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

Assessment - Swiss Leader Index - 4/15/24 - RS = 28

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ28	∅-RS
		SLI® PR	1,839.710	15:30	0.16	1,869.680	-1.60	1,698.850	170.830	10.06	5.85
	L	VAT	459.100	15:30	-2.77	491.500	-6.59	327.600	163.900	50.03	32.67
	L	Holcim	77.540	15:30	-0.36	79.260	-2.17	58.340	20.920	35.86	27.34
		Partners	1,189.000	15:30	-1.16	1,281.500	-7.22	1,025.000	256.500	25.02	26.15
	L	Givaudan	3,951.000	15:30	1.26	3,895.000	1.44	2,940.000	955.000	32.48	22.25
	L	ABB	44.640	15:30	0.70	42.200	5.78	32.950	9.250	28.07	20.92
		UBS	25.700	15:30	-0.43	26.250	-2.10	22.420	3.830	17.08	20.52
	L	Lonza	502.800	15:30	-1.45	534.000	-5.84	420.500	113.500	26.99	20.49
		Logitech	70.980	15:30	-1.20	74.640	-4.90	63.440	11.200	17.65	14.28
		Swiss Re	98.120	15:30	0.12	107.400	-8.64	92.920	14.480	15.58	12.78
		Schindler	225.800	15:30	0.09	224.200	0.71	187.350	36.850	19.67	10.77
		Swiss Life	611.200	15:30	0.49	623.600	-1.99	564.200	59.400	10.53	8.82
	L	Alcon	72.480	15:30	0.50	74.780	-3.08	69.620	5.160	7.41	7.78
	L	Sika	255.900	15:30	-1.99	263.400	-2.85	230.000	33.400	14.52	6.64
		Straumann	133.100	15:30	-0.97	140.250	-5.10	115.600	24.650	21.32	6.51
		Geberit	485.500	15:30	-0.19	507.400	-4.32	452.800	54.600	12.06	4.71
		Zurich Insurance	448.400	15:30	1.22	453.700	-1.17	412.900	40.800	9.88	4.54
		Temenos	66.000	15:30	-2.22	73.400	-10.08	64.320	9.080	14.12	3.80
		Sonova	248.000	15:30	-0.28	257.700	-3.76	213.800	43.900	20.53	3.78
		Richemont	127.450	15:30	-0.78	130.200	-2.11	111.300	18.900	16.98	1.96
		SGS	82.000	15:30		80.480	1.89	76.640	3.840	5.01	0.91
	S	Adecco	31.260	15:30	-0.26	34.300	-8.86	37.090	-2.790	-7.52	-1.82
	S	Novartis	85.530	15:30	1.19	86.500	-1.12	93.370	-6.870	-7.36	-2.50
		Lindt PS	10,420.000	15:30	-0.38	10,300.000	1.17	10,040.000	260.000	2.59	-3.48
	S	Kühne & Nagel	248.700	15:30	-0.96	254.900	-2.43	260.800	-5.900	-2.26	-3.68
		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	10/02/23	prc diff	⇓ Δ28	∅-RS
	L	Swisscom	518.500	15:30	1.47	517.000	0.29	542.600	-25.600	-4.72	-3.76
	L	Julius Bär	48.440	15:30	0.06	48.890	-0.92	58.260	-9.370	-16.08	-8.89
		Nestlé	95.240	15:30	2.15	92.500	2.96	102.760	-10.260	-9.98	-9.85
	S	Roche	222.100	15:30	0.95	225.100	-1.33	248.050	-22.950	-9.25	-11.09
	L	Swatch	191.000	15:30	-0.93	200.900	-4.93	234.300	-33.400	-14.26	-16.20
	S	ams-OSRAM	0.933	15:30	-0.68	0.967	-3.52	4.478	-3.511	-78.40	-65.77
SLI - 30 out of 30 instruments rated - 4/15/24 / 10/02/23 - 21 did rise, Market-Ratio(28) = 70.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 28 - B/S = 90/77

1/06/20	scale up chart	4/15/24

Transactions Swiss Leader Index * A28 - 90/77 (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		6/05/06	154		- cash -
short	6/05/06	10/30/06	147		Clariant	100	617	16.196	16.580	15.812	-0.384	-2	9,763	-6
long	10/30/06	11/20/06	21		Actelion	100	238	40.900	43.000		2.100	5	10,263	139
short	11/20/06	12/04/06	14		Clariant	100	618	16.580	15.740	17.465	0.885	5	10,810	288
long	12/04/06	7/30/07	238		Actelion	100	247	43.600	62.950		19.350	44	15,589	76
short	7/30/07	9/07/09	770		UBS	100	237	65.700	19.280	223.884	158.184	241	53,079	79
long	9/07/09	4/26/10	231		Sonova	100	521	101.800	136.300		34.500	34	71,053	59
short	4/26/10	2/20/12	665		Actelion	100	1,551	45.800	35.000	59.933	14.133	31	92,973	16
long	2/20/12	4/23/12	63		Sonova	100	901	103.100	98.550		-4.550	-4	88,873	-23
short	4/23/12	11/26/12	217		Lonza	100	2,143	41.460	43.470	39.450	-2.010	-5	84,566	-8
long	11/26/12	6/24/13	210		Swiss Life	100	673	125.500	148.000		22.500	18	99,708	33
short	6/24/13	7/08/13	14		Kühne & Nagel	100	1,002	99.500	112.200	86.800	-12.700	-13	86,983	-97
long	7/08/13	8/12/13	35		Lonza	100	1,168	74.450	69.550		-4.900	-7	81,260	-51
short	8/12/13	1/06/14	147		Transocean	100	1,845	44.040	44.080	44.000	-0.040	0	81,186	0
long	1/06/14	1/27/14	21		Vifor Pharma	100	890	91.200	84.700		-6.500	-7	75,401	-72
short	1/27/14	8/03/15	553		Transocean	100	1,880	40.090	12.700	126.552	86.462	216	237,949	114
long	8/03/15	8/24/15	21		Vifor Pharma	100	2,111	112.700	116.200		3.500	3	245,338	70
short	8/24/15	1/09/17	504		Aryzta	100	24,218	10.130	9.650	10.634	0.504	5	257,541	4
long	1/09/17	1/16/17	7		Actelion	100	1,131	227.700	230.600		2.900	1	260,821	93
short	1/16/17	5/08/17	112		Vifor Pharma	100	2,297	113.500	115.800	111.200	-2.300	-2	255,538	-6
long	5/08/17	9/04/17	119		Sika	100	2,340	109.167	114.500		5.333	5	268,017	16
short	9/04/17	6/24/19	658		Aryzta	100	41,151	6.513	1.116	38.010	31.497	484	1,564,150	166
long	6/24/19	8/05/19	42		Novartis	100	17,337	90.220	88.980		-1.240	-1	1,542,652	-11
short	8/05/19	11/25/19	112		UBS	100	143,435	10.755	12.290	9.220	-1.535	-14	1,322,480	-39
long	11/25/19	2/03/20	70		ams-OSRAM	100	28,875	45.800	39.120		-6.680	-15	1,129,595	-56
short	2/03/20	9/28/20	238		Swatch	100	4,606	245.200	216.300	277.961	32.761	13	1,280,493	21
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	9/28/20	10/26/20	28		Logitech	100	18,726	68.380	78.200		9.820	14	1,464,383	475
short	10/26/20	5/17/21	203		Temenos	100	14,491	101.050	132.250	69.850	-31.200	-31	1,012,263	-49
long	5/17/21	8/02/21	77		Kühne & Nagel	100	3,533	286.500	306.000		19.500	7	1,081,157	37
short	8/02/21	6/12/23	679		Credit Suisse	100	115,805	9.336	0.817	106.684	97.348	1,043	12,354,554	270
6/12/23		7/24/23	42		- cash -
	7/24/23	4/19/24	270		ams-OSRAM	100	1,934,025	6.388	0.933	43.728	37.340	585	84,570,080	1,247
accum	6/05/06	4/19/24	6486	days out of 6682 invested (97%)							845,601		84,570,080	66

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Credit Suisse	short	8/02/21	6/12/23	679	9.34	0.82	106.68	97.35	1,042.72	1,042.72
Aryzta	short	8/24/15	1/09/17	504	10.13	9.65	10.63	0.50	4.97
	short	9/04/17	6/24/19	658	6.51	1.12	38.01	31.50	483.60	512.63
ams-OSRAM	long	11/25/19	2/03/20	70	45.80	39.12		-6.68	-14.59
	short	7/24/23	4/19/24	270	6.39	0.93	43.73	37.34	584.53	484.69
Transocean	short	8/12/13	1/06/14	147	44.04	44.08	44.00	-0.04	-0.09
	short	1/27/14	8/03/15	553	40.09	12.70	126.55	86.46	215.67	215.38
UBS	short	7/30/07	9/07/09	770	65.70	19.28	223.88	158.18	240.77
	short	8/05/19	11/25/19	112	10.76	12.29	9.22	-1.54	-14.27	192.13
Actelion	long	10/30/06	11/20/06	21	40.90	43.00		2.10	5.13
	long	12/04/06	7/30/07	238	43.60	62.95		19.35	44.38
	short	4/26/10	2/20/12	665	45.80	35.00	59.93	14.13	30.86
	long	1/09/17	1/16/17	7	227.70	230.60		2.90	1.27	101.16
Sonova	long	9/07/09	4/26/10	231	101.80	136.30		34.50	33.89
	long	2/20/12	4/23/12	63	103.10	98.55		-4.55	-4.41	27.98
Swiss Life	long	11/26/12	6/24/13	210	125.50	148.00		22.50	17.93	17.93
Logitech	long	9/28/20	10/26/20	28	68.38	78.20		9.82	14.36	14.36
Swatch	short	2/03/20	9/28/20	238	245.20	216.30	277.96	32.76	13.36	13.36
Sika	long	5/08/17	9/04/17	119	109.17	114.50		5.33	4.89	4.89
Clariant	short	6/05/06	10/30/06	147	16.20	16.58	15.81	-0.38	-2.37
	short	11/20/06	12/04/06	14	16.58	15.74	17.46	0.88	5.34	2.84
Novartis	long	6/24/19	8/05/19	42	90.22	88.98		-1.24	-1.37	-1.37
Vifor Pharma	long	1/06/14	1/27/14	21	91.20	84.70		-6.50	-7.13
	long	8/03/15	8/24/15	21	112.70	116.20		3.50	3.11
	short	1/16/17	5/08/17	112	113.50	115.80	111.20	-2.30	-2.03	-6.18
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Kühne & Nagel	short	6/24/13	7/08/13	14	99.50	112.20	86.80	-12.70	-12.76
	long	5/17/21	8/02/21	77	286.50	306.00		19.50	6.81	-6.83
Lonza	short	4/23/12	11/26/12	217	41.46	43.47	39.45	-2.01	-4.85
	long	7/08/13	8/12/13	35	74.45	69.55		-4.90	-6.58	-11.11
Temenos	short	10/26/20	5/17/21	203	101.05	132.25	69.85	-31.20	-30.88	-30.88

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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