Share-o-matic - The Engine for Profitable Investing and Trading

Assessment - Swiss Market Index in Euro - 7/01/24 - RS = 17

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	∅-RS
	L	SMI® PR	12,250.399	8/12/24	0.07	12,431.880	-1.46	11,954.298	477.582	4.00	6.40
	L	ABB	46.954	8/12/24	0.55	51.978	-9.67	42.515	9.464	22.26	34.33
	L	Givaudan	4,268.249	8/12/24	-1.12	4,438.483	-3.84	3,853.605	584.879	15.18	26.75
	L	Logitech	77.668	8/12/24	1.95	89.966	-13.67	79.822	10.145	12.71	22.94
		Holcim	78.700	8/12/24	-0.34	82.435	-4.53	77.301	5.134	6.64	20.32
		UBS	25.638	8/12/24	0.44	27.836	-7.89	26.559	1.277	4.81	13.41
	L	Richemont	132.267	8/12/24	1.22	145.009	-8.79	148.312	-3.303	-2.23	10.49
		Swiss Re	107.299	8/12/24	0.10	115.966	-7.47	111.078	4.888	4.40	12.97
	L	Alcon	82.084	8/12/24	-1.12	82.724	-0.77	79.176	3.548	4.48	12.16
	L	Geberit	539.386	8/12/24	-0.72	545.989	-1.21	539.088	6.901	1.28	6.80
		Swiss Life	672.891	8/12/24	0.62	690.431	-2.54	672.402	18.029	2.68	12.83
	L	Sonova	286.923	8/12/24	-1.52	289.193	-0.78	288.291	0.901	0.31	10.96
		Lonza	562.290	8/12/24	-1.80	503.895	11.59	482.638	21.257	4.40	10.98
	L	Zurich Insurance	479.443	8/12/24	0.85	498.117	-3.75	484.825	13.292	2.74	8.61
		Partners	1,170.493	8/12/24	0.93	1,183.905	-1.13	1,317.516	-133.611	-10.14	4.32
	L	Novartis	99.809	8/12/24	0.16	99.788	0.02	93.924	5.865	6.24	7.93
		Sika	255.249	8/12/24	0.04	263.193	-3.02	267.773	-4.580	-1.71	0.89
	L	Roche	286.613	8/12/24	0.25	258.035	11.08	243.246	14.789	6.08	1.75
		Kühne & Nagel	261.852	8/12/24	0.40	269.796	-2.94	261.316	8.480	3.25	-1.32
	L	Nestlé	91.452	8/12/24	-0.40	94.795	-3.53	95.840	-1.045	-1.09	-8.29
		Swisscom	541.656	8/12/24	0.48	524.632	3.24	527.423	-2.791	-0.53	-3.60
SMI - 20 out of 20 instruments rated - 7/01/24 / 3/04/24 - 15 did rise, Market-Ratio(17) in EUR = 75.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SMI RS = 17 - B/S = 84/84

1/03/22	scale up chart	7/01/24

Transactions Swiss Market Index in Euro * L17 - 84/84 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		2/13/06	42		- cash -
long	2/13/06	2/27/06	14		ABB	100	1,103	9.062	10.547	1.485	16	11,638	5,125
2/27/06		9/18/06	203		- cash -
	9/18/06	9/25/06	7		Geberit	100	120	96.868	97.652	0.785	1	11,732	52
9/25/06		10/02/06	7		- cash -
	10/02/06	2/19/07	140		Actelion	100	505	23.219	36.269	13.050	56	18,322	220
2/19/07		2/26/07	7		- cash -
	2/26/07	3/05/07	7		Actelion	100	537	34.097	32.835	-1.262	-4	17,644	-86
3/05/07		3/26/07	21		- cash -
	3/26/07	4/02/07	7		Actelion	100	495	35.635	34.680	-0.955	-3	17,172	-76
4/02/07		4/09/07	7		- cash -
	4/09/07	4/16/07	7		Actelion	100	497	34.498	36.510	2.012	6	18,172	1,822
4/16/07		7/02/07	77		- cash -
	7/02/07	7/23/07	21		ABB	100	1,069	16.988	17.555	0.567	3	18,778	77
7/23/07		6/29/09	707		- cash -
	6/29/09	11/30/09	154		Credit Suisse	100	579	32.423	34.501	2.078	6	19,981	16
11/30/09		12/14/09	14		- cash -
	12/14/09	12/21/09	7		Swiss Re	100	622	32.115	33.043	0.929	3	20,559	342
12/21/09		3/29/10	98		- cash -
	3/29/10	4/05/10	7		Swatch	100	86	237.605	238.431	0.826	0	20,630	20
4/05/10		4/12/10	7		- cash -
	4/12/10	4/26/10	14		Swatch	100	88	232.346	231.905	-0.441	0	20,591	-5
4/26/10		11/01/10	189		- cash -
	11/01/10	11/08/10	7		Richemont	100	569	36.145	39.445	3.300	9	22,469	9,417
11/08/10		12/13/10	35		- cash -
	12/13/10	1/10/11	28		Richemont	100	519	43.272	43.179	-0.093	0	22,420	-3
1/10/11		2/07/11	28		- cash -
	2/07/11	2/14/11	7		Richemont	100	537	41.741	42.773	1.032	2	22,974	257
2/14/11		12/05/11	294		- cash -
	12/05/11	12/12/11	7		Roche	100	192	119.449	124.525	5.076	4	23,949	776
12/12/11		12/19/11	7		- cash -
	12/19/11	12/26/11	7		Roche	100	184	129.719	128.895	-0.824	-1	23,797	-28
12/26/11		1/02/12	7		- cash -
	1/02/12	2/13/12	42		Roche	100	178	133.054	135.759	2.705	2	24,279	19
2/13/12		2/20/12	7		- cash -
	2/20/12	4/23/12	63		Swiss Re	100	540	44.921	46.064	1.143	3	24,896	16
4/23/12		9/10/12	140		- cash -
	9/10/12	11/12/12	63		Actelion	100	644	38.615	36.363	-2.252	-6	23,445	-29
11/12/12		12/03/12	21		- cash -
	12/03/12	5/27/13	175		Richemont	100	394	59.482	71.584	12.101	20	28,213	47
5/27/13		10/21/13	147		- cash -
	10/21/13	11/04/13	14		Actelion	100	508	55.434	58.312	2.878	5	29,675	274
11/04/13		12/08/14	399		- cash -
	12/08/14	12/15/14	7		Givaudan	100	20	1,461.487	1,461.282	-0.205	0	29,671	-1
12/15/14		5/18/15	154		- cash -
	5/18/15	6/08/15	21		Syngenta	100	77	385.269	387.722	2.453	1	29,860	12
6/08/15		10/24/16	504		- cash -
	10/24/16	10/31/16	7		Geberit	100	76	389.578	385.330	-4.248	-1	29,537	-44
10/31/16		2/13/17	105		- cash -
	2/13/17	4/10/17	56		Actelion	100	116	253.049	267.366	14.316	6	31,198	43
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
4/10/17		5/01/17	21		- cash -
	5/01/17	5/08/17	7		Actelion	100	127	244.657	254.929	10.272	4	32,502	754
5/08/17		5/15/17	7		- cash -
	5/15/17	6/05/17	21		Swatch	100	89	362.697	352.275	-10.422	-3	31,575	-40
6/05/17		6/12/17	7		- cash -
	6/12/17	6/19/17	7		Sika	100	328	96.193	98.161	1.968	2	32,220	188
6/19/17		6/26/17	7		- cash -
	6/26/17	7/17/17	21		Sika	100	333	96.734	97.507	0.773	1	32,478	15
7/17/17		7/24/17	7		- cash -
	7/24/17	8/14/17	21		Sika	100	332	97.719	97.701	-0.018	0	32,472	0
8/14/17		10/09/17	56		- cash -
	10/09/17	10/16/17	7		Lonza	100	144	225.448	229.967	4.519	2	33,123	181
10/16/17		10/23/17	7		- cash -
	10/23/17	11/13/17	21		Lonza	100	148	223.288	220.811	-2.477	-1	32,756	-18
11/13/17		12/18/17	35		- cash -
	12/18/17	1/29/18	42		Lonza	100	142	230.073	233.037	2.964	1	33,177	12
1/29/18		3/18/19	413		- cash -
	3/18/19	3/25/19	7		Swiss Life	100	86	384.765	383.810	-0.955	0	33,095	-12
3/25/19		4/08/19	14		- cash -
	4/08/19	5/13/19	35		Swiss Life	100	82	402.335	394.229	-8.106	-2	32,430	-19
5/13/19		11/04/19	175		- cash -
	11/04/19	11/18/19	14		Geberit	100	68	470.477	477.561	7.084	2	32,912	48
11/18/19		12/02/19	14		- cash -
	12/02/19	1/06/20	35		Geberit	100	67	484.621	501.024	16.403	3	34,011	41
1/06/20		1/13/20	7		- cash -
	1/13/20	2/24/20	42		Geberit	100	67	501.024	484.875	-16.149	-3	32,929	-25
2/24/20		7/13/20	140		- cash -
	7/13/20	8/03/20	21		Lonza	100	64	507.428	539.329	31.901	6	34,971	189
8/03/20		8/24/20	21		- cash -
	8/24/20	9/14/20	21		Lonza	100	66	523.128	511.325	-11.802	-2	34,192	-33
9/14/20		9/21/20	7		- cash -
	9/21/20	9/28/20	7		Lonza	100	64	531.856	525.603	-6.253	-1	33,791	-46
9/28/20		2/15/21	140		- cash -
	2/15/21	3/01/21	14		Richemont	100	410	82.302	81.284	-1.019	-1	33,374	-28
3/01/21		3/22/21	21		- cash -
	3/22/21	4/26/21	35		Richemont	100	399	83.462	85.940	2.478	3	34,363	36
4/26/21		5/03/21	7		- cash -
	5/03/21	5/10/21	7		Partners	100	28	1,199.043	1,209.213	10.170	1	34,647	55
5/10/21		5/31/21	21		- cash -
	5/31/21	6/14/21	14		Richemont	100	347	99.783	105.571	5.788	6	36,656	335
6/14/21		6/21/21	7		- cash -
	6/21/21	6/28/21	7		Richemont	100	353	103.834	103.102	-0.732	-1	36,397	-31
6/28/21		8/23/21	56		- cash -
	8/23/21	9/13/21	21		Partners	100	24	1,507.885	1,450.946	-56.939	-4	35,031	-49
9/13/21		1/16/23	490		- cash -
	1/16/23	2/13/23	28		Richemont	100	252	138.763	144.280	5.517	4	36,421	66
2/13/23		2/20/23	7		- cash -
	2/20/23	2/27/23	7		Richemont	100	250	145.645	143.414	-2.231	-2	35,863	-55
2/27/23		2/19/24	357		- cash -
	2/19/24	4/15/24	56		Partners	100	27	1,304.627	1,323.453	18.827	1	36,371	10
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
4/15/24		6/03/24	49		- cash -
	6/03/24	6/17/24	14		ABB	100	713	50.980	52.658	1.678	3	37,568	133
6/17/24		6/20/26	733		- cash -
accum	2/13/06	6/17/24	1421	days out of 7474 invested (19%)						276		37,568	40

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Actelion	long	10/02/06	2/19/07	140	23.22	36.27	13.05	56.20
		2/26/07	3/05/07	7	34.10	32.83	-1.26	-3.70
		3/26/07	4/02/07	7	35.63	34.68	-0.95	-2.68
		4/09/07	4/16/07	7	34.50	36.51	2.01	5.83
		9/10/12	11/12/12	63	38.62	36.36	-2.25	-5.83
		10/21/13	11/04/13	14	55.43	58.31	2.88	5.19
		2/13/17	4/10/17	56	253.05	267.37	14.32	5.66
		5/01/17	5/08/17	7	244.66	254.93	10.27	4.20	68.96
Richemont		11/01/10	11/08/10	7	36.15	39.45	3.30	9.13
		12/13/10	1/10/11	28	43.27	43.18	-0.09	-0.22
		2/07/11	2/14/11	7	41.74	42.77	1.03	2.47
		12/03/12	5/27/13	175	59.48	71.58	12.10	20.34
		2/15/21	3/01/21	14	82.30	81.28	-1.02	-1.24
		3/22/21	4/26/21	35	83.46	85.94	2.48	2.97
		5/31/21	6/14/21	14	99.78	105.57	5.79	5.80
		6/21/21	6/28/21	7	103.83	103.10	-0.73	-0.71
		1/16/23	2/13/23	28	138.76	144.28	5.52	3.98
		2/20/23	2/27/23	7	145.65	143.41	-2.23	-1.53	46.88
ABB		2/13/06	2/27/06	14	9.06	10.55	1.48	16.39
		7/02/07	7/23/07	21	16.99	17.55	0.57	3.34
		6/03/24	6/17/24	14	50.98	52.66	1.68	3.29	24.23
Credit Suisse		6/29/09	11/30/09	154	32.42	34.50	2.08	6.41	6.41
Roche		12/05/11	12/12/11	7	119.45	124.52	5.08	4.25
		12/19/11	12/26/11	7	129.72	128.90	-0.82	-0.64
		1/02/12	2/13/12	42	133.05	135.76	2.70	2.03	5.69
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Swiss Re		12/14/09	12/21/09	7	32.11	33.04	0.93	2.89
		2/20/12	4/23/12	63	44.92	46.06	1.14	2.54	5.51
Lonza		10/09/17	10/16/17	7	225.45	229.97	4.52	2.00
		10/23/17	11/13/17	21	223.29	220.81	-2.48	-1.11
		12/18/17	1/29/18	42	230.07	233.04	2.96	1.29
		7/13/20	8/03/20	21	507.43	539.33	31.90	6.29
		8/24/20	9/14/20	21	523.13	511.33	-11.80	-2.26
		9/21/20	9/28/20	7	531.86	525.60	-6.25	-1.18	4.90
Sika		6/12/17	6/19/17	7	96.19	98.16	1.97	2.05
		6/26/17	7/17/17	21	96.73	97.51	0.77	0.80
		7/24/17	8/14/17	21	97.72	97.70	-0.02	-0.02	2.84
Geberit		9/18/06	9/25/06	7	96.87	97.65	0.78	0.81
		10/24/16	10/31/16	7	389.58	385.33	-4.25	-1.09
		11/04/19	11/18/19	14	470.48	477.56	7.08	1.51
		12/02/19	1/06/20	35	484.62	501.02	16.40	3.38
		1/13/20	2/24/20	42	501.02	484.87	-16.15	-3.22	1.26
Syngenta		5/18/15	6/08/15	21	385.27	387.72	2.45	0.64	0.64
Givaudan		12/08/14	12/15/14	7	1,461.49	1,461.28	-0.20	-0.01	-0.01
Partners		5/03/21	5/10/21	7	1,199.04	1,209.21	10.17	0.85
		8/23/21	9/13/21	21	1,507.88	1,450.95	-56.94	-3.78
		2/19/24	4/15/24	56	1,304.63	1,323.45	18.83	1.44	-1.56
Swiss Life		3/18/19	3/25/19	7	384.76	383.81	-0.95	-0.25
		4/08/19	5/13/19	35	402.34	394.23	-8.11	-2.01	-2.26
Swatch		3/29/10	4/05/10	7	237.61	238.43	0.83	0.35
		4/12/10	4/26/10	14	232.35	231.91	-0.44	-0.19
		5/15/17	6/05/17	21	362.70	352.27	-10.42	-2.87	-2.72

Annotations

6/19/18	Sika	stock split 1:60 (sixty for one)
5/15/17	SMI	Sika replaces Syngenta (acquired by ChemChina)
5/03/17	SMI	Lonza replaces Actelion (acquired by Johnson & Johnson)
4/05/16	SMI	Transocean was replaced by Swiss Life
9/10/15	SMI	complete analysis


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