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

Assessment - Dow Jones Utility Average - 4/15/24 - RS = 30

		⇓instrument	freshest		⇓ Δday	4/15/24	⇓ Δwk	9/18/23	prc diff	⇓ Δ30	∅-RS
	L	DJUA	875.610	Fri	1.78	848.760	3.16	890.710	-41.950	-4.71	-3.35
	L	PSEG	65.740	Fri	0.98	65.200	0.83	61.330	3.870	6.31	5.73
		Duke Energy	98.240	Fri	2.41	94.130	4.37	94.960	-0.830	-0.87	1.53
	L	FirstEnergy	38.170	Fri	1.44	37.400	2.06	36.770	0.630	1.71	0.17
	S	Edison International	69.930	Fri	2.64	67.880	3.02	71.220	-3.340	-4.69	-0.53
	L	AEP	84.200	Fri	1.99	80.910	4.07	80.230	0.680	0.85	-0.68
	L	Dominion Resources	49.840	Fri	2.61	47.920	4.01	48.630	-0.710	-1.46	-0.73
	S	Atmos Energy	117.200	Fri	2.30	113.060	3.66	114.500	-1.440	-1.26	-1.38
	L	NextEra Energy	64.300	Fri	0.45	62.750	2.47	68.240	-5.490	-8.05	-1.46
	S	Southern	72.150	Fri	2.24	68.390	5.50	70.950	-2.560	-3.61	-1.72
		Consolidated Edison	91.770	Fri	0.96	89.320	2.74	91.570	-2.250	-2.46	-1.92
	S	Sempra	70.080	Fri	2.40	68.110	2.89	73.510	-5.400	-7.35	-5.88
	L	Exelon	37.550	Fri	2.37	36.270	3.53	41.490	-5.220	-12.58	-6.55
	L	AES	16.400	Fri	0.80	16.160	1.49	17.080	-0.920	-5.39	-10.01
	S	Xcel Energy	54.720	Fri	1.79	53.170	2.92	57.990	-4.820	-8.31	-11.65
		American Water	118.520	Fri	1.00	115.980	2.19	138.420	-22.440	-16.21	-12.33
DJUA - 15 out of 15 instruments rated - 4/15/24 / 9/18/23 - 3 did rise, Market-Ratio(30) = 20.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/06/20	scale up chart	4/15/24

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	4/19/24	46		PSEG	100	369	63.360	65.740	2.380	4	24,320	34
accum	4/17/06	4/19/24	5626	days out of 6683 invested (84%)						143		24,320	6

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	4/19/24	46	63.36	65.74	2.38	3.76	3.76
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