Share-o-matic - Assessment DJUA (Dow Jones Utility Average)

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	942.350	Fri	-0.09	918.350	2.61	810.300	108.050	13.33	5.14
	L	PSEG	74.010	Fri	0.56	71.340	3.74	58.410	12.930	22.14	15.38
	L	NextEra Energy	73.790	Fri	-1.06	71.250	3.56	49.320	21.930	44.46	12.94
	L	AEP	91.610	Fri	0.73	88.810	3.15	73.660	15.150	20.57	9.62
	L	Southern	78.140	Fri	-0.14	75.470	3.54	65.910	9.560	14.50	8.59
	L	Duke Energy	102.670	Fri	-0.34	100.420	2.24	88.230	12.190	13.82	8.42
	L	Dominion Resources	53.070	Fri	0.44	51.410	3.23	42.180	9.230	21.88	7.31
	L	Edison International	74.890	Fri	0.17	73.020	2.56	62.530	10.490	16.78	7.28
	L	AES	19.940	Fri	-0.25	18.880	5.61	12.680	6.200	48.90	7.03
	L	Consolidated Edison	97.700	Fri	-0.43	96.130	1.63	87.550	8.580	9.80	5.98
	L	FirstEnergy	39.940	Fri	0.25	38.950	2.54	34.770	4.180	12.02	4.63
	L	Atmos Energy	117.180	Fri	-2.10	119.450	-1.90	109.690	9.760	8.90	4.11
		Sempra	77.180	Fri	1.33	72.710	6.15	68.500	4.210	6.15	1.06
		American Water	135.500	Fri	0.83	130.250	4.03	120.800	9.450	7.82	-0.27
	L	Exelon	37.670	Fri	-0.74	37.550	0.32	38.700	-1.150	-2.97	-2.46
		Xcel Energy	55.460	Fri	0.40	54.360	2.02	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

	DJUA RS = 30 - B/S = 30/20

1/06/20	scale up chart	5/06/24

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	5/10/24	67		PSEG	100	369	63.360	74.010	10.650	17	27,372	133
accum	4/17/06	5/10/24	5648	days out of 6705 invested (84%)						174		27,372	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	5/10/24	67	63.36	74.01	10.65	16.81	16.81
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)


	is taking down something concerning