| | |
| | |
Assessment - Swiss Market Index in Euro - 7/01/24 - RS = 23
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
1/22/24 |
prc diff |
⇓ Δ23 |
|
∅-RS |
| |  |
 |
 |
|
L |
 |
SMI® PR |
12,250.399 |
8/12/24 |
0.07 |
12,431.880 |
-1.46 |
11,914.891 |
516.989 |
4.34 |
|
6.40 |
| | |
|
|
|
L |
|
ABB |
46.954 |
8/12/24 |
0.55 |
51.978 |
-9.67 |
38.317 |
13.661 |
35.65 |
|
34.33 |
| | |
|
|
|
L |
|
Givaudan |
4,268.249 |
8/12/24 |
-1.12 |
4,438.483 |
-3.84 |
3,554.823 |
883.660 |
24.86 |
|
26.75 |
| | |
|
|
|
L |
|
Logitech |
77.668 |
8/12/24 |
1.95 |
89.966 |
-13.67 |
87.518 |
2.449 |
2.80 |
|
22.94 |
| | |
|
|
|
|
|
Holcim |
78.700 |
8/12/24 |
-0.34 |
82.435 |
-4.53 |
67.947 |
14.487 |
21.32 |
|
20.32 |
| | |
|
|
|
|
|
UBS |
25.638 |
8/12/24 |
0.44 |
27.836 |
-7.89 |
26.799 |
1.037 |
3.87 |
|
13.41 |
| | |
|
|
|
L |
|
Richemont |
132.267 |
8/12/24 |
1.22 |
145.009 |
-8.79 |
124.324 |
20.685 |
16.64 |
|
10.49 |
| | |
|
|
|
|
|
Swiss Re |
107.299 |
8/12/24 |
0.10 |
115.966 |
-7.47 |
104.996 |
10.970 |
10.45 |
|
12.97 |
| | |
|
|
|
L |
|
Alcon |
82.084 |
8/12/24 |
-1.12 |
82.724 |
-0.77 |
72.301 |
10.423 |
14.42 |
|
12.16 |
| | |
|
|
|
L |
|
Geberit |
539.386 |
8/12/24 |
-0.72 |
545.989 |
-1.21 |
525.192 |
20.797 |
3.96 |
|
6.80 |
| | |
|
|
|
|
|
Swiss Life |
672.891 |
8/12/24 |
0.62 |
690.431 |
-2.54 |
630.019 |
60.411 |
9.59 |
|
12.83 |
| | |
|
|
|
L |
|
Sonova |
286.923 |
8/12/24 |
-1.52 |
289.193 |
-0.78 |
297.891 |
-8.698 |
-2.92 |
|
10.96 |
| | |
|
|
|
|
|
Lonza |
562.290 |
8/12/24 |
-1.80 |
503.895 |
11.59 |
394.053 |
109.842 |
27.87 |
|
10.98 |
| | |
|
|
|
L |
|
Zurich Insurance |
479.443 |
8/12/24 |
0.85 |
498.117 |
-3.75 |
466.861 |
31.256 |
6.69 |
|
8.61 |
| | |
|
|
|
|
|
Partners |
1,170.493 |
8/12/24 |
0.93 |
1,183.905 |
-1.13 |
1,195.156 |
-11.251 |
-0.94 |
|
4.32 |
| | |
|
|
|
L |
|
Novartis |
99.809 |
8/12/24 |
0.16 |
99.788 |
0.02 |
99.755 |
0.034 |
0.03 |
|
7.93 |
| | |
|
|
|
|
|
Sika |
255.249 |
8/12/24 |
0.04 |
263.193 |
-3.02 |
245.160 |
18.033 |
7.36 |
|
0.89 |
| | |
|
|
|
L |
|
Roche |
286.613 |
8/12/24 |
0.25 |
258.035 |
11.08 |
261.856 |
-3.822 |
-1.46 |
|
1.75 |
| | |
|
|
|
|
|
Kühne & Nagel |
261.852 |
8/12/24 |
0.40 |
269.796 |
-2.94 |
310.254 |
-40.458 |
-13.04 |
|
-1.32 |
| | |
|
|
|
L |
|
Nestlé |
91.452 |
8/12/24 |
-0.40 |
94.795 |
-3.53 |
103.020 |
-8.225 |
-7.98 |
|
-8.29 |
| | |
|
|
|
|
|
Swisscom |
541.656 |
8/12/24 |
0.48 |
524.632 |
3.24 |
545.693 |
-21.060 |
-3.86 |
|
-3.60 |
| SMI - 20 out of 20 instruments rated - 7/01/24 / 1/22/24 - 14 did rise, Market-Ratio(23) in EUR = 70.00 % |
| Stock Exchange Currency: CHF ₣ Swiss Franc |
Technical Chart
Transactions Swiss Market Index in Euro * S23 - 26/62 (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 |
8/06/07 |
581 |
|
- cash - |
| short |
8/06/07 |
7/13/09 |
707 |
|
|
|
UBS |
100 |
252 |
|
39.662 |
8.737 |
180.055 |
140.393 |
354 |
45,379 |
118 |
|
| 7/13/09 |
8/30/10 |
413 |
|
- cash - |
| |
8/30/10 |
10/18/10 |
49 |
|
|
|
Holcim |
100 |
968 |
|
46.840 |
45.729 |
47.979 |
1.138 |
2 |
46,481 |
20 |
|
| 10/18/10 |
5/30/11 |
224 |
|
- cash - |
| |
5/30/11 |
1/16/12 |
231 |
|
|
|
Credit Suisse |
100 |
1,546 |
|
30.065 |
17.716 |
51.023 |
20.958 |
70 |
78,881 |
131 |
|
| 1/16/12 |
10/20/14 |
1008 |
|
- cash - |
| |
10/20/14 |
12/08/14 |
49 |
|
|
|
Transocean |
100 |
3,507 |
|
22.489 |
14.482 |
34.924 |
12.435 |
55 |
122,491 |
2,554 |
|
| 12/08/14 |
8/24/15 |
259 |
|
- cash - |
| |
8/24/15 |
10/10/16 |
413 |
|
|
|
Holcim |
100 |
2,253 |
|
54.358 |
48.058 |
61.483 |
7.125 |
13 |
138,544 |
12 |
|
| 10/10/16 |
3/26/18 |
532 |
|
- cash - |
| |
3/26/18 |
5/07/18 |
42 |
|
|
|
Roche |
100 |
760 |
|
182.082 |
190.542 |
173.623 |
-8.460 |
-5 |
132,114 |
-34 |
|
| 5/07/18 |
6/18/18 |
42 |
|
- cash - |
| |
6/18/18 |
3/18/19 |
273 |
|
|
|
Adecco |
100 |
2,536 |
|
52.086 |
46.606 |
58.209 |
6.124 |
12 |
147,644 |
16 |
|
| 3/18/19 |
3/09/20 |
357 |
|
- cash - |
| |
3/09/20 |
8/17/20 |
161 |
|
|
|
Credit Suisse |
100 |
18,054 |
|
8.178 |
9.587 |
6.769 |
-1.409 |
-17 |
122,209 |
-35 |
|
| 8/17/20 |
6/06/22 |
658 |
|
- cash - |
| |
6/06/22 |
11/28/22 |
175 |
|
|
|
Partners |
100 |
126 |
|
965.225 |
939.150 |
992.024 |
26.799 |
3 |
125,586 |
6 |
|
| 11/28/22 |
10/23/23 |
329 |
|
- cash - |
| |
10/23/23 |
12/18/23 |
56 |
|
|
|
Lonza |
100 |
364 |
|
344.563 |
343.759 |
345.369 |
0.806 |
0 |
125,879 |
2 |
|
| 12/18/23 |
6/20/26 |
915 |
|
- cash - |
| accum | 8/06/07 |
12/18/23 | 2156 |
days out of 7474 invested (29%) |
1,159 |
125,879 |
54 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
| UBS | short | 8/06/07 | 7/13/09 | 707 | 39.66 | 8.74 | 180.06 | 140.39 | 353.97 | | | 353.97 |
| Transocean | | 10/20/14 | 12/08/14 | 49 | 22.49 | 14.48 | 34.92 | 12.43 | 55.29 | | | 55.29 |
| Credit Suisse | | 5/30/11 | 1/16/12 | 231 | 30.06 | 17.72 | 51.02 | 20.96 | 69.71 | | | |
| | | 3/09/20 | 8/17/20 | 161 | 8.18 | 9.59 | 6.77 | -1.41 | -17.23 | | | 40.47 |
| Holcim | | 8/30/10 | 10/18/10 | 49 | 46.84 | 45.73 | 47.98 | 1.14 | 2.43 | | | |
| | | 8/24/15 | 10/10/16 | 413 | 54.36 | 48.06 | 61.48 | 7.13 | 13.11 | | | 15.86 |
| Adecco | | 6/18/18 | 3/18/19 | 273 | 52.09 | 46.61 | 58.21 | 6.12 | 11.76 | | | 11.76 |
| Partners | | 6/06/22 | 11/28/22 | 175 | 965.22 | 939.15 | 992.02 | 26.80 | 2.78 | | | 2.78 |
| Lonza | | 10/23/23 | 12/18/23 | 56 | 344.56 | 343.76 | 345.37 | 0.81 | 0.23 | | | 0.23 |
| Roche | | 3/26/18 | 5/07/18 | 42 | 182.08 | 190.54 | 173.62 | -8.46 | -4.65 | | | -4.65 |
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 |
|
