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

Assessment - Dow Jones Utility Average - 3/01/21 - RS = 32

		⇓instrument	freshest		⇓ Δday	3/01/21	⇓ Δwk	7/20/20	prc diff	⇓ Δ32	∅-RS
	S	DJUA	814.030	Fri	1.73	798.590	1.93	817.040	-18.450	-2.26	-2.37
	L	AES	25.990	Fri	0.43	26.890	-3.35	15.260	11.630	76.21	58.68
		NextEra Energy	70.700	Fri	-0.83	72.520	-2.51	68.583	3.938	5.74	6.97
		PSEG	56.260	Fri	2.93	54.250	3.71	52.820	1.430	2.71	2.19
		Exelon	39.640	Fri	0.64	39.530	0.28	38.320	1.210	3.16	1.88
		PG & E	10.850	Fri	1.12	10.750	0.93	9.330	1.420	15.22	1.83
		Southern	58.350	Fri	1.64	57.590	1.32	54.260	3.330	6.14	1.77
		Duke Energy	88.530	Fri	2.39	87.270	1.44	81.100	6.170	7.61	0.98
		CenterPoint Energy	20.660	Fri	3.98	19.450	6.22	19.180	0.270	1.41	0.88
	L	FirstEnergy	33.210	Fri	-0.03	32.900	0.94	41.260	-8.360	-20.26	-1.88
	S	Edison International	57.700	Fri	1.19	55.800	3.41	54.890	0.910	1.66	-1.92
	S	American Water	136.010	Fri	0.77	132.130	2.94	139.710	-7.580	-5.43	-5.46
		NiSource	21.860	Fri	1.67	21.570	1.34	23.750	-2.180	-9.18	-8.01
	S	AEP	78.900	Fri	2.14	76.320	3.38	86.720	-10.400	-11.99	-8.08
	S	Dominion Resources	69.860	Fri	2.74	69.580	0.40	77.550	-7.970	-10.28	-10.25
		Consolidated Edison	68.300	Fri	2.00	67.430	1.29	73.260	-5.830	-7.96	-10.40
DJUA - 15 out of 15 instruments rated - 3/01/21 / 7/20/20 - 9 did rise, Market-Ratio(32) = 60.00 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

1/02/17	scale up chart	3/01/21

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	3/05/21	4		AES	100	1,842	26.890	25.990	-0.900	-3	47,876	-96
accum	1/02/06	3/05/21	4814	days out of 5542 invested (87%)						379		47,876	13

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	3/05/21	4	26.89	25.99	-0.90	-3.35	52.68
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
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
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