Share-o-matic - Portfolio

Thu, 9th Apr 2026, 3:41UTC

Assessment - Swiss Leader Index in Euro - 1/07/24 - RS = 26

		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
	L	SLI® PR	1,980.005	12/08/24	0.02	2,013.557	-1.67	1,915.682	97.875	5.11	8.01
	L	ABB	46.954	12/08/24	0.55	51.978	-9.67	40.218	11.760	29.24	34.33
	L	Givaudan	4,268.249	12/08/24	-1.12	4,438.483	-3.84	3,756.577	681.906	18.15	26.75
		VAT	419.500	12/08/24	-0.34	521.847	-19.61	454.477	67.370	14.82	27.03
	L	Logitech	77.668	12/08/24	1.95	89.966	-13.67	86.000	3.966	4.61	22.94
		Holcim	78.700	12/08/24	-0.34	82.435	-4.53	71.185	11.250	15.80	20.32
		UBS	25.638	12/08/24	0.44	27.836	-7.89	28.142	-0.306	-1.09	13.41
		Schindler	233.995	12/08/24	-0.09	233.376	0.27	226.753	6.623	2.92	7.35
	L	Richemont	132.267	12/08/24	1.22	145.009	-8.79	124.806	20.203	16.19	10.49
		Swiss Re	107.299	12/08/24	0.10	115.966	-7.47	101.958	14.008	13.74	12.97
	L	Alcon	82.084	12/08/24	-1.12	82.724	-0.77	70.775	11.948	16.88	12.16
	L	Geberit	539.386	12/08/24	-0.72	545.989	-1.21	581.170	-35.181	-6.05	6.80
		Swiss Life	672.891	12/08/24	0.62	690.431	-2.54	629.690	60.740	9.65	12.83
	L	Sonova	286.923	12/08/24	-1.52	289.193	-0.78	295.868	-6.676	-2.26	10.96
		Lonza	562.290	12/08/24	-1.80	503.895	11.59	381.372	122.522	32.13	10.98
	L	Zurich Insurance	479.443	12/08/24	0.85	498.117	-3.75	473.993	24.124	5.09	8.61
		Partners	1,170.493	12/08/24	0.93	1,183.905	-1.13	1,307.901	-123.996	-9.48	4.32
	L	Novartis	99.809	12/08/24	0.16	99.788	0.02	91.510	8.279	9.05	7.93
		SGS	94.527	12/08/24	-0.17	82.641	14.38	78.215	4.426	5.66	-0.48
		Sika	255.249	12/08/24	0.04	263.193	-3.02	295.113	-31.920	-10.82	0.89
		Lindt PS	11,204.539	12/08/24	-1.54	10,884.704	2.94	10,879.410	5.294	0.05	-1.10
	L	Roche	286.613	12/08/24	0.25	258.035	11.08	263.629	-5.594	-2.12	1.75
	L	Julius Bär	49.193	12/08/24	0.87	52.659	-6.58	50.839	1.820	3.58	-3.25
		Kühne & Nagel	261.852	12/08/24	0.40	269.796	-2.94	312.473	-42.677	-13.66	-1.32
	L	Nestlé	91.452	12/08/24	-0.40	94.795	-3.53	105.139	-10.344	-9.84	-8.29
		⇓instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	∅-RS
		Swisscom	541.656	12/08/24	0.48	524.632	3.24	545.588	-20.955	-3.84	-3.60
		Temenos	58.602	12/08/24	1.88	64.483	-9.12	84.340	-19.857	-23.54	-8.81
	S	Adecco	28.991	12/08/24	-0.78	31.096	-6.77	44.499	-13.403	-30.12	-16.82
	S	Straumann	115.914	12/08/24	0.76	116.275	-0.31	146.209	-29.933	-20.47	-13.20
	S	Swatch	185.659	12/08/24	-0.17	190.818	-2.70	246.485	-55.667	-22.58	-17.74
	L	ams-OSRAM	1.032	12/08/24	-0.20	1.287	-19.77	2.279	-0.993	-43.56	-40.30
SLI - 30 out of 30 instruments rated - 1/07/24 / 1/01/24 - 16 did rise, Market-Ratio(26) in EUR = 53.33 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SLI RS = 26 - B/S = 60/40

3/01/22	scale up chart	1/07/24

Transactions Swiss Leader Index in Euro * 26 - 60/40 (2)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		6/08/07	581		- cash -
short	6/08/07	27/04/09	630		UBS	50	126	39.662	9.666	162.747	123.085	310	25,509	127
					Bâloise	50	74	66.947	54.627	82.045	15.098	23	26,626	13
100							167						77
long	27/04/09	24/05/10	392		Credit Suisse	50	454	29.276	30.417		1.141	4	27,144	4
					Sonova	50	266	49.987	83.691		33.704	67	36,109	62
100							36						33
short	24/05/10	31/05/10	7		Actelion	50	648	27.828	29.455	26.200	-1.627	-6	35,055	-96
					Lonza	50	351	51.398	53.427	49.370	-2.029	-4	34,343	-88
100							-5						-93
long	31/05/10	4/10/10	126		Swatch	50	80	213.286	265.302		52.015	24	38,504	88
					Clariant	50	1,881	9.183	10.434		1.251	14	40,857	45
100							19						65
short	4/10/10	1/11/10	28		Holcim	50	444	45.942	46.012	45.872	-0.070	0	40,826	-2
					Roche	50	203	100.372	106.546	94.199	-6.174	-6	39,573	-56
100							-3						-34
long	1/11/10	6/06/11	217		Richemont	50	547	36.145	44.371		8.225	23	44,072	41
					Clariant	50	1,686	11.740	14.968		3.228	27	49,515	50
100							25						46
short	6/06/11	30/01/12	238		Credit Suisse	50	852	29.056	19.692	42.874	13.818	48	61,287	82
					Sonova	50	338	73.173	77.283	69.062	-4.111	-6	59,898	-8
100							21						34
long	30/01/12	13/10/14	987		Roche	50	232	128.709	218.499		89.790	70	80,729	22
					Sonova	50	388	77.283	119.054		41.770	54	96,936	17
100							62						20
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	13/10/14	12/01/15	91		Swatch	50	134	360.801	371.138	350.463	-10.337	-3	95,551	-11
					Transocean	50	2,098	23.157	12.982	41.308	18.150	78	133,631	919
100							38						262
long	12/01/15	19/01/15	7		Lonza	50	662	100.841	93.376		-7.465	-7	128,689	-98
					Givaudan	50	41	1,602.964	1,602.979		0.014	0	128,690	0
100							-4						-86
short	19/01/15	16/03/15	56		Swatch	50	180	355.967	412.140	299.794	-56.173	-16	118,578	-67
					Transocean	50	4,849	13.325	12.834	13.836	0.510	4	121,052	28
100							-6						-33
long	16/03/15	29/06/15	105		Lonza	50	505	119.711	120.046		0.335	0	121,221	1
					Schindler	50	387	156.394	150.539		-5.855	-4	118,955	-12
100							-2						-6
short	29/06/15	20/07/15	21		Transocean	50	4,015	14.813	12.457	17.616	2.802	19	130,207	1,932
					Aryzta	50	6,096	9.757	9.438	10.086	0.329	3	132,211	78
100							11						527
long	20/07/15	24/08/15	35		Actelion	50	474	139.421	115.192		-24.229	-17	120,727	-86
					Vifor Pharma	50	639	103.392	107.513		4.121	4	123,360	50
100							-7						-51
short	24/08/15	8/08/16	350		Holcim	50	1,134	54.358	45.680	64.684	10.327	19	135,070	20
					Aryzta	50	6,584	9.373	7.110	12.355	2.982	32	154,704	33
100							25						27
long	8/08/16	26/03/18	595		Lonza	50	454	170.232	189.641		19.408	11	163,515	7
					Sika	50	1,100	70.349	102.831		32.483	46	199,246	26
100							29						17
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	26/03/18	27/08/18	154		Aryzta	50	26,515	3.757	1.842	7.662	3.905	104	302,794	441
					Avolta	50	949	104.927	106.321	103.533	-1.394	-1	301,471	-3
100							51						167
long	27/08/18	15/10/18	49		Logitech	50	3,543	42.537	33.868		-8.669	-20	270,756	-82
					Vifor Pharma	50	959	157.164	123.715		-33.449	-21	238,678	-83
100							-21						-82
short	15/10/18	15/04/19	182		Adecco	50	2,804	42.555	51.630	33.481	-9.074	-21	213,234	-38
					Aryzta	50	65,907	1.811	1.249	2.625	0.814	45	266,887	111
100							12						25
long	15/04/19	9/03/20	329		Swiss Life	50	327	407.485	373.069		-34.416	-8	255,633	-9
					Sonova	50	730	182.994	208.402		25.408	14	274,181	16
100							3						3
short	9/03/20	7/09/20	182		Credit Suisse	50	16,763	8.178	9.259	7.096	-1.082	-13	256,051	-25
					ams-OSRAM	50	5,686	24.111	15.018	38.709	14.598	61	339,057	158
100							24						53
long	7/09/20	24/01/22	504		Lonza	50	331	511.499	592.091		80.592	16	365,733	11
					Logitech	50	2,867	59.204	64.179		4.975	8	379,996	6
100							12						9
short	24/01/22	16/01/23	357		Logitech	50	2,960	64.179	50.392	81.737	17.559	27	431,970	28
					Temenos	50	1,889	100.551	61.916	163.293	62.742	62	550,489	64
100							45						46
long	16/01/23	28/08/23	224		Richemont	50	1,983	138.763	130.494		-8.269	-6	534,092	-10
					Swatch	50	923	298.098	259.731		-38.367	-13	498,679	-20
100							-9						-15
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	28/08/23	19/02/24	175		Roche	50	919	271.299	243.895	301.782	30.483	11	526,693	25
					ams-OSRAM	50	39,318	6.342	2.229	18.047	11.705	185	986,906	786
100							98						315
long	19/02/24	12/08/24	175		Logitech	50	6,086	81.074	77.668		-3.406	-4	966,179	-9
					Partners	50	378	1,304.627	1,170.493		-134.134	-10	915,477	-20
100							-7						-15
accum	6/08/07	12/08/24	6821	days out of 7402 invested (92%)							9,055		915,477	27

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	6/08/07	27/04/09	630	39.66	9.67	162.75	123.08	310.33	50	155.17	155.17
ams-OSRAM	short	9/03/20	7/09/20	182	24.11	15.02	38.71	14.60	60.55		30.27
	short	28/08/23	19/02/24	175	6.34	2.23	18.05	11.70	184.56		92.28	150.49
Aryzta	short	29/06/15	20/07/15	21	9.76	9.44	10.09	0.33	3.37		1.69
	short	24/08/15	8/08/16	350	9.37	7.11	12.35	2.98	31.82		15.91
	short	26/03/18	27/08/18	154	3.76	1.84	7.66	3.91	103.94		51.97
	short	15/10/18	15/04/19	182	1.81	1.25	2.63	0.81	44.95		22.48	119.37
Sonova	long	27/04/09	24/05/10	392	49.99	83.69		33.70	67.43		33.71
	short	6/06/11	30/01/12	238	73.17	77.28	69.06	-4.11	-5.62		-2.81
	long	30/01/12	13/10/14	987	77.28	119.05		41.77	54.05		27.02
	long	15/04/19	9/03/20	329	182.99	208.40		25.41	13.88		6.94	76.54
Transocean	short	13/10/14	12/01/15	91	23.16	12.98	41.31	18.15	78.38		39.19
	short	19/01/15	16/03/15	56	13.33	12.83	13.84	0.51	3.83		1.91
	short	29/06/15	20/07/15	21	14.81	12.46	17.62	2.80	18.92		9.46	55.27
Roche	short	4/10/10	1/11/10	28	100.37	106.55	94.20	-6.17	-6.15		-3.08
	long	30/01/12	13/10/14	987	128.71	218.50		89.79	69.76		34.88
	short	28/08/23	19/02/24	175	271.30	243.89	301.78	30.48	11.24		5.62	38.08
Temenos	short	24/01/22	16/01/23	357	100.55	61.92	163.29	62.74	62.40		31.20	31.20
Sika	long	8/08/16	26/03/18	595	70.35	102.83		32.48	46.17		23.09	23.09
Clariant	long	31/05/10	4/10/10	126	9.18	10.43		1.25	13.62		6.81
	long	1/11/10	6/06/11	217	11.74	14.97		3.23	27.50		13.75	21.50
Credit Suisse	long	27/04/09	24/05/10	392	29.28	30.42		1.14	3.90		1.95
	short	6/06/11	30/01/12	238	29.06	19.69	42.87	13.82	47.55		23.78
	short	9/03/20	7/09/20	182	8.18	9.26	7.10	-1.08	-13.23		-6.61	17.84
Bâloise	short	6/08/07	27/04/09	630	66.95	54.63	82.05	15.10	22.55		11.28	11.28
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Holcim	short	4/10/10	1/11/10	28	45.94	46.01	45.87	-0.07	-0.15		-0.08
	short	24/08/15	8/08/16	350	54.36	45.68	64.68	10.33	19.00		9.50	9.42
Richemont	long	1/11/10	6/06/11	217	36.15	44.37		8.23	22.76		11.38
	long	16/01/23	28/08/23	224	138.76	130.49		-8.27	-5.96		-2.98	8.06
Lonza	short	24/05/10	31/05/10	7	51.40	53.43	49.37	-2.03	-3.95		-1.97
	long	12/01/15	19/01/15	7	100.84	93.38		-7.46	-7.40		-3.70
	long	16/03/15	29/06/15	105	119.71	120.05		0.34	0.28		0.14
	long	8/08/16	26/03/18	595	170.23	189.64		19.41	11.40		5.70
	long	7/09/20	24/01/22	504	511.50	592.09		80.59	15.76		7.88	7.79
Logitech	long	27/08/18	15/10/18	49	42.54	33.87		-8.67	-20.38		-10.19
	long	7/09/20	24/01/22	504	59.20	64.18		4.97	8.40		4.20
	short	24/01/22	16/01/23	357	64.18	50.39	81.74	17.56	27.36		13.68
	long	19/02/24	12/08/24	175	81.07	77.67		-3.41	-4.20		-2.10	4.15
Givaudan	long	12/01/15	19/01/15	7	1,602.96	1,602.98		0.01	0.00		0.00	0.00
Avolta	short	26/03/18	27/08/18	154	104.93	106.32	103.53	-1.39	-1.33		-0.66	-0.66
Schindler	long	16/03/15	29/06/15	105	156.39	150.54		-5.85	-3.74		-1.87	-1.87
Swiss Life	long	15/04/19	9/03/20	329	407.49	373.07		-34.42	-8.45		-4.22	-4.22
Swatch	long	31/05/10	4/10/10	126	213.29	265.30		52.02	24.39		12.19
	short	13/10/14	12/01/15	91	360.80	371.14	350.46	-10.34	-2.87		-1.43
	short	19/01/15	16/03/15	56	355.97	412.14	299.79	-56.17	-15.78		-7.89
	long	16/01/23	28/08/23	224	298.10	259.73		-38.37	-12.87		-6.44	-4.69
Partners	long	19/02/24	12/08/24	175	1,304.63	1,170.49		-134.13	-10.28		-5.14	-5.14
Vifor Pharma	long	20/07/15	24/08/15	35	103.39	107.51		4.12	3.99		1.99
	long	27/08/18	15/10/18	49	157.16	123.72		-33.45	-21.28		-10.64	-8.86
Adecco	short	15/10/18	15/04/19	182	42.56	51.63	33.48	-9.07	-21.32		-10.66	-10.66
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Actelion	short	24/05/10	31/05/10	7	27.83	29.46	26.20	-1.63	-5.85		-2.92
	long	20/07/15	24/08/15	35	139.42	115.19		-24.23	-17.38		-8.69	-11.36

Annotations

12/04/23	SGS	stock split 1:25 (twentyfive for one)
20/04/22	Straumann	stock split 1:10 (ten for one)
13/11/18	SLI	ams and Temenos replaced Aryzta and Bâloise
13/08/18	SLI	Logitech replaced Lindt & Sprüngli
19/06/18	Sika	stock split 1:60 (sixty for one)
31/05/17	SLI	Lindt & Sprüngli and Partners Group replace Actelion and Syngenta
5/04/16	SLI	Transocean was replaced by Dufry
15/09/15	SLI	complete analysis


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