| Tue, 21st Oct 2025, 4:59UTC |
| |
Assessment - Dow Jones Utility Average in Renminbi yuán - 1/07/24 - RS = mixed
⇐
| |
|
⇓instrument |
freshest |
Δday |
1/07/24 |
⇓ Δwk |
1/01/24 |
prc diff |
⇓ Δ26 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
DJUA |
7,289.169 |
12/08/24 |
0.36 |
6,545.694 |
11.36 |
6,255.552 |
290.142 |
4.64 |
|
3.67 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
742.382 |
12/08/24 |
0.91 |
646.763 |
14.78 |
645.443 |
1.320 |
0.20 |
|
-1.21 |
| |  |
 |
 |
 |
L |
 |
PSEG |
586.317 |
12/08/24 |
0.81 |
536.214 |
9.34 |
433.866 |
102.347 |
23.59 |
|
17.55 |
| |  |
 |
 |
 |
L |
 |
Sempra |
575.248 |
12/08/24 |
0.74 |
545.972 |
5.36 |
530.218 |
15.754 |
2.97 |
|
4.77 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
825.622 |
12/08/24 |
0.62 |
723.521 |
14.11 |
688.510 |
35.010 |
5.08 |
|
6.82 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
307.323 |
12/08/24 |
0.55 |
278.994 |
10.15 |
260.107 |
18.887 |
7.26 |
|
3.46 |
| |  |
 |
 |
 |
|
 |
Edison International |
600.154 |
12/08/24 |
0.52 |
518.444 |
15.76 |
507.230 |
11.214 |
2.21 |
|
4.49 |
| |  |
 |
 |
 |
|
 |
Atmos Energy |
936.826 |
12/08/24 |
0.46 |
844.629 |
10.92 |
822.324 |
22.305 |
2.71 |
|
1.96 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
398.501 |
12/08/24 |
0.46 |
349.635 |
13.98 |
333.470 |
16.164 |
4.85 |
|
1.19 |
| |  |
 |
 |
 |
L |
 |
Southern |
635.038 |
12/08/24 |
0.46 |
560.756 |
13.25 |
497.510 |
63.246 |
12.71 |
|
10.44 |
| |  |
 |
 |
 |
L |
 |
AES |
121.691 |
12/08/24 |
0.30 |
127.008 |
-4.19 |
136.581 |
-9.573 |
-7.01 |
|
0.12 |
| |  |
 |
 |
 |
L |
 |
American Water |
1,038.199 |
12/08/24 |
0.20 |
930.418 |
11.58 |
936.484 |
-6.067 |
-0.65 |
|
0.08 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
564.980 |
12/08/24 |
0.15 |
509.050 |
10.99 |
430.957 |
78.092 |
18.12 |
|
11.76 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
422.533 |
12/08/24 |
0.10 |
381.824 |
10.66 |
439.259 |
-57.435 |
-13.08 |
|
-8.72 |
| |  |
 |
 |
 |
L |
 |
AEP |
707.426 |
12/08/24 |
-0.40 |
635.620 |
11.30 |
576.265 |
59.355 |
10.30 |
|
8.09 |
| |  |
 |
 |
 |
|
 |
Exelon |
268.726 |
12/08/24 |
-0.54 |
251.612 |
6.80 |
254.715 |
-3.103 |
-1.22 |
|
-8.36 |
DJUA - 15 out of 15 instruments rated - 1/07/24 / 1/01/24 - 11 did rise, Market-Ratio(26) in CNY = 73.33 % |
Stock Exchange Currency: USD $ Dollar |
Drawing of market charts for mixed techniques is really a worry to me.
Transactions Dow Jones Utility Average in Renminbi yuán * Mixed Cut L30 - 30/20 (1) - S21 - 32/50 (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 |
23/01/06 |
21 |
|
- cash - |
short |
23/01/06 |
6/03/06 |
42 |
 |
 |
 |
Duke Energy |
50 |
12 |
|
414.446 |
403.664 |
425.516 |
11.070 |
3 |
10,133 |
26 |
|
|
|
|
|
 |
 |
 |
NiSource |
50 |
75 |
|
66.193 |
63.539 |
68.958 |
2.765 |
4 |
10,340 |
43 |
|
6/03/06 |
17/04/06 |
42 |
|
- cash - |
long |
17/04/06 |
3/09/07 |
504 |
 |
 |
 |
FirstEnergy |
100 |
26 |
|
388.484 |
469.195 |
|
80.711 |
21 |
12,439 |
15 |
|
3/09/07 |
10/09/07 |
7 |
|
- cash - |
|
10/09/07 |
15/10/07 |
35 |
 |
 |
 |
Exelon |
100 |
22 |
|
553.229 |
588.049 |
|
34.820 |
6 |
13,205 |
89 |
|
15/10/07 |
22/10/07 |
7 |
|
- cash - |
|
22/10/07 |
2/06/08 |
224 |
 |
 |
 |
Exelon |
100 |
23 |
|
568.978 |
605.949 |
|
36.971 |
6 |
14,055 |
11 |
|
2/06/08 |
23/06/08 |
21 |
|
- cash - |
short |
23/06/08 |
4/08/08 |
42 |
 |
 |
 |
AES |
50 |
52 |
|
134.576 |
102.363 |
176.927 |
42.351 |
31 |
16,257 |
978 |
|
|
|
|
|
 |
 |
 |
Consolidated Edison |
50 |
25 |
|
273.969 |
268.977 |
279.053 |
5.084 |
2 |
16,384 |
17 |
|
4/08/08 |
18/08/08 |
14 |
|
- cash - |
long |
18/08/08 |
25/08/08 |
7 |
 |
 |
 |
FirstEnergy |
100 |
33 |
|
491.853 |
501.605 |
|
9.752 |
2 |
16,706 |
178 |
|
25/08/08 |
1/09/08 |
7 |
|
- cash - |
short |
1/09/08 |
13/07/09 |
315 |
 |
 |
 |
AES |
50 |
82 |
|
100.953 |
78.305 |
130.152 |
29.199 |
29 |
19,101 |
34 |
|
|
|
|
|
 |
 |
 |
Edison International |
50 |
27 |
|
310.379 |
209.223 |
460.441 |
150.062 |
48 |
23,152 |
58 |
|
13/07/09 |
3/05/10 |
294 |
|
- cash - |
|
3/05/10 |
5/07/10 |
63 |
 |
 |
 |
AES |
50 |
140 |
|
82.321 |
60.268 |
112.443 |
30.122 |
37 |
27,369 |
509 |
|
|
|
|
|
 |
 |
 |
FirstEnergy |
50 |
45 |
|
258.361 |
236.873 |
281.798 |
23.437 |
9 |
28,424 |
65 |
|
5/07/10 |
19/07/10 |
14 |
|
- cash - |
long |
19/07/10 |
8/06/15 |
1785 |
 |
 |
 |
NiSource |
100 |
670 |
|
42.405 |
109.684 |
|
67.278 |
159 |
73,500 |
21 |
|
8/06/15 |
24/08/15 |
77 |
|
- cash - |
short |
24/08/15 |
5/10/15 |
42 |
 |
 |
 |
AES |
50 |
497 |
|
73.838 |
65.261 |
83.541 |
9.703 |
13 |
78,323 |
192 |
|
|
|
|
|
 |
 |
 |
CenterPoint Energy |
50 |
310 |
|
118.409 |
117.877 |
118.944 |
0.534 |
0 |
78,489 |
4 |
|
long |
5/10/15 |
30/01/17 |
483 |
 |
 |
 |
NiSource |
100 |
648 |
|
121.055 |
150.294 |
|
29.240 |
24 |
97,436 |
18 |
|
30/01/17 |
27/02/17 |
28 |
|
- cash - |
|
27/02/17 |
11/06/18 |
469 |
 |
 |
 |
CenterPoint Energy |
100 |
529 |
|
184.155 |
161.405 |
|
-22.750 |
-12 |
85,401 |
-10 |
|
11/06/18 |
18/06/18 |
7 |
|
- cash - |
|
18/06/18 |
16/03/20 |
637 |
 |
 |
 |
AES |
100 |
1,015 |
|
84.132 |
76.805 |
|
-7.327 |
-9 |
77,965 |
-5 |
|
short |
16/03/20 |
10/08/20 |
147 |
 |
 |
 |
AES |
50 |
507 |
|
76.805 |
122.383 |
31.227 |
-45.578 |
-59 |
54,857 |
-89 |
|
|
|
|
|
 |
 |
 |
CenterPoint Energy |
50 |
447 |
|
87.218 |
145.969 |
28.467 |
-58.751 |
-67 |
28,595 |
-94 |
|
10/08/20 |
21/09/20 |
42 |
|
- cash - |
|
21/09/20 |
28/09/20 |
7 |
 |
 |
 |
Edison International |
50 |
42 |
|
338.027 |
353.240 |
322.813 |
-15.214 |
-5 |
27,956 |
-91 |
|
|
|
|
|
 |
 |
 |
FirstEnergy |
50 |
73 |
|
194.723 |
193.673 |
195.778 |
1.055 |
1 |
28,033 |
33 |
|
28/09/20 |
5/10/20 |
7 |
|
- cash - |
long |
5/10/20 |
10/10/22 |
735 |
 |
 |
 |
American Water |
100 |
27 |
|
1,030.772 |
911.399 |
|
-119.372 |
-12 |
24,810 |
-6 |
|
10/10/22 |
28/11/22 |
49 |
|
- cash - |
|
28/11/22 |
27/02/23 |
91 |
 |
 |
 |
PG & E |
100 |
225 |
|
110.021 |
109.293 |
|
-0.728 |
-1 |
24,646 |
-3 |
|
27/02/23 |
24/04/23 |
56 |
|
- cash - |
|
24/04/23 |
10/07/23 |
77 |
 |
 |
 |
Edison International |
100 |
48 |
|
507.856 |
493.835 |
|
-14.021 |
-3 |
23,973 |
-12 |
|
L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | |
10/07/23 |
17/07/23 |
7 |
|
- cash - |
|
17/07/23 |
7/08/23 |
21 |
 |
 |
 |
Atmos Energy |
100 |
27 |
|
858.027 |
847.928 |
|
-10.099 |
-1 |
23,700 |
-19 |
|
7/08/23 |
14/08/23 |
7 |
|
- cash - |
short |
14/08/23 |
1/01/24 |
140 |
 |
 |
 |
AES |
50 |
85 |
|
137.984 |
136.581 |
139.402 |
1.418 |
1 |
23,821 |
3 |
|
|
|
|
|
 |
 |
 |
Dominion Resources |
50 |
33 |
|
355.408 |
333.470 |
378.788 |
23.380 |
7 |
24,592 |
18 |
|
1/01/24 |
5/02/24 |
35 |
|
- cash - |
|
5/02/24 |
26/02/24 |
21 |
 |
 |
 |
NextEra Energy |
50 |
30 |
|
402.773 |
396.738 |
408.899 |
6.126 |
2 |
24,776 |
30 |
|
|
|
|
|
 |
 |
 |
Exelon |
50 |
51 |
|
241.937 |
256.315 |
227.559 |
-14.378 |
-6 |
24,043 |
-66 |
|
26/02/24 |
4/03/24 |
7 |
|
- cash - |
long |
4/03/24 |
12/08/24 |
161 |
 |
 |
 |
PSEG |
100 |
52 |
|
456.100 |
586.317 |
|
130.217 |
29 |
30,814 |
77 |
|
accum | 23/01/06 |
12/08/24 | 6483 |
days out of 7232 invested (90%) |
208 |
30,814 |
7 |
|
Instrument Related Contribution
instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | spl | di % | total |
NiSource | short | 23/01/06 | 6/03/06 | 42 | 66.19 | 63.54 | 68.96 | 2.76 | 4.18 | 50 | 2.09 | |
| long | 19/07/10 | 8/06/15 | 1785 | 42.41 | 109.68 | | 67.28 | 158.66 | 100 | 158.66 | |
| long | 5/10/15 | 30/01/17 | 483 | 121.05 | 150.29 | | 29.24 | 24.15 | | 24.15 | 227.84 |
FirstEnergy | long | 17/04/06 | 3/09/07 | 504 | 388.48 | 469.19 | | 80.71 | 20.78 | | 20.78 | |
| long | 18/08/08 | 25/08/08 | 7 | 491.85 | 501.60 | | 9.75 | 1.98 | | 1.98 | |
| short | 3/05/10 | 5/07/10 | 63 | 258.36 | 236.87 | 281.80 | 23.44 | 9.07 | 50 | 4.54 | |
| short | 21/09/20 | 28/09/20 | 7 | 194.72 | 193.67 | 195.78 | 1.06 | 0.54 | | 0.27 | 29.11 |
PSEG | long | 4/03/24 | 12/08/24 | 161 | 456.10 | 586.32 | | 130.22 | 28.55 | 100 | 28.55 | 28.55 |
Edison International | short | 1/09/08 | 13/07/09 | 315 | 310.38 | 209.22 | 460.44 | 150.06 | 48.35 | 50 | 24.17 | |
| short | 21/09/20 | 28/09/20 | 7 | 338.03 | 353.24 | 322.81 | -15.21 | -4.50 | | -2.25 | |
| long | 24/04/23 | 10/07/23 | 77 | 507.86 | 493.83 | | -14.02 | -2.76 | 100 | -2.76 | 18.03 |
Exelon | long | 10/09/07 | 15/10/07 | 35 | 553.23 | 588.05 | | 34.82 | 6.29 | | 6.29 | |
| long | 22/10/07 | 2/06/08 | 224 | 568.98 | 605.95 | | 36.97 | 6.50 | | 6.50 | |
| short | 5/02/24 | 26/02/24 | 21 | 241.94 | 256.32 | 227.56 | -14.38 | -5.94 | 50 | -2.97 | 9.84 |
AES | short | 23/06/08 | 4/08/08 | 42 | 134.58 | 102.36 | 176.93 | 42.35 | 31.47 | | 15.73 | |
| short | 1/09/08 | 13/07/09 | 315 | 100.95 | 78.30 | 130.15 | 29.20 | 28.92 | | 14.46 | |
| short | 3/05/10 | 5/07/10 | 63 | 82.32 | 60.27 | 112.44 | 30.12 | 36.59 | | 18.30 | |
| short | 24/08/15 | 5/10/15 | 42 | 73.84 | 65.26 | 83.54 | 9.70 | 13.14 | | 6.57 | |
| long | 18/06/18 | 16/03/20 | 637 | 84.13 | 76.80 | | -7.33 | -8.71 | 100 | -8.71 | |
| short | 16/03/20 | 10/08/20 | 147 | 76.80 | 122.38 | 31.23 | -45.58 | -59.34 | 50 | -29.67 | |
| short | 14/08/23 | 1/01/24 | 140 | 137.98 | 136.58 | 139.40 | 1.42 | 1.03 | | 0.51 | 7.77 |
Dominion Resources | short | 14/08/23 | 1/01/24 | 140 | 355.41 | 333.47 | 378.79 | 23.38 | 6.58 | | 3.29 | 3.29 |
Duke Energy | short | 23/01/06 | 6/03/06 | 42 | 414.45 | 403.66 | 425.52 | 11.07 | 2.67 | | 1.34 | 1.34 |
Consolidated Edison | short | 23/06/08 | 4/08/08 | 42 | 273.97 | 268.98 | 279.05 | 5.08 | 1.86 | | 0.93 | 0.93 |
NextEra Energy | short | 5/02/24 | 26/02/24 | 21 | 402.77 | 396.74 | 408.90 | 6.13 | 1.52 | | 0.76 | 0.76 |
instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | spl | di % | total |
PG & E | long | 28/11/22 | 27/02/23 | 91 | 110.02 | 109.29 | | -0.73 | -0.66 | 100 | -0.66 | -0.66 |
Atmos Energy | long | 17/07/23 | 7/08/23 | 21 | 858.03 | 847.93 | | -10.10 | -1.18 | | -1.18 | -1.18 |
American Water | long | 5/10/20 | 10/10/22 | 735 | 1,030.77 | 911.40 | | -119.37 | -11.58 | | -11.58 | -11.58 |
CenterPoint Energy | short | 24/08/15 | 5/10/15 | 42 | 118.41 | 117.88 | 118.94 | 0.53 | 0.45 | 50 | 0.23 | |
| long | 27/02/17 | 11/06/18 | 469 | 184.15 | 161.41 | | -22.75 | -12.35 | 100 | -12.35 | |
| short | 16/03/20 | 10/08/20 | 147 | 87.22 | 145.97 | 28.47 | -58.75 | -67.36 | 50 | -33.68 | -41.74 |
Annotations
22/08/23 | Sempra | | | stock split 1:2 (two for one) |
|