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

Assessment - Swiss Leader Index - 4/22/24 - RS = 28

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/09/23	prc diff	⇓ Δ28	∅-RS
		SLI® PR	1,855.890	Fri	0.97	1,846.680	0.50	1,688.810	157.870	9.35	4.43
	L	ABB	44.940	Fri	0.97	44.080	1.95	32.470	11.610	35.76	25.64
	L	Holcim	79.100	Fri	1.72	77.480	2.09	56.240	21.240	37.77	23.81
	L	Givaudan	3,962.000	Fri	0.92	3,945.000	0.43	2,828.000	1,117.000	39.50	23.30
		VAT	468.700	Fri	2.72	449.300	4.32	315.000	134.300	42.63	20.21
		UBS	25.060	Fri	0.40	25.390	-1.30	22.140	3.250	14.68	15.82
		Partners	1,195.000	Fri	1.19	1,181.000	1.19	1,015.000	166.000	16.35	15.34
	L	Lonza	527.800	Fri	2.72	506.800	4.14	429.000	77.800	18.14	14.53
		Schindler	229.600	Fri	0.97	226.400	1.41	182.950	43.450	23.75	11.58
		Logitech	72.660	Fri	0.67	70.980	2.37	64.040	6.940	10.84	7.93
		Swiss Life	617.800	Fri	0.91	615.800	0.32	576.400	39.400	6.84	7.34
		Alcon	72.000	Fri	0.61	73.200	-1.64	68.040	5.160	7.58	5.16
	L	Sika	264.200	Fri	3.04	257.500	2.60	228.500	29.000	12.69	4.07
		Zurich Insurance	439.900	Fri	-0.61	451.400	-2.55	420.800	30.600	7.27	3.84
		Swiss Re	99.500	Fri		99.300	0.20	94.620	4.680	4.95	3.82
		SGS	83.140	Fri	1.27	82.240	1.09	77.680	4.560	5.87	3.19
		Straumann	138.100	Fri	3.41	135.100	2.22	114.200	20.900	18.30	2.57
		Sonova	257.000	Fri	2.11	253.300	1.46	215.100	38.200	17.76	2.15
		Geberit	495.500	Fri	2.55	485.100	2.14	451.800	33.300	7.37	0.07
		Richemont	129.850	Fri	1.64	127.200	2.08	109.650	17.550	16.01	-0.18
	S	Novartis	89.500	Fri	-0.56	87.360	2.45	88.130	-0.770	-0.87	-1.49
	L	Swisscom	505.000	Fri	-0.30	520.000	-2.88	543.000	-23.000	-4.24	-2.93
		Lindt PS	10,350.000	Fri	-0.48	10,330.000	0.19	9,595.000	735.000	7.66	-3.07
	S	Kühne & Nagel	242.800	Fri	1.80	254.400	-4.56	263.000	-8.600	-3.27	-3.76
		Nestlé	92.700	Fri	0.67	93.840	-1.21	101.400	-7.560	-7.46	-8.18
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	10/09/23	prc diff	⇓ Δ28	∅-RS
		Temenos	57.750	Fri	0.26	65.000	-11.15	63.080	1.920	3.04	-8.32
	S	Adecco	31.820	Fri	2.25	31.740	0.25	36.390	-4.650	-12.78	-9.18
	L	Julius Bär	49.110	Fri	1.82	48.210	1.87	58.340	-10.130	-17.36	-9.79
	S	Roche	221.000	Fri	1.01	225.800	-2.13	250.850	-25.050	-9.99	-10.45
		Swatch	194.950	Fri	0.75	193.650	0.67	229.300	-35.650	-15.55	-18.67
	S	ams-OSRAM	1.036	Fri	-0.14	0.930	11.40	3.780	-2.850	-75.40	-65.53
SLI - 30 out of 30 instruments rated - 4/22/24 / 10/09/23 - 21 did rise, Market-Ratio(28) = 70.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

1/06/20	scale up chart	4/22/24

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	4/26/24	277		ams-OSRAM	100	1,934,025	6.388	1.036	39.389	33.001	517	76,178,539	999
accum	6/05/06	4/26/24	6494	days out of 6690 invested (97%)							761,685		76,178,539	65

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	4/26/24	277	6.39	1.04	39.39	33.00	516.60	426.67
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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