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

Assessment - Swiss Market Index in Dollar - 7/01/24 - RS = 46

		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	8/14/23	prc diff	⇓ Δ46	⇓∅-RS
	L	SMI® PR	13,140.024	8/12/24	0.07	13,334.684	-1.46	12,672.581	662.103	5.22	5.48
	L	ABB	50.364	8/12/24	0.55	55.753	-9.67	38.770	16.983	43.80	33.17
	L	Alcon	88.045	8/12/24	-1.12	88.731	-0.77	81.806	6.925	8.46	11.19
	L	Geberit	578.556	8/12/24	-0.72	585.639	-1.21	543.741	41.898	7.71	5.90
	L	Givaudan	4,578.209	8/12/24	-1.12	4,760.806	-3.84	3,267.922	1,492.884	45.68	25.64
		Holcim	84.415	8/12/24	-0.34	88.421	-4.53	68.347	20.074	29.37	19.27
		Kühne & Nagel	280.868	8/12/24	0.40	289.389	-2.94	312.991	-23.602	-7.54	-2.16
	L	Logitech	83.309	8/12/24	1.95	96.500	-13.67	67.822	28.678	42.28	21.83
		Lonza	603.124	8/12/24	-1.80	540.488	11.59	563.702	-23.215	-4.12	10.05
	L	Nestlé	98.093	8/12/24	-0.40	101.679	-3.53	119.196	-17.518	-14.70	-9.08
	L	Novartis	107.057	8/12/24	0.16	107.035	0.02	103.707	3.329	3.21	6.99
		Partners	1,255.494	8/12/24	0.93	1,269.880	-1.13	1,094.098	175.782	16.07	3.39
	L	Richemont	141.872	8/12/24	1.22	155.540	-8.79	147.655	7.884	5.34	9.59
	L	Roche	307.427	8/12/24	0.25	276.773	11.08	302.097	-25.324	-8.38	0.89
		Sika	273.785	8/12/24	0.04	282.306	-3.02	299.417	-17.111	-5.71	0.05
	L	Sonova	307.759	8/12/24	-1.52	310.194	-0.78	269.532	40.662	15.09	10.04
		Swiss Life	721.757	8/12/24	0.62	740.570	-2.54	631.912	108.657	17.20	11.82
		Swiss Re	115.092	8/12/24	0.10	124.387	-7.47	97.593	26.795	27.46	11.96
		Swisscom	580.991	8/12/24	0.48	562.731	3.24	609.556	-46.825	-7.68	-4.44
		UBS	27.500	8/12/24	0.44	29.857	-7.89	23.611	6.246	26.45	12.37
	L	Zurich Insurance	514.260	8/12/24	0.85	534.290	-3.75	473.022	61.269	12.95	7.66
SMI - 20 out of 20 instruments rated - 7/01/24 / 8/14/23 - 14 did rise, Market-Ratio(46) in USD = 70.00 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

	SMI RS = 46 - B/S = 29/29

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

Transactions Swiss Market Index in Dollar * L46 - 29 ex 13 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	1/14/08	742		ABB	100	1,002	9.970	26.276	16.306	164	26,339	61
1/14/08		2/04/08	21		- cash -
	2/04/08	2/11/08	7		Lonza	100	209	125.569	124.645	-0.924	-1	26,146	-32
2/11/08		8/17/09	553		- cash -
	8/17/09	9/27/10	406		Sonova	100	304	85.818	123.200	37.382	44	37,510	38
	9/27/10	6/27/11	273		Richemont	100	812	46.187	62.309	16.122	35	50,601	49
6/27/11		7/04/11	7		- cash -
	7/04/11	8/01/11	28		Richemont	100	771	65.620	61.252	-4.368	-7	47,233	-59
8/01/11		2/06/12	189		- cash -
	2/06/12	2/20/12	14		Sonova	100	439	107.460	112.175	4.715	4	49,303	206
2/20/12		3/05/12	14		- cash -
	3/05/12	3/12/12	7		Sonova	100	444	110.795	110.565	-0.230	0	49,201	-10
3/12/12		3/19/12	7		- cash -
	3/19/12	4/23/12	35		Swiss Re	100	770	63.838	60.850	-2.988	-5	46,901	-39
4/23/12		4/30/12	7		- cash -
	4/30/12	5/13/13	378		Swiss Re	100	747	62.763	75.794	13.031	21	56,635	20
	5/13/13	9/28/15	868		Lonza	100	749	75.533	132.349	56.816	75	99,190	27
9/28/15		10/05/15	7		- cash -
	10/05/15	1/18/16	105		Partners	100	283	349.497	352.622	3.125	1	100,074	3
1/18/16		1/25/16	7		- cash -
	1/25/16	2/08/16	14		Lonza	100	641	156.072	141.141	-14.931	-10	90,504	-93
2/08/16		3/07/16	28		- cash -
	3/07/16	12/04/17	637		Logitech	100	5,477	16.524	33.366	16.842	102	182,750	50
	12/04/17	10/22/18	322		Sika	100	1,434	127.394	121.974	-5.419	-4	174,978	-5
	10/22/18	4/22/19	182		Lonza	100	550	317.997	292.937	-25.060	-8	161,195	-15
	4/22/19	12/16/19	238		Swiss Life	100	344	468.265	501.714	33.448	7	172,701	11
	12/16/19	3/16/20	91		Geberit	100	310	556.352	408.705	-147.647	-27	126,931	-71
3/16/20		3/30/20	14		- cash -
	3/30/20	5/04/20	35		Lonza	100	309	410.258	450.485	40.227	10	139,361	165
5/04/20		5/11/20	7		- cash -
	5/11/20	3/01/21	294		Lonza	100	302	461.425	615.192	153.766	33	185,798	43
	3/01/21	8/23/21	175		Logitech	100	1,796	103.403	106.821	3.418	3	191,938	7
	8/23/21	1/10/22	140		Partners	100	108	1,772.307	1,431.681	-340.626	-19	155,150	-43
	1/10/22	5/23/22	133		Richemont	100	1,082	143.330	95.728	-47.602	-33	103,644	-67
	5/23/22	6/13/22	21		UBS	100	5,634	18.395	16.124	-2.272	-12	90,845	-90
6/13/22		8/01/22	49		- cash -
	8/01/22	8/29/22	28		Alcon	100	1,158	78.417	66.009	-12.408	-16	76,476	-89
8/29/22		1/16/23	140		- cash -
	1/16/23	2/06/23	21		Richemont	100	509	150.111	151.699	1.588	1	77,285	20
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
2/06/23		2/20/23	14		- cash -
	2/20/23	9/11/23	203		Richemont	100	496	155.670	131.438	-24.232	-16	65,266	-26
	9/11/23	8/12/24	336		UBS	100	2,539	25.704	27.500	1.797	7	69,828	8
accum	1/02/06	8/12/24	6403	days out of 7467 invested (86%)						598		69,828	12

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ABB	long	1/02/06	1/14/08	742	9.97	26.28	16.31	163.55	163.55
Lonza		2/04/08	2/11/08	7	125.57	124.65	-0.92	-0.74
		5/13/13	9/28/15	868	75.53	132.35	56.82	75.22
		1/25/16	2/08/16	14	156.07	141.14	-14.93	-9.57
		10/22/18	4/22/19	182	318.00	292.94	-25.06	-7.88
		3/30/20	5/04/20	35	410.26	450.49	40.23	9.81
		5/11/20	3/01/21	294	461.43	615.19	153.77	33.32	112.12
Logitech		3/07/16	12/04/17	637	16.52	33.37	16.84	101.93
		3/01/21	8/23/21	175	103.40	106.82	3.42	3.31	108.61
Sonova		8/17/09	9/27/10	406	85.82	123.20	37.38	43.56
		2/06/12	2/20/12	14	107.46	112.17	4.72	4.39
		3/05/12	3/12/12	7	110.80	110.57	-0.23	-0.21	49.55
Swiss Re		3/19/12	4/23/12	35	63.84	60.85	-2.99	-4.68
		4/30/12	5/13/13	378	62.76	75.79	13.03	20.76	15.11
Swiss Life		4/22/19	12/16/19	238	468.27	501.71	33.45	7.14	7.14
Sika		12/04/17	10/22/18	322	127.39	121.97	-5.42	-4.25	-4.25
UBS		5/23/22	6/13/22	21	18.40	16.12	-2.27	-12.35
		9/11/23	8/12/24	336	25.70	27.50	1.80	6.99	-6.22
Alcon		8/01/22	8/29/22	28	78.42	66.01	-12.41	-15.82	-15.82
Partners		10/05/15	1/18/16	105	349.50	352.62	3.13	0.89
		8/23/21	1/10/22	140	1,772.31	1,431.68	-340.63	-19.22	-18.50
Geberit		12/16/19	3/16/20	91	556.35	408.70	-147.65	-26.54	-26.54
Richemont		9/27/10	6/27/11	273	46.19	62.31	16.12	34.91
		7/04/11	8/01/11	28	65.62	61.25	-4.37	-6.66
		1/10/22	5/23/22	133	143.33	95.73	-47.60	-33.21
		1/16/23	2/06/23	21	150.11	151.70	1.59	1.06
		2/20/23	9/11/23	203	155.67	131.44	-24.23	-15.57	-28.24

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


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