Share-o-matic - Portfolio

Sat, 18th Oct 2025, 15:15UTC

Assessment - Swiss Market Index - 1/07/24 - RS = 46

		⇓instrument	freshest		Δday	1/07/24	⇓ Δwk	14/08/23	prc diff	⇓ Δ46	⇓∅-RS
	L	SMI® PR	11,873.700	12/08/24	0.07	12,049.600	-1.46	11,110.100	939.500	8.46	7.15
	L	Logitech	75.280	12/08/24	1.95	87.200	-13.67	59.460	27.740	46.65	26.21
	L	Richemont	128.200	12/08/24	1.22	140.550	-8.79	129.450	11.100	8.57	12.79
		Partners	1,134.500	12/08/24	0.93	1,147.500	-1.13	959.200	188.300	19.63	5.68
	L	Zurich Insurance	464.700	12/08/24	0.85	482.800	-3.75	414.700	68.100	16.42	8.25
		Swiss Life	652.200	12/08/24	0.62	669.200	-2.54	554.000	115.200	20.79	8.91
	L	ABB	45.510	12/08/24	0.55	50.380	-9.67	33.990	16.390	48.22	36.38
		Swisscom	525.000	12/08/24	0.48	508.500	3.24	534.400	-25.900	-4.85	-5.27
		UBS	24.850	12/08/24	0.44	26.980	-7.89	20.700	6.280	30.34	17.63
		Kühne & Nagel	253.800	12/08/24	0.40	261.500	-2.94	274.400	-12.900	-4.70	-2.54
	L	Roche	277.800	12/08/24	0.25	250.100	11.08	264.850	-14.750	-5.57	0.61
	L	Novartis	96.740	12/08/24	0.16	96.720	0.02	90.920	5.800	6.38	5.45
		Swiss Re	104.000	12/08/24	0.10	112.400	-7.47	85.560	26.840	31.37	12.30
		Sika	247.400	12/08/24	0.04	255.100	-3.02	262.500	-7.400	-2.82	1.52
		Holcim	76.280	12/08/24	-0.34	79.900	-4.53	59.920	19.980	33.34	23.04
	L	Nestlé	88.640	12/08/24	-0.40	91.880	-3.53	104.500	-12.620	-12.08	-4.40
	L	Geberit	522.800	12/08/24	-0.72	529.200	-1.21	476.700	52.500	11.01	10.57
	L	Alcon	79.560	12/08/24	-1.12	80.180	-0.77	71.720	8.460	11.80	11.19
	L	Givaudan	4,137.000	12/08/24	-1.12	4,302.000	-3.84	2,865.000	1,437.000	50.16	29.21
	L	Sonova	278.100	12/08/24	-1.52	280.300	-0.78	236.300	44.000	18.62	8.87
		Lonza	545.000	12/08/24	-1.80	488.400	11.59	494.200	-5.800	-1.17	8.38
SMI - 20 out of 20 instruments rated - 1/07/24 / 14/08/23 - 14 did rise, Market-Ratio(46) = 70.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SMI RS = 46 - B/S = 29/29

4/01/21	scale up chart	1/07/24

Transactions Swiss Market Index * L46 - 29 ex 13 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	2/01/06	14/01/08	742		ABB	100	763	13.100	28.940	15.840	121	22,086	48
14/01/08		4/02/08	21		- cash -
	4/02/08	11/02/08	7		Lonza	100	161	136.800	137.500	0.700	1	22,199	30
11/02/08		17/08/09	553		- cash -
	17/08/09	27/09/10	406		Sonova	100	241	92.000	121.100	29.100	32	29,212	28
	27/09/10	27/06/11	273		Richemont	100	643	45.400	51.950	6.550	14	33,423	20
27/06/11		4/07/11	7		- cash -
	4/07/11	1/08/11	28		Richemont	100	600	55.650	48.160	-7.490	-13	28,929	-85
1/08/11		6/02/12	189		- cash -
	6/02/12	20/02/12	14		Sonova	100	293	98.700	103.100	4.400	4	30,219	212
20/02/12		5/03/12	14		- cash -
	5/03/12	12/03/12	7		Sonova	100	298	101.300	101.600	0.300	0	30,308	17
12/03/12		19/03/12	7		- cash -
	19/03/12	23/04/12	35		Swiss Re	100	518	58.450	55.350	-3.100	-5	28,702	-43
23/04/12		30/04/12	7		- cash -
	30/04/12	13/05/13	378		Swiss Re	100	504	56.900	72.550	15.650	28	36,590	26
	13/05/13	28/09/15	868		Lonza	100	506	72.300	128.900	56.600	78	65,229	28
28/09/15		5/10/15	7		- cash -
	5/10/15	18/01/16	105		Partners	100	191	341.000	354.500	13.500	4	67,808	14
18/01/16		25/01/16	7		- cash -
	25/01/16	8/02/16	14		Lonza	100	428	158.100	139.300	-18.800	-12	59,761	-96
8/02/16		7/03/16	28		- cash -
	7/03/16	4/12/17	637		Logitech	100	3,632	16.450	32.870	16.420	100	119,399	49
	4/12/17	22/10/18	322		Sika	100	951	125.500	121.400	-4.100	-3	115,500	-4
	22/10/18	22/04/19	182		Lonza	100	364	316.500	297.400	-19.100	-6	108,547	-12
	22/04/19	16/12/19	238		Swiss Life	100	228	475.400	493.100	17.700	4	112,583	6
	16/12/19	16/03/20	91		Geberit	100	205	546.800	386.900	-159.900	-29	79,804	-75
16/03/20		30/03/20	14		- cash -
	30/03/20	4/05/20	35		Lonza	100	202	393.800	435.000	41.200	10	88,126	182
4/05/20		11/05/20	7		- cash -
	11/05/20	1/03/21	294		Lonza	100	196	448.800	565.200	116.400	26	110,940	33
	1/03/21	23/08/21	175		Logitech	100	1,167	95.000	97.400	2.400	3	113,741	5
	23/08/21	10/01/22	140		Partners	100	70	1,616.000	1,325.500	-290.500	-18	93,406	-40
	10/01/22	23/05/22	133		Richemont	100	703	132.700	92.500	-40.200	-30	65,146	-63
	23/05/22	13/06/22	21		UBS	100	3,665	17.775	16.050	-1.725	-10	58,823	-83
13/06/22		1/08/22	49		- cash -
	1/08/22	29/08/22	28		Alcon	100	790	74.440	63.900	-10.540	-14	50,497	-86
29/08/22		16/01/23	140		- cash -
	16/01/23	6/02/23	21		Richemont	100	363	138.950	140.800	1.850	1	51,168	26
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
6/02/23		20/02/23	14		- cash -
	20/02/23	11/09/23	203		Richemont	100	356	143.650	117.000	-26.650	-19	41,681	-31
	11/09/23	12/08/24	336		UBS	100	1,821	22.880	24.850	1.970	9	45,268	9
accum	2/01/06	12/08/24	6165	days out of 7229 invested (85%)						353		45,268	9

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ABB	long	2/01/06	14/01/08	742	13.10	28.94	15.84	120.92	120.92
Lonza		4/02/08	11/02/08	7	136.80	137.50	0.70	0.51
		13/05/13	28/09/15	868	72.30	128.90	56.60	78.28
		25/01/16	8/02/16	14	158.10	139.30	-18.80	-11.89
		22/10/18	22/04/19	182	316.50	297.40	-19.10	-6.03
		30/03/20	4/05/20	35	393.80	435.00	41.20	10.46
		11/05/20	1/03/21	294	448.80	565.20	116.40	25.94	106.39
Logitech		7/03/16	4/12/17	637	16.45	32.87	16.42	99.82
		1/03/21	23/08/21	175	95.00	97.40	2.40	2.53	104.87
Sonova		17/08/09	27/09/10	406	92.00	121.10	29.10	31.63
		6/02/12	20/02/12	14	98.70	103.10	4.40	4.46
		5/03/12	12/03/12	7	101.30	101.60	0.30	0.30	37.91
Swiss Re		19/03/12	23/04/12	35	58.45	55.35	-3.10	-5.30
		30/04/12	13/05/13	378	56.90	72.55	15.65	27.50	20.74
Swiss Life		22/04/19	16/12/19	238	475.40	493.10	17.70	3.72	3.72
UBS		23/05/22	13/06/22	21	17.78	16.05	-1.73	-9.70
		11/09/23	12/08/24	336	22.88	24.85	1.97	8.61	-1.93
Sika		4/12/17	22/10/18	322	125.50	121.40	-4.10	-3.27	-3.27
Alcon		1/08/22	29/08/22	28	74.44	63.90	-10.54	-14.16	-14.16
Partners		5/10/15	18/01/16	105	341.00	354.50	13.50	3.96
		23/08/21	10/01/22	140	1,616.00	1,325.50	-290.50	-17.98	-14.73
Geberit		16/12/19	16/03/20	91	546.80	386.90	-159.90	-29.24	-29.24
Richemont		27/09/10	27/06/11	273	45.40	51.95	6.55	14.43
		4/07/11	1/08/11	28	55.65	48.16	-7.49	-13.46
		10/01/22	23/05/22	133	132.70	92.50	-40.20	-30.29
		16/01/23	6/02/23	21	138.95	140.80	1.85	1.33
		20/02/23	11/09/23	203	143.65	117.00	-26.65	-18.55	-43.03

Annotations

19/06/18	Sika	stock split 1:60 (sixty for one)
15/05/17	SMI	Sika replaces Syngenta (acquired by ChemChina)
3/05/17	SMI	Lonza replaces Actelion (acquired by Johnson & Johnson)
5/04/16	SMI	Transocean was replaced by Swiss Life
10/09/15	SMI	complete analysis


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