Share-o-matic - Portfolio

Wed, Jul 9th, 2025, 9:42UTC

Assessment - Swiss Leader Index - 7/01/24 - RS = 27

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/25/23	prc diff	⇓ Δ27	∅-RS
	L	SLI® PR	1,919.120	8/12/24	0.02	1,951.640	-1.67	1,780.930	170.710	9.59	8.66
	L	ABB	45.510	8/12/24	0.55	50.380	-9.67	37.260	13.120	35.21	36.38
	L	Givaudan	4,137.000	8/12/24	-1.12	4,302.000	-3.84	3,488.000	814.000	23.34	29.21
		VAT	406.600	8/12/24	-0.34	505.800	-19.61	419.400	86.400	20.60	27.25
	L	Logitech	75.280	8/12/24	1.95	87.200	-13.67	79.520	7.680	9.66	26.21
		Holcim	76.280	8/12/24	-0.34	79.900	-4.53	66.500	13.400	20.15	23.04
		UBS	24.850	8/12/24	0.44	26.980	-7.89	26.340	0.640	2.43	17.63
		Schindler	226.800	8/12/24	-0.09	226.200	0.27	209.700	16.500	7.87	13.94
	L	Richemont	128.200	8/12/24	1.22	140.550	-8.79	115.950	24.600	21.22	12.79
		Swiss Re	104.000	8/12/24	0.10	112.400	-7.47	95.700	16.700	17.45	12.30
	L	Alcon	79.560	8/12/24	-1.12	80.180	-0.77	66.080	14.100	21.34	11.19
	L	Geberit	522.800	8/12/24	-0.72	529.200	-1.21	541.200	-12.000	-2.22	10.57
		Swiss Life	652.200	8/12/24	0.62	669.200	-2.54	579.600	89.600	15.46	8.91
	L	Sonova	278.100	8/12/24	-1.52	280.300	-0.78	277.200	3.100	1.12	8.87
		Lonza	545.000	8/12/24	-1.80	488.400	11.59	353.600	134.800	38.12	8.38
	L	Zurich Insurance	464.700	8/12/24	0.85	482.800	-3.75	440.700	42.100	9.55	8.25
		Partners	1,134.500	8/12/24	0.93	1,147.500	-1.13	1,228.000	-80.500	-6.56	5.68
	L	Novartis	96.740	8/12/24	0.16	96.720	0.02	84.840	11.880	14.00	5.45
		SGS	91.620	8/12/24	-0.17	80.100	14.38	72.200	7.900	10.94	2.35
		Sika	247.400	8/12/24	0.04	255.100	-3.02	272.200	-17.100	-6.28	1.52
		Lindt PS	10,860.000	8/12/24	-1.54	10,550.000	2.94	10,160.000	390.000	3.84	0.94
	L	Roche	277.800	8/12/24	0.25	250.100	11.08	244.300	5.800	2.37	0.61
	L	Julius Bär	47.680	8/12/24	0.87	51.040	-6.58	46.760	4.280	9.15	-1.55
		Kühne & Nagel	253.800	8/12/24	0.40	261.500	-2.94	296.700	-35.200	-11.86	-2.54
	L	Nestlé	88.640	8/12/24	-0.40	91.880	-3.53	97.200	-5.320	-5.47	-4.40
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/25/23	prc diff	⇓ Δ27	∅-RS
		Swisscom	525.000	8/12/24	0.48	508.500	3.24	509.400	-0.900	-0.18	-5.27
		Temenos	56.800	8/12/24	1.88	62.500	-9.12	78.060	-15.560	-19.93	-11.08
	S	Adecco	28.100	8/12/24	-0.78	30.140	-6.77	40.830	-10.690	-26.18	-12.52
	S	Straumann	112.350	8/12/24	0.76	112.700	-0.31	136.550	-23.850	-17.47	-16.75
	S	Swatch	179.950	8/12/24	-0.17	184.950	-2.70	225.900	-40.950	-18.13	-17.63
	L	ams-OSRAM	1.001	8/12/24	-0.20	1.247	-19.77	2.239	-0.992	-44.31	-38.40
SLI - 30 out of 30 instruments rated - 7/01/24 / 12/25/23 - 19 did rise, Market-Ratio(27) = 63.33 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 27 - B/S = 34/64

1/04/21	scale up chart	7/01/24

Transactions Swiss Leader Index * S27 - 34/64 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		8/13/07	588		- cash -
short	8/13/07	5/04/09	630		UBS	50	75	66.050	15.710	277.696	211.646	320	25,873	130
					Clariant	50	327	15.421	6.299	37.753	22.332	145	33,176	68
100							232						100
5/04/09		5/23/11	749		- cash -
	5/23/11	2/06/12	259		Credit Suisse	50	460	36.030	25.160	51.596	15.566	43	40,337	66
					Sonova	50	195	85.000	98.700	71.300	-13.700	-16	37,665	-22
100							14						20
2/06/12		10/13/14	980		- cash -
	10/13/14	3/16/15	154		Swatch	50	43	436.100	439.300	432.900	-3.200	-1	37,527	-2
					Transocean	50	675	27.990	13.680	57.269	29.279	105	57,291	446
100							52						170
3/16/15		6/15/15	91		- cash -
	6/15/15	7/27/15	42		Transocean	50	1,746	16.400	12.540	21.448	5.048	31	66,105	930
					Aryzta	50	2,597	11.034	10.044	12.122	1.088	10	68,929	126
100							20						399
7/27/15		8/31/15	35		- cash -
	8/31/15	8/15/16	350		Holcim	50	560	61.500	51.600	73.299	11.799	19	75,537	20
					Aryzta	50	3,230	10.675	8.082	14.100	3.425	32	86,599	34
100							26						27
8/15/16		6/25/18	679		- cash -
	6/25/18	4/22/19	301		Adecco	50	743	58.240	60.060	56.420	-1.820	-3	85,247	-4
					Aryzta	50	12,879	3.364	1.418	7.981	4.617	137	144,704	185
100							67						86
4/22/19		3/09/20	322		- cash -
	3/09/20	9/14/20	189		Credit Suisse	50	8,339	8.676	10.260	7.092	-1.584	-18	131,495	-32
					ams-OSRAM	50	2,828	25.580	16.780	38.995	13.415	52	169,433	126
100							17						36
9/14/20		2/07/22	511		- cash -
	2/07/22	1/09/23	336		Logitech	50	1,166	72.620	61.900	85.197	12.577	17	184,097	19
					Temenos	50	781	108.500	56.860	207.039	98.539	91	261,056	102
100							54						60
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/09/23		10/09/23	273		- cash -
	10/09/23	2/26/24	140		Lonza	50	304	429.000	461.500	396.500	-32.500	-8	251,176	-19
					ams-OSRAM	50	34,560	3.780	2.263	6.314	2.534	67	338,748	281
100							30						97
2/26/24		7/09/25	499		- cash -
accum	8/13/07	2/26/24	2401	days out of 7128 invested (34%)							3,287		338,748	71

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
UBS	short	8/13/07	5/04/09	630	66.05	15.71	277.70	211.65	320.43	50	160.22	160.22
Aryzta		6/15/15	7/27/15	42	11.03	10.04	12.12	1.09	9.86		4.93
		8/31/15	8/15/16	350	10.68	8.08	14.10	3.42	32.08		16.04
		6/25/18	4/22/19	301	3.36	1.42	7.98	4.62	137.24		68.62	105.31
Transocean		10/13/14	3/16/15	154	27.99	13.68	57.27	29.28	104.61		52.30
		6/15/15	7/27/15	42	16.40	12.54	21.45	5.05	30.78		15.39	75.74
Clariant		8/13/07	5/04/09	630	15.42	6.30	37.75	22.33	144.82		72.41	72.41
ams-OSRAM		3/09/20	9/14/20	189	25.58	16.78	39.00	13.42	52.44		26.22
		10/09/23	2/26/24	140	3.78	2.26	6.31	2.53	67.03		33.52	68.53
Temenos		2/07/22	1/09/23	336	108.50	56.86	207.04	98.54	90.82		45.41	45.41
Credit Suisse		5/23/11	2/06/12	259	36.03	25.16	51.60	15.57	43.20		21.60
		3/09/20	9/14/20	189	8.68	10.26	7.09	-1.58	-18.26		-9.13	10.50
Holcim		8/31/15	8/15/16	350	61.50	51.60	73.30	11.80	19.19		9.59	9.59
Logitech		2/07/22	1/09/23	336	72.62	61.90	85.20	12.58	17.32		8.66	8.66
Swatch		10/13/14	3/16/15	154	436.10	439.30	432.90	-3.20	-0.73		-0.37	-0.37
Adecco		6/25/18	4/22/19	301	58.24	60.06	56.42	-1.82	-3.13		-1.56	-1.56
Lonza		10/09/23	2/26/24	140	429.00	461.50	396.50	-32.50	-7.58		-3.79	-3.79
Sonova		5/23/11	2/06/12	259	85.00	98.70	71.30	-13.70	-16.12		-8.06	-8.06

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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