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

Assessment - Dow Jones Utility Average - 3/10/22 - RS = 39

								⇓instrument	freshest		⇓ Δday	3/10/22	⇓ Δwk	3/01/22	prc diff	⇓ Δ39		∅-RS
								DJUA	933.200	Tue	2.01	914.790	2.01	972.240	-57.450	-5.91		-5.62
						L		PG & E	14.190	Tue	8.24	13.110	8.24	12.210	0.900	7.37		12.62
								AES	25.270	Tue	7.26	23.560	7.26	24.380	-0.820	-3.36		2.93
								Southern	70.690	Tue	1.38	69.730	1.38	68.170	1.560	2.29		-0.04
								NextEra Energy	82.820	Tue	2.01	81.190	2.01	91.660	-10.470	-11.42		-0.36
								CenterPoint Energy	29.430	Tue	2.05	28.840	2.05	27.620	1.220	4.42		-0.63
						S		Consolidated Edison	89.110	Tue	1.65	87.660	1.65	85.130	2.530	2.97		-0.93
						S		AEP	90.660	Tue	2.75	88.230	2.75	88.610	-0.380	-0.43		-5.06
								FirstEnergy	38.950	Tue	3.45	37.650	3.45	41.240	-3.590	-8.71		-7.22
						S		NiSource	26.900	Tue	3.42	26.010	3.42	27.520	-1.510	-5.49		-8.38
						S		Edison International	60.830	Tue	2.41	59.400	2.41	67.510	-8.110	-12.01		-8.85
						S		Duke Energy	97.120	Tue	1.88	95.330	1.88	103.490	-8.160	-7.88		-9.78
						S		Dominion Resources	71.500	Tue	0.58	71.090	0.58	78.350	-7.260	-9.27		-10.68
								PSEG	59.810	Tue	3.28	57.910	3.28	66.160	-8.250	-12.47		-11.44
								American Water	136.520	Tue	1.62	134.350	1.62	184.140	-49.790	-27.04		-15.17
								Exelon	40.010	Tue	3.98	38.480	3.98	57.070	-18.590	-32.57		-19.33
DJUA - 15 out of 15 instruments rated - 3/10/22 / 3/01/22 - 4 did rise, Market-Ratio(39) = 26.67 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJUA RS = 39 - B/S = 36/20

1/01/18	scale up chart	3/10/22

Transactions Dow Jones Utility Average * A39 - 36/20 (2)

																⇐
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		10/04/06	98				- cash -
short	10/04/06	17/04/06	7				NextEra Energy	50	499		10.005	9.643	10.381	0.376	4	10,188	585
							NiSource	50	630		7.941	7.906	7.977	0.036	0	10,210	26
100									2							196
long	17/04/06	21/01/08	644				FirstEnergy	50	105		48.450	68.660		20.210	42	12,332	22
							Exelon	50	99		51.670	73.130		21.460	42	14,457	22
100									42							22
short	21/01/08	17/03/08	56				AES	50	408		17.690	16.070	19.473	1.783	10	15,184	87
							NiSource	50	1,052		6.880	6.766	6.996	0.116	2	15,306	12
100									6							45
long	17/03/08	28/07/08	133				FirstEnergy	50	112		68.190	72.350		4.160	6	15,772	18
							Exelon	50	96		79.390	79.450		0.060	0	15,778	0
100									3							9
short	28/07/08	6/07/09	343				AES	50	480		16.420	11.120	24.246	7.826	48	19,534	51
							Edison International	50	165		47.850	31.400	72.918	25.068	52	23,671	57
100									50							54
long	6/07/09	31/08/15	2247				NextEra Energy	50	849		13.928	24.603		10.675	77	32,734	10
							PG & E	50	307		38.470	49.580		11.110	29	36,144	4
100									53							7
short	31/08/15	7/12/15	98				CenterPoint Energy	50	970		18.620	16.410	21.128	2.508	13	38,577	60
							FirstEnergy	50	565		31.960	32.480	31.440	-0.520	-2	38,283	-6
100									6							24
long	7/12/15	16/03/20	1561				NiSource	50	1,000		19.140	20.940		1.800	9	40,083	2
							American Water	50	327		58.400	118.810		60.410	103	59,837	18
100									56							11
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	16/03/20	7/12/20	266				AES	50	2,722		10.990	20.870	1.110	-9.880	-90	32,944	-96
							CenterPoint Energy	50	2,397		12.480	23.140	1.820	-10.660	-85	7,392	-93
100									-88							-94
long	7/12/20	4/10/22	666				AES	50	177		20.870	25.270		4.400	21	8,171	11
							PG & E	50	295		12.530	14.190		1.660	13	8,660	7
100									17							9
accum	10/04/06	4/10/22	6022	days out of 6120 invested (98%)										-13		8,660	-1

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
American Water	long	7/12/15	16/03/20	1561	58.40	118.81		60.41	103.44	50	51.72	51.72
NextEra Energy	short	10/04/06	17/04/06	7	10.01	9.64	10.38	0.38	3.76		1.88
	long	6/07/09	31/08/15	2247	13.93	24.60		10.68	76.65		38.32	40.92
Edison International	short	28/07/08	6/07/09	343	47.85	31.40	72.92	25.07	52.39		26.19	26.19
FirstEnergy	long	17/04/06	21/01/08	644	48.45	68.66		20.21	41.71		20.86
	long	17/03/08	28/07/08	133	68.19	72.35		4.16	6.10		3.05
	short	31/08/15	7/12/15	98	31.96	32.48	31.44	-0.52	-1.63		-0.81	23.53
PG & E	long	6/07/09	31/08/15	2247	38.47	49.58		11.11	28.88		14.44
	long	7/12/20	4/10/22	666	12.53	14.19		1.66	13.25		6.62	22.02
Exelon	long	17/04/06	21/01/08	644	51.67	73.13		21.46	41.53		20.77
	long	17/03/08	28/07/08	133	79.39	79.45		0.06	0.08		0.04	20.81
NiSource	short	10/04/06	17/04/06	7	7.94	7.91	7.98	0.04	0.45		0.22
	short	21/01/08	17/03/08	56	6.88	6.77	7.00	0.12	1.68		0.84
	long	7/12/15	16/03/20	1561	19.14	20.94		1.80	9.40		4.70	5.82
AES	short	21/01/08	17/03/08	56	17.69	16.07	19.47	1.78	10.08		5.04
	short	28/07/08	6/07/09	343	16.42	11.12	24.25	7.83	47.66		23.83
	short	16/03/20	7/12/20	266	10.99	20.87	1.11	-9.88	-89.90		-44.95
	long	7/12/20	4/10/22	666	20.87	25.27		4.40	21.08		10.54	-20.85
CenterPoint Energy	short	31/08/15	7/12/15	98	18.62	16.41	21.13	2.51	13.47		6.73
	short	16/03/20	7/12/20	266	12.48	23.14	1.82	-10.66	-85.42		-42.71	-38.85

Annotations

1/07/15

NiSource

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