| | |
| | |
Assessment - Swiss Market Index - 4/22/24 - RS = 23
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
4/22/24 |
⇓ Δwk |
11/13/23 |
prc diff |
⇓ Δ23 |
|
∅-RS |
| |  |
 |
 |
|
|
 |
SMI® PR |
11,260.600 |
Thu |
-0.97 |
11,327.800 |
-0.59 |
10,590.400 |
737.400 |
6.96 |
|
1.45 |
| | |
|
|
|
L |
|
ABB |
44.940 |
15:31 |
0.97 |
44.080 |
1.95 |
32.530 |
11.550 |
35.51 |
|
25.64 |
| | |
|
|
|
L |
|
Holcim |
79.100 |
15:31 |
1.72 |
77.480 |
2.09 |
60.880 |
16.600 |
27.27 |
|
23.81 |
| | |
|
|
|
L |
|
Givaudan |
3,962.000 |
15:31 |
0.92 |
3,945.000 |
0.43 |
3,183.000 |
762.000 |
23.94 |
|
23.30 |
| | |
|
|
|
|
|
UBS |
25.060 |
15:31 |
0.40 |
25.390 |
-1.30 |
21.870 |
3.520 |
16.10 |
|
15.82 |
| | |
|
|
|
|
|
Partners |
1,195.000 |
15:31 |
1.19 |
1,181.000 |
1.19 |
1,055.000 |
126.000 |
11.94 |
|
15.34 |
| | |
|
|
|
L |
|
Lonza |
527.800 |
15:31 |
2.72 |
506.800 |
4.14 |
335.600 |
171.200 |
51.01 |
|
14.53 |
| | |
|
|
|
|
|
Logitech |
72.660 |
15:31 |
0.67 |
70.980 |
2.37 |
74.120 |
-3.140 |
-4.24 |
|
7.93 |
| | |
|
|
|
|
|
Swiss Life |
617.800 |
15:31 |
0.91 |
615.800 |
0.32 |
557.400 |
58.400 |
10.48 |
|
7.34 |
| | |
|
|
|
|
|
Alcon |
72.000 |
15:31 |
0.61 |
73.200 |
-1.64 |
65.620 |
7.580 |
11.55 |
|
5.16 |
| | |
|
|
|
L |
|
Sika |
264.200 |
15:31 |
3.04 |
257.500 |
2.60 |
227.400 |
30.100 |
13.24 |
|
4.07 |
| | |
|
|
|
|
|
Zurich Insurance |
439.900 |
15:31 |
-0.61 |
451.400 |
-2.55 |
434.400 |
17.000 |
3.91 |
|
3.84 |
| | |
|
|
|
|
|
Swiss Re |
99.500 |
15:31 |
|
99.300 |
0.20 |
99.200 |
0.100 |
0.10 |
|
3.82 |
| | |
|
|
|
|
|
Sonova |
257.000 |
15:31 |
2.11 |
253.300 |
1.46 |
226.000 |
27.300 |
12.08 |
|
2.15 |
| | |
|
|
|
|
|
Geberit |
495.500 |
15:31 |
2.55 |
485.100 |
2.14 |
453.000 |
32.100 |
7.09 |
|
0.07 |
| | |
|
|
|
|
|
Richemont |
129.850 |
15:31 |
1.64 |
127.200 |
2.08 |
104.600 |
22.600 |
21.61 |
|
-0.18 |
| | |
|
|
|
S |
|
Novartis |
89.500 |
15:31 |
-0.56 |
87.360 |
2.45 |
84.620 |
2.740 |
3.24 |
|
-1.49 |
| | |
|
|
|
L |
|
Swisscom |
505.000 |
15:31 |
-0.30 |
520.000 |
-2.88 |
511.200 |
8.800 |
1.72 |
|
-2.93 |
| | |
|
|
|
S |
|
Kühne & Nagel |
242.800 |
15:31 |
1.80 |
254.400 |
-4.56 |
241.600 |
12.800 |
5.30 |
|
-3.76 |
| | |
|
|
|
|
|
Nestlé |
92.700 |
15:31 |
0.67 |
93.840 |
-1.21 |
98.900 |
-5.060 |
-5.12 |
|
-8.18 |
| | |
|
|
|
S |
|
Roche |
221.000 |
15:31 |
1.01 |
225.800 |
-2.13 |
238.750 |
-12.950 |
-5.42 |
|
-10.45 |
| SMI - 20 out of 20 instruments rated - 4/22/24 / 11/13/23 - 17 did rise, Market-Ratio(23) = 85.00 % |
| Stock Exchange Currency: CHF ₣ Swiss Franc |
Technical Chart
Transactions Swiss Market Index * 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 |
153 |
|
65.050 |
13.230 |
319.842 |
254.792 |
392 |
48,983 |
128 |
|
| 7/13/09 |
8/30/10 |
413 |
|
- cash - |
| |
8/30/10 |
10/18/10 |
49 |
|
|
|
Holcim |
100 |
797 |
|
61.450 |
61.300 |
61.600 |
0.150 |
0 |
49,103 |
2 |
|
| 10/18/10 |
5/30/11 |
224 |
|
- cash - |
| |
5/30/11 |
1/16/12 |
231 |
|
|
|
Credit Suisse |
100 |
1,343 |
|
36.550 |
21.390 |
62.455 |
25.905 |
71 |
83,893 |
133 |
|
| 1/16/12 |
10/20/14 |
1008 |
|
- cash - |
| |
10/20/14 |
12/08/14 |
49 |
|
|
|
Transocean |
100 |
3,091 |
|
27.140 |
17.410 |
42.308 |
15.168 |
56 |
130,776 |
2,631 |
|
| 12/08/14 |
8/24/15 |
259 |
|
- cash - |
| |
8/24/15 |
10/10/16 |
413 |
|
|
|
Holcim |
100 |
2,225 |
|
58.750 |
52.600 |
65.619 |
6.869 |
12 |
146,060 |
10 |
|
| 10/10/16 |
3/26/18 |
532 |
|
- cash - |
| |
3/26/18 |
5/07/18 |
42 |
|
|
|
Roche |
100 |
681 |
|
214.400 |
227.850 |
200.950 |
-13.450 |
-6 |
136,901 |
-43 |
|
| 5/07/18 |
6/18/18 |
42 |
|
- cash - |
| |
6/18/18 |
3/18/19 |
273 |
|
|
|
Adecco |
100 |
2,274 |
|
60.200 |
52.800 |
68.637 |
8.437 |
14 |
156,087 |
19 |
|
| 3/18/19 |
3/09/20 |
357 |
|
- cash - |
| |
3/09/20 |
8/17/20 |
161 |
|
|
|
Credit Suisse |
100 |
17,990 |
|
8.676 |
10.305 |
7.047 |
-1.629 |
-19 |
126,781 |
-38 |
|
| 8/17/20 |
6/06/22 |
658 |
|
- cash - |
| |
6/06/22 |
11/28/22 |
175 |
|
|
|
Partners |
100 |
126 |
|
1,002.000 |
921.400 |
1,089.651 |
87.651 |
9 |
137,825 |
19 |
|
| 11/28/22 |
10/23/23 |
329 |
|
- cash - |
| |
10/23/23 |
12/18/23 |
56 |
|
|
|
Lonza |
100 |
420 |
|
327.600 |
325.000 |
330.221 |
2.621 |
1 |
138,926 |
5 |
|
| 12/18/23 |
4/26/24 |
130 |
|
- cash - |
| accum | 8/06/07 |
12/18/23 | 2156 |
days out of 6689 invested (32%) |
1,289 |
138,926 |
56 |
|
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 | 65.05 | 13.23 | 319.84 | 254.79 | 391.69 | | | 391.69 |
| Transocean | | 10/20/14 | 12/08/14 | 49 | 27.14 | 17.41 | 42.31 | 15.17 | 55.89 | | | 55.89 |
| Credit Suisse | | 5/30/11 | 1/16/12 | 231 | 36.55 | 21.39 | 62.45 | 25.90 | 70.87 | | | |
| | | 3/09/20 | 8/17/20 | 161 | 8.68 | 10.31 | 7.05 | -1.63 | -18.78 | | | 38.79 |
| Adecco | | 6/18/18 | 3/18/19 | 273 | 60.20 | 52.80 | 68.64 | 8.44 | 14.02 | | | 14.02 |
| Holcim | | 8/30/10 | 10/18/10 | 49 | 61.45 | 61.30 | 61.60 | 0.15 | 0.24 | | | |
| | | 8/24/15 | 10/10/16 | 413 | 58.75 | 52.60 | 65.62 | 6.87 | 11.69 | | | 11.97 |
| Partners | | 6/06/22 | 11/28/22 | 175 | 1,002.00 | 921.40 | 1,089.65 | 87.65 | 8.75 | | | 8.75 |
| Lonza | | 10/23/23 | 12/18/23 | 56 | 327.60 | 325.00 | 330.22 | 2.62 | 0.80 | | | 0.80 |
| Roche | | 3/26/18 | 5/07/18 | 42 | 214.40 | 227.85 | 200.95 | -13.45 | -6.27 | | | -6.27 |
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 |
|
