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

Assessment - Dow Jones Utility Average - 2/24/20 - RS = 32

		⇓instrument	freshest		⇓ Δday	2/24/20	⇓ Δwk	7/15/19	prc diff	⇓ Δ32	∅-RS
	L	DJUA	900.540	17:51	-0.71	935.910	-3.78	826.250	109.660	13.27	12.80
	L	PG & E	16.675	17:51	-0.27	17.250	-3.33	17.740	-0.490	-2.76	37.88
	L	NextEra Energy	265.940	17:51	-0.79	273.940	-2.92	208.850	65.090	31.17	26.75
	L	Southern	65.600	17:51	-0.89	67.800	-3.24	56.110	11.690	20.83	17.48
	L	American Water	132.730	17:51	-0.23	136.530	-2.78	115.980	20.550	17.72	17.07
		AES	19.005	17:51	1.69	20.250	-6.15	17.150	3.100	18.08	16.47
	L	Dominion Resources	84.635	17:51	-1.39	89.800	-5.75	78.090	11.710	15.00	14.01
	L	Duke Energy	98.730	17:51	-0.21	102.300	-3.49	89.380	12.920	14.46	12.80
		FirstEnergy	48.170	17:51	-0.27	50.630	-4.86	43.860	6.770	15.44	12.49
		Edison International	73.000	17:51	-1.76	76.320	-4.35	70.560	5.760	8.16	11.78
	L	AEP	95.870	17:51	-1.60	100.040	-4.17	91.190	8.850	9.71	11.28
	L	NiSource	28.570	17:51	2.95	29.250	-2.32	29.420	-0.170	-0.58	3.84
	L	Exelon	46.760	17:51	-0.62	48.820	-4.22	48.880	-0.060	-0.12	3.12
		Consolidated Edison	86.780	17:50	-1.04	88.890	-2.37	88.550	0.340	0.38	1.10
		PSEG	55.420	17:51	-0.27	59.110	-6.24	61.050	-1.940	-3.18	-0.81
	S	CenterPoint Energy	25.160	17:51	4.49	25.220	-0.24	28.990	-3.770	-13.00	-11.31
DJUA - 15 out of 15 instruments rated - 2/24/20 / 7/15/19 - 10 did rise, Market-Ratio(32) = 66.67 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJUA RS = 32 - B/S = 26/26

1/04/16	scale up chart	2/24/20

Transactions Dow Jones Utility Average * L32 - 26 ex 8 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
long	1/02/06	4/10/06	98		Edison International	100	223	44.770	40.390	-4.380	-10	9,023	-32
4/10/06		5/08/06	28		- cash -
	5/08/06	5/15/06	7		AES	100	508	17.750	18.250	0.500	3	9,277	326
5/15/06		5/22/06	7		- cash -
	5/22/06	2/05/07	259		AES	100	514	18.030	21.110	3.080	17	10,860	25
	2/05/07	3/03/08	392		NextEra Energy	100	185	58.630	61.350	2.720	5	11,364	4
3/03/08		3/10/08	7		- cash -
	3/10/08	3/31/08	21		Exelon	100	147	77.220	81.270	4.050	5	11,959	143
3/31/08		4/07/08	7		- cash -
	4/07/08	6/16/08	70		Exelon	100	145	82.430	89.120	6.690	8	12,929	50
6/16/08		6/23/08	7		- cash -
	6/23/08	6/30/08	7		FirstEnergy	100	158	81.800	82.330	0.530	1	13,013	40
6/30/08		9/01/08	63		- cash -
	9/01/08	9/15/08	14		Southern	100	349	37.280	38.100	0.820	2	13,299	76
9/15/08		6/01/09	259		- cash -
	6/01/09	3/15/10	287		AES	100	1,245	10.680	11.570	0.890	8	14,407	11
	3/15/10	12/15/14	1736		NiSource	100	2,364	6.094	15.434	9.340	153	36,486	22
	12/15/14	6/15/15	182		PG & E	100	697	52.340	49.810	-2.530	-5	34,723	-9
6/15/15		8/17/15	63		- cash -
	8/17/15	8/24/15	7		Consolidated Edison	100	520	66.710	63.370	-3.340	-5	32,986	-93
8/24/15		9/28/15	35		- cash -
	9/28/15	11/09/15	42		Consolidated Edison	100	501	65.820	61.930	-3.890	-6	31,037	-41
11/09/15		11/23/15	14		- cash -
	11/23/15	12/14/15	21		NiSource	100	1,571	19.750	18.840	-0.910	-5	29,608	-56
12/14/15		12/21/15	7		- cash -
	12/21/15	11/28/16	343		American Water	100	508	58.270	72.440	14.170	24	36,806	26
11/28/16		12/05/16	7		- cash -
	12/05/16	1/30/17	56		CenterPoint Energy	100	1,547	23.780	25.830	2.050	9	39,977	71
1/30/17		2/27/17	28		- cash -
	2/27/17	11/13/17	259		CenterPoint Energy	100	1,492	26.790	29.630	2.840	11	44,215	15
	11/13/17	2/05/18	84		NextEra Energy	100	282	156.780	154.290	-2.490	-2	43,513	-7
2/05/18		2/12/18	7		- cash -
	2/12/18	7/23/18	161		NextEra Energy	100	290	150.000	168.830	18.830	13	48,973	31
7/23/18		7/30/18	7		- cash -
	7/30/18	5/13/19	287		AES	100	3,682	13.300	16.110	2.810	21	59,320	28
	5/13/19	2/27/20	290		American Water	100	535	110.690	132.730	22.040	20	71,111	26
accum	1/02/06	2/27/20	4623	days out of 5169 invested (89%)						611		71,111	17

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
NiSource	long	3/15/10	12/15/14	1736	6.09	15.43	9.34	153.26
		11/23/15	12/14/15	21	19.75	18.84	-0.91	-4.61	141.59
AES		5/08/06	5/15/06	7	17.75	18.25	0.50	2.82
		5/22/06	2/05/07	259	18.03	21.11	3.08	17.08
		6/01/09	3/15/10	287	10.68	11.57	0.89	8.33
		7/30/18	5/13/19	287	13.30	16.11	2.81	21.13	57.97
American Water		12/21/15	11/28/16	343	58.27	72.44	14.17	24.32
		5/13/19	2/27/20	290	110.69	132.73	22.04	19.91	49.07
CenterPoint Energy		12/05/16	1/30/17	56	23.78	25.83	2.05	8.62
		2/27/17	11/13/17	259	26.79	29.63	2.84	10.60	20.14
NextEra Energy		2/05/07	3/03/08	392	58.63	61.35	2.72	4.64
		11/13/17	2/05/18	84	156.78	154.29	-2.49	-1.59
		2/12/18	7/23/18	161	150.00	168.83	18.83	12.55	15.90
Exelon		3/10/08	3/31/08	21	77.22	81.27	4.05	5.24
		4/07/08	6/16/08	70	82.43	89.12	6.69	8.12	13.79
Southern		9/01/08	9/15/08	14	37.28	38.10	0.82	2.20	2.20
FirstEnergy		6/23/08	6/30/08	7	81.80	82.33	0.53	0.65	0.65
PG & E		12/15/14	6/15/15	182	52.34	49.81	-2.53	-4.83	-4.83
Edison International		1/02/06	4/10/06	98	44.77	40.39	-4.38	-9.78	-9.78
Consolidated Edison		8/17/15	8/24/15	7	66.71	63.37	-3.34	-5.01
		9/28/15	11/09/15	42	65.82	61.93	-3.89	-5.91	-10.62

Annotations

7/01/15

NiSource

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


	is taking down something concerning