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

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

		⇓instrument	freshest		Δday	7/01/24	⇓ Δwk	8/14/23	prc diff	⇓ Δ46	⇓∅-RS
	L	SMI® PR	2,123,092.220	8/12/24	0.07	2,154,544.246	-1.46	1,840,546.536	313,997.710	17.06	14.70
	L	Logitech	13,460.537	8/12/24	1.95	15,591.908	-13.67	9,850.397	5,741.511	58.29	32.80
	L	Richemont	22,922.966	8/12/24	1.22	25,131.224	-8.79	21,445.239	3,685.985	17.19	19.17
		Partners	202,855.734	8/12/24	0.93	205,180.215	-1.13	158,905.162	46,275.054	29.12	12.63
	L	Zurich Insurance	83,091.282	8/12/24	0.85	86,327.676	-3.75	68,700.970	17,626.706	25.66	17.13
		Swiss Life	116,617.461	8/12/24	0.62	119,657.168	-2.54	91,778.002	27,879.166	30.38	21.72
	L	ABB	8,137.474	8/12/24	0.55	9,008.261	-9.67	5,630.928	3,377.332	59.98	45.14
		Swisscom	93,873.301	8/12/24	0.48	90,922.997	3.24	88,530.983	2,392.015	2.70	3.80
		UBS	4,443.336	8/12/24	0.44	4,824.194	-7.89	3,429.250	1,394.943	40.68	22.48
		Kühne & Nagel	45,381.036	8/12/24	0.40	46,757.844	-2.94	45,458.274	1,299.570	2.86	6.25
	L	Roche	49,672.387	8/12/24	0.25	44,719.453	11.08	43,876.180	843.272	1.92	9.51
	L	Novartis	17,297.720	8/12/24	0.16	17,294.144	0.02	15,062.195	2,231.949	14.82	16.32
		Swiss Re	18,595.854	8/12/24	0.10	20,097.827	-7.47	14,174.234	5,923.592	41.79	21.91
		Sika	44,236.676	8/12/24	0.04	45,613.484	-3.02	43,486.869	2,126.615	4.89	8.78
		Holcim	13,639.344	8/12/24	-0.34	14,286.622	-4.53	9,926.603	4,360.020	43.92	29.97
	L	Nestlé	15,849.389	8/12/24	-0.40	16,428.722	-3.53	17,311.916	-883.194	-5.10	-1.28
	L	Geberit	93,479.927	8/12/24	-0.72	94,624.288	-1.21	78,972.155	15,652.133	19.82	15.21
	L	Alcon	14,225.828	8/12/24	-1.12	14,336.688	-0.77	11,881.441	2,455.247	20.66	20.95
	L	Givaudan	739,721.613	8/12/24	-1.12	769,224.650	-3.84	474,628.116	294,596.535	62.07	36.97
	L	Sonova	49,726.029	8/12/24	-1.52	50,119.402	-0.78	39,146.466	10,972.937	28.03	19.72
		Lonza	97,449.427	8/12/24	-1.80	87,328.991	11.59	81,871.279	5,457.712	6.67	19.74
SMI - 20 out of 20 instruments rated - 7/01/24 / 8/14/23 - 19 did rise, Market-Ratio(46) in JPY = 95.00 %
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 Japanese yen * 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	8	1,174.254	2,860.036	1,685.783	144	23,486	55
1/14/08		2/04/08	21		- cash -
	2/04/08	2/11/08	7		Lonza	100	1	13,377.169	13,378.796	1.627	0	23,488	1
2/11/08		8/17/09	553		- cash -
	8/17/09	9/27/10	406		Sonova	100	2	8,146.154	10,375.826	2,229.672	27	27,947	24
	9/27/10	6/27/11	273		Richemont	100	7	3,889.864	5,011.880	1,122.016	29	35,801	40
6/27/11		7/04/11	7		- cash -
	7/04/11	8/01/11	28		Richemont	100	6	5,304.345	4,704.099	-600.246	-11	32,200	-79
8/01/11		2/06/12	189		- cash -
	2/06/12	2/20/12	14		Sonova	100	3	8,230.856	8,919.754	688.898	8	34,267	713
2/20/12		3/05/12	14		- cash -
	3/05/12	3/12/12	7		Sonova	100	3	9,064.613	9,120.238	55.626	1	34,433	38
3/12/12		3/19/12	7		- cash -
	3/19/12	4/23/12	35		Swiss Re	100	6	5,326.101	4,963.812	-362.289	-7	32,260	-52
4/23/12		4/30/12	7		- cash -
	4/30/12	5/13/13	378		Swiss Re	100	6	5,038.780	7,701.363	2,662.583	53	48,235	51
	5/13/13	9/28/15	868		Lonza	100	6	7,674.825	15,871.298	8,196.473	107	97,414	36
9/28/15		10/05/15	7		- cash -
	10/05/15	1/18/16	105		Partners	100	2	42,089.571	41,378.729	-710.842	-2	95,992	-6
1/18/16		1/25/16	7		- cash -
	1/25/16	2/08/16	14		Lonza	100	5	18,463.605	16,348.963	-2,114.643	-11	85,419	-96
2/08/16		3/07/16	28		- cash -
	3/07/16	12/04/17	637		Logitech	100	45	1,873.751	3,750.463	1,876.711	100	169,871	49
	12/04/17	10/22/18	322		Sika	100	11	14,319.533	13,748.106	-571.427	-4	163,585	-5
	10/22/18	4/22/19	182		Lonza	100	4	35,842.468	32,781.080	-3,061.389	-9	151,340	-16
	4/22/19	12/16/19	238		Swiss Life	100	2	52,401.228	54,973.703	2,572.474	5	156,485	8
	12/16/19	3/16/20	91		Geberit	100	2	60,960.496	43,311.635	-17,648.861	-29	121,187	-75
3/16/20		3/30/20	14		- cash -
	3/30/20	5/04/20	35		Lonza	100	2	44,256.771	48,086.923	3,830.152	9	128,847	138
5/04/20		5/11/20	7		- cash -
	5/11/20	3/01/21	294		Lonza	100	2	49,661.225	65,767.385	16,106.160	32	161,060	42
	3/01/21	8/23/21	175		Logitech	100	14	11,054.320	11,712.721	658.401	6	170,277	13
	8/23/21	1/10/22	140		Partners	100	0	194,330.159	164,751.902	-29,578.257	-15	170,277	0
	1/10/22	5/23/22	133		Richemont	100	10	16,493.834	12,233.573	-4,260.261	-26	127,675	-56
	5/23/22	6/13/22	21		UBS	100	54	2,350.830	2,162.928	-187.902	-8	117,528	-76
6/13/22		8/01/22	49		- cash -
	8/01/22	8/29/22	28		Alcon	100	11	10,328.901	9,156.409	-1,172.492	-11	104,631	-79
8/29/22		1/16/23	140		- cash -
	1/16/23	2/06/23	21		Richemont	100	5	19,310.213	20,133.499	823.286	4	108,747	107
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	5	20,890.495	19,243.368	-1,647.127	-8	100,511	-14
	9/11/23	8/12/24	336		UBS	100	26	3,763.148	4,443.336	680.189	18	118,196	20
accum	1/02/06	8/12/24	6389	days out of 7453 invested (86%)						1,082		118,196	15

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	1,174.25	2,860.04	1,685.78	143.56	143.56
Lonza		2/04/08	2/11/08	7	13,377.17	13,378.80	1.63	0.01
		5/13/13	9/28/15	868	7,674.83	15,871.30	8,196.47	106.80
		1/25/16	2/08/16	14	18,463.61	16,348.96	-2,114.64	-11.45
		10/22/18	4/22/19	182	35,842.47	32,781.08	-3,061.39	-8.54
		3/30/20	5/04/20	35	44,256.77	48,086.92	3,830.15	8.65
		5/11/20	3/01/21	294	49,661.23	65,767.39	16,106.16	32.43	141.01
Logitech		3/07/16	12/04/17	637	1,873.75	3,750.46	1,876.71	100.16
		3/01/21	8/23/21	175	11,054.32	11,712.72	658.40	5.96	112.08
Swiss Re		3/19/12	4/23/12	35	5,326.10	4,963.81	-362.29	-6.80
		4/30/12	5/13/13	378	5,038.78	7,701.36	2,662.58	52.84	42.45
Sonova		8/17/09	9/27/10	406	8,146.15	10,375.83	2,229.67	27.37
		2/06/12	2/20/12	14	8,230.86	8,919.75	688.90	8.37
		3/05/12	3/12/12	7	9,064.61	9,120.24	55.63	0.61	38.88
UBS		5/23/22	6/13/22	21	2,350.83	2,162.93	-187.90	-7.99
		9/11/23	8/12/24	336	3,763.15	4,443.34	680.19	18.07	8.64
Swiss Life		4/22/19	12/16/19	238	52,401.23	54,973.70	2,572.47	4.91	4.91
Sika		12/04/17	10/22/18	322	14,319.53	13,748.11	-571.43	-3.99	-3.99
Alcon		8/01/22	8/29/22	28	10,328.90	9,156.41	-1,172.49	-11.35	-11.35
Partners		10/05/15	1/18/16	105	42,089.57	41,378.73	-710.84	-1.69
		8/23/21	1/10/22	140	194,330.16	164,751.90	-29,578.26	-15.22	-16.65
Richemont		9/27/10	6/27/11	273	3,889.86	5,011.88	1,122.02	28.84
		7/04/11	8/01/11	28	5,304.35	4,704.10	-600.25	-11.32
		1/10/22	5/23/22	133	16,493.83	12,233.57	-4,260.26	-25.83
		1/16/23	2/06/23	21	19,310.21	20,133.50	823.29	4.26
		2/20/23	9/11/23	203	20,890.49	19,243.37	-1,647.13	-7.88	-18.60
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Geberit		12/16/19	3/16/20	91	60,960.50	43,311.64	-17,648.86	-28.95	-28.95

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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