Share-o-matic - Portfolio

Sat, Jun 13th, 2026, 1:37UTC

Assessment - Swiss Leader Index in Dollar - 7/01/24 - RS = 43

		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	9/04/23	prc diff	⇓ Δ43	⇓∅-RS
	L	SLI® PR	2,123.793	8/12/24	0.02	2,159.781	-1.67	1,972.583	187.199	9.49	7.08
	L	ABB	50.364	8/12/24	0.55	55.753	-9.67	37.693	18.060	47.92	33.17
	S	Adecco	31.097	8/12/24	-0.78	33.354	-6.77	42.602	-9.248	-21.71	-17.54
	L	Alcon	88.045	8/12/24	-1.12	88.731	-0.77	82.354	6.378	7.74	11.19
	L	ams-OSRAM	1.107	8/12/24	-0.20	1.380	-19.77	7.201	-5.821	-80.84	-40.76
	L	Geberit	578.556	8/12/24	-0.72	585.639	-1.21	516.293	69.345	13.43	5.90
	L	Givaudan	4,578.209	8/12/24	-1.12	4,760.806	-3.84	3,305.454	1,455.352	44.03	25.64
		Holcim	84.415	8/12/24	-0.34	88.421	-4.53	65.227	23.195	35.56	19.27
	L	Julius Bär	52.765	8/12/24	0.87	56.483	-6.58	69.344	-12.861	-18.55	-4.10
		Kühne & Nagel	280.868	8/12/24	0.40	289.389	-2.94	290.047	-0.659	-0.23	-2.16
		Lindt PS	12,018.213	8/12/24	-1.54	11,675.152	2.94	11,787.418	-112.266	-0.95	-1.94
	L	Logitech	83.309	8/12/24	1.95	96.500	-13.67	70.295	26.205	37.28	21.83
		Lonza	603.124	8/12/24	-1.80	540.488	11.59	560.298	-19.811	-3.54	10.05
	L	Nestlé	98.093	8/12/24	-0.40	101.679	-3.53	118.824	-17.145	-14.43	-9.08
	L	Novartis	107.057	8/12/24	0.16	107.035	0.02	100.713	6.322	6.28	6.99
		Partners	1,255.494	8/12/24	0.93	1,269.880	-1.13	1,090.958	178.922	16.40	3.39
	L	Richemont	141.872	8/12/24	1.22	155.540	-8.79	142.083	13.457	9.47	9.59
	L	Roche	307.427	8/12/24	0.25	276.773	11.08	291.461	-14.688	-5.04	0.89
		Schindler	250.988	8/12/24	-0.09	250.324	0.27	217.366	32.958	15.16	6.45
		SGS	101.391	8/12/24	-0.17	88.643	14.38	91.720	-3.078	-3.36	-1.34
		Sika	273.785	8/12/24	0.04	282.306	-3.02	279.979	2.327	0.83	0.05
	L	Sonova	307.759	8/12/24	-1.52	310.194	-0.78	263.463	46.730	17.74	10.04
	S	Straumann	124.332	8/12/24	0.76	124.719	-0.31	154.356	-29.637	-19.20	-13.90
	S	Swatch	199.142	8/12/24	-0.17	204.675	-2.70	288.690	-84.015	-29.10	-18.42
		Swiss Life	721.757	8/12/24	0.62	740.570	-2.54	623.534	117.036	18.77	11.82
		instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	9/04/23	prc diff	⇓ Δ43	⇓∅-RS
		Swiss Re	115.092	8/12/24	0.10	124.387	-7.47	96.245	28.142	29.24	11.96
		Swisscom	580.991	8/12/24	0.48	562.731	3.24	604.077	-41.346	-6.84	-4.44
		Temenos	62.858	8/12/24	1.88	69.166	-9.12	78.145	-8.980	-11.49	-9.56
		UBS	27.500	8/12/24	0.44	29.857	-7.89	26.821	3.036	11.32	12.37
		VAT	449.964	8/12/24	-0.34	559.743	-19.61	405.659	154.084	37.98	25.96
	L	Zurich Insurance	514.260	8/12/24	0.85	534.290	-3.75	466.406	67.884	14.55	7.66
SLI - 30 out of 30 instruments rated - 7/01/24 / 9/04/23 - 17 did rise, Market-Ratio(43) in USD = 56.67 %
Stock Exchange Currency: CHF ₣ Swiss Franc

Technical Chart

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

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

Transactions Swiss Leader Index in Dollar * 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	1,002	9.970	22.018	12.048	121	22,072	63
8/20/07		10/08/07	49		- cash -
	10/08/07	10/22/07	14		ABB	100	817	26.985	27.086	0.101	0	22,155	10
10/22/07		10/29/07	7		- cash -
	10/29/07	11/05/07	7		ABB	100	736	30.068	30.909	0.841	3	22,773	321
11/05/07		8/24/09	658		- cash -
	8/24/09	9/07/09	14		Swiss Re	100	503	45.259	44.074	-1.185	-3	22,177	-50
9/07/09		9/14/09	7		- cash -
	9/14/09	6/07/10	266		Temenos	100	982	22.584	22.113	-0.471	-2	21,715	-3
	6/07/10	7/05/10	28		ams-OSRAM	100	3,351	6.479	6.633	0.154	2	22,231	36
7/05/10		8/02/10	28		- cash -
	8/02/10	8/09/10	7		ams-OSRAM	100	3,263	6.811	7.238	0.427	6	23,624	2,280
8/09/10		9/06/10	28		- cash -
	9/06/10	9/13/10	7		Schindler	100	234	100.728	99.742	-0.986	-1	23,393	-40
9/13/10		9/20/10	7		- cash -
	9/20/10	10/04/10	14		Schindler	100	223	104.483	106.495	2.012	2	23,842	64
10/04/10		10/11/10	7		- cash -
	10/11/10	11/08/10	28		Richemont	100	475	50.095	55.346	5.251	10	26,336	267
11/08/10		11/15/10	7		- cash -
	11/15/10	12/20/10	35		Richemont	100	471	55.873	56.949	1.076	2	26,843	22
12/20/10		2/14/11	56		- cash -
	2/14/11	2/21/11	7		Swiss Life	100	166	161.618	164.978	3.360	2	27,400	192
2/21/11		3/07/11	14		- cash -
	3/07/11	4/11/11	35		Swiss Life	100	162	168.808	178.365	9.557	6	28,949	78
4/11/11		4/25/11	14		- cash -
	4/25/11	5/30/11	35		Swiss Life	100	163	176.581	165.711	-10.870	-6	27,177	-48
5/30/11		6/04/12	371		- cash -
	6/04/12	11/19/12	168		ams-OSRAM	100	2,069	13.132	21.099	7.967	61	43,660	180
11/19/12		11/26/12	7		- cash -
	11/26/12	4/15/13	140		ams-OSRAM	100	2,138	20.420	21.735	1.315	6	46,471	18
	4/15/13	3/17/14	336		Lonza	100	717	64.741	107.067	42.326	65	76,819	73
3/17/14		3/24/14	7		- cash -
	3/24/14	8/18/14	147		Logitech	100	5,147	14.922	14.283	-0.639	-4	73,529	-10
8/18/14		8/25/14	7		- cash -
	8/25/14	10/13/14	49		ams-OSRAM	100	2,025	36.308	32.785	-3.523	-10	66,395	-53
10/13/14		11/03/14	21		- cash -
	11/03/14	12/15/14	42		ams-OSRAM	100	1,871	35.477	35.741	0.264	1	66,889	7
12/15/14		12/22/14	7		- cash -
	12/22/14	1/05/15	14		ams-OSRAM	100	1,820	36.736	36.245	-0.491	-1	65,995	-30
1/05/15		1/12/15	7		- cash -
	1/12/15	1/19/15	7		ams-OSRAM	100	1,765	37.387	37.975	0.588	2	67,033	125
1/19/15		2/23/15	35		- cash -
	2/23/15	6/15/15	112		ams-OSRAM	100	1,536	43.640	44.973	1.333	3	69,080	10
6/15/15		7/13/15	28		- cash -
	7/13/15	7/20/15	7		Julius Bär	100	1,216	56.778	55.344	-1.434	-3	67,336	-74
7/20/15		8/03/15	14		- cash -
	8/03/15	8/24/15	21		UBS	100	2,913	23.113	20.711	-2.403	-10	60,337	-85
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	1,290	46.745	49.982	3.237	7	64,513	139
12/14/15		12/05/16	357		- cash -
	12/05/16	1/02/17	28		Logitech	100	2,622	24.600	24.961	0.361	1	65,460	21
1/02/17		1/09/17	7		- cash -
	1/09/17	10/09/17	273		Logitech	100	2,579	25.373	36.025	10.652	42	92,930	60
	10/09/17	3/05/18	147		ams-OSRAM	100	1,256	73.979	117.648	43.669	59	147,779	216
3/05/18		5/07/18	63		- cash -
	5/07/18	5/14/18	7		Temenos	100	1,130	130.705	134.958	4.253	3	152,585	431
5/14/18		4/29/19	350		- cash -
	4/29/19	5/06/19	7		Swiss Life	100	326	468.002	448.946	-19.056	-4	146,372	-89
5/06/19		8/12/19	98		- cash -
	8/12/19	12/23/19	133		ams-OSRAM	100	2,951	49.596	40.937	-8.659	-17	120,820	-41
	12/23/19	2/24/20	63		VAT	100	727	166.042	143.954	-22.088	-13	104,763	-56
	2/24/20	3/02/20	7		Lonza	100	250	417.504	408.973	-8.531	-2	102,630	-66
3/02/20		12/28/20	301		- cash -
	12/28/20	8/02/21	217		Logitech	100	1,086	94.423	108.864	14.441	15	118,313	27
	8/02/21	1/24/22	175		VAT	100	298	396.774	388.486	-8.287	-2	115,844	-4
1/24/22		4/17/23	448		- cash -
	4/17/23	4/24/23	7		Richemont	100	711	162.752	171.052	8.301	5	121,746	1,238
4/24/23		5/01/23	7		- cash -
	5/01/23	5/29/23	28		Richemont	100	741	164.151	165.672	1.521	1	122,873	13
5/29/23		7/17/23	49		- cash -
	7/17/23	9/11/23	56		VAT	100	282	435.096	380.610	-54.486	-13	107,508	-58
9/11/23		10/16/23	35		- cash -
	10/16/23	10/23/23	7		UBS	100	4,312	24.932	23.832	-1.101	-4	102,762	-91
10/23/23		6/13/26	964		- cash -
accum	1/02/06	10/23/23	3318	days out of 7467 invested (44%)						928		102,762	29

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
ams-OSRAM	long	6/07/10	7/05/10	28	6.48	6.63	0.15	2.38
		8/02/10	8/09/10	7	6.81	7.24	0.43	6.27
		6/04/12	11/19/12	168	13.13	21.10	7.97	60.67
		11/26/12	4/15/13	140	20.42	21.73	1.31	6.44
		8/25/14	10/13/14	49	36.31	32.79	-3.52	-9.70
		11/03/14	12/15/14	42	35.48	35.74	0.26	0.74
		12/22/14	1/05/15	14	36.74	36.24	-0.49	-1.34
		1/12/15	1/19/15	7	37.39	37.98	0.59	1.57
		2/23/15	6/15/15	112	43.64	44.97	1.33	3.05
		10/09/17	3/05/18	147	73.98	117.65	43.67	59.03
		8/12/19	12/23/19	133	49.60	40.94	-8.66	-17.46	129.44
ABB		1/02/06	8/20/07	595	9.97	22.02	12.05	120.84
		10/08/07	10/22/07	14	26.99	27.09	0.10	0.37
		10/29/07	11/05/07	7	30.07	30.91	0.84	2.80	127.87
Lonza		4/15/13	3/17/14	336	64.74	107.07	42.33	65.38
		2/24/20	3/02/20	7	417.50	408.97	-8.53	-2.04	62.00
Logitech		3/24/14	8/18/14	147	14.92	14.28	-0.64	-4.28
		12/05/16	1/02/17	28	24.60	24.96	0.36	1.47
		1/09/17	10/09/17	273	25.37	36.02	10.65	41.98
		12/28/20	8/02/21	217	94.42	108.86	14.44	15.29	58.98
Richemont		10/11/10	11/08/10	28	50.09	55.35	5.25	10.48
		11/15/10	12/20/10	35	55.87	56.95	1.08	1.93
		4/17/23	4/24/23	7	162.75	171.05	8.30	5.10
		5/01/23	5/29/23	28	164.15	165.67	1.52	0.93	19.45
Temenos		9/14/09	6/07/10	266	22.58	22.11	-0.47	-2.09
		11/16/15	12/14/15	28	46.75	49.98	3.24	6.92
		5/07/18	5/14/18	7	130.71	134.96	4.25	3.25	8.10
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Schindler		9/06/10	9/13/10	7	100.73	99.74	-0.99	-0.98
		9/20/10	10/04/10	14	104.48	106.50	2.01	1.93	0.93
Julius Bär		7/13/15	7/20/15	7	56.78	55.34	-1.43	-2.53	-2.53
Swiss Re		8/24/09	9/07/09	14	45.26	44.07	-1.19	-2.62	-2.62
Swiss Life		2/14/11	2/21/11	7	161.62	164.98	3.36	2.08
		3/07/11	4/11/11	35	168.81	178.36	9.56	5.66
		4/25/11	5/30/11	35	176.58	165.71	-10.87	-6.16
		4/29/19	5/06/19	7	468.00	448.95	-19.06	-4.07	-2.90
UBS		8/03/15	8/24/15	21	23.11	20.71	-2.40	-10.39
		10/16/23	10/23/23	7	24.93	23.83	-1.10	-4.41	-14.35
VAT		12/23/19	2/24/20	63	166.04	143.95	-22.09	-13.30
		8/02/21	1/24/22	175	396.77	388.49	-8.29	-2.09
		7/17/23	9/11/23	56	435.10	380.61	-54.49	-12.52	-25.74

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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