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

Assessment - Dow Jones Utility Average in Euro - 6/07/21 - RS = 32

		⇓instrument	freshest		⇓ Δday	6/07/21	⇓ Δwk	10/26/20	prc diff	⇓ Δ32	∅-RS
		DJUA	748.078	Fri	0.46	739.260	1.19	754.796	-15.535	-2.06	3.37
		AES	21.209	Fri	1.97	20.455	3.69	17.415	3.040	17.46	17.48
	L	CenterPoint Energy	21.430	Fri	0.77	20.815	2.95	18.726	2.089	11.15	16.16
	L	FirstEnergy	31.764	Fri	0.34	31.411	1.12	28.195	3.216	11.41	14.89
	L	Duke Energy	83.531	Fri	0.22	83.163	0.44	78.849	4.313	5.47	9.66
	L	Exelon	38.443	Fri	0.43	37.369	2.87	35.287	2.082	5.90	9.03
		Southern	52.325	Fri	-0.05	52.735	-0.78	51.288	1.446	2.82	6.88
	L	NiSource	21.315	Fri	1.01	20.889	2.04	20.520	0.369	1.80	5.77
		PSEG	50.645	Fri	0.28	50.211	0.87	51.601	-1.391	-2.70	5.10
		American Water	131.415	Fri	0.39	128.194	2.51	130.324	-2.130	-1.63	2.94
	L	Consolidated Edison	63.290	Fri	0.25	63.298	-0.01	70.015	-6.717	-9.59	0.96
		AEP	69.461	Fri	0.04	70.501	-1.48	79.196	-8.695	-10.98	0.07
		NextEra Energy	60.225	Fri	-0.03	59.282	1.59	64.026	-4.743	-7.41	-3.46
		Dominion Resources	63.364	Fri	-0.17	62.708	1.05	69.152	-6.444	-9.32	-3.65
		Edison International	47.506	Fri	0.83	46.277	2.66	49.241	-2.964	-6.02	-4.47
	S	PG & E	8.605	Fri	0.10	8.506	1.16	8.487	0.019	0.22	-5.19
DJUA - 15 out of 15 instruments rated - 6/07/21 / 10/26/20 - 8 did rise, Market-Ratio(32) in EUR = 53.33 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/02/17	scale up chart	6/07/21

Transactions Dow Jones Utility Average in Euro * 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	264	37.790	33.399	-4.391	-12	8,841	-37
4/10/06		5/08/06	28		- cash -
	5/08/06	5/15/06	7		AES	100	633	13.948	14.118	0.170	1	8,948	88
5/15/06		5/22/06	7		- cash -
	5/22/06	2/05/07	259		AES	100	634	14.111	16.286	2.175	15	10,327	22
	2/05/07	3/03/08	392		NextEra Energy	100	913	11.308	10.104	-1.204	-11	9,228	-10
3/03/08		3/10/08	7		- cash -
	3/10/08	3/31/08	21		Exelon	100	183	50.287	51.453	1.166	2	9,442	49
3/31/08		4/07/08	7		- cash -
	4/07/08	6/16/08	70		Exelon	100	180	52.380	57.934	5.554	11	10,442	69
6/16/08		6/23/08	7		- cash -
	6/23/08	6/30/08	7		FirstEnergy	100	199	52.412	52.127	-0.285	-1	10,385	-25
6/30/08		9/01/08	63		- cash -
	9/01/08	9/15/08	14		Southern	100	408	25.404	26.773	1.369	5	10,943	293
9/15/08		6/01/09	259		- cash -
	6/01/09	3/15/10	287		AES	100	1,449	7.548	8.403	0.855	11	12,182	15
	3/15/10	12/15/14	1736		NiSource	100	2,752	4.426	12.405	7.979	180	34,139	24
	12/15/14	6/15/15	182		PG & E	100	811	42.067	44.150	2.083	5	35,829	10
6/15/15		8/17/15	63		- cash -
	8/17/15	8/24/15	7		Consolidated Edison	100	594	60.218	54.582	-5.636	-9	32,481	-99
8/24/15		9/28/15	35		- cash -
	9/28/15	11/09/15	42		Consolidated Edison	100	554	58.543	57.609	-0.934	-2	31,963	-13
11/09/15		11/23/15	14		- cash -
	11/23/15	12/14/15	21		NiSource	100	1,719	18.586	17.141	-1.445	-8	29,479	-76
12/14/15		12/21/15	7		- cash -
	12/21/15	11/28/16	343		American Water	100	552	53.390	68.153	14.763	28	37,628	30
11/28/16		12/05/16	7		- cash -
	12/05/16	1/30/17	56		CenterPoint Energy	100	1,695	22.189	24.156	1.967	9	40,962	74
1/30/17		2/27/17	28		- cash -
	2/27/17	11/13/17	259		CenterPoint Energy	100	1,618	25.302	25.396	0.094	0	41,115	1
	11/13/17	2/05/18	84		NextEra Energy	100	1,223	33.595	31.078	-2.517	-7	38,036	-29
2/05/18		2/12/18	7		- cash -
	2/12/18	7/23/18	161		NextEra Energy	100	1,244	30.574	36.087	5.514	18	44,895	46
7/23/18		7/30/18	7		- cash -
	7/30/18	5/13/19	287		AES	100	3,955	11.352	14.338	2.986	26	56,706	35
	5/13/19	3/16/20	308		American Water	100	575	98.514	106.442	7.928	8	61,265	10
3/16/20		6/01/20	77		- cash -
	6/01/20	6/29/20	28		NextEra Energy	100	1,067	57.413	53.032	-4.381	-8	56,591	-64
6/29/20		10/12/20	105		- cash -
	10/12/20	3/01/21	140		American Water	100	422	134.003	109.417	-24.585	-18	46,216	-41
	3/01/21	6/11/21	102		AES	100	2,075	22.268	21.209	-1.059	-5	44,018	-16
accum	1/02/06	6/11/21	4914	days out of 5642 invested (87%)						340		44,018	12

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	4.43	12.40	7.98	180.27
		11/23/15	12/14/15	21	18.59	17.14	-1.45	-7.78	158.48
AES		5/08/06	5/15/06	7	13.95	14.12	0.17	1.22
		5/22/06	2/05/07	259	14.11	16.29	2.17	15.41
		6/01/09	3/15/10	287	7.55	8.40	0.85	11.32
		7/30/18	5/13/19	287	11.35	14.34	2.99	26.31
		3/01/21	6/11/21	102	22.27	21.21	-1.06	-4.76	56.44
Exelon		3/10/08	3/31/08	21	50.29	51.45	1.17	2.32
		4/07/08	6/16/08	70	52.38	57.93	5.55	10.60	13.17
American Water		12/21/15	11/28/16	343	53.39	68.15	14.76	27.65
		5/13/19	3/16/20	308	98.51	106.44	7.93	8.05
		10/12/20	3/01/21	140	134.00	109.42	-24.59	-18.35	12.62
CenterPoint Energy		12/05/16	1/30/17	56	22.19	24.16	1.97	8.86
		2/27/17	11/13/17	259	25.30	25.40	0.09	0.37	9.27
Southern		9/01/08	9/15/08	14	25.40	26.77	1.37	5.39	5.39
PG & E		12/15/14	6/15/15	182	42.07	44.15	2.08	4.95	4.95
FirstEnergy		6/23/08	6/30/08	7	52.41	52.13	-0.28	-0.54	-0.54
NextEra Energy		2/05/07	3/03/08	392	11.31	10.10	-1.20	-10.64
		11/13/17	2/05/18	84	33.59	31.08	-2.52	-7.49
		2/12/18	7/23/18	161	30.57	36.09	5.51	18.03
		6/01/20	6/29/20	28	57.41	53.03	-4.38	-7.63	-9.88
Consolidated Edison		8/17/15	8/24/15	7	60.22	54.58	-5.64	-9.36
		9/28/15	11/09/15	42	58.54	57.61	-0.93	-1.60	-10.81
Edison International		1/02/06	4/10/06	98	37.79	33.40	-4.39	-11.62	-11.62

Annotations

7/01/15

NiSource

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


	is taking down something concerning