Share-o-matic

Assessment - Swiss Market Index in Euro - 1/07/24 - RS = 17

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	4/03/24	prc diff	⇓ Δ17	⇓∅-RS
	L	SMI® PR	12,250.399	12/08/24	0.07	12,431.880	-1.46	11,954.298	477.582	4.00	6.40
	L	ABB	46.954	12/08/24	0.55	51.978	-9.67	42.515	9.464	22.26	34.33
	L	Alcon	82.084	12/08/24	-1.12	82.724	-0.77	79.176	3.548	4.48	12.16
	L	Geberit	539.386	12/08/24	-0.72	545.989	-1.21	539.088	6.901	1.28	6.80
	L	Givaudan	4,268.249	12/08/24	-1.12	4,438.483	-3.84	3,853.605	584.879	15.18	26.75
		Holcim	78.700	12/08/24	-0.34	82.435	-4.53	77.301	5.134	6.64	20.32
		Kühne & Nagel	261.852	12/08/24	0.40	269.796	-2.94	261.316	8.480	3.25	-1.32
	L	Logitech	77.668	12/08/24	1.95	89.966	-13.67	79.822	10.145	12.71	22.94
		Lonza	562.290	12/08/24	-1.80	503.895	11.59	482.638	21.257	4.40	10.98
	L	Nestlé	91.452	12/08/24	-0.40	94.795	-3.53	95.840	-1.045	-1.09	-8.29
	L	Novartis	99.809	12/08/24	0.16	99.788	0.02	93.924	5.865	6.24	7.93
		Partners	1,170.493	12/08/24	0.93	1,183.905	-1.13	1,317.516	-133.611	-10.14	4.32
	L	Richemont	132.267	12/08/24	1.22	145.009	-8.79	148.312	-3.303	-2.23	10.49
	L	Roche	286.613	12/08/24	0.25	258.035	11.08	243.246	14.789	6.08	1.75
		Sika	255.249	12/08/24	0.04	263.193	-3.02	267.773	-4.580	-1.71	0.89
	L	Sonova	286.923	12/08/24	-1.52	289.193	-0.78	288.291	0.901	0.31	10.96
		Swiss Life	672.891	12/08/24	0.62	690.431	-2.54	672.402	18.029	2.68	12.83
		Swiss Re	107.299	12/08/24	0.10	115.966	-7.47	111.078	4.888	4.40	12.97
		Swisscom	541.656	12/08/24	0.48	524.632	3.24	527.423	-2.791	-0.53	-3.60
		UBS	25.638	12/08/24	0.44	27.836	-7.89	26.559	1.277	4.81	13.41
	L	Zurich Insurance	479.443	12/08/24	0.85	498.117	-3.75	484.825	13.292	2.74	8.61
SMI - 20 out of 20 instruments rated - 1/07/24 / 4/03/24 - 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

3/01/22	scale up chart	1/07/24

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
2/01/06		13/02/06	42		- cash -
long	13/02/06	27/02/06	14		ABB	100	1,103	9.062	10.547	1.485	16	11,638	5,125
27/02/06		18/09/06	203		- cash -
	18/09/06	25/09/06	7		Geberit	100	120	96.868	97.652	0.785	1	11,732	52
25/09/06		2/10/06	7		- cash -
	2/10/06	19/02/07	140		Actelion	100	505	23.219	36.269	13.050	56	18,322	220
19/02/07		26/02/07	7		- cash -
	26/02/07	5/03/07	7		Actelion	100	537	34.097	32.835	-1.262	-4	17,644	-86
5/03/07		26/03/07	21		- cash -
	26/03/07	2/04/07	7		Actelion	100	495	35.635	34.680	-0.955	-3	17,172	-76
2/04/07		9/04/07	7		- cash -
	9/04/07	16/04/07	7		Actelion	100	497	34.498	36.510	2.012	6	18,172	1,822
16/04/07		2/07/07	77		- cash -
	2/07/07	23/07/07	21		ABB	100	1,069	16.988	17.555	0.567	3	18,778	77
23/07/07		29/06/09	707		- cash -
	29/06/09	30/11/09	154		Credit Suisse	100	579	32.423	34.501	2.078	6	19,981	16
30/11/09		14/12/09	14		- cash -
	14/12/09	21/12/09	7		Swiss Re	100	622	32.115	33.043	0.929	3	20,559	342
21/12/09		29/03/10	98		- cash -
	29/03/10	5/04/10	7		Swatch	100	86	237.605	238.431	0.826	0	20,630	20
5/04/10		12/04/10	7		- cash -
	12/04/10	26/04/10	14		Swatch	100	88	232.346	231.905	-0.441	0	20,591	-5
26/04/10		1/11/10	189		- cash -
	1/11/10	8/11/10	7		Richemont	100	569	36.145	39.445	3.300	9	22,469	9,417
8/11/10		13/12/10	35		- cash -
	13/12/10	10/01/11	28		Richemont	100	519	43.272	43.179	-0.093	0	22,420	-3
10/01/11		7/02/11	28		- cash -
	7/02/11	14/02/11	7		Richemont	100	537	41.741	42.773	1.032	2	22,974	257
14/02/11		5/12/11	294		- cash -
	5/12/11	12/12/11	7		Roche	100	192	119.449	124.525	5.076	4	23,949	776
12/12/11		19/12/11	7		- cash -
	19/12/11	26/12/11	7		Roche	100	184	129.719	128.895	-0.824	-1	23,797	-28
26/12/11		2/01/12	7		- cash -
	2/01/12	13/02/12	42		Roche	100	178	133.054	135.759	2.705	2	24,279	19
13/02/12		20/02/12	7		- cash -
	20/02/12	23/04/12	63		Swiss Re	100	540	44.921	46.064	1.143	3	24,896	16
23/04/12		10/09/12	140		- cash -
	10/09/12	12/11/12	63		Actelion	100	644	38.615	36.363	-2.252	-6	23,445	-29
12/11/12		3/12/12	21		- cash -
	3/12/12	27/05/13	175		Richemont	100	394	59.482	71.584	12.101	20	28,213	47
27/05/13		21/10/13	147		- cash -
	21/10/13	4/11/13	14		Actelion	100	508	55.434	58.312	2.878	5	29,675	274
4/11/13		8/12/14	399		- cash -
	8/12/14	15/12/14	7		Givaudan	100	20	1,461.487	1,461.282	-0.205	0	29,671	-1
15/12/14		18/05/15	154		- cash -
	18/05/15	8/06/15	21		Syngenta	100	77	385.269	387.722	2.453	1	29,860	12
8/06/15		24/10/16	504		- cash -
	24/10/16	31/10/16	7		Geberit	100	76	389.578	385.330	-4.248	-1	29,537	-44
31/10/16		13/02/17	105		- cash -
	13/02/17	10/04/17	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
10/04/17		1/05/17	21		- cash -
	1/05/17	8/05/17	7		Actelion	100	127	244.657	254.929	10.272	4	32,502	754
8/05/17		15/05/17	7		- cash -
	15/05/17	5/06/17	21		Swatch	100	89	362.697	352.275	-10.422	-3	31,575	-40
5/06/17		12/06/17	7		- cash -
	12/06/17	19/06/17	7		Sika	100	328	96.193	98.161	1.968	2	32,220	188
19/06/17		26/06/17	7		- cash -
	26/06/17	17/07/17	21		Sika	100	333	96.734	97.507	0.773	1	32,478	15
17/07/17		24/07/17	7		- cash -
	24/07/17	14/08/17	21		Sika	100	332	97.719	97.701	-0.018	0	32,472	0
14/08/17		9/10/17	56		- cash -
	9/10/17	16/10/17	7		Lonza	100	144	225.448	229.967	4.519	2	33,123	181
16/10/17		23/10/17	7		- cash -
	23/10/17	13/11/17	21		Lonza	100	148	223.288	220.811	-2.477	-1	32,756	-18
13/11/17		18/12/17	35		- cash -
	18/12/17	29/01/18	42		Lonza	100	142	230.073	233.037	2.964	1	33,177	12
29/01/18		18/03/19	413		- cash -
	18/03/19	25/03/19	7		Swiss Life	100	86	384.765	383.810	-0.955	0	33,095	-12
25/03/19		8/04/19	14		- cash -
	8/04/19	13/05/19	35		Swiss Life	100	82	402.335	394.229	-8.106	-2	32,430	-19
13/05/19		4/11/19	175		- cash -
	4/11/19	18/11/19	14		Geberit	100	68	470.477	477.561	7.084	2	32,912	48
18/11/19		2/12/19	14		- cash -
	2/12/19	6/01/20	35		Geberit	100	67	484.621	501.024	16.403	3	34,011	41
6/01/20		13/01/20	7		- cash -
	13/01/20	24/02/20	42		Geberit	100	67	501.024	484.875	-16.149	-3	32,929	-25
24/02/20		13/07/20	140		- cash -
	13/07/20	3/08/20	21		Lonza	100	64	507.428	539.329	31.901	6	34,971	189
3/08/20		24/08/20	21		- cash -
	24/08/20	14/09/20	21		Lonza	100	66	523.128	511.325	-11.802	-2	34,192	-33
14/09/20		21/09/20	7		- cash -
	21/09/20	28/09/20	7		Lonza	100	64	531.856	525.603	-6.253	-1	33,791	-46
28/09/20		15/02/21	140		- cash -
	15/02/21	1/03/21	14		Richemont	100	410	82.302	81.284	-1.019	-1	33,374	-28
1/03/21		22/03/21	21		- cash -
	22/03/21	26/04/21	35		Richemont	100	399	83.462	85.940	2.478	3	34,363	36
26/04/21		3/05/21	7		- cash -
	3/05/21	10/05/21	7		Partners	100	28	1,199.043	1,209.213	10.170	1	34,647	55
10/05/21		31/05/21	21		- cash -
	31/05/21	14/06/21	14		Richemont	100	347	99.783	105.571	5.788	6	36,656	335
14/06/21		21/06/21	7		- cash -
	21/06/21	28/06/21	7		Richemont	100	353	103.834	103.102	-0.732	-1	36,397	-31
28/06/21		23/08/21	56		- cash -
	23/08/21	13/09/21	21		Partners	100	24	1,507.885	1,450.946	-56.939	-4	35,031	-49
13/09/21		16/01/23	490		- cash -
	16/01/23	13/02/23	28		Richemont	100	252	138.763	144.280	5.517	4	36,421	66
13/02/23		20/02/23	7		- cash -
	20/02/23	27/02/23	7		Richemont	100	250	145.645	143.414	-2.231	-2	35,863	-55
27/02/23		19/02/24	357		- cash -
	19/02/24	15/04/24	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
15/04/24		3/06/24	49		- cash -
	3/06/24	17/06/24	14		ABB	100	713	50.980	52.658	1.678	3	37,568	133
17/06/24		2/02/26	595		- cash -
accum	13/02/06	17/06/24	1421	days out of 7336 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	2/10/06	19/02/07	140	23.22	36.27	13.05	56.20
		26/02/07	5/03/07	7	34.10	32.83	-1.26	-3.70
		26/03/07	2/04/07	7	35.63	34.68	-0.95	-2.68
		9/04/07	16/04/07	7	34.50	36.51	2.01	5.83
		10/09/12	12/11/12	63	38.62	36.36	-2.25	-5.83
		21/10/13	4/11/13	14	55.43	58.31	2.88	5.19
		13/02/17	10/04/17	56	253.05	267.37	14.32	5.66
		1/05/17	8/05/17	7	244.66	254.93	10.27	4.20	68.96
Richemont		1/11/10	8/11/10	7	36.15	39.45	3.30	9.13
		13/12/10	10/01/11	28	43.27	43.18	-0.09	-0.22
		7/02/11	14/02/11	7	41.74	42.77	1.03	2.47
		3/12/12	27/05/13	175	59.48	71.58	12.10	20.34
		15/02/21	1/03/21	14	82.30	81.28	-1.02	-1.24
		22/03/21	26/04/21	35	83.46	85.94	2.48	2.97
		31/05/21	14/06/21	14	99.78	105.57	5.79	5.80
		21/06/21	28/06/21	7	103.83	103.10	-0.73	-0.71
		16/01/23	13/02/23	28	138.76	144.28	5.52	3.98
		20/02/23	27/02/23	7	145.65	143.41	-2.23	-1.53	46.88
ABB		13/02/06	27/02/06	14	9.06	10.55	1.48	16.39
		2/07/07	23/07/07	21	16.99	17.55	0.57	3.34
		3/06/24	17/06/24	14	50.98	52.66	1.68	3.29	24.23
Credit Suisse		29/06/09	30/11/09	154	32.42	34.50	2.08	6.41	6.41
Roche		5/12/11	12/12/11	7	119.45	124.52	5.08	4.25
		19/12/11	26/12/11	7	129.72	128.90	-0.82	-0.64
		2/01/12	13/02/12	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		14/12/09	21/12/09	7	32.11	33.04	0.93	2.89
		20/02/12	23/04/12	63	44.92	46.06	1.14	2.54	5.51
Lonza		9/10/17	16/10/17	7	225.45	229.97	4.52	2.00
		23/10/17	13/11/17	21	223.29	220.81	-2.48	-1.11
		18/12/17	29/01/18	42	230.07	233.04	2.96	1.29
		13/07/20	3/08/20	21	507.43	539.33	31.90	6.29
		24/08/20	14/09/20	21	523.13	511.33	-11.80	-2.26
		21/09/20	28/09/20	7	531.86	525.60	-6.25	-1.18	4.90
Sika		12/06/17	19/06/17	7	96.19	98.16	1.97	2.05
		26/06/17	17/07/17	21	96.73	97.51	0.77	0.80
		24/07/17	14/08/17	21	97.72	97.70	-0.02	-0.02	2.84
Geberit		18/09/06	25/09/06	7	96.87	97.65	0.78	0.81
		24/10/16	31/10/16	7	389.58	385.33	-4.25	-1.09
		4/11/19	18/11/19	14	470.48	477.56	7.08	1.51
		2/12/19	6/01/20	35	484.62	501.02	16.40	3.38
		13/01/20	24/02/20	42	501.02	484.87	-16.15	-3.22	1.26
Syngenta		18/05/15	8/06/15	21	385.27	387.72	2.45	0.64	0.64
Givaudan		8/12/14	15/12/14	7	1,461.49	1,461.28	-0.20	-0.01	-0.01
Partners		3/05/21	10/05/21	7	1,199.04	1,209.21	10.17	0.85
		23/08/21	13/09/21	21	1,507.88	1,450.95	-56.94	-3.78
		19/02/24	15/04/24	56	1,304.63	1,323.45	18.83	1.44	-1.56
Swiss Life		18/03/19	25/03/19	7	384.76	383.81	-0.95	-0.25
		8/04/19	13/05/19	35	402.34	394.23	-8.11	-2.01	-2.26
Swatch		29/03/10	5/04/10	7	237.61	238.43	0.83	0.35
		12/04/10	26/04/10	14	232.35	231.91	-0.44	-0.19
		15/05/17	5/06/17	21	362.70	352.27	-10.42	-2.87	-2.72

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


	is taking down something concerning