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

Assessment - Dow Jones Utility Average - 10/05/20 - RS = 39

historical assessment - show freshest

								⇓instrument	freshest		⇓ Δday	10/05/20	Δwk	1/06/20	prc diff	⇓ Δ39		⇓∅-RS
						L		DJUA	921.100	20:20	-0.67	844.570		870.030	-25.460	-2.93		2.65
								AES	28.320	20:00	-0.25	18.580		20.030	-1.450	-7.24		16.26
						L		Exelon	45.080	20:00	-1.31	36.790		45.635	-8.845	-19.38		-8.59
						L		FirstEnergy	36.350	20:04	-1.20	29.910		47.550	-17.640	-37.10		-25.68
						L		CenterPoint Energy	24.170	20:00	-0.49	20.190		26.750	-6.560	-24.52		-2.18
						L		NiSource	25.900	20:04	-0.50	21.990		27.390	-5.400	-19.72		-12.96
						L		Southern	65.100	20:03	-0.96	57.170		62.810	-5.640	-8.98		-1.09
						L		Edison International	59.480	20:00	-2.73	52.610		75.130	-22.520	-29.97		-13.90
						L		PSEG	62.920	20:04	-0.99	56.320		58.130	-1.810	-3.11		4.99
								PG & E	10.990	20:00	-1.43	9.940		10.380	-0.440	-4.24		2.56
						L		Duke Energy	100.080	20:02	-1.00	91.740		90.840	0.900	0.99		5.77
								NextEra Energy	78.320	20:00	0.45	71.978		60.380	11.598	19.21		16.34
								American Water	161.430	20:00	0.27	151.890		120.750	31.140	25.79		18.68
						L		AEP	87.950	20:00	-1.57	87.050		93.670	-6.620	-7.07		0.19
						L		Dominion Resources	79.420	20:02	-0.97	80.090		82.390	-2.300	-2.79		0.18
						L		Consolidated Edison	78.110	20:05	-0.32	79.930		88.340	-8.410	-9.52		-1.20
DJUA - 15 out of 15 instruments rated - 10/05/20 / 1/06/20 - 3 did rise, Market-Ratio(39) = 20.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJUA RS = 39 - B/S = 36/20

1/02/17	scale up chart	4/19/21

Transactions Dow Jones Utility Average * A39 - 36/20 (2)

																⇐
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		4/10/06	98				- cash -
short	4/10/06	4/17/06	7				NextEra Energy	50	499		10.005	9.643	10.381	0.376	4	10,188	585
							NiSource	50	630		7.941	7.906	7.977	0.036	0	10,210	26
100									2							196
long	4/17/06	1/21/08	644				FirstEnergy	50	105		48.450	68.660		20.210	42	12,332	22
							Exelon	50	99		51.670	73.130		21.460	42	14,457	22
100									42							22
short	1/21/08	3/17/08	56				AES	50	408		17.690	16.070	19.473	1.783	10	15,184	87
							NiSource	50	1,052		6.880	6.766	6.996	0.116	2	15,306	12
100									6							45
long	3/17/08	7/28/08	133				FirstEnergy	50	112		68.190	72.350		4.160	6	15,772	18
							Exelon	50	96		79.390	79.450		0.060	0	15,778	0
100									3							9
short	7/28/08	7/06/09	343				AES	50	480		16.420	11.120	24.246	7.826	48	19,534	51
							Edison International	50	165		47.850	31.400	72.918	25.068	52	23,671	57
100									50							54
long	7/06/09	8/31/15	2247				NextEra Energy	50	849		13.928	24.603		10.675	77	32,734	10
							PG & E	50	307		38.470	49.580		11.110	29	36,144	4
100									53							7
short	8/31/15	12/07/15	98				CenterPoint Energy	50	970		18.620	16.410	21.128	2.508	13	38,577	60
							FirstEnergy	50	565		31.960	32.480	31.440	-0.520	-2	38,283	-6
100									6							24
long	12/07/15	3/16/20	1561				NiSource	50	1,000		19.140	20.940		1.800	9	40,083	2
							American Water	50	327		58.400	118.810		60.410	103	59,837	18
100									56							11
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	3/16/20	12/07/20	266				AES	50	2,722		10.990	20.870	1.110	-9.880	-90	32,944	-96
							CenterPoint Energy	50	2,397		12.480	23.140	1.820	-10.660	-85	7,392	-93
100									-88							-94
long	12/07/20	4/22/21	136				AES	50	177		20.870	28.320		7.450	36	8,710	127
							PG & E	50	295		12.530	10.990		-1.540	-12	8,256	-30
100									12							35
accum	4/10/06	4/22/21	5491	days out of 5589 invested (98%)										-17		8,256	-1

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
American Water	long	12/07/15	3/16/20	1561	58.40	118.81		60.41	103.44	50	51.72	51.72
NextEra Energy	short	4/10/06	4/17/06	7	10.01	9.64	10.38	0.38	3.76		1.88
	long	7/06/09	8/31/15	2247	13.93	24.60		10.68	76.65		38.32	40.92
Edison International	short	7/28/08	7/06/09	343	47.85	31.40	72.92	25.07	52.39		26.19	26.19
FirstEnergy	long	4/17/06	1/21/08	644	48.45	68.66		20.21	41.71		20.86
	long	3/17/08	7/28/08	133	68.19	72.35		4.16	6.10		3.05
	short	8/31/15	12/07/15	98	31.96	32.48	31.44	-0.52	-1.63		-0.81	23.53
Exelon	long	4/17/06	1/21/08	644	51.67	73.13		21.46	41.53		20.77
	long	3/17/08	7/28/08	133	79.39	79.45		0.06	0.08		0.04	20.81
PG & E	long	7/06/09	8/31/15	2247	38.47	49.58		11.11	28.88		14.44
	long	12/07/20	4/22/21	136	12.53	10.99		-1.54	-12.29		-6.15	7.41
NiSource	short	4/10/06	4/17/06	7	7.94	7.91	7.98	0.04	0.45		0.22
	short	1/21/08	3/17/08	56	6.88	6.77	7.00	0.12	1.68		0.84
	long	12/07/15	3/16/20	1561	19.14	20.94		1.80	9.40		4.70	5.82
AES	short	1/21/08	3/17/08	56	17.69	16.07	19.47	1.78	10.08		5.04
	short	7/28/08	7/06/09	343	16.42	11.12	24.25	7.83	47.66		23.83
	short	3/16/20	12/07/20	266	10.99	20.87	1.11	-9.88	-89.90		-44.95
	long	12/07/20	4/22/21	136	20.87	28.32		7.45	35.70		17.85	-15.61
CenterPoint Energy	short	8/31/15	12/07/15	98	18.62	16.41	21.13	2.51	13.47		6.73
	short	3/16/20	12/07/20	266	12.48	23.14	1.82	-10.66	-85.42		-42.71	-38.85

Annotations

7/01/15

NiSource

company split (CPGX) by a ratio of 1.000:2.545