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

Assessment - Dow Jones Utility Average in Euro - 2/08/21 - RS = 39

historical assessment - show freshest

								⇓instrument	freshest		⇓ Δday	2/08/21	⇓ Δwk	5/11/20	prc diff	⇓ Δ39		∅-RS
								DJUA	757.483	Fri	0.46	718.117		704.693	13.424	1.90		0.50
								AES	21.475	Fri	1.97	22.969		11.470	11.499	100.25		56.97
								NextEra Energy	60.982	Fri	-0.03	69.205		52.582	16.624	31.61		18.11
								American Water	133.067	Fri	0.39	134.610		110.528	24.082	21.79		11.46
						L		Exelon	38.926	Fri	0.43	36.295		34.484	1.811	5.25		6.90
						S		PG & E	8.713	Fri	0.10	9.866		10.453	-0.586	-5.61		5.96
								PSEG	51.282	Fri	0.28	48.801		44.585	4.215	9.45		5.64
						L		CenterPoint Energy	21.699	Fri	0.77	17.451		16.817	0.634	3.77		2.83
						L		Duke Energy	84.581	Fri	0.22	77.669		75.536	2.134	2.82		2.94
								Southern	52.983	Fri	-0.05	50.394		51.624	-1.231	-2.38		1.88
								Edison International	48.103	Fri	0.83	47.904		52.559	-4.654	-8.86		-4.41
								AEP	70.334	Fri	0.04	67.197		73.232	-6.035	-8.24		-8.00
								Dominion Resources	64.160	Fri	-0.17	61.264		73.297	-12.033	-16.42		-9.86
						L		NiSource	21.583	Fri	1.01	18.521		21.728	-3.207	-14.76		-10.20
						L		FirstEnergy	32.163	Fri	0.34	26.661		37.389	-10.727	-28.69		-9.83
						L		Consolidated Edison	64.085	Fri	0.25	59.148		67.192	-8.044	-11.97		-10.65
DJUA - 15 out of 15 instruments rated - 2/08/21 / 5/11/20 - 7 did rise, Market-Ratio(39) in EUR = 46.67 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/02/17	scale up chart	6/07/21

Transactions Dow Jones Utility Average in Euro * 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	604		8.273	7.961	8.598	0.325	4	10,196	643
							NiSource	50	761		6.567	6.527	6.607	0.040	1	10,226	37
100									2							221
long	4/17/06	1/21/08	644				FirstEnergy	50	127		40.002	46.963		6.961	17	11,110	10
							Exelon	50	120		42.660	50.021		7.360	17	11,994	9
100									17							9
short	1/21/08	3/17/08	56				AES	50	495		12.100	10.253	14.279	2.179	18	13,072	194
							NiSource	50	1,275		4.706	4.317	5.130	0.424	9	13,613	75
100									14							128
long	3/17/08	7/28/08	133				FirstEnergy	50	156		43.508	46.056		2.548	6	14,010	17
							Exelon	50	134		50.654	50.576		-0.078	0	14,000	0
100									3							8
short	7/28/08	7/06/09	343				AES	50	669		10.453	7.955	13.735	3.282	31	16,196	34
							Edison International	50	230		30.460	22.462	41.306	10.846	36	18,690	38
100									34							36
long	7/06/09	8/31/15	2247				NextEra Energy	50	937		9.963	21.941		11.978	120	29,914	14
							PG & E	50	339		27.520	44.217		16.697	61	35,574	8
100									90							11
short	8/31/15	12/07/15	98				CenterPoint Energy	50	1,071		16.606	15.137	18.217	1.611	10	37,299	41
							FirstEnergy	50	624		28.503	29.960	27.045	-1.458	-5	36,390	-18
100									2							9
long	12/07/15	3/16/20	1561				NiSource	50	1,030		17.655	18.760		1.105	6	37,528	1
							American Water	50	337		53.870	106.442		52.572	98	55,245	17
100									52							10
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	2,805		9.846	17.212	2.480	-7.366	-75	34,584	-85
							CenterPoint Energy	50	2,470		11.181	19.084	3.278	-7.903	-71	15,064	-81
100									-73							-83
long	12/07/20	6/11/21	186				AES	50	437		17.212	21.209		3.997	23	16,811	51
							PG & E	50	729		10.334	8.605		-1.729	-17	15,551	-30
100									3							6
accum	4/10/06	6/11/21	5544	days out of 5642 invested (98%)										56		15,551	3

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
NextEra Energy	short	4/10/06	4/17/06	7	8.27	7.96	8.60	0.32	3.92	50	1.96
	long	7/06/09	8/31/15	2247	9.96	21.94		11.98	120.22		60.11	63.25
American Water	long	12/07/15	3/16/20	1561	53.87	106.44		52.57	97.59		48.80	48.80
PG & E	long	7/06/09	8/31/15	2247	27.52	44.22		16.70	60.67		30.34
	long	12/07/20	6/11/21	186	10.33	8.60		-1.73	-16.73		-8.36	19.43
Edison International	short	7/28/08	7/06/09	343	30.46	22.46	41.31	10.85	35.61		17.80	17.80
FirstEnergy	long	4/17/06	1/21/08	644	40.00	46.96		6.96	17.40		8.70
	long	3/17/08	7/28/08	133	43.51	46.06		2.55	5.86		2.93
	short	8/31/15	12/07/15	98	28.50	29.96	27.04	-1.46	-5.11		-2.56	9.02
Exelon	long	4/17/06	1/21/08	644	42.66	50.02		7.36	17.25		8.63
	long	3/17/08	7/28/08	133	50.65	50.58		-0.08	-0.15		-0.08	8.54
NiSource	short	4/10/06	4/17/06	7	6.57	6.53	6.61	0.04	0.61		0.30
	short	1/21/08	3/17/08	56	4.71	4.32	5.13	0.42	9.01		4.50
	long	12/07/15	3/16/20	1561	17.66	18.76		1.10	6.26		3.13	8.10
AES	short	1/21/08	3/17/08	56	12.10	10.25	14.28	2.18	18.01		9.00
	short	7/28/08	7/06/09	343	10.45	7.95	13.73	3.28	31.40		15.70
	short	3/16/20	12/07/20	266	9.85	17.21	2.48	-7.37	-74.81		-37.40
	long	12/07/20	6/11/21	186	17.21	21.21		4.00	23.22		11.61	-11.89
CenterPoint Energy	short	8/31/15	12/07/15	98	16.61	15.14	18.22	1.61	9.70		4.85
	short	3/16/20	12/07/20	266	11.18	19.08	3.28	-7.90	-70.68		-35.34	-32.20

Annotations

7/01/15

NiSource

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