Share-o-matic - Portfolio

Thu, Sep 18th, 2025, 21:16UTC

Assessment - Swiss Leader Index in Japanese yen - 7/01/24 - RS = 43

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	9/04/23	prc diff	⇓ Δ43	∅-RS
	L	SLI® PR	343,150.723	8/12/24	0.02	348,965.504	-1.67	288,855.239	60,110.265	20.81	16.48
	L	ABB	8,137.474	8/12/24	0.55	9,008.261	-9.67	5,519.516	3,488.744	63.21	45.14
	L	Givaudan	739,721.613	8/12/24	-1.12	769,224.650	-3.84	484,034.413	285,190.238	58.92	36.97
		VAT	72,702.637	8/12/24	-0.34	90,440.220	-19.61	59,402.717	31,037.503	52.25	37.22
	L	Logitech	13,460.537	8/12/24	1.95	15,591.908	-13.67	10,293.600	5,298.309	51.47	32.80
		Holcim	13,639.344	8/12/24	-0.34	14,286.622	-4.53	9,551.480	4,735.143	49.57	29.97
		UBS	4,443.336	8/12/24	0.44	4,824.194	-7.89	3,927.603	896.591	22.83	22.48
		Schindler	40,553.266	8/12/24	-0.09	40,445.982	0.27	31,829.984	8,615.999	27.07	15.84
	L	Richemont	22,922.966	8/12/24	1.22	25,131.224	-8.79	20,805.860	4,325.364	20.79	19.17
		Swiss Re	18,595.854	8/12/24	0.10	20,097.827	-7.47	14,093.651	6,004.176	42.60	21.91
	L	Alcon	14,225.828	8/12/24	-1.12	14,336.688	-0.77	12,059.447	2,277.241	18.88	20.95
	L	Geberit	93,479.927	8/12/24	-0.72	94,624.288	-1.21	75,603.459	19,020.829	25.16	15.21
		Swiss Life	116,617.461	8/12/24	0.62	119,657.168	-2.54	91,307.244	28,349.923	31.05	21.72
	L	Sonova	49,726.029	8/12/24	-1.52	50,119.402	-0.78	38,580.293	11,539.110	29.91	19.72
		Lonza	97,449.427	8/12/24	-1.80	87,328.991	11.59	82,047.312	5,281.679	6.44	19.74
	L	Zurich Insurance	83,091.282	8/12/24	0.85	86,327.676	-3.75	68,298.216	18,029.459	26.40	17.13
		Partners	202,855.734	8/12/24	0.93	205,180.215	-1.13	159,754.547	45,425.668	28.43	12.63
	L	Novartis	17,297.720	8/12/24	0.16	17,294.144	0.02	14,747.975	2,546.169	17.26	16.32
		SGS	16,382.232	8/12/24	-0.17	14,322.384	14.38	13,431.044	891.340	6.64	7.27
		Sika	44,236.676	8/12/24	0.04	45,613.484	-3.02	40,998.808	4,614.676	11.26	8.78
		Lindt PS	1,941,836.286	8/12/24	-1.54	1,886,406.337	2.94	1,726,091.232	160,315.105	9.29	6.57
	L	Roche	49,672.387	8/12/24	0.25	44,719.453	11.08	42,680.173	2,039.279	4.78	9.51
	L	Julius Bär	8,525.484	8/12/24	0.87	9,126.273	-6.58	10,154.452	-1,028.179	-10.13	4.19
		Kühne & Nagel	45,381.036	8/12/24	0.40	46,757.844	-2.94	42,473.109	4,284.736	10.09	6.25
	L	Nestlé	15,849.389	8/12/24	-0.40	16,428.722	-3.53	17,400.060	-971.338	-5.58	-1.28
		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	9/04/23	prc diff	⇓ Δ43	∅-RS
		Swisscom	93,873.301	8/12/24	0.48	90,922.997	3.24	88,458.034	2,464.963	2.79	3.80
		Temenos	10,156.197	8/12/24	1.88	11,175.393	-9.12	11,443.223	-267.830	-2.34	-1.92
	S	Adecco	5,024.457	8/12/24	-0.78	5,389.222	-6.77	6,238.445	-849.223	-13.61	-10.42
	S	Straumann	20,088.886	8/12/24	0.76	20,151.469	-0.31	22,603.181	-2,451.713	-10.85	-6.53
	S	Swatch	32,176.191	8/12/24	-0.17	33,070.223	-2.70	42,274.327	-9,204.104	-21.77	-11.58
	L	ams-OSRAM	178.896	8/12/24	-0.20	222.971	-19.77	1,054.539	-831.568	-78.86	-36.39
SLI - 30 out of 30 instruments rated - 7/01/24 / 9/04/23 - 23 did rise, Market-Ratio(43) in JPY = 76.67 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 43 - B/S = 69/69

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

Transactions Swiss Leader Index in Japanese yen * L43 - 69 ex 10 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	8/20/07	595		ABB	100	8	1,174.254	2,517.678	1,343.425	114	20,747	60
8/20/07		10/08/07	49		- cash -
	10/08/07	10/22/07	14		ABB	100	6	3,156.900	3,100.998	-55.902	-2	20,412	-37
10/22/07		10/29/07	7		- cash -
	10/29/07	11/05/07	7		ABB	100	5	3,433.154	3,547.047	113.892	3	20,981	448
11/05/07		8/24/09	658		- cash -
	8/24/09	9/07/09	14		Swiss Re	100	4	4,271.292	4,099.595	-171.696	-4	20,295	-66
9/07/09		9/14/09	7		- cash -
	9/14/09	6/07/10	266		Temenos	100	9	2,048.388	2,033.675	-14.713	-1	20,162	-1
	6/07/10	7/05/10	28		ams-OSRAM	100	33	595.859	581.948	-13.910	-2	19,703	-27
7/05/10		8/02/10	28		- cash -
	8/02/10	8/09/10	7		ams-OSRAM	100	33	588.972	618.909	29.937	5	20,691	1,227
8/09/10		9/06/10	28		- cash -
	9/06/10	9/13/10	7		Schindler	100	2	8,491.021	8,394.535	-96.486	-1	20,498	-45
9/13/10		9/20/10	7		- cash -
	9/20/10	10/04/10	14		Schindler	100	2	8,971.262	8,863.531	-107.731	-1	20,283	-27
10/04/10		10/11/10	7		- cash -
	10/11/10	11/08/10	28		Richemont	100	4	4,106.538	4,498.352	391.814	10	21,850	228
11/08/10		11/15/10	7		- cash -
	11/15/10	12/20/10	35		Richemont	100	4	4,611.085	4,782.388	171.302	4	22,535	46
12/20/10		2/14/11	56		- cash -
	2/14/11	2/21/11	7		Swiss Life	100	1	13,484.902	13,717.868	232.967	2	22,768	144
2/21/11		3/07/11	14		- cash -
	3/07/11	4/11/11	35		Swiss Life	100	1	13,895.133	15,121.299	1,226.166	9	23,994	142
4/11/11		4/25/11	14		- cash -
	4/25/11	5/30/11	35		Swiss Life	100	1	14,459.213	13,389.474	-1,069.740	-7	22,925	-55
5/30/11		6/04/12	371		- cash -
	6/04/12	11/19/12	168		ams-OSRAM	100	22	1,024.732	1,715.488	690.756	67	38,121	206
11/19/12		11/26/12	7		- cash -
	11/26/12	4/15/13	140		ams-OSRAM	100	22	1,682.556	2,138.995	456.439	27	48,163	87
	4/15/13	3/17/14	336		Lonza	100	7	6,371.363	10,894.977	4,523.614	71	79,828	79
3/17/14		3/24/14	7		- cash -
	3/24/14	8/18/14	147		Logitech	100	52	1,526.041	1,464.937	-61.103	-4	76,651	-10
8/18/14		8/25/14	7		- cash -
	8/25/14	10/13/14	49		ams-OSRAM	100	20	3,778.940	3,506.887	-272.053	-7	71,210	-43
10/13/14		11/03/14	21		- cash -
	11/03/14	12/15/14	42		ams-OSRAM	100	17	4,038.108	4,211.384	173.276	4	74,155	44
12/15/14		12/22/14	7		- cash -
	12/22/14	1/05/15	14		ams-OSRAM	100	16	4,411.490	4,324.351	-87.139	-2	72,761	-41
1/05/15		1/12/15	7		- cash -
	1/12/15	1/19/15	7		ams-OSRAM	100	16	4,425.446	4,468.060	42.614	1	73,443	65
1/19/15		2/23/15	35		- cash -
	2/23/15	6/15/15	112		ams-OSRAM	100	14	5,185.118	5,551.276	366.158	7	78,569	25
6/15/15		7/13/15	28		- cash -
	7/13/15	7/20/15	7		Julius Bär	100	11	7,007.462	6,880.494	-126.969	-2	77,173	-61
7/20/15		8/03/15	14		- cash -
	8/03/15	8/24/15	21		UBS	100	26	2,866.419	2,452.759	-413.661	-14	66,417	-93
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
8/24/15		11/16/15	84		- cash -
	11/16/15	12/14/15	28		Temenos	100	11	5,758.269	6,053.794	295.525	5	69,668	92
12/14/15		12/05/16	357		- cash -
	12/05/16	1/02/17	28		Logitech	100	24	2,804.520	2,927.478	122.958	4	72,619	75
1/02/17		1/09/17	7		- cash -
	1/09/17	10/09/17	273		Logitech	100	24	2,938.274	4,061.216	1,122.942	38	99,570	54
	10/09/17	3/05/18	147		ams-OSRAM	100	11	8,339.893	12,497.247	4,157.354	50	145,301	173
3/05/18		5/07/18	63		- cash -
	5/07/18	5/14/18	7		Temenos	100	10	14,261.483	14,801.079	539.596	4	150,697	593
5/14/18		4/29/19	350		- cash -
	4/29/19	5/06/19	7		Swiss Life	100	2	52,339.721	49,727.209	-2,612.512	-5	145,472	-93
5/06/19		8/12/19	98		- cash -
	8/12/19	12/23/19	133		ams-OSRAM	100	27	5,264.707	4,475.671	-789.036	-15	124,168	-36
	12/23/19	2/24/20	63		VAT	100	6	18,153.500	15,926.037	-2,227.463	-12	110,803	-53
	2/24/20	3/02/20	7		Lonza	100	2	46,189.466	44,133.328	-2,056.138	-4	106,691	-91
3/02/20		12/28/20	301		- cash -
	12/28/20	8/02/21	217		Logitech	100	10	9,802.615	11,888.893	2,086.277	21	127,553	38
	8/02/21	1/24/22	175		VAT	100	2	43,331.092	44,175.011	843.919	2	129,241	4
1/24/22		4/17/23	448		- cash -
	4/17/23	4/24/23	7		Richemont	100	5	21,880.050	22,959.783	1,079.733	5	134,640	1,133
4/24/23		5/01/23	7		- cash -
	5/01/23	5/29/23	28		Richemont	100	5	22,550.154	23,246.348	696.194	3	138,121	49
5/29/23		7/17/23	49		- cash -
	7/17/23	9/11/23	56		VAT	100	2	60,378.237	55,723.531	-4,654.705	-8	128,811	-41
9/11/23		10/16/23	35		- cash -
	10/16/23	10/23/23	7		UBS	100	34	3,728.440	3,567.083	-161.357	-4	123,325	-90
10/23/23		9/18/25	696		- cash -
accum	1/02/06	10/23/23	3318	days out of 7199 invested (46%)						1,133		123,325	32

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ams-OSRAM	long	6/07/10	7/05/10	28	595.86	581.95	-13.91	-2.33
		8/02/10	8/09/10	7	588.97	618.91	29.94	5.08
		6/04/12	11/19/12	168	1,024.73	1,715.49	690.76	67.41
		11/26/12	4/15/13	140	1,682.56	2,139.00	456.44	27.13
		8/25/14	10/13/14	49	3,778.94	3,506.89	-272.05	-7.20
		11/03/14	12/15/14	42	4,038.11	4,211.38	173.28	4.29
		12/22/14	1/05/15	14	4,411.49	4,324.35	-87.14	-1.98
		1/12/15	1/19/15	7	4,425.45	4,468.06	42.61	0.96
		2/23/15	6/15/15	112	5,185.12	5,551.28	366.16	7.06
		10/09/17	3/05/18	147	8,339.89	12,497.25	4,157.35	49.85
		8/12/19	12/23/19	133	5,264.71	4,475.67	-789.04	-14.99	185.34
ABB		1/02/06	8/20/07	595	1,174.25	2,517.68	1,343.42	114.41
		10/08/07	10/22/07	14	3,156.90	3,101.00	-55.90	-1.77
		10/29/07	11/05/07	7	3,433.15	3,547.05	113.89	3.32	117.60
Logitech		3/24/14	8/18/14	147	1,526.04	1,464.94	-61.10	-4.00
		12/05/16	1/02/17	28	2,804.52	2,927.48	122.96	4.38
		1/09/17	10/09/17	273	2,938.27	4,061.22	1,122.94	38.22
		12/28/20	8/02/21	217	9,802.62	11,888.89	2,086.28	21.28	67.98
Lonza		4/15/13	3/17/14	336	6,371.36	10,894.98	4,523.61	71.00
		2/24/20	3/02/20	7	46,189.47	44,133.33	-2,056.14	-4.45	63.39
Richemont		10/11/10	11/08/10	28	4,106.54	4,498.35	391.81	9.54
		11/15/10	12/20/10	35	4,611.09	4,782.39	171.30	3.72
		4/17/23	4/24/23	7	21,880.05	22,959.78	1,079.73	4.93
		5/01/23	5/29/23	28	22,550.15	23,246.35	696.19	3.09	22.90
Temenos		9/14/09	6/07/10	266	2,048.39	2,033.67	-14.71	-0.72
		11/16/15	12/14/15	28	5,758.27	6,053.79	295.53	5.13
		5/07/18	5/14/18	7	14,261.48	14,801.08	539.60	3.78	8.33
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Julius Bär		7/13/15	7/20/15	7	7,007.46	6,880.49	-126.97	-1.81	-1.81
Schindler		9/06/10	9/13/10	7	8,491.02	8,394.54	-96.49	-1.14
		9/20/10	10/04/10	14	8,971.26	8,863.53	-107.73	-1.20	-2.32
Swiss Life		2/14/11	2/21/11	7	13,484.90	13,717.87	232.97	1.73
		3/07/11	4/11/11	35	13,895.13	15,121.30	1,226.17	8.82
		4/25/11	5/30/11	35	14,459.21	13,389.47	-1,069.74	-7.40
		4/29/19	5/06/19	7	52,339.72	49,727.21	-2,612.51	-4.99	-2.60
Swiss Re		8/24/09	9/07/09	14	4,271.29	4,099.60	-171.70	-4.02	-4.02
VAT		12/23/19	2/24/20	63	18,153.50	15,926.04	-2,227.46	-12.27
		8/02/21	1/24/22	175	43,331.09	44,175.01	843.92	1.95
		7/17/23	9/11/23	56	60,378.24	55,723.53	-4,654.71	-7.71	-17.46
UBS		8/03/15	8/24/15	21	2,866.42	2,452.76	-413.66	-14.43
		10/16/23	10/23/23	7	3,728.44	3,567.08	-161.36	-4.33	-18.13

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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