| |
| |
Assessment - Dow Jones Utility Average - 5/06/24 - RS = 30
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
5/06/24 |
⇓ Δwk |
10/09/23 |
prc diff |
⇓ Δ30 |
|
∅-RS |
| | |
|
|
|
L |
|
DJUA |
943.190 |
Thu |
0.88 |
918.350 |
2.70 |
810.300 |
108.050 |
13.33 |
|
5.14 |
| | |
|
|
|
L |
|
PSEG |
73.600 |
Thu |
1.43 |
71.340 |
3.17 |
58.410 |
12.930 |
22.14 |
|
15.38 |
| | |
|
|
|
L |
|
NextEra Energy |
74.580 |
Thu |
2.37 |
71.250 |
4.67 |
49.320 |
21.930 |
44.46 |
|
12.94 |
| | |
|
|
|
L |
|
AEP |
90.950 |
Thu |
1.39 |
88.810 |
2.41 |
73.660 |
15.150 |
20.57 |
|
9.62 |
| | |
|
|
|
L |
|
Southern |
78.250 |
Thu |
0.80 |
75.470 |
3.68 |
65.910 |
9.560 |
14.50 |
|
8.59 |
| | |
|
|
|
L |
|
Duke Energy |
103.020 |
Thu |
0.63 |
100.420 |
2.59 |
88.230 |
12.190 |
13.82 |
|
8.42 |
| | |
|
|
|
L |
|
Dominion Resources |
52.840 |
Thu |
1.32 |
51.410 |
2.78 |
42.180 |
9.230 |
21.88 |
|
7.31 |
| | |
|
|
|
L |
|
Edison International |
74.760 |
Thu |
1.23 |
73.020 |
2.38 |
62.530 |
10.490 |
16.78 |
|
7.28 |
| | |
|
|
|
L |
|
AES |
19.990 |
Thu |
3.20 |
18.880 |
5.88 |
12.680 |
6.200 |
48.90 |
|
7.03 |
| | |
|
|
|
L |
|
Consolidated Edison |
98.120 |
Thu |
0.56 |
96.130 |
2.07 |
87.550 |
8.580 |
9.80 |
|
5.98 |
| | |
|
|
|
L |
|
FirstEnergy |
39.840 |
Thu |
0.94 |
38.950 |
2.28 |
34.770 |
4.180 |
12.02 |
|
4.63 |
| | |
|
|
|
L |
|
Atmos Energy |
119.690 |
Thu |
-0.75 |
119.450 |
0.20 |
109.690 |
9.760 |
8.90 |
|
4.11 |
| | |
|
|
|
|
|
Sempra |
76.170 |
Thu |
1.25 |
72.710 |
4.76 |
68.500 |
4.210 |
6.15 |
|
1.06 |
| | |
|
|
|
|
|
American Water |
134.380 |
Thu |
1.14 |
130.250 |
3.17 |
120.800 |
9.450 |
7.82 |
|
-0.27 |
| | |
|
|
|
L |
|
Exelon |
38.330 |
Thu |
1.35 |
37.550 |
2.08 |
38.700 |
-1.150 |
-2.97 |
|
-2.46 |
| | |
|
|
|
|
|
Xcel Energy |
55.240 |
Thu |
0.56 |
54.360 |
1.62 |
57.650 |
-3.290 |
-5.71 |
|
-8.33 |
DJUA - 15 out of 15 instruments rated - 5/06/24 / 10/09/23 - 13 did rise, Market-Ratio(30) = 86.67 % |
Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Dow Jones Utility Average * L30 - 30/20 (1)
|
⇐ |
| |
L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | |
1/02/06 |
4/17/06 |
105 |
|
- cash - |
long |
4/17/06 |
9/03/07 |
504 |
|
|
|
FirstEnergy |
100 |
206 |
|
48.450 |
62.190 |
|
13.740 |
28 |
12,830 |
20 |
|
9/03/07 |
9/10/07 |
7 |
|
- cash - |
|
9/10/07 |
10/15/07 |
35 |
|
|
|
Exelon |
100 |
174 |
|
73.390 |
78.310 |
|
4.920 |
7 |
13,687 |
97 |
|
10/15/07 |
10/22/07 |
7 |
|
- cash - |
|
10/22/07 |
6/02/08 |
224 |
|
|
|
Exelon |
100 |
180 |
|
75.780 |
87.280 |
|
11.500 |
15 |
15,757 |
26 |
|
6/02/08 |
8/18/08 |
77 |
|
- cash - |
|
8/18/08 |
8/25/08 |
7 |
|
|
|
FirstEnergy |
100 |
220 |
|
71.590 |
73.390 |
|
1.800 |
3 |
16,153 |
265 |
|
8/25/08 |
9/08/08 |
14 |
|
- cash - |
|
9/08/08 |
10/06/08 |
28 |
|
|
|
Southern |
100 |
425 |
|
38.000 |
36.120 |
|
-1.880 |
-5 |
15,354 |
-48 |
|
10/06/08 |
5/04/09 |
210 |
|
- cash - |
|
5/04/09 |
6/22/09 |
49 |
|
|
|
NextEra Energy |
100 |
1,066 |
|
14.400 |
14.298 |
|
-0.103 |
-1 |
15,244 |
-5 |
|
6/22/09 |
6/29/09 |
7 |
|
- cash - |
|
6/29/09 |
7/05/10 |
371 |
|
|
|
PG & E |
100 |
397 |
|
38.320 |
41.390 |
|
3.070 |
8 |
16,463 |
8 |
|
7/05/10 |
7/19/10 |
14 |
|
- cash - |
|
7/19/10 |
6/08/15 |
1785 |
|
|
|
NiSource |
100 |
2,630 |
|
6.259 |
17.676 |
|
11.417 |
182 |
46,488 |
24 |
|
6/08/15 |
10/05/15 |
119 |
|
- cash - |
|
10/05/15 |
1/30/17 |
483 |
|
|
|
NiSource |
100 |
2,440 |
|
19.050 |
21.840 |
|
2.790 |
15 |
53,296 |
11 |
|
1/30/17 |
2/27/17 |
28 |
|
- cash - |
|
2/27/17 |
6/11/18 |
469 |
|
|
|
CenterPoint Energy |
100 |
1,989 |
|
26.790 |
25.220 |
|
-1.570 |
-6 |
50,173 |
-5 |
|
6/11/18 |
6/18/18 |
7 |
|
- cash - |
|
6/18/18 |
3/16/20 |
637 |
|
|
|
AES |
100 |
3,838 |
|
13.070 |
10.990 |
|
-2.080 |
-16 |
42,190 |
-9 |
|
3/16/20 |
6/08/20 |
84 |
|
- cash - |
|
6/08/20 |
7/06/20 |
28 |
|
|
|
PG & E |
100 |
3,356 |
|
12.570 |
9.150 |
|
-3.420 |
-27 |
30,713 |
-98 |
|
7/06/20 |
10/05/20 |
91 |
|
- cash - |
|
10/05/20 |
10/10/22 |
735 |
|
|
|
American Water |
100 |
202 |
|
151.890 |
127.440 |
|
-24.450 |
-16 |
25,774 |
-8 |
|
10/10/22 |
11/28/22 |
49 |
|
- cash - |
|
11/28/22 |
2/27/23 |
91 |
|
|
|
PG & E |
100 |
1,687 |
|
15.270 |
15.750 |
|
0.480 |
3 |
26,584 |
13 |
|
2/27/23 |
4/24/23 |
56 |
|
- cash - |
|
4/24/23 |
7/10/23 |
77 |
|
|
|
Edison International |
100 |
360 |
|
73.670 |
68.310 |
|
-5.360 |
-7 |
24,654 |
-30 |
|
7/10/23 |
7/17/23 |
7 |
|
- cash - |
|
7/17/23 |
8/07/23 |
21 |
|
|
|
Atmos Energy |
100 |
205 |
|
119.690 |
117.990 |
|
-1.700 |
-1 |
24,306 |
-22 |
|
8/07/23 |
12/18/23 |
133 |
|
- cash - |
|
12/18/23 |
1/22/24 |
35 |
|
|
|
Southern |
100 |
340 |
|
71.360 |
68.820 |
|
-2.540 |
-4 |
23,442 |
-31 |
|
1/22/24 |
3/04/24 |
42 |
|
- cash - |
|
3/04/24 |
5/09/24 |
66 |
|
|
|
PSEG |
100 |
369 |
|
63.360 |
73.600 |
|
10.240 |
16 |
27,220 |
129 |
|
accum | 4/17/06 |
5/09/24 | 5646 |
days out of 6703 invested (84%) |
172 |
27,220 |
7 |
|
Instrument Related Contribution
instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
NiSource | long | 7/19/10 | 6/08/15 | 1785 | 6.26 | 17.68 | | 11.42 | 182.39 | | | |
| | 10/05/15 | 1/30/17 | 483 | 19.05 | 21.84 | | 2.79 | 14.65 | | | 223.75 |
FirstEnergy | | 4/17/06 | 9/03/07 | 504 | 48.45 | 62.19 | | 13.74 | 28.36 | | | |
| | 8/18/08 | 8/25/08 | 7 | 71.59 | 73.39 | | 1.80 | 2.51 | | | 31.59 |
Exelon | | 9/10/07 | 10/15/07 | 35 | 73.39 | 78.31 | | 4.92 | 6.70 | | | |
| | 10/22/07 | 6/02/08 | 224 | 75.78 | 87.28 | | 11.50 | 15.18 | | | 22.90 |
PSEG | | 3/04/24 | 5/09/24 | 66 | 63.36 | 73.60 | | 10.24 | 16.16 | | | 16.16 |
NextEra Energy | | 5/04/09 | 6/22/09 | 49 | 14.40 | 14.30 | | -0.10 | -0.71 | | | -0.71 |
Atmos Energy | | 7/17/23 | 8/07/23 | 21 | 119.69 | 117.99 | | -1.70 | -1.42 | | | -1.42 |
CenterPoint Energy | | 2/27/17 | 6/11/18 | 469 | 26.79 | 25.22 | | -1.57 | -5.86 | | | -5.86 |
Edison International | | 4/24/23 | 7/10/23 | 77 | 73.67 | 68.31 | | -5.36 | -7.28 | | | -7.28 |
Southern | | 9/08/08 | 10/06/08 | 28 | 38.00 | 36.12 | | -1.88 | -4.95 | | | |
| | 12/18/23 | 1/22/24 | 35 | 71.36 | 68.82 | | -2.54 | -3.56 | | | -8.33 |
AES | | 6/18/18 | 3/16/20 | 637 | 13.07 | 10.99 | | -2.08 | -15.91 | | | -15.91 |
American Water | | 10/05/20 | 10/10/22 | 735 | 151.89 | 127.44 | | -24.45 | -16.10 | | | -16.10 |
PG & E | | 6/29/09 | 7/05/10 | 371 | 38.32 | 41.39 | | 3.07 | 8.01 | | | |
| | 6/08/20 | 7/06/20 | 28 | 12.57 | 9.15 | | -3.42 | -27.21 | | | |
| | 11/28/22 | 2/27/23 | 91 | 15.27 | 15.75 | | 0.48 | 3.14 | | | -18.90 |
Annotations
8/22/23 | Sempra | | | stock split 1:2 (two for one) |
|