Share-o-matic - Portfolio

Thu, Nov 21st, 2024, 13:19UTC

Assessment - Swiss Leader Index - 7/01/24 - RS = 15

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/18/24	prc diff	⇓ Δ15	∅-RS
	L	SLI® PR	1,919.120	8/12	0.02	1,951.640	-1.67	1,904.510	47.130	2.47	8.66
	L	ABB	45.510	8/12	0.55	50.380	-9.67	42.300	8.080	19.10	36.38
	L	Givaudan	4,137.000	8/12	-1.12	4,302.000	-3.84	4,066.000	236.000	5.80	29.21
		VAT	406.600	8/12	-0.34	505.800	-19.61	459.000	46.800	10.20	27.25
	L	Logitech	75.280	8/12	1.95	87.200	-13.67	78.500	8.700	11.08	26.21
		Holcim	76.280	8/12	-0.34	79.900	-4.53	77.460	2.440	3.15	23.04
		UBS	24.850	8/12	0.44	26.980	-7.89	28.060	-1.080	-3.85	17.63
		Schindler	226.800	8/12	-0.09	226.200	0.27	234.300	-8.100	-3.46	13.94
	L	Richemont	128.200	8/12	1.22	140.550	-8.79	142.050	-1.500	-1.06	12.79
		Swiss Re	104.000	8/12	0.10	112.400	-7.47	114.600	-2.200	-1.92	12.30
	L	Alcon	79.560	8/12	-1.12	80.180	-0.77	75.040	5.140	6.85	11.19
	L	Geberit	522.800	8/12	-0.72	529.200	-1.21	527.000	2.200	0.42	10.57
		Swiss Life	652.200	8/12	0.62	669.200	-2.54	630.400	38.800	6.15	8.91
	L	Sonova	278.100	8/12	-1.52	280.300	-0.78	268.300	12.000	4.47	8.87
		Lonza	545.000	8/12	-1.80	488.400	11.59	478.000	10.400	2.18	8.38
	L	Zurich Insurance	464.700	8/12	0.85	482.800	-3.75	485.500	-2.700	-0.56	8.25
		Partners	1,134.500	8/12	0.93	1,147.500	-1.13	1,295.000	-147.500	-11.39	5.68
	L	Novartis	96.740	8/12	0.16	96.720	0.02	85.530	11.190	13.08	5.45
		SGS	91.620	8/12	-0.17	80.100	14.38	84.900	-4.800	-5.65	2.35
		Sika	247.400	8/12	0.04	255.100	-3.02	264.700	-9.600	-3.63	1.52
		Lindt PS	10,860.000	8/12	-1.54	10,550.000	2.94	10,960.000	-410.000	-3.74	0.94
	L	Roche	277.800	8/12	0.25	250.100	11.08	229.600	20.500	8.93	0.61
	L	Julius Bär	47.680	8/12	0.87	51.040	-6.58	49.780	1.260	2.53	-1.55
		Kühne & Nagel	253.800	8/12	0.40	261.500	-2.94	238.900	22.600	9.46	-2.54
	L	Nestlé	88.640	8/12	-0.40	91.880	-3.53	94.690	-2.810	-2.97	-4.40
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	3/18/24	prc diff	⇓ Δ15	∅-RS
		Swisscom	525.000	8/12	0.48	508.500	3.24	526.600	-18.100	-3.44	-5.27
		Temenos	56.800	8/12	1.88	62.500	-9.12	63.680	-1.180	-1.85	-11.08
	S	Adecco	28.100	8/12	-0.78	30.140	-6.77	35.390	-5.250	-14.83	-12.52
	S	Straumann	112.350	8/12	0.76	112.700	-0.31	143.750	-31.050	-21.60	-16.75
	S	Swatch	179.950	8/12	-0.17	184.950	-2.70	206.900	-21.950	-10.61	-17.63
	L	ams-OSRAM	1.001	8/12	-0.20	1.247	-19.77	1.088	0.160	14.67	-38.40
SLI - 30 out of 30 instruments rated - 7/01/24 / 3/18/24 - 15 did rise, Market-Ratio(15) = 50.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 15 - B/S = 80/60

1/06/20	scale up chart	7/01/24

Transactions Swiss Leader Index * L15 - 80/60 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		9/04/06	245		- cash -
long	9/04/06	6/11/07	280		Sika	100	385	25.917	40.867	14.950	58	15,756	81
6/11/07		6/18/07	7		- cash -
	6/18/07	7/23/07	35		Actelion	100	262	60.000	65.550	5.550	9	17,210	152
7/23/07		6/15/09	693		- cash -
	6/15/09	1/25/10	224		Sonova	100	197	87.350	133.300	45.950	53	26,262	99
1/25/10		2/22/10	28		- cash -
	2/22/10	5/17/10	84		Clariant	100	2,292	11.454	13.664	2.210	19	31,327	115
5/17/10		10/18/10	154		- cash -
	10/18/10	3/14/11	147		Richemont	100	652	48.000	51.100	3.100	6	33,349	17
3/14/11		12/05/11	266		- cash -
	12/05/11	4/16/12	133		Sonova	100	347	96.000	100.000	4.000	4	34,737	12
4/16/12		8/27/12	133		- cash -
	8/27/12	11/19/12	84		Actelion	100	779	44.550	43.950	-0.600	-1	34,269	-6
11/19/12		12/10/12	21		- cash -
	12/10/12	6/03/13	175		Richemont	100	464	73.700	83.700	10.000	14	38,909	30
6/03/13		9/23/13	112		- cash -
	9/23/13	4/14/14	203		Lonza	100	521	74.550	83.300	8.750	12	43,468	22
4/14/14		11/24/14	224		- cash -
	11/24/14	12/15/14	21		Actelion	100	393	110.600	111.900	1.300	1	43,979	23
12/15/14		3/30/15	105		- cash -
	3/30/15	6/08/15	70		Julius Bär	100	887	49.550	50.800	1.250	3	45,088	14
6/08/15		12/07/15	182		- cash -
	12/07/15	12/14/15	7		Vifor Pharma	100	297	151.500	146.600	-4.900	-3	43,632	-82
12/14/15		10/10/16	301		- cash -
	10/10/16	11/07/16	28		Sika	100	557	78.200	79.267	1.067	1	44,226	19
11/07/16		2/13/17	98		- cash -
	2/13/17	8/21/17	189		Sika	100	490	90.083	111.583	21.500	24	54,761	51
8/21/17		10/16/17	56		- cash -
	10/16/17	2/05/18	112		Lonza	100	206	264.600	247.800	-16.800	-6	51,300	-19
2/05/18		3/04/19	392		- cash -
	3/04/19	6/03/19	91		Swiss Life	100	117	435.900	455.900	20.000	5	53,640	20
6/03/19		7/08/19	35		- cash -
	7/08/19	7/29/19	21		Swiss Life	100	109	490.100	490.100	0.000	0	53,640	0
7/29/19		9/16/19	49		- cash -
	9/16/19	10/07/19	21		ams-OSRAM	100	1,140	47.030	44.370	-2.660	-6	50,608	-64
10/07/19		11/18/19	42		- cash -
	11/18/19	2/24/20	98		ams-OSRAM	100	1,124	45.000	36.770	-8.230	-18	41,358	-53
2/24/20		6/29/20	126		- cash -
	6/29/20	9/21/20	84		Logitech	100	681	60.680	65.540	4.860	8	44,667	40
9/21/20		11/16/20	56		- cash -
	11/16/20	9/20/21	308		Logitech	100	591	75.560	88.520	12.960	17	52,327	21
9/20/21		1/09/23	476		- cash -
	1/09/23	3/20/23	70		Richemont	100	388	134.750	136.600	1.850	1	53,044	7
3/20/23		4/03/23	14		- cash -
	4/03/23	5/01/23	28		Richemont	100	364	145.450	146.950	1.500	1	53,590	14
5/01/23		11/21/24	570		- cash -
accum	9/04/06	5/01/23	2513	days out of 6898 invested (36%)						436		53,590	28

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Sika	long	9/04/06	6/11/07	280	25.92	40.87	14.95	57.68
		10/10/16	11/07/16	28	78.20	79.27	1.07	1.36
		2/13/17	8/21/17	189	90.08	111.58	21.50	23.87	97.98
Sonova		6/15/09	1/25/10	224	87.35	133.30	45.95	52.60
		12/05/11	4/16/12	133	96.00	100.00	4.00	4.17	58.96
Logitech		6/29/20	9/21/20	84	60.68	65.54	4.86	8.01
		11/16/20	9/20/21	308	75.56	88.52	12.96	17.15	26.53
Richemont		10/18/10	3/14/11	147	48.00	51.10	3.10	6.46
		12/10/12	6/03/13	175	73.70	83.70	10.00	13.57
		1/09/23	3/20/23	70	134.75	136.60	1.85	1.37
		4/03/23	5/01/23	28	145.45	146.95	1.50	1.03	23.83
Clariant		2/22/10	5/17/10	84	11.45	13.66	2.21	19.29	19.29
Actelion		6/18/07	7/23/07	35	60.00	65.55	5.55	9.25
		8/27/12	11/19/12	84	44.55	43.95	-0.60	-1.35
		11/24/14	12/15/14	21	110.60	111.90	1.30	1.18	9.05
Lonza		9/23/13	4/14/14	203	74.55	83.30	8.75	11.74
		10/16/17	2/05/18	112	264.60	247.80	-16.80	-6.35	4.64
Swiss Life		3/04/19	6/03/19	91	435.90	455.90	20.00	4.59
		7/08/19	7/29/19	21	490.10	490.10	0.00	0.00	4.59
Julius Bär		3/30/15	6/08/15	70	49.55	50.80	1.25	2.52	2.52
Vifor Pharma		12/07/15	12/14/15	7	151.50	146.60	-4.90	-3.23	-3.23
ams-OSRAM		9/16/19	10/07/19	21	47.03	44.37	-2.66	-5.66
		11/18/19	2/24/20	98	45.00	36.77	-8.23	-18.29	-22.91

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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