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

Assessment - Dow Jones Utility Average - 9/26/22 - RS = 32

		⇓instrument	freshest		⇓ Δday	9/26/22	Δwk	2/14/22	prc diff	⇓ Δ32	⇓∅-RS
		DJUA	899.350	14:18	-0.73	953.480	-5.68	917.290	36.190	3.95	-1.48
		AES	22.800	14:18	0.22	22.960	-0.70	21.460	1.500	6.99	0.26
		NextEra Energy	79.474	14:26	-0.62	81.150	-2.06	74.920	6.230	8.32	-0.35
		American Water	132.665	14:18	-0.40	137.330	-3.40	148.030	-10.700	-7.23	-13.67
	L	PG & E	12.275	14:19	-0.85	12.750	-3.73	11.280	1.470	13.03	10.06
		FirstEnergy	37.050	14:19	-0.35	38.770	-4.44	40.740	-1.970	-4.84	-4.35
		Southern	69.020	14:27	-0.52	73.150	-5.65	65.850	7.300	11.09	5.19
	S	Duke Energy	94.880	14:24	-0.23	100.840	-5.91	99.950	0.890	0.89	-4.50
		CenterPoint Energy	28.640	14:18	-0.69	30.510	-6.13	26.910	3.600	13.38	5.51
	S	NiSource	25.690	14:19	-1.08	27.370	-6.14	28.420	-1.050	-3.69	-3.31
		Exelon	37.844	14:29	0.25	40.580	-6.74	42.200	-1.620	-3.84	-15.25
		PSEG	56.580	14:19	-0.60	60.800	-6.94	64.770	-3.970	-6.13	-7.03
		Consolidated Edison	86.440	14:18	-1.39	93.170	-7.22	83.020	10.150	12.23	5.84
		Dominion Resources	70.280	14:19	-1.10	75.840	-7.33	78.750	-2.910	-3.70	-4.66
		AEP	88.210	14:18	-0.97	95.630	-7.76	86.180	9.450	10.97	3.24
	S	Edison International	57.410	14:18	-0.09	63.170	-9.12	60.060	3.110	5.18	-2.89
DJUA - 15 out of 15 instruments rated - 9/26/22 / 2/14/22 - 9 did rise, Market-Ratio(32) = 60.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/01/18	scale up chart	9/26/22

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	9/30/22	144		Consolidated Edison	100	504	94.380	86.440	-7.940	-8	43,601	-20
accum	1/02/06	9/30/22	5387	days out of 6115 invested (88%)						336		43,601	10

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
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
		5/09/22	9/30/22	144	94.38	86.44	-7.94	-8.41	-18.14

Annotations

7/01/15

NiSource

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


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