Share-o-matic - The Engine for Profitable Investing and Trading

Assessment - Dow Jones Utility Average - 7/01/24 - RS = 30

		⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	12/04/23	prc diff	⇓ Δ30	∅-RS
	L	DJUA	1,000.910	8/12	0.36	898.820	11.36	874.770	24.050	2.75	3.90
	L	PSEG	80.510	8/12	0.81	73.630	9.34	63.280	10.350	16.36	15.99
	L	NextEra Energy	77.580	8/12	0.15	69.900	10.99	58.670	11.230	19.14	14.55
	L	Southern	87.200	8/12	0.46	77.000	13.25	71.280	5.720	8.02	10.63
	L	AEP	97.140	8/12	-0.40	87.280	11.30	80.130	7.150	8.92	7.82
	L	Duke Energy	113.370	8/12	0.62	99.350	14.11	92.730	6.620	7.14	7.65
	L	AES	16.710	8/12	0.30	17.440	-4.19	17.980	-0.540	-3.00	7.05
		Edison International	82.410	8/12	0.52	71.190	15.76	67.370	3.820	5.67	4.14
	L	Sempra	78.990	8/12	0.74	74.970	5.36	72.810	2.160	2.97	3.72
		Dominion Resources	54.720	8/12	0.46	48.010	13.98	46.130	1.880	4.08	3.21
		FirstEnergy	42.200	8/12	0.55	38.310	10.15	37.170	1.140	3.07	2.36
		Atmos Energy	128.640	8/12	0.46	115.980	10.92	114.920	1.060	0.92	1.36
		Consolidated Edison	101.940	8/12	0.91	88.810	14.78	91.990	-3.180	-3.46	-0.07
	L	American Water	142.560	8/12	0.20	127.760	11.58	133.140	-5.380	-4.04	-0.28
		Exelon	36.900	8/12	-0.54	34.550	6.80	38.730	-4.180	-10.79	-7.81
	L	Xcel Energy	58.020	8/12	0.10	52.430	10.66	61.470	-9.040	-14.71	-8.41
DJUA - 15 out of 15 instruments rated - 7/01/24 / 12/04/23 - 10 did rise, Market-Ratio(30) = 66.67 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

	DJUA RS = 30 - B/S = 30/20

1/06/20	scale up chart	7/01/24

Transactions Dow Jones Utility Average * L30 - 30/20 (1)

												⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		4/17/06	105		- cash -
long	4/17/06	9/03/07	504		FirstEnergy	100	206	48.450	62.190	13.740	28	12,830	20
9/03/07		9/10/07	7		- cash -
	9/10/07	10/15/07	35		Exelon	100	174	73.390	78.310	4.920	7	13,687	97
10/15/07		10/22/07	7		- cash -
	10/22/07	6/02/08	224		Exelon	100	180	75.780	87.280	11.500	15	15,757	26
6/02/08		8/18/08	77		- cash -
	8/18/08	8/25/08	7		FirstEnergy	100	220	71.590	73.390	1.800	3	16,153	265
8/25/08		9/08/08	14		- cash -
	9/08/08	10/06/08	28		Southern	100	425	38.000	36.120	-1.880	-5	15,354	-48
10/06/08		5/04/09	210		- cash -
	5/04/09	6/22/09	49		NextEra Energy	100	1,066	14.400	14.298	-0.103	-1	15,244	-5
6/22/09		6/29/09	7		- cash -
	6/29/09	7/05/10	371		PG & E	100	397	38.320	41.390	3.070	8	16,463	8
7/05/10		7/19/10	14		- cash -
	7/19/10	6/08/15	1785		NiSource	100	2,630	6.259	17.676	11.417	182	46,488	24
6/08/15		10/05/15	119		- cash -
	10/05/15	1/30/17	483		NiSource	100	2,440	19.050	21.840	2.790	15	53,296	11
1/30/17		2/27/17	28		- cash -
	2/27/17	6/11/18	469		CenterPoint Energy	100	1,989	26.790	25.220	-1.570	-6	50,173	-5
6/11/18		6/18/18	7		- cash -
	6/18/18	3/16/20	637		AES	100	3,838	13.070	10.990	-2.080	-16	42,190	-9
3/16/20		6/08/20	84		- cash -
	6/08/20	7/06/20	28		PG & E	100	3,356	12.570	9.150	-3.420	-27	30,713	-98
7/06/20		10/05/20	91		- cash -
	10/05/20	10/10/22	735		American Water	100	202	151.890	127.440	-24.450	-16	25,774	-8
10/10/22		11/28/22	49		- cash -
	11/28/22	2/27/23	91		PG & E	100	1,687	15.270	15.750	0.480	3	26,584	13
2/27/23		4/24/23	56		- cash -
	4/24/23	7/10/23	77		Edison International	100	360	73.670	68.310	-5.360	-7	24,654	-30
7/10/23		7/17/23	7		- cash -
	7/17/23	8/07/23	21		Atmos Energy	100	205	119.690	117.990	-1.700	-1	24,306	-22
8/07/23		12/18/23	133		- cash -
	12/18/23	1/22/24	35		Southern	100	340	71.360	68.820	-2.540	-4	23,442	-31
1/22/24		3/04/24	42		- cash -
	3/04/24	8/12/24	161		PSEG	100	369	63.360	80.510	17.150	27	29,770	72
accum	4/17/06	8/12/24	5841	days out of 6898 invested (85%)						198		29,770	7

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
NiSource	long	7/19/10	6/08/15	1785	6.26	17.68	11.42	182.39
		10/05/15	1/30/17	483	19.05	21.84	2.79	14.65	223.75
FirstEnergy		4/17/06	9/03/07	504	48.45	62.19	13.74	28.36
		8/18/08	8/25/08	7	71.59	73.39	1.80	2.51	31.59
PSEG		3/04/24	8/12/24	161	63.36	80.51	17.15	27.07	27.07
Exelon		9/10/07	10/15/07	35	73.39	78.31	4.92	6.70
		10/22/07	6/02/08	224	75.78	87.28	11.50	15.18	22.90
NextEra Energy		5/04/09	6/22/09	49	14.40	14.30	-0.10	-0.71	-0.71
Atmos Energy		7/17/23	8/07/23	21	119.69	117.99	-1.70	-1.42	-1.42
CenterPoint Energy		2/27/17	6/11/18	469	26.79	25.22	-1.57	-5.86	-5.86
Edison International		4/24/23	7/10/23	77	73.67	68.31	-5.36	-7.28	-7.28
Southern		9/08/08	10/06/08	28	38.00	36.12	-1.88	-4.95
		12/18/23	1/22/24	35	71.36	68.82	-2.54	-3.56	-8.33
AES		6/18/18	3/16/20	637	13.07	10.99	-2.08	-15.91	-15.91
American Water		10/05/20	10/10/22	735	151.89	127.44	-24.45	-16.10	-16.10
PG & E		6/29/09	7/05/10	371	38.32	41.39	3.07	8.01
		6/08/20	7/06/20	28	12.57	9.15	-3.42	-27.21
		11/28/22	2/27/23	91	15.27	15.75	0.48	3.14	-18.90

Annotations

8/22/23

Sempra

stock split 1:2 (two for one)


	is taking down something concerning