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

Assessment - Swiss Leader Index in Pound sterling - 7/01/24 - RS = 28

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/18/23	prc diff	Δ28	⇓∅-RS
	L	SLI® PR	1,679.975	8/12/24	0.02	1,708.443	-1.67	1,592.620	115.822	7.27	6.65
		Lonza	477.087	8/12/24	-1.80	427.540	11.59	294.505	133.034	45.17	9.53
	L	ABB	39.839	8/12/24	0.55	44.102	-9.67	33.501	10.601	31.64	32.59
		VAT	355.933	8/12/24	-0.34	442.771	-19.61	357.937	84.834	23.70	25.39
	L	Alcon	69.646	8/12/24	-1.12	70.189	-0.77	57.777	12.411	21.48	10.74
	L	Givaudan	3,621.481	8/12/24	-1.12	3,765.920	-3.84	3,103.631	662.289	21.34	25.12
		Holcim	66.775	8/12/24	-0.34	69.944	-4.53	59.390	10.553	17.77	18.78
	L	Richemont	112.225	8/12/24	1.22	123.036	-8.79	106.430	16.606	15.60	9.07
		Swiss Life	570.928	8/12/24	0.62	585.810	-2.54	521.954	63.856	12.23	11.42
		Swiss Re	91.040	8/12/24	0.10	98.394	-7.47	89.801	8.592	9.57	11.56
	L	Novartis	84.685	8/12/24	0.16	84.668	0.02	77.550	7.118	9.18	6.59
	L	Julius Bär	41.739	8/12/24	0.87	44.680	-6.58	41.095	3.585	8.72	-4.43
		Schindler	198.538	8/12/24	-0.09	198.013	0.27	182.865	15.148	8.28	5.98
	L	Logitech	65.899	8/12/24	1.95	76.334	-13.67	71.569	4.765	6.66	21.40
	L	Sonova	243.445	8/12/24	-1.52	245.371	-0.78	232.433	12.939	5.57	9.55
		SGS	80.203	8/12/24	-0.17	70.119	14.38	66.658	3.461	5.19	-1.73
		UBS	21.753	8/12/24	0.44	23.618	-7.89	22.690	0.927	4.09	11.98
	L	Zurich Insurance	406.793	8/12/24	0.85	422.637	-3.75	407.504	15.133	3.71	7.26
	L	Geberit	457.653	8/12/24	-0.72	463.255	-1.21	461.965	1.290	0.28	5.46
		Sika	216.571	8/12/24	0.04	223.312	-3.02	224.639	-1.328	-0.59	-0.38
		Swisscom	459.579	8/12/24	0.48	445.135	3.24	460.697	-15.562	-3.38	-4.78
	L	Roche	243.183	8/12/24	0.25	218.935	11.08	230.439	-11.504	-4.99	0.51
		Kühne & Nagel	222.174	8/12/24	0.40	228.914	-2.94	242.582	-13.668	-5.63	-2.54
		Partners	993.128	8/12/24	0.93	1,004.508	-1.13	1,069.280	-64.772	-6.06	3.01
		Lindt PS	9,506.715	8/12/24	-1.54	9,235.345	2.94	9,841.003	-605.658	-6.15	-2.33
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/18/23	prc diff	Δ28	⇓∅-RS
	S	Straumann	98.350	8/12/24	0.76	98.656	-0.31	108.740	-10.084	-9.27	-14.29
	L	Nestlé	77.594	8/12/24	-0.40	80.431	-3.53	89.729	-9.298	-10.36	-9.40
		Temenos	49.722	8/12/24	1.88	54.712	-9.12	69.866	-15.154	-21.69	-9.92
	S	Swatch	157.526	8/12/24	-0.17	161.903	-2.70	209.506	-47.603	-22.72	-18.73
	S	Adecco	24.598	8/12/24	-0.78	26.384	-6.77	37.760	-11.376	-30.13	-17.82
	L	ams-OSRAM	0.876	8/12/24	-0.20	1.092	-19.77	1.812	-0.721	-39.77	-40.93
SLI - 30 out of 30 instruments rated - 7/01/24 / 12/18/23 - 18 did rise, Market-Ratio(28) in GBP = 60.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

1/04/21	scale up chart	7/01/24

Transactions Swiss Leader Index in Pound sterling * 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	1,403	7.123	6.995	7.252	0.130	2	10,182	5
long	10/30/06	11/20/06	21		Actelion	100	590	17.256	18.244		0.988	6	10,765	163
short	11/20/06	12/04/06	14		Clariant	100	1,530	7.034	6.659	7.431	0.397	6	11,372	318
long	12/04/06	7/30/07	238		Actelion	100	616	18.445	25.742		7.296	40	15,867	67
short	7/30/07	9/07/09	770		UBS	100	590	26.866	11.090	65.087	38.221	142	38,417	52
long	9/07/09	4/26/10	231		Sonova	100	656	58.554	82.606		24.052	41	54,195	72
short	4/26/10	2/20/12	665		Actelion	100	1,952	27.758	24.044	32.045	4.288	15	62,564	8
long	2/20/12	4/23/12	63		Sonova	100	883	70.826	67.228		-3.598	-5	59,388	-26
short	4/23/12	11/26/12	217		Lonza	100	2,099	28.283	29.215	27.351	-0.932	-3	57,432	-5
long	11/26/12	6/24/13	210		Swiss Life	100	680	84.344	102.702		18.358	22	69,915	41
short	6/24/13	7/08/13	14		Kühne & Nagel	100	1,012	69.046	78.187	59.906	-9.141	-13	60,665	-98
long	7/08/13	8/12/13	35		Lonza	100	1,169	51.881	48.585		-3.296	-6	56,812	-50
short	8/12/13	1/06/14	147		Transocean	100	1,846	30.765	29.705	31.862	1.097	4	58,838	9
long	1/06/14	1/27/14	21		Vifor Pharma	100	957	61.459	57.003		-4.455	-7	54,574	-73
short	1/27/14	8/03/15	553		Transocean	100	2,022	26.981	8.407	86.587	59.606	221	175,098	116
long	8/03/15	8/24/15	21		Vifor Pharma	100	2,346	74.606	79.119		4.513	6	185,685	178
short	8/24/15	1/09/17	504		Aryzta	100	26,921	6.897	7.818	5.977	-0.921	-13	160,895	-10
long	1/09/17	1/16/17	7		Actelion	100	872	184.477	189.405		4.927	3	165,191	295
short	1/16/17	5/08/17	112		Vifor Pharma	100	1,771	93.224	89.635	96.957	3.733	4	171,802	14
long	5/08/17	9/04/17	119		Sika	100	2,033	84.501	92.440		7.939	9	187,942	32
short	9/04/17	6/24/19	658		Aryzta	100	35,742	5.258	0.900	30.708	25.450	484	1,097,581	166
long	6/24/19	8/05/19	42		Novartis	100	15,079	72.787	75.219		2.432	3	1,134,260	33
short	8/05/19	11/25/19	112		UBS	100	124,757	9.092	9.563	8.620	-0.472	-5	1,075,410	-16
long	11/25/19	2/03/20	70		ams-OSRAM	100	30,175	35.639	31.157		-4.482	-13	940,162	-50
short	2/03/20	9/28/20	238		Swatch	100	4,814	195.289	182.013	209.532	14.244	7	1,008,732	11
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	17,530	57.541	66.156		8.616	15	1,159,765	516
short	10/26/20	5/17/21	203		Temenos	100	13,566	85.487	103.707	67.267	-18.220	-21	912,594	-35
long	5/17/21	8/02/21	77		Kühne & Nagel	100	4,062	224.666	243.318		18.652	8	988,358	46
short	8/02/21	6/12/23	679		Credit Suisse	100	133,137	7.424	0.718	76.730	69.307	934	10,215,647	251
6/12/23		7/24/23	42		- cash -
	7/24/23	8/12/24	385		ams-OSRAM	100	1,780,515	5.737	0.876	37.586	31.848	555	66,921,905	494
accum	6/05/06	8/12/24	7080	days out of 7276 invested (97%)							669,119		66,921,905	57

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	7.42	0.72	76.73	69.31	933.60	933.60
ams-OSRAM	long	11/25/19	2/03/20	70	35.64	31.16		-4.48	-12.58
	short	7/24/23	8/12/24	385	5.74	0.88	37.59	31.85	555.09	472.71
Aryzta	short	8/24/15	1/09/17	504	6.90	7.82	5.98	-0.92	-13.35
	short	9/04/17	6/24/19	658	5.26	0.90	30.71	25.45	484.01	406.04
Transocean	short	8/12/13	1/06/14	147	30.76	29.71	31.86	1.10	3.57
	short	1/27/14	8/03/15	553	26.98	8.41	86.59	59.61	220.92	232.37
UBS	short	7/30/07	9/07/09	770	26.87	11.09	65.09	38.22	142.26
	short	8/05/19	11/25/19	112	9.09	9.56	8.62	-0.47	-5.19	129.69
Actelion	long	10/30/06	11/20/06	21	17.26	18.24		0.99	5.73
	long	12/04/06	7/30/07	238	18.45	25.74		7.30	39.56
	short	4/26/10	2/20/12	665	27.76	24.04	32.05	4.29	15.45
	long	1/09/17	1/16/17	7	184.48	189.40		4.93	2.67	74.89
Sonova	long	9/07/09	4/26/10	231	58.55	82.61		24.05	41.08
	long	2/20/12	4/23/12	63	70.83	67.23		-3.60	-5.08	33.91
Swiss Life	long	11/26/12	6/24/13	210	84.34	102.70		18.36	21.77	21.77
Logitech	long	9/28/20	10/26/20	28	57.54	66.16		8.62	14.97	14.97
Sika	long	5/08/17	9/04/17	119	84.50	92.44		7.94	9.40	9.40
Clariant	short	6/05/06	10/30/06	147	7.12	7.00	7.25	0.13	1.82
	short	11/20/06	12/04/06	14	7.03	6.66	7.43	0.40	5.64	7.57
Swatch	short	2/03/20	9/28/20	238	195.29	182.01	209.53	14.24	7.29	7.29
Novartis	long	6/24/19	8/05/19	42	72.79	75.22		2.43	3.34	3.34
Vifor Pharma	long	1/06/14	1/27/14	21	61.46	57.00		-4.46	-7.25
	long	8/03/15	8/24/15	21	74.61	79.12		4.51	6.05
	short	1/16/17	5/08/17	112	93.22	89.63	96.96	3.73	4.00	2.30
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	69.05	78.19	59.91	-9.14	-13.24
	long	5/17/21	8/02/21	77	224.67	243.32		18.65	8.30	-6.04
Lonza	short	4/23/12	11/26/12	217	28.28	29.21	27.35	-0.93	-3.29
	long	7/08/13	8/12/13	35	51.88	48.59		-3.30	-6.35	-9.44
Temenos	short	10/26/20	5/17/21	203	85.49	103.71	67.27	-18.22	-21.31	-21.31

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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