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

Assessment - Dow Jones Utility Average in Dollar - 9/27/21 - RS = 39

historical assessment - show freshest

								instrument	freshest		⇓ Δday	9/27/21	⇓ Δwk	12/28/20	prc diff	⇓ Δ39		⇓∅-RS
								DJUA	1,053.950	14:12	0.32	882.070		849.550	32.520	3.83		-0.06
						L		AES	25.190	14:12	0.04	23.450		23.300	0.150	0.64		-2.55
								AEP	105.030	14:12	0.45	81.360		81.280	0.080	0.10		-4.43
						L		American Water	158.820	14:12	-0.26	170.710		149.650	21.060	14.07		8.37
								CenterPoint Energy	32.840	14:12	0.46	25.420		21.410	4.010	18.73		9.89
								Consolidated Edison	99.983	14:12	0.49	72.530		71.260	1.270	1.78		-3.12
								Dominion Resources	85.620	14:12	1.15	73.810		73.700	0.110	0.15		-3.45
								Duke Energy	111.810	14:15	0.75	97.630		90.250	7.380	8.18		1.28
								Edison International	71.660	14:12	0.36	57.700		62.450	-4.750	-7.61		-1.28
								Exelon	47.055	14:26	0.76	48.890		42.210	6.680	15.83		11.99
								FirstEnergy	41.260	14:13	0.12	36.720		29.620	7.100	23.97		8.58
						L		NextEra Energy	90.865	14:18	-0.15	78.760		75.490	3.270	4.33		2.69
								NiSource	31.440	14:13	0.26	23.880		22.300	1.580	7.09		-0.36
								PG & E	12.385	14:13	-0.04	9.970		12.320	-2.350	-19.07		-6.46
								PSEG	69.010	14:13	0.26	61.210		57.320	3.890	6.79		2.28
								Southern	78.765	14:20	0.50	62.440		59.990	2.450	4.08		0.96
DJUA - 15 out of 15 instruments rated - 9/27/21 / 12/28/20 - 13 did rise, Market-Ratio(39) in USD = 86.67 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/01/18	scale up chart	8/15/22

Transactions Dow Jones Utility Average in Dollar * 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	8/16/22	617				AES	50	177		20.870	25.190		4.320	21	8,156	12
							PG & E	50	295		12.530	12.385		-0.145	-1	8,114	-1
100									10							6
accum	4/10/06	8/16/22	5972	days out of 6070 invested (98%)										-19		8,114	-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	8/16/22	617	12.53	12.39		-0.15	-1.16		-0.58	13.78
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	8/16/22	617	20.87	25.19		4.32	20.70		10.35	-20.98
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