Share-o-matic - Portfolio

Tue, 23rd Jun 2026, 14:37UTC

Assessment - Swiss Leader Index in Pound sterling - 1/07/24 - RS = 15

		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/03/24	prc diff	⇓ Δ15	⇓∅-RS
	L	SLI® PR	1,679.975	12/08/24	0.02	1,708.443	-1.67	1,685.723	22.720	1.35	6.65
		SGS	80.203	12/08/24	-0.17	70.119	14.38	75.147	-5.028	-6.69	-1.73
		Lonza	477.087	12/08/24	-1.80	427.540	11.59	423.088	4.451	1.05	9.53
	L	Roche	243.183	12/08/24	0.25	218.935	11.08	203.224	15.711	7.73	0.51
		Swisscom	459.579	12/08/24	0.48	445.135	3.24	466.105	-20.970	-4.50	-4.78
		Lindt PS	9,506.715	12/08/24	-1.54	9,235.345	2.94	9,700.932	-465.587	-4.80	-2.33
		Schindler	198.538	12/08/24	-0.09	198.013	0.27	207.384	-9.371	-4.52	5.98
	L	Novartis	84.685	12/08/24	0.16	84.668	0.02	75.704	8.963	11.84	6.59
	S	Straumann	98.350	12/08/24	0.76	98.656	-0.31	127.236	-28.580	-22.46	-14.29
	L	Alcon	69.646	12/08/24	-1.12	70.189	-0.77	66.420	3.769	5.67	10.74
	L	Sonova	243.445	12/08/24	-1.52	245.371	-0.78	237.478	7.893	3.32	9.55
		Partners	993.128	12/08/24	0.93	1,004.508	-1.13	1,146.232	-141.725	-12.36	3.01
	L	Geberit	457.653	12/08/24	-0.72	463.255	-1.21	466.459	-3.204	-0.69	5.46
		Swiss Life	570.928	12/08/24	0.62	585.810	-2.54	557.981	27.829	4.99	11.42
	S	Swatch	157.526	12/08/24	-0.17	161.903	-2.70	183.132	-21.229	-11.59	-18.73
		Kühne & Nagel	222.174	12/08/24	0.40	228.914	-2.94	211.456	17.458	8.26	-2.54
		Sika	216.571	12/08/24	0.04	223.312	-3.02	234.292	-10.980	-4.69	-0.38
	L	Nestlé	77.594	12/08/24	-0.40	80.431	-3.53	83.812	-3.381	-4.03	-9.40
	L	Zurich Insurance	406.793	12/08/24	0.85	422.637	-3.75	429.727	-7.089	-1.65	7.26
	L	Givaudan	3,621.481	12/08/24	-1.12	3,765.920	-3.84	3,598.904	167.015	4.64	25.12
		Holcim	66.775	12/08/24	-0.34	69.944	-4.53	68.562	1.382	2.02	18.78
	L	Julius Bär	41.739	12/08/24	0.87	44.680	-6.58	44.061	0.618	1.40	-4.43
	S	Adecco	24.598	12/08/24	-0.78	26.384	-6.77	31.324	-4.940	-15.77	-17.82
		Swiss Re	91.040	12/08/24	0.10	98.394	-7.47	101.435	-3.041	-3.00	11.56
		UBS	21.753	12/08/24	0.44	23.618	-7.89	24.837	-1.219	-4.91	11.98
		⇓instrument	freshest		⇓ Δday	1/07/24	Δwk	18/03/24	prc diff	⇓ Δ15	⇓∅-RS
	L	Richemont	112.225	12/08/24	1.22	123.036	-8.79	125.732	-2.696	-2.14	9.07
		Temenos	49.722	12/08/24	1.88	54.712	-9.12	56.365	-1.653	-2.93	-9.92
	L	ABB	39.839	12/08/24	0.55	44.102	-9.67	37.441	6.661	17.79	32.59
	L	Logitech	65.899	12/08/24	1.95	76.334	-13.67	69.482	6.852	9.86	21.40
		VAT	355.933	12/08/24	-0.34	442.771	-19.61	406.271	36.501	8.98	25.39
	L	ams-OSRAM	0.876	12/08/24	-0.20	1.092	-19.77	0.963	0.129	13.41	-40.93
SLI - 30 out of 30 instruments rated - 1/07/24 / 18/03/24 - 14 did rise, Market-Ratio(15) in GBP = 46.67 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

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

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

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/01/06		4/09/06	245		- cash -
long	4/09/06	11/06/07	280		Sika	100	904	11.056	16.795	5.739	52	15,188	72
11/06/07		18/06/07	7		- cash -
	18/06/07	23/07/07	35		Actelion	100	620	24.458	26.548	2.089	9	16,483	135
23/07/07		15/06/09	693		- cash -
	15/06/09	25/01/10	224		Sonova	100	334	49.219	79.484	30.265	61	26,592	118
25/01/10		22/02/10	28		- cash -
	22/02/10	17/05/10	84		Clariant	100	3,863	6.882	8.293	1.411	21	32,042	125
17/05/10		18/10/10	154		- cash -
	18/10/10	14/03/11	147		Richemont	100	1,023	31.307	34.181	2.875	9	34,983	24
14/03/11		5/12/11	266		- cash -
	5/12/11	16/04/12	133		Sonova	100	523	66.795	68.610	1.814	3	35,932	8
16/04/12		27/08/12	133		- cash -
	27/08/12	19/11/12	84		Actelion	100	1,224	29.355	29.267	-0.088	0	35,824	-1
19/11/12		10/12/12	21		- cash -
	10/12/12	3/06/13	175		Richemont	100	728	49.164	57.656	8.492	17	42,007	39
3/06/13		23/09/13	112		- cash -
	23/09/13	14/04/14	203		Lonza	100	830	50.562	56.600	6.038	12	47,018	22
14/04/14		24/11/14	224		- cash -
	24/11/14	15/12/14	21		Actelion	100	645	72.844	74.100	1.256	2	47,828	35
15/12/14		30/03/15	105		- cash -
	30/03/15	8/06/15	70		Julius Bär	100	1,382	34.605	35.682	1.077	3	49,317	17
8/06/15		7/12/15	182		- cash -
	7/12/15	14/12/15	7		Vifor Pharma	100	490	100.623	98.288	-2.334	-2	48,173	-71
14/12/15		10/10/16	301		- cash -
	10/10/16	7/11/16	28		Sika	100	748	64.375	65.530	1.156	2	49,037	26
7/11/16		13/02/17	98		- cash -
	13/02/17	21/08/17	189		Sika	100	685	71.497	89.930	18.433	26	61,664	56
21/08/17		16/10/17	56		- cash -
	16/10/17	5/02/18	112		Lonza	100	301	204.717	189.100	-15.616	-8	56,963	-23
5/02/18		4/03/19	392		- cash -
	4/03/19	3/06/19	91		Swiss Life	100	172	330.736	362.343	31.607	10	62,400	44
3/06/19		8/07/19	35		- cash -
	8/07/19	29/07/19	21		Swiss Life	100	158	394.238	404.293	10.055	3	63,988	55
29/07/19		16/09/19	49		- cash -
	16/09/19	7/10/19	21		ams-OSRAM	100	1,678	38.118	36.216	-1.902	-5	60,797	-59
7/10/19		18/11/19	42		- cash -
	18/11/19	24/02/20	98		ams-OSRAM	100	1,730	35.130	29.084	-6.047	-17	50,336	-51
24/02/20		29/06/20	126		- cash -
	29/06/20	21/09/20	84		Logitech	100	970	51.885	55.946	4.061	8	54,275	39
21/09/20		16/11/20	56		- cash -
	16/11/20	20/09/21	308		Logitech	100	864	62.747	69.927	7.180	11	60,479	14
20/09/21		9/01/23	476		- cash -
	9/01/23	20/03/23	70		Richemont	100	503	120.153	119.942	-0.211	0	60,373	-1
20/03/23		3/04/23	14		- cash -
	3/04/23	1/05/23	28		Richemont	100	470	128.413	131.217	2.805	2	61,691	33
1/05/23		23/06/26	1149		- cash -
accum	4/09/06	1/05/23	2513	days out of 7477 invested (34%)						517		61,691	30

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Sika	long	4/09/06	11/06/07	280	11.06	16.80	5.74	51.90
		10/10/16	7/11/16	28	64.37	65.53	1.16	1.80
		13/02/17	21/08/17	189	71.50	89.93	18.43	25.78	94.50
Sonova		15/06/09	25/01/10	224	49.22	79.48	30.27	61.49
		5/12/11	16/04/12	133	66.80	68.61	1.81	2.72	65.88
Richemont		18/10/10	14/03/11	147	31.31	34.18	2.87	9.18
		10/12/12	3/06/13	175	49.16	57.66	8.49	17.27
		9/01/23	20/03/23	70	120.15	119.94	-0.21	-0.18
		3/04/23	1/05/23	28	128.41	131.22	2.80	2.18	30.61
Clariant		22/02/10	17/05/10	84	6.88	8.29	1.41	20.50	20.50
Logitech		29/06/20	21/09/20	84	51.89	55.95	4.06	7.83
		16/11/20	20/09/21	308	62.75	69.93	7.18	11.44	20.17
Swiss Life		4/03/19	3/06/19	91	330.74	362.34	31.61	9.56
		8/07/19	29/07/19	21	394.24	404.29	10.05	2.55	12.35
Actelion		18/06/07	23/07/07	35	24.46	26.55	2.09	8.54
		27/08/12	19/11/12	84	29.35	29.27	-0.09	-0.30
		24/11/14	15/12/14	21	72.84	74.10	1.26	1.72	10.08
Lonza		23/09/13	14/04/14	203	50.56	56.60	6.04	11.94
		16/10/17	5/02/18	112	204.72	189.10	-15.62	-7.63	3.40
Julius Bär		30/03/15	8/06/15	70	34.61	35.68	1.08	3.11	3.11
Vifor Pharma		7/12/15	14/12/15	7	100.62	98.29	-2.33	-2.32	-2.32
ams-OSRAM		16/09/19	7/10/19	21	38.12	36.22	-1.90	-4.99
		18/11/19	24/02/20	98	35.13	29.08	-6.05	-17.21	-21.34

Annotations

12/04/23	SGS	stock split 1:25 (twentyfive for one)
20/04/22	Straumann	stock split 1:10 (ten for one)
13/11/18	SLI	ams and Temenos replaced Aryzta and Bâloise
13/08/18	SLI	Logitech replaced Lindt & Sprüngli
19/06/18	Sika	stock split 1:60 (sixty for one)
31/05/17	SLI	Lindt & Sprüngli and Partners Group replace Actelion and Syngenta
5/04/16	SLI	Transocean was replaced by Dufry
15/09/15	SLI	complete analysis


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