Share-o-matic - Assessment SLI (Swiss Leader Index)

Assessment - Swiss Leader Index - 4/22/24 - RS = 43

		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	6/26/23	prc diff	⇓ Δ43	∅-RS
		SLI® PR	1,838.100	Thu	-1.00	1,846.680	-0.46	1,738.420	108.260	6.23	4.43
	L	ABB	44.510	Thu	-0.09	44.080	0.98	34.380	9.700	28.21	25.64
	L	Holcim	77.760	Thu	-1.77	77.480	0.36	59.440	18.040	30.35	23.81
	L	Givaudan	3,926.000	Thu	-2.02	3,945.000	-0.48	2,966.000	979.000	33.01	23.30
		VAT	456.300	Thu	-0.52	449.300	1.56	353.900	95.400	26.96	20.21
		UBS	24.960	Thu	-0.24	25.390	-1.69	17.560	7.830	44.59	15.82
		Partners	1,181.000	Thu	-1.21	1,181.000		816.000	365.000	44.73	15.34
	L	Lonza	513.800	Thu	-1.72	506.800	1.38	521.800	-15.000	-2.87	14.53
		Schindler	227.400	Thu	-0.87	226.400	0.44	200.600	25.800	12.86	11.58
		Logitech	72.180	Thu	-0.08	70.980	1.69	49.830	21.150	42.44	7.93
		Swiss Life	612.200	Thu	-1.73	615.800	-0.58	529.600	86.200	16.28	7.34
		Alcon	71.560	Thu	-1.70	73.200	-2.24	71.980	1.220	1.69	5.16
	L	Sika	256.400	Thu	-1.19	257.500	-0.43	243.300	14.200	5.84	4.07
		Zurich Insurance	442.600	Thu	-0.83	451.400	-1.95	424.400	27.000	6.36	3.84
		Swiss Re	99.500	Thu	-1.24	99.300	0.20	88.040	11.260	12.79	3.82
		SGS	82.100	Thu	0.17	82.240	-0.17	82.840	-0.600	-0.72	3.19
		Straumann	133.550	Thu	-2.59	135.100	-1.15	138.300	-3.200	-2.31	2.57
		Sonova	251.700	Thu	-1.37	253.300	-0.63	232.800	20.500	8.81	2.15
		Geberit	483.200	Thu	-1.31	485.100	-0.39	455.900	29.200	6.40	0.07
		Richemont	127.750	Thu	-1.16	127.200	0.43	147.250	-20.050	-13.62	-0.18
	S	Novartis	90.000	Thu	0.99	87.360	3.02	88.920	-1.560	-1.75	-1.49
	L	Swisscom	506.500	Thu	-0.78	520.000	-2.60	555.000	-35.000	-6.31	-2.93
		Lindt PS	10,400.000	Thu	0.87	10,330.000	0.68	10,920.000	-590.000	-5.40	-3.07
	S	Kühne & Nagel	238.500	Thu	-0.91	254.400	-6.25	259.400	-5.000	-1.93	-3.76
		Nestlé	92.080	Thu	-2.02	93.840	-1.88	108.000	-14.160	-13.11	-8.18
		⇓instrument	freshest		⇓ Δday	4/22/24	⇓ Δwk	6/26/23	prc diff	⇓ Δ43	∅-RS
		Temenos	57.600	Thu	-2.21	65.000	-11.38	68.720	-3.720	-5.41	-8.32
	S	Adecco	31.120	Thu	-0.45	31.740	-1.95	28.540	3.200	11.21	-9.18
	L	Julius Bär	48.230	Thu	-0.45	48.210	0.04	54.900	-6.690	-12.19	-9.79
	S	Roche	218.800	Thu	-1.53	225.800	-3.10	273.000	-47.200	-17.29	-10.45
		Swatch	193.500	Thu	0.70	193.650	-0.08	258.300	-64.650	-25.03	-18.67
	S	ams-OSRAM	1.038	Thu	1.52	0.930	11.56	6.322	-5.392	-85.29	-65.53
SLI - 30 out of 30 instruments rated - 4/22/24 / 6/26/23 - 16 did rise, Market-Ratio(43) = 53.33 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

1/06/20	scale up chart	4/22/24

Transactions Swiss Leader Index * 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	763	13.100	26.600	13.500	103	20,301	54
8/20/07		10/08/07	49		- cash -
	10/08/07	10/22/07	14		ABB	100	638	31.800	31.580	-0.220	-1	20,160	-17
10/22/07		10/29/07	7		- cash -
	10/29/07	11/05/07	7		ABB	100	576	35.000	35.660	0.660	2	20,540	165
11/05/07		8/24/09	658		- cash -
	8/24/09	9/07/09	14		Swiss Re	100	428	47.900	46.760	-1.140	-2	20,052	-47
9/07/09		9/14/09	7		- cash -
	9/14/09	6/07/10	266		Temenos	100	855	23.450	25.700	2.250	10	21,976	13
	6/07/10	7/05/10	28		ams-OSRAM	100	2,918	7.530	7.050	-0.480	-6	20,575	-58
7/05/10		8/02/10	28		- cash -
	8/02/10	8/09/10	7		ams-OSRAM	100	2,902	7.090	7.520	0.430	6	21,823	2,055
8/09/10		9/06/10	28		- cash -
	9/06/10	9/13/10	7		Schindler	100	213	102.400	101.700	-0.700	-1	21,674	-30
9/13/10		9/20/10	7		- cash -
	9/20/10	10/04/10	14		Schindler	100	205	105.500	103.700	-1.800	-2	21,305	-36
10/04/10		10/11/10	7		- cash -
	10/11/10	11/08/10	28		Richemont	100	441	48.230	53.200	4.970	10	23,497	259
11/08/10		11/15/10	7		- cash -
	11/15/10	12/20/10	35		Richemont	100	428	54.800	55.200	0.400	1	23,668	8
12/20/10		2/14/11	56		- cash -
	2/14/11	2/21/11	7		Swiss Life	100	150	157.300	155.800	-1.500	-1	23,443	-39
2/21/11		3/07/11	14		- cash -
	3/07/11	4/11/11	35		Swiss Life	100	150	156.100	161.800	5.700	4	24,298	45
4/11/11		4/25/11	14		- cash -
	4/25/11	5/30/11	35		Swiss Life	100	155	156.500	140.700	-15.800	-10	21,849	-67
5/30/11		6/04/12	371		- cash -
	6/04/12	11/19/12	168		ams-OSRAM	100	1,720	12.700	19.950	7.250	57	34,319	167
11/19/12		11/26/12	7		- cash -
	11/26/12	4/15/13	140		ams-OSRAM	100	1,811	18.950	20.160	1.210	6	36,511	18
	4/15/13	3/17/14	336		Lonza	100	608	60.050	93.500	33.450	56	56,848	62
3/17/14		3/24/14	7		- cash -
	3/24/14	8/18/14	147		Logitech	100	4,323	13.150	12.950	-0.200	-2	55,984	-4
8/18/14		8/25/14	7		- cash -
	8/25/14	10/13/14	49		ams-OSRAM	100	1,683	33.250	31.100	-2.150	-6	52,365	-39
10/13/14		11/03/14	21		- cash -
	11/03/14	12/15/14	42		ams-OSRAM	100	1,528	34.250	34.500	0.250	1	52,747	7
12/15/14		12/22/14	7		- cash -
	12/22/14	1/05/15	14		ams-OSRAM	100	1,459	36.150	36.500	0.350	1	53,258	29
1/05/15		1/12/15	7		- cash -
	1/12/15	1/19/15	7		ams-OSRAM	100	1,403	37.950	33.400	-4.550	-12	46,874	-100
1/19/15		2/23/15	35		- cash -
	2/23/15	6/15/15	112		ams-OSRAM	100	1,130	41.450	41.800	0.350	1	47,270	3
6/15/15		7/13/15	28		- cash -
	7/13/15	7/20/15	7		Julius Bär	100	876	53.950	53.350	-0.600	-1	46,744	-44
7/20/15		8/03/15	14		- cash -
	8/03/15	8/24/15	21		UBS	100	2,086	22.400	19.280	-3.120	-14	40,236	-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	852	47.200	49.250	2.050	4	41,982	74
12/14/15		12/05/16	357		- cash -
	12/05/16	1/02/17	28		Logitech	100	1,689	24.850	25.550	0.700	3	43,165	44
1/02/17		1/09/17	7		- cash -
	1/09/17	10/09/17	273		Logitech	100	1,676	25.750	35.110	9.360	36	58,852	51
	10/09/17	3/05/18	147		ams-OSRAM	100	816	72.100	110.600	38.500	53	90,268	189
3/05/18		5/07/18	63		- cash -
	5/07/18	5/14/18	7		Temenos	100	688	131.100	135.000	3.900	3	92,951	361
5/14/18		4/29/19	350		- cash -
	4/29/19	5/06/19	7		Swiss Life	100	194	477.100	456.500	-20.600	-4	88,955	-90
5/06/19		8/12/19	98		- cash -
	8/12/19	12/23/19	133		ams-OSRAM	100	1,842	48.290	40.150	-8.140	-17	73,961	-40
	12/23/19	2/24/20	63		VAT	100	454	162.850	140.850	-22.000	-14	63,973	-57
	2/24/20	3/02/20	7		Lonza	100	156	408.500	391.300	-17.200	-4	61,290	-89
3/02/20		12/28/20	301		- cash -
	12/28/20	8/02/21	217		Logitech	100	729	84.000	98.500	14.500	17	71,860	31
	8/02/21	1/24/22	175		VAT	100	200	359.000	354.600	-4.400	-1	70,980	-3
1/24/22		4/17/23	448		- cash -
	4/17/23	4/24/23	7		Richemont	100	485	146.300	151.750	5.450	4	73,623	573
4/24/23		5/01/23	7		- cash -
	5/01/23	5/29/23	28		Richemont	100	501	146.950	149.700	2.750	2	75,001	27
5/29/23		7/17/23	49		- cash -
	7/17/23	9/11/23	56		VAT	100	200	374.300	338.800	-35.500	-9	67,901	-48
9/11/23		10/16/23	35		- cash -
	10/16/23	10/23/23	7		UBS	100	3,024	22.450	21.240	-1.210	-5	64,242	-94
10/23/23		4/26/24	186		- cash -
accum	1/02/06	10/23/23	3318	days out of 6689 invested (50%)						542		64,242	23

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ABB	long	1/02/06	8/20/07	595	13.10	26.60	13.50	103.05
		10/08/07	10/22/07	14	31.80	31.58	-0.22	-0.69
		10/29/07	11/05/07	7	35.00	35.66	0.66	1.89	105.45
ams-OSRAM		6/07/10	7/05/10	28	7.53	7.05	-0.48	-6.37
		8/02/10	8/09/10	7	7.09	7.52	0.43	6.06
		6/04/12	11/19/12	168	12.70	19.95	7.25	57.09
		11/26/12	4/15/13	140	18.95	20.16	1.21	6.39
		8/25/14	10/13/14	49	33.25	31.10	-2.15	-6.47
		11/03/14	12/15/14	42	34.25	34.50	0.25	0.73
		12/22/14	1/05/15	14	36.15	36.50	0.35	0.97
		1/12/15	1/19/15	7	37.95	33.40	-4.55	-11.99
		2/23/15	6/15/15	112	41.45	41.80	0.35	0.84
		10/09/17	3/05/18	147	72.10	110.60	38.50	53.40
		8/12/19	12/23/19	133	48.29	40.15	-8.14	-16.86	78.70
Logitech		3/24/14	8/18/14	147	13.15	12.95	-0.20	-1.52
		12/05/16	1/02/17	28	24.85	25.55	0.70	2.82
		1/09/17	10/09/17	273	25.75	35.11	9.36	36.35
		12/28/20	8/02/21	217	84.00	98.50	14.50	17.26	61.89
Lonza		4/15/13	3/17/14	336	60.05	93.50	33.45	55.70
		2/24/20	3/02/20	7	408.50	391.30	-17.20	-4.21	49.15
Temenos		9/14/09	6/07/10	266	23.45	25.70	2.25	9.59
		11/16/15	12/14/15	28	47.20	49.25	2.05	4.34
		5/07/18	5/14/18	7	131.10	135.00	3.90	2.97	17.76
Richemont		10/11/10	11/08/10	28	48.23	53.20	4.97	10.30
		11/15/10	12/20/10	35	54.80	55.20	0.40	0.73
		4/17/23	4/24/23	7	146.30	151.75	5.45	3.73
		5/01/23	5/29/23	28	146.95	149.70	2.75	1.87	17.41
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	53.95	53.35	-0.60	-1.11	-1.11
Schindler		9/06/10	9/13/10	7	102.40	101.70	-0.70	-0.68
		9/20/10	10/04/10	14	105.50	103.70	-1.80	-1.71	-2.38
Swiss Re		8/24/09	9/07/09	14	47.90	46.76	-1.14	-2.38	-2.38
Swiss Life		2/14/11	2/21/11	7	157.30	155.80	-1.50	-0.95
		3/07/11	4/11/11	35	156.10	161.80	5.70	3.65
		4/25/11	5/30/11	35	156.50	140.70	-15.80	-10.10
		4/29/19	5/06/19	7	477.10	456.50	-20.60	-4.32	-11.69
UBS		8/03/15	8/24/15	21	22.40	19.28	-3.12	-13.93
		10/16/23	10/23/23	7	22.45	21.24	-1.21	-5.39	-18.57
VAT		12/23/19	2/24/20	63	162.85	140.85	-22.00	-13.51
		8/02/21	1/24/22	175	359.00	354.60	-4.40	-1.23
		7/17/23	9/11/23	56	374.30	338.80	-35.50	-9.48	-22.67

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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