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

Assessment - Dow Jones Utility Average - 5/16/22 - RS = 32

		⇓instrument	freshest		⇓ Δday	5/16/22	Δwk	10/04/21	prc diff	⇓ Δ32	⇓∅-RS
		DJUA	990.860	Fri	0.15	993.800	-0.30	885.700	108.100	12.21	6.11
	S	AES	20.530	Fri	-0.68	20.060	2.34	22.840	-2.780	-12.17	-15.52
	S	NextEra Energy	71.220	Fri	1.08	70.120	1.57	79.360	-9.240	-11.64	-12.66
		FirstEnergy	42.370	Fri	0.83	41.750	1.49	36.010	5.740	15.94	4.81
	L	Consolidated Edison	95.810	Fri	1.04	95.040	0.81	73.220	21.820	29.80	17.89
		Exelon	47.150	Fri	-0.42	46.870	0.60	48.350	-1.480	-3.06	-3.41
	L	AEP	99.700	Fri	0.67	99.390	0.31	83.040	16.350	19.69	12.38
	L	Duke Energy	109.830	Fri	0.81	110.030	-0.18	100.760	9.270	9.20	6.06
	S	American Water	145.570	Fri	0.36	145.970	-0.27	170.910	-24.940	-14.59	-11.94
		PG & E	11.740	Fri	-3.29	11.790	-0.42	9.820	1.970	20.06	8.36
		NiSource	30.280	Fri	-0.10	30.430	-0.49	24.590	5.840	23.75	14.38
		PSEG	67.550	Fri	-0.18	68.060	-0.75	61.150	6.910	11.30	5.89
		Edison International	65.850	Fri		66.590	-1.11	56.230	10.360	18.42	8.11
	L	Southern	73.410	Fri	0.11	74.250	-1.13	62.430	11.820	18.93	12.68
	L	CenterPoint Energy	30.580	Fri	-0.26	30.970	-1.26	25.490	5.480	21.50	14.89
		Dominion Resources	82.540	Fri	0.40	83.690	-1.37	73.350	10.340	14.10	7.50
DJUA - 15 out of 15 instruments rated - 5/16/22 / 10/04/21 - 11 did rise, Market-Ratio(32) = 73.33 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/01/18	scale up chart	5/16/22

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	740	14.658	15.338	0.680	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	1,128	39.195	38.573	-0.623	-2	43,513	-7
2/05/18		2/12/18	7		- cash -
	2/12/18	7/23/18	161		NextEra Energy	100	1,160	37.500	42.208	4.708	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	3/16/20	308		American Water	100	535	110.690	118.810	8.120	7	63,664	9
3/16/20		6/01/20	77		- cash -
	6/01/20	6/29/20	28		NextEra Energy	100	996	63.913	59.560	-4.353	-7	59,329	-60
6/29/20		10/12/20	105		- cash -
	10/12/20	3/01/21	140		American Water	100	374	158.320	132.130	-26.190	-17	49,534	-38
	3/01/21	8/02/21	154		AES	100	1,842	26.890	23.570	-3.320	-12	43,418	-27
	8/02/21	5/09/22	280		FirstEnergy	100	1,128	38.460	42.170	3.710	10	47,603	13
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	5/09/22	5/20/22	11		Consolidated Edison	100	504	94.380	95.810	1.430	2	48,324	65
accum	1/02/06	5/20/22	5255	days out of 5983 invested (88%)						383		48,324	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	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
		3/01/21	8/02/21	154	26.89	23.57	-3.32	-12.35	38.46
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
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
American Water		12/21/15	11/28/16	343	58.27	72.44	14.17	24.32
		5/13/19	3/16/20	308	110.69	118.81	8.12	7.34
		10/12/20	3/01/21	140	158.32	132.13	-26.19	-16.54	11.36
FirstEnergy		6/23/08	6/30/08	7	81.80	82.33	0.53	0.65
		8/02/21	5/09/22	280	38.46	42.17	3.71	9.65	10.36
NextEra Energy		2/05/07	3/03/08	392	14.66	15.34	0.68	4.64
		11/13/17	2/05/18	84	39.20	38.57	-0.62	-1.59
		2/12/18	7/23/18	161	37.50	42.21	4.71	12.55
		6/01/20	6/29/20	28	63.91	59.56	-4.35	-6.81	8.01
Southern		9/01/08	9/15/08	14	37.28	38.10	0.82	2.20	2.20
PG & E		12/15/14	6/15/15	182	52.34	49.81	-2.53	-4.83	-4.83
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
		5/09/22	5/20/22	11	94.38	95.81	1.43	1.52	-9.27
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Edison International		1/02/06	4/10/06	98	44.77	40.39	-4.38	-9.78	-9.78

Annotations

7/01/15

NiSource

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


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