Share-o-matic - Assessment SMI (Swiss Market Index)

Assessment - Swiss Market Index in Japanese yen - 7/01/24 - RS = 17

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	3/04/24	prc diff	⇓ Δ17	⇓∅-RS
	L	SMI® PR	2,123,092.220	8/12/24	0.07	2,154,544.246	-1.46	1,953,607.366	200,936.879	10.29	14.70
	L	Logitech	13,460.537	8/12/24	1.95	15,591.908	-13.67	13,044.701	2,547.207	19.53	32.80
	L	Richemont	22,922.966	8/12/24	1.22	25,131.224	-8.79	24,237.545	893.679	3.69	19.17
		Partners	202,855.734	8/12/24	0.93	205,180.215	-1.13	215,312.457	-10,132.242	-4.71	12.63
	L	Zurich Insurance	83,091.282	8/12/24	0.85	86,327.676	-3.75	79,231.580	7,096.096	8.96	17.13
		Swiss Life	116,617.461	8/12/24	0.62	119,657.168	-2.54	109,885.946	9,771.221	8.89	21.72
	L	ABB	8,137.474	8/12/24	0.55	9,008.261	-9.67	6,947.869	2,060.392	29.66	45.14
		Swisscom	93,873.301	8/12/24	0.48	90,922.997	3.24	86,193.066	4,729.932	5.49	3.80
		UBS	4,443.336	8/12/24	0.44	4,824.194	-7.89	4,340.291	483.903	11.15	22.48
		Kühne & Nagel	45,381.036	8/12/24	0.40	46,757.844	-2.94	42,705.056	4,052.789	9.49	6.25
	L	Roche	49,672.387	8/12/24	0.25	44,719.453	11.08	39,751.956	4,967.497	12.50	9.51
	L	Novartis	17,297.720	8/12/24	0.16	17,294.144	0.02	15,349.310	1,944.834	12.67	16.32
		Swiss Re	18,595.854	8/12/24	0.10	20,097.827	-7.47	18,152.627	1,945.199	10.72	21.91
		Sika	44,236.676	8/12/24	0.04	45,613.484	-3.02	43,760.342	1,853.142	4.23	8.78
		Holcim	13,639.344	8/12/24	-0.34	14,286.622	-4.53	12,632.799	1,653.824	13.09	29.97
	L	Nestlé	15,849.389	8/12/24	-0.40	16,428.722	-3.53	15,662.492	766.230	4.89	-1.28
	L	Geberit	93,479.927	8/12/24	-0.72	94,624.288	-1.21	88,099.390	6,524.898	7.41	15.21
	L	Alcon	14,225.828	8/12/24	-1.12	14,336.688	-0.77	12,939.172	1,397.516	10.80	20.95
	L	Givaudan	739,721.613	8/12/24	-1.12	769,224.650	-3.84	629,767.661	139,456.990	22.14	36.97
	L	Sonova	49,726.029	8/12/24	-1.52	50,119.402	-0.78	47,113.429	3,005.973	6.38	19.72
		Lonza	97,449.427	8/12/24	-1.80	87,328.991	11.59	78,874.144	8,454.847	10.72	19.74
SMI - 20 out of 20 instruments rated - 7/01/24 / 3/04/24 - 19 did rise, Market-Ratio(17) in JPY = 95.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SMI RS = 17 - B/S = 84/84

1/03/22	scale up chart	7/01/24

Transactions Swiss Market Index in Japanese yen * L17 - 84/84 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		2/13/06	42		- cash -
long	2/13/06	2/27/06	14		ABB	100	7	1,271.619	1,464.264	192.645	15	11,349	3,855
2/27/06		9/18/06	203		- cash -
	9/18/06	9/25/06	7		Geberit	100	0	14,410.983	14,550.155	139.172	1	11,349	0
9/25/06		10/02/06	7		- cash -
	10/02/06	2/19/07	140		Actelion	100	3	3,477.529	5,690.236	2,212.707	64	17,987	261
2/19/07		2/26/07	7		- cash -
	2/26/07	3/05/07	7		Actelion	100	3	5,435.436	5,056.901	-378.535	-7	16,851	-98
3/05/07		3/26/07	21		- cash -
	3/26/07	4/02/07	7		Actelion	100	3	5,591.113	5,456.946	-134.167	-2	16,449	-72
4/02/07		4/09/07	7		- cash -
	4/09/07	4/16/07	7		Actelion	100	2	5,503.735	5,891.201	387.467	7	17,223	3,372
4/16/07		7/02/07	77		- cash -
	7/02/07	7/23/07	21		ABB	100	6	2,833.274	2,943.790	110.516	4	17,887	94
7/23/07		6/29/09	707		- cash -
	6/29/09	11/30/09	154		Credit Suisse	100	4	4,338.826	4,479.618	140.792	3	18,450	8
11/30/09		12/14/09	14		- cash -
	12/14/09	12/21/09	7		Swiss Re	100	4	4,180.989	4,285.724	104.735	3	18,869	263
12/21/09		3/29/10	98		- cash -
	3/29/10	4/05/10	7		Swatch	100	0	29,491.539	30,447.629	956.090	3	18,869	0
4/05/10		4/12/10	7		- cash -
	4/12/10	4/26/10	14		Swatch	100	0	29,243.118	29,159.766	-83.352	0	18,869	0
4/26/10		11/01/10	189		- cash -
	11/01/10	11/08/10	7		Richemont	100	4	4,052.257	4,498.352	446.095	11	20,653	23,075
11/08/10		12/13/10	35		- cash -
	12/13/10	1/10/11	28		Richemont	100	4	4,804.944	4,634.804	-170.140	-4	19,972	-37
1/10/11		2/07/11	28		- cash -
	2/07/11	2/14/11	7		Richemont	100	4	4,658.662	4,835.019	176.357	4	20,678	594
2/14/11		12/05/11	294		- cash -
	12/05/11	12/12/11	7		Roche	100	1	12,476.442	12,935.619	459.176	4	21,137	558
12/12/11		12/19/11	7		- cash -
	12/19/11	12/26/11	7		Roche	100	1	13,158.707	13,131.829	-26.877	0	21,110	-10
12/26/11		1/02/12	7		- cash -
	1/02/12	2/13/12	42		Roche	100	1	13,257.492	13,905.752	648.260	5	21,758	51
2/13/12		2/20/12	7		- cash -
	2/20/12	4/23/12	63		Swiss Re	100	4	4,697.795	4,963.812	266.017	6	22,823	38
4/23/12		9/10/12	140		- cash -
	9/10/12	11/12/12	63		Actelion	100	5	3,871.187	3,674.470	-196.718	-5	21,839	-26
11/12/12		12/03/12	21		- cash -
	12/03/12	5/27/13	175		Richemont	100	3	6,370.557	9,377.463	3,006.906	47	30,860	124
5/27/13		10/21/13	147		- cash -
	10/21/13	11/04/13	14		Actelion	100	4	7,445.395	7,772.593	327.198	4	32,168	207
11/04/13		12/08/14	399		- cash -
	12/08/14	12/15/14	7		Givaudan	100	0	216,979.693	214,231.285	-2,748.408	-1	32,168	0
12/15/14		5/18/15	154		- cash -
	5/18/15	6/08/15	21		Syngenta	100	0	52,299.822	54,512.157	2,212.334	4	32,168	0
6/08/15		10/24/16	504		- cash -
	10/24/16	10/31/16	7		Geberit	100	0	44,519.047	44,385.440	-133.607	0	32,168	0
10/31/16		2/13/17	105		- cash -
	2/13/17	4/10/17	56		Actelion	100	1	30,490.170	31,427.496	937.326	3	33,106	22
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
4/10/17		5/01/17	21		- cash -
	5/01/17	5/08/17	7		Actelion	100	1	29,814.676	31,540.317	1,725.642	6	34,831	1,780
5/08/17		5/15/17	7		- cash -
	5/15/17	6/05/17	21		Swatch	100	0	45,284.858	43,815.235	-1,469.623	-3	34,831	0
6/05/17		6/12/17	7		- cash -
	6/12/17	6/19/17	7		Sika	100	2	11,823.217	12,210.826	387.609	3	35,607	438
6/19/17		6/26/17	7		- cash -
	6/26/17	7/17/17	21		Sika	100	2	12,102.360	12,611.138	508.779	4	36,624	105
7/17/17		7/24/17	7		- cash -
	7/24/17	8/14/17	21		Sika	100	2	12,639.782	12,627.228	-12.555	0	36,599	-2
8/14/17		10/09/17	56		- cash -
	10/09/17	10/16/17	7		Lonza	100	1	29,820.033	30,426.012	605.978	2	37,205	185
10/16/17		10/23/17	7		- cash -
	10/23/17	11/13/17	21		Lonza	100	1	29,751.504	29,234.267	-517.237	-2	36,688	-26
11/13/17		12/18/17	35		- cash -
	12/18/17	1/29/18	42		Lonza	100	1	30,503.091	31,456.546	953.454	3	37,641	31
1/29/18		3/18/19	413		- cash -
	3/18/19	3/25/19	7		Swiss Life	100	0	48,693.520	47,744.447	-949.073	-2	37,641	0
3/25/19		4/08/19	14		- cash -
	4/08/19	5/13/19	35		Swiss Life	100	0	50,522.426	48,381.369	-2,141.057	-4	37,641	0
5/13/19		11/04/19	175		- cash -
	11/04/19	11/18/19	14		Geberit	100	0	56,918.299	57,470.607	552.308	1	37,641	0
11/18/19		12/02/19	14		- cash -
	12/02/19	1/06/20	35		Geberit	100	0	58,523.340	60,760.663	2,237.322	4	37,641	0
1/06/20		1/13/20	7		- cash -
	1/13/20	2/24/20	42		Geberit	100	0	60,760.663	58,231.518	-2,529.145	-4	37,641	0
2/24/20		7/13/20	140		- cash -
	7/13/20	8/03/20	21		Lonza	100	0	61,827.064	67,229.001	5,401.937	9	37,641	0
8/03/20		8/24/20	21		- cash -
	8/24/20	9/14/20	21		Lonza	100	0	65,367.934	64,085.911	-1,282.023	-2	37,641	0
9/14/20		9/21/20	7		- cash -
	9/21/20	9/28/20	7		Lonza	100	0	65,401.746	64,667.001	-734.745	-1	37,641	0
9/28/20		2/15/21	140		- cash -
	2/15/21	3/01/21	14		Richemont	100	3	10,515.447	10,493.459	-21.988	0	37,575	-5
3/01/21		3/22/21	21		- cash -
	3/22/21	4/26/21	35		Richemont	100	3	10,839.357	11,232.612	393.256	4	38,755	45
4/26/21		5/03/21	7		- cash -
	5/03/21	5/10/21	7		Partners	100	0	157,770.070	159,977.673	2,207.603	1	38,755	0
5/10/21		5/31/21	21		- cash -
	5/31/21	6/14/21	14		Richemont	100	2	13,357.207	14,077.913	720.706	5	40,197	294
6/14/21		6/21/21	7		- cash -
	6/21/21	6/28/21	7		Richemont	100	2	13,633.453	13,590.622	-42.831	0	40,111	-15
6/28/21		8/23/21	56		- cash -
	8/23/21	9/13/21	21		Partners	100	0	194,330.159	188,430.026	-5,900.134	-3	40,111	0
9/13/21		1/16/23	490		- cash -
	1/16/23	2/13/23	28		Richemont	100	2	19,310.213	20,505.437	1,195.224	6	42,501	119
2/13/23		2/20/23	7		- cash -
	2/20/23	2/27/23	7		Richemont	100	2	20,890.495	20,704.527	-185.968	-1	42,129	-37
2/27/23		2/19/24	357		- cash -
	2/19/24	4/15/24	56		Partners	100	0	211,132.950	216,847.863	5,714.914	3	42,129	0
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
4/15/24		6/03/24	49		- cash -
	6/03/24	6/17/24	14		ABB	100	4	8,665.609	8,902.153	236.544	3	43,076	102
6/17/24		5/30/26	712		- cash -
accum	2/13/06	6/17/24	1421	days out of 7453 invested (19%)						331		43,076	46

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Richemont	long	11/01/10	11/08/10	7	4,052.26	4,498.35	446.10	11.01
		12/13/10	1/10/11	28	4,804.94	4,634.80	-170.14	-3.54
		2/07/11	2/14/11	7	4,658.66	4,835.02	176.36	3.79
		12/03/12	5/27/13	175	6,370.56	9,377.46	3,006.91	47.20
		2/15/21	3/01/21	14	10,515.45	10,493.46	-21.99	-0.21
		3/22/21	4/26/21	35	10,839.36	11,232.61	393.26	3.63
		5/31/21	6/14/21	14	13,357.21	14,077.91	720.71	5.40
		6/21/21	6/28/21	7	13,633.45	13,590.62	-42.83	-0.31
		1/16/23	2/13/23	28	19,310.21	20,505.44	1,195.22	6.19
		2/20/23	2/27/23	7	20,890.49	20,704.53	-185.97	-0.89	87.05
Actelion		10/02/06	2/19/07	140	3,477.53	5,690.24	2,212.71	63.63
		2/26/07	3/05/07	7	5,435.44	5,056.90	-378.54	-6.96
		3/26/07	4/02/07	7	5,591.11	5,456.95	-134.17	-2.40
		4/09/07	4/16/07	7	5,503.73	5,891.20	387.47	7.04
		9/10/12	11/12/12	63	3,871.19	3,674.47	-196.72	-5.08
		10/21/13	11/04/13	14	7,445.40	7,772.59	327.20	4.39
		2/13/17	4/10/17	56	30,490.17	31,427.50	937.33	3.07
		5/01/17	5/08/17	7	29,814.68	31,540.32	1,725.64	5.79	71.84
ABB		2/13/06	2/27/06	14	1,271.62	1,464.26	192.65	15.15
		7/02/07	7/23/07	21	2,833.27	2,943.79	110.52	3.90
		6/03/24	6/17/24	14	8,665.61	8,902.15	236.54	2.73	22.91
Lonza		10/09/17	10/16/17	7	29,820.03	30,426.01	605.98	2.03
		10/23/17	11/13/17	21	29,751.50	29,234.27	-517.24	-1.74
		12/18/17	1/29/18	42	30,503.09	31,456.55	953.45	3.13
		7/13/20	8/03/20	21	61,827.06	67,229.00	5,401.94	8.74
		8/24/20	9/14/20	21	65,367.93	64,085.91	-1,282.02	-1.96
		9/21/20	9/28/20	7	65,401.75	64,667.00	-734.75	-1.12	8.98
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Roche		12/05/11	12/12/11	7	12,476.44	12,935.62	459.18	3.68
		12/19/11	12/26/11	7	13,158.71	13,131.83	-26.88	-0.20
		1/02/12	2/13/12	42	13,257.49	13,905.75	648.26	4.89	8.53
Swiss Re		12/14/09	12/21/09	7	4,180.99	4,285.72	104.73	2.51
		2/20/12	4/23/12	63	4,697.79	4,963.81	266.02	5.66	8.31
Sika		6/12/17	6/19/17	7	11,823.22	12,210.83	387.61	3.28
		6/26/17	7/17/17	21	12,102.36	12,611.14	508.78	4.20
		7/24/17	8/14/17	21	12,639.78	12,627.23	-12.55	-0.10	7.51
Syngenta		5/18/15	6/08/15	21	52,299.82	54,512.16	2,212.33	4.23	4.23
Credit Suisse		6/29/09	11/30/09	154	4,338.83	4,479.62	140.79	3.24	3.24
Geberit		9/18/06	9/25/06	7	14,410.98	14,550.15	139.17	0.97
		10/24/16	10/31/16	7	44,519.05	44,385.44	-133.61	-0.30
		11/04/19	11/18/19	14	56,918.30	57,470.61	552.31	0.97
		12/02/19	1/06/20	35	58,523.34	60,760.66	2,237.32	3.82
		1/13/20	2/24/20	42	60,760.66	58,231.52	-2,529.14	-4.16	1.13
Partners		5/03/21	5/10/21	7	157,770.07	159,977.67	2,207.60	1.40
		8/23/21	9/13/21	21	194,330.16	188,430.03	-5,900.13	-3.04
		2/19/24	4/15/24	56	211,132.95	216,847.86	5,714.91	2.71	0.98
Swatch		3/29/10	4/05/10	7	29,491.54	30,447.63	956.09	3.24
		4/12/10	4/26/10	14	29,243.12	29,159.77	-83.35	-0.29
		5/15/17	6/05/17	21	45,284.86	43,815.23	-1,469.62	-3.25	-0.39
Givaudan		12/08/14	12/15/14	7	216,979.69	214,231.28	-2,748.41	-1.27	-1.27
Swiss Life		3/18/19	3/25/19	7	48,693.52	47,744.45	-949.07	-1.95
		4/08/19	5/13/19	35	50,522.43	48,381.37	-2,141.06	-4.24	-6.10

Annotations

6/19/18	Sika	stock split 1:60 (sixty for one)
5/15/17	SMI	Sika replaces Syngenta (acquired by ChemChina)
5/03/17	SMI	Lonza replaces Actelion (acquired by Johnson & Johnson)
4/05/16	SMI	Transocean was replaced by Swiss Life
9/10/15	SMI	complete analysis


	is taking down something concerning