| | |
| | |
Assessment - Dow Jones Utility Average - 1/23/23 - RS = 30
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/23/23 |
⇓ Δwk |
6/27/22 |
prc diff |
⇓ Δ30 |
|
∅-RS |
| |  |
 |
 |
|
L |
 |
DJUA |
971.270 |
Mon |
0.36 |
960.510 |
1.12 |
961.430 |
-0.920 |
-0.10 |
|
-1.22 |
| | |
|
|
|
|
|
AES |
26.768 |
Mon |
-0.75 |
26.910 |
-0.53 |
21.450 |
5.460 |
25.45 |
|
13.88 |
| | |
|
|
|
L |
|
Edison International |
68.650 |
Mon |
-0.13 |
67.030 |
2.42 |
63.270 |
3.760 |
5.94 |
|
3.66 |
| | |
|
|
|
L |
|
NextEra Energy |
75.485 |
Mon |
-0.13 |
82.670 |
-8.69 |
77.890 |
4.780 |
6.14 |
|
3.22 |
| | |
|
|
|
|
|
Sempra |
162.140 |
Mon |
0.19 |
158.740 |
2.14 |
150.670 |
8.070 |
5.36 |
|
2.00 |
| | |
|
|
|
|
|
Atmos Energy |
116.910 |
Mon |
0.83 |
113.520 |
2.99 |
110.750 |
2.770 |
2.50 |
|
1.30 |
| | |
|
|
|
L |
|
FirstEnergy |
41.360 |
Mon |
0.32 |
41.140 |
0.53 |
38.150 |
2.990 |
7.84 |
|
1.00 |
| | |
|
|
|
|
|
Consolidated Edison |
95.575 |
Mon |
0.70 |
93.550 |
2.16 |
93.560 |
-0.010 |
-0.01 |
|
0.92 |
| | |
|
|
|
L |
|
American Water |
157.375 |
Mon |
0.23 |
150.970 |
4.24 |
148.950 |
2.020 |
1.36 |
|
0.54 |
| | |
|
|
|
|
|
AEP |
93.800 |
Mon |
0.78 |
92.660 |
1.23 |
94.980 |
-2.320 |
-2.44 |
|
-2.56 |
| | |
|
|
|
L |
|
Duke Energy |
101.990 |
Mon |
0.40 |
100.990 |
0.99 |
105.200 |
-4.210 |
-4.00 |
|
-2.86 |
| | |
|
|
|
|
|
Xcel Energy |
68.600 |
Mon |
0.25 |
68.010 |
0.87 |
69.330 |
-1.320 |
-1.90 |
|
-3.05 |
| | |
|
|
|
L |
|
Exelon |
42.225 |
Mon |
1.28 |
41.820 |
0.97 |
43.890 |
-2.070 |
-4.72 |
|
-4.34 |
| | |
|
|
|
L |
|
PSEG |
61.310 |
Mon |
1.12 |
60.890 |
0.69 |
62.830 |
-1.940 |
-3.09 |
|
-4.34 |
| | |
|
|
|
|
|
Southern |
67.915 |
Mon |
-0.12 |
66.860 |
1.58 |
70.370 |
-3.510 |
-4.99 |
|
-5.52 |
| | |
|
|
|
|
|
Dominion Resources |
62.770 |
Mon |
0.51 |
62.970 |
-0.32 |
78.620 |
-15.650 |
-19.91 |
|
-15.48 |
| DJUA - 15 out of 15 instruments rated - 1/23/23 / 6/27/22 - 7 did rise, Market-Ratio(30) = 46.67 % |
| 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 |
1/23/23 |
56 |
|
|
|
PG & E |
100 |
1,687 |
|
15.270 |
15.730 |
|
0.460 |
3 |
26,550 |
21 |
|
| accum | 4/17/06 |
1/23/23 | 5419 |
days out of 6238 invested (87%) |
165 |
26,550 |
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 |
| NextEra Energy | | 5/04/09 | 6/22/09 | 49 | 14.40 | 14.30 | | -0.10 | -0.71 | | | -0.71 |
| Southern | | 9/08/08 | 10/06/08 | 28 | 38.00 | 36.12 | | -1.88 | -4.95 | | | -4.95 |
| CenterPoint Energy | | 2/27/17 | 6/11/18 | 469 | 26.79 | 25.22 | | -1.57 | -5.86 | | | -5.86 |
| 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 | 1/23/23 | 56 | 15.27 | 15.73 | | 0.46 | 3.01 | | | -19.01 |
Annotations
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