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

Assessment - Dow Jones Utility Average in Pound sterling - 6/05/23 - RS = 21

		⇓instrument	freshest		⇓ Δday	6/05/23	⇓ Δwk	1/09/23	prc diff	⇓ Δ21	∅-RS
	S	DJUA	736.988	14:23	-0.17	726.907	1.39	810.200	-83.293	-10.28	-8.55
		Atmos Energy	94.113	14:23	-0.06	92.128	2.16	93.273	-1.145	-1.23	-1.89
		Edison International	54.907	14:23	-0.58	53.701	2.25	55.567	-1.866	-3.36	-1.99
	L	PSEG	49.730	14:23	-0.47	49.328	0.81	52.042	-2.715	-5.22	-3.49
		Southern	56.651	14:25	0.48	56.024	1.12	58.608	-2.584	-4.41	-4.06
		American Water	117.692	14:21	-0.46	117.298	0.34	129.872	-12.574	-9.68	-4.21
		Consolidated Edison	75.141	14:23	-0.07	74.723	0.56	80.100	-5.377	-6.71	-4.74
	S	FirstEnergy	30.822	14:23	-0.42	30.661	0.52	34.755	-4.094	-11.78	-6.76
	S	Exelon	32.285	14:28	-0.45	32.140	0.45	36.189	-4.049	-11.19	-8.11
	S	Sempra	119.476	14:23	0.28	116.574	2.49	128.798	-12.224	-9.49	-9.78
	S	Xcel Energy	51.691	14:30	-0.02	51.410	0.55	59.001	-7.592	-12.87	-10.30
	S	NextEra Energy	59.786	14:25	0.27	59.159	1.06	68.911	-9.752	-14.15	-10.71
	S	Duke Energy	73.485	14:24	-0.17	72.480	1.39	86.223	-13.743	-15.94	-13.01
	S	AEP	68.143	14:27	0.22	67.528	0.91	80.289	-12.761	-15.89	-13.01
	S	AES	16.355	14:23	-1.62	16.142	1.32	22.337	-6.194	-27.73	-20.00
	S	Dominion Resources	42.185	14:24	-1.08	40.597	3.91	50.485	-9.888	-19.59	-24.52
DJUA - 15 out of 15 instruments rated - 6/05/23 / 1/09/23 - 0 did rise, Market-Ratio(21) in GBP = 0.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJUA RS = 21 - B/S = 32/50

1/07/19	scale up chart	6/05/23

Transactions Dow Jones Utility Average in Pound sterling * S21 - 32/50 (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		1/23/06	21		- cash -
short	1/23/06	3/06/06	42		Duke Energy	50	172	29.044	28.621	29.473	0.429	1	10,074	14
					NiSource	50	1,078	4.639	4.505	4.776	0.138	3	10,222	29
100							2						21
3/06/06		7/02/07	483		- cash -
	7/02/07	10/29/07	119		Consolidated Edison	50	225	22.706	22.664	22.748	0.042	0	10,232	1
					NiSource	50	1,237	4.131	3.791	4.502	0.371	9	10,690	30
100							5						15
10/29/07		2/04/08	98		- cash -
	2/04/08	6/09/08	126		NiSource	50	1,357	3.939	3.475	4.464	0.525	13	11,403	44
					PG & E	50	250	21.319	19.921	22.816	1.496	7	11,777	22
100							10						32
6/09/08		6/23/08	14		- cash -
	6/23/08	8/04/08	42		AES	50	594	9.898	7.574	12.936	3.037	31	13,581	924
					Consolidated Edison	50	292	20.151	19.903	20.403	0.252	1	13,655	11
100							16						262
8/04/08		9/01/08	28		- cash -
	9/01/08	7/13/09	315		AES	50	841	8.112	7.068	9.310	1.198	15	14,662	17
					Edison International	50	273	24.941	18.886	32.937	7.996	32	16,845	38
100							23						28
7/13/09		5/03/10	294		- cash -
	5/03/10	7/05/10	63		AES	50	1,067	7.892	5.850	10.647	2.755	35	19,785	467
					FirstEnergy	50	340	24.768	22.992	26.682	1.913	8	20,435	54
100							21						206
7/05/10		11/05/12	854		- cash -
	11/05/12	2/11/13	98		AES	50	1,578	6.472	7.087	5.858	-0.614	-9	19,466	-31
					Exelon	50	511	19.979	19.880	20.077	0.099	0	19,516	2
100							-4						-16
2/11/13		8/19/13	189		- cash -
	8/19/13	10/21/13	63		FirstEnergy	50	419	23.248	23.534	22.961	-0.287	-1	19,396	-7
					Exelon	50	512	19.076	17.700	20.558	1.482	8	20,155	54
100							3						21
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
10/21/13		12/09/13	49		- cash -
	12/09/13	1/13/14	35		FirstEnergy	50	509	19.771	19.501	20.044	0.273	1	20,294	15
					Exelon	50	582	17.330	16.463	18.243	0.913	5	20,825	71
100							3						41
1/13/14		9/29/14	259		- cash -
	9/29/14	10/06/14	7		FirstEnergy	50	497	20.916	20.984	20.849	-0.067	0	20,792	-15
					Southern	50	388	26.864	27.408	26.321	-0.544	-2	20,581	-66
100							-1						-46
10/06/14		4/27/15	203		- cash -
	4/27/15	8/03/15	98		CenterPoint Energy	50	753	13.662	12.331	15.137	1.475	11	21,691	46
					Exelon	50	469	21.907	20.819	23.053	1.146	5	22,229	21
100							8						33
8/03/15		8/24/15	21		- cash -
	8/24/15	10/05/15	42		AES	50	1,520	7.308	6.782	7.876	0.567	8	23,091	92
					CenterPoint Energy	50	948	11.720	12.249	11.190	-0.530	-5	22,589	-33
100							2						15
10/05/15		1/11/16	98		- cash -
	1/11/16	1/25/16	14		AES	50	1,818	6.209	6.135	6.284	0.075	1	22,725	37
					Exelon	50	585	19.295	19.066	19.526	0.231	1	22,860	36
100							1						37
1/25/16		10/10/16	259		- cash -
	10/10/16	10/17/16	7		FirstEnergy	50	445	25.663	26.443	24.883	-0.780	-3	22,513	-80
					PSEG	50	346	33.047	34.106	31.989	-1.059	-3	22,147	-82
100							-3						-81
10/17/16		11/14/16	28		- cash -
	11/14/16	2/27/17	105		PSEG	50	321	34.395	36.654	32.136	-2.259	-7	21,422	-21
					AEP	50	209	52.999	53.603	52.395	-0.604	-1	21,295	-4
100							-4						-13
2/27/17		1/15/18	322		- cash -
	1/15/18	6/25/18	161		Edison International	50	239	44.501	46.901	42.102	-2.399	-5	20,722	-12
					PG & E	50	335	31.749	31.832	31.667	-0.082	0	20,694	-1
100							-3						-6
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
6/25/18		3/16/20	630		- cash -
	3/16/20	8/10/20	147		AES	50	1,151	8.984	13.440	4.528	-4.456	-50	15,566	-82
					CenterPoint Energy	50	1,014	10.202	16.030	4.374	-5.828	-57	9,656	-88
100							-53						-85
8/10/20		9/21/20	42		- cash -
	9/21/20	9/28/20	7		Edison International	50	124	38.851	40.354	37.349	-1.502	-4	9,470	-87
					FirstEnergy	50	216	22.381	22.125	22.639	0.259	1	9,525	82
100							-1						-51
9/28/20		9/27/21	364		- cash -
	9/27/21	10/25/21	28		PG & E	50	655	7.270	8.471	6.069	-1.201	-17	8,739	-91
					AEP	50	80	59.323	61.509	57.137	-2.186	-4	8,564	-39
100							-10						-75
10/25/21		6/20/22	238		- cash -
	6/20/22	7/04/22	14		AES	50	272	15.702	17.739	13.664	-2.038	-13	8,010	-97
					American Water	50	39	107.538	126.711	88.365	-19.173	-18	7,262	-99
100							-15						-99
7/04/22		10/03/22	91		- cash -
	10/03/22	11/14/22	42		American Water	50	30	119.189	123.059	115.320	-3.869	-3	7,146	-25
					Exelon	50	107	34.138	32.357	36.017	1.879	6	7,347	59
100							1						11
11/14/22		12/26/22	42		- cash -
	12/26/22	2/20/23	56		Dominion Resources	50	72	50.350	48.747	52.006	1.656	3	7,466	23
					PSEG	50	73	50.590	51.678	49.502	-1.088	-2	7,387	-13
100							1						4
2/20/23		5/22/23	91		- cash -
	5/22/23	6/08/23	17		AES	50	216	17.028	16.355	17.729	0.701	4	7,538	138
					Dominion Resources	50	88	41.975	42.185	41.766	-0.210	0	7,520	-10
100							2						47
accum	1/23/06	6/08/23	1648	days out of 6366 invested (26%)							-25		7,520	-6

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Exelon	short	11/05/12	2/11/13	98	19.98	19.88	20.08	0.10	0.49	50	0.25
		8/19/13	10/21/13	63	19.08	17.70	20.56	1.48	7.77		3.89
		12/09/13	1/13/14	35	17.33	16.46	18.24	0.91	5.27		2.63
		4/27/15	8/03/15	98	21.91	20.82	23.05	1.15	5.23		2.62
		1/11/16	1/25/16	14	19.29	19.07	19.53	0.23	1.20		0.60
		10/03/22	11/14/22	42	34.14	32.36	36.02	1.88	5.50		2.75	13.38
NiSource		1/23/06	3/06/06	42	4.64	4.51	4.78	0.14	2.97		1.48
		7/02/07	10/29/07	119	4.13	3.79	4.50	0.37	8.97		4.49
		2/04/08	6/09/08	126	3.94	3.48	4.46	0.53	13.34		6.67	13.11
Edison International		9/01/08	7/13/09	315	24.94	18.89	32.94	8.00	32.06		16.03
		1/15/18	6/25/18	161	44.50	46.90	42.10	-2.40	-5.39		-2.70
		9/21/20	9/28/20	7	38.85	40.35	37.35	-1.50	-3.87		-1.93	10.72
AES		6/23/08	8/04/08	42	9.90	7.57	12.94	3.04	30.69		15.34
		9/01/08	7/13/09	315	8.11	7.07	9.31	1.20	14.77		7.38
		5/03/10	7/05/10	63	7.89	5.85	10.65	2.75	34.90		17.45
		11/05/12	2/11/13	98	6.47	7.09	5.86	-0.61	-9.49		-4.75
		8/24/15	10/05/15	42	7.31	6.78	7.88	0.57	7.76		3.88
		1/11/16	1/25/16	14	6.21	6.14	6.28	0.07	1.20		0.60
		3/16/20	8/10/20	147	8.98	13.44	4.53	-4.46	-49.60		-24.80
		6/20/22	7/04/22	14	15.70	17.74	13.66	-2.04	-12.98		-6.49
		5/22/23	6/08/23	17	17.03	16.36	17.73	0.70	4.11		2.06	3.93
FirstEnergy		5/03/10	7/05/10	63	24.77	22.99	26.68	1.91	7.72		3.86
		8/19/13	10/21/13	63	23.25	23.53	22.96	-0.29	-1.23		-0.62
		12/09/13	1/13/14	35	19.77	19.50	20.04	0.27	1.38		0.69
		9/29/14	10/06/14	7	20.92	20.98	20.85	-0.07	-0.32		-0.16
		10/10/16	10/17/16	7	25.66	26.44	24.88	-0.78	-3.04		-1.52
		9/21/20	9/28/20	7	22.38	22.12	22.64	0.26	1.16		0.58	2.78
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
Dominion Resources		12/26/22	2/20/23	56	50.35	48.75	52.01	1.66	3.29		1.64
		5/22/23	6/08/23	17	41.98	42.18	41.77	-0.21	-0.50		-0.25	1.39
Duke Energy		1/23/06	3/06/06	42	29.04	28.62	29.47	0.43	1.48		0.74	0.74
Consolidated Edison		7/02/07	10/29/07	119	22.71	22.66	22.75	0.04	0.19		0.09
		6/23/08	8/04/08	42	20.15	19.90	20.40	0.25	1.25		0.62	0.72
Southern		9/29/14	10/06/14	7	26.86	27.41	26.32	-0.54	-2.02		-1.01	-1.01
AEP		11/14/16	2/27/17	105	53.00	53.60	52.39	-0.60	-1.14		-0.57
		9/27/21	10/25/21	28	59.32	61.51	57.14	-2.19	-3.69		-1.84	-2.40
PG & E		2/04/08	6/09/08	126	21.32	19.92	22.82	1.50	7.02		3.51
		1/15/18	6/25/18	161	31.75	31.83	31.67	-0.08	-0.26		-0.13
		9/27/21	10/25/21	28	7.27	8.47	6.07	-1.20	-16.52		-8.26	-5.16
PSEG		10/10/16	10/17/16	7	33.05	34.11	31.99	-1.06	-3.20		-1.60
		11/14/16	2/27/17	105	34.40	36.65	32.14	-2.26	-6.57		-3.28
		12/26/22	2/20/23	56	50.59	51.68	49.50	-1.09	-2.15		-1.08	-5.86
American Water		6/20/22	7/04/22	14	107.54	126.71	88.36	-19.17	-17.83		-8.91
		10/03/22	11/14/22	42	119.19	123.06	115.32	-3.87	-3.25		-1.62	-10.39
CenterPoint Energy		4/27/15	8/03/15	98	13.66	12.33	15.14	1.47	10.79		5.40
		8/24/15	10/05/15	42	11.72	12.25	11.19	-0.53	-4.52		-2.26
		3/16/20	8/10/20	147	10.20	16.03	4.37	-5.83	-57.13		-28.56	-26.41

Annotations


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