89
	short	24/04/17	8/05/17	14	437.30	453.80	420.80	-16.50	-3.77	-6.56
Actelion	short	17/05/10	21/02/11	280	40.64	52.25	29.03	-11.61	-28.57
	long	31/03/14	5/05/14	35	83.70	87.40		3.70	4.42
	long	2/11/15	16/11/15	14	139.80	138.50		-1.30	-0.93
	long	9/01/17	23/01/17	14	227.70	230.60		2.90	1.27
	long	20/02/17	13/03/17	21	270.00	276.40		6.40	2.37
	long	27/03/17	24/04/17	28	273.00	280.30		7.30	2.67	-21.34
Roche	short	19/10/09	9/11/09	21	164.30	162.80	165.81	1.51	0.92
	short	28/02/11	7/03/11	7	140.10	132.10	148.58	8.48	6.06
	short	14/03/11	2/05/11	49	130.80	141.90	119.70	-11.10	-8.49
	short	12/02/18	9/09/19	574	218.95	271.75	166.15	-52.80	-24.12	-25.67

Annotations

19/06/18	Sika	stock split 1:60 (sixty for one)
15/05/17	SMI	Sika replaces Syngenta (acquired by ChemChina)
3/05/17	SMI	Lonza replaces Actelion (acquired by Johnson & Johnson)
5/04/16	SMI	Transocean was replaced by Swiss Life
10/09/15	SMI	complete analysis


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