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

Assessment - Dow Jones Utility Average in Japanese yen - 1/07/24 - RS = 32

		instrument	freshest		⇓ Δday	1/07/24	⇓ Δwk	20/11/23	prc diff	⇓ Δ32	⇓∅-RS
	L	DJUA	161,721.489	12/08/24	0.36	145,226.353	11.36	127,550.850	17,675.503	13.86	11.77
	L	AES	2,699.909	12/08/24	0.30	2,817.859	-4.19	2,552.470	265.388	10.40	7.89
	L	AEP	15,695.343	12/08/24	-0.40	14,102.219	11.30	11,448.297	2,653.921	23.18	16.60
	L	American Water	23,034.054	12/08/24	0.20	20,642.753	11.58	19,380.088	1,262.664	6.52	7.78
		Atmos Energy	20,784.938	12/08/24	0.46	18,739.405	10.92	16,747.528	1,991.877	11.89	9.91
		Consolidated Edison	16,470.900	12/08/24	0.91	14,349.427	14.78	13,487.604	861.823	6.39	6.51
		Dominion Resources	8,841.354	12/08/24	0.46	7,757.190	13.98	6,883.216	873.973	12.70	9.11
	L	Duke Energy	18,317.696	12/08/24	0.62	16,052.422	14.11	13,244.370	2,808.052	21.20	15.25
		Edison International	13,315.351	12/08/24	0.52	11,502.486	15.76	9,742.695	1,759.790	18.06	12.68
		Exelon	5,962.097	12/08/24	-0.54	5,582.397	6.80	5,796.081	-213.683	-3.69	-1.29
		FirstEnergy	6,818.442	12/08/24	0.55	6,189.917	10.15	5,551.364	638.554	11.50	11.57
	L	NextEra Energy	12,534.946	12/08/24	0.15	11,294.054	10.99	8,504.280	2,789.775	32.80	20.50
	L	PSEG	13,008.359	12/08/24	0.81	11,896.727	9.34	9,493.529	2,403.198	25.31	26.90
	L	Sempra	12,762.766	12/08/24	0.74	12,113.237	5.36	10,742.326	1,370.911	12.76	12.96
	L	Southern	14,089.293	12/08/24	0.46	12,441.233	13.25	10,298.870	2,142.363	20.80	19.15
	L	Xcel Energy	9,374.550	12/08/24	0.10	8,471.349	10.66	8,907.692	-436.343	-4.90	-1.71
DJUA - 15 out of 15 instruments rated - 1/07/24 / 20/11/23 - 13 did rise, Market-Ratio(32) in JPY = 86.67 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

4/01/21	scale up chart	1/07/24

Transactions Dow Jones Utility Average in Japanese yen * 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	2/01/06	10/04/06	98		Edison International	100	1	5,272.861	4,777.797	-495.064	-9	9,505	-31
10/04/06		8/05/06	28		- cash -
	8/05/06	15/05/06	7		AES	100	4	1,998.026	2,008.107	10.081	1	9,545	30
15/05/06		22/05/06	7		- cash -
	22/05/06	5/02/07	259		AES	100	4	2,013.682	2,557.075	543.394	27	11,719	40
	5/02/07	3/03/08	392		NextEra Energy	100	6	1,775.477	1,590.941	-184.536	-10	10,612	-10
3/03/08		10/03/08	7		- cash -
	10/03/08	31/03/08	21		Exelon	100	1	7,928.175	8,065.257	137.081	2	10,749	35
31/03/08		7/04/08	7		- cash -
	7/04/08	9/06/08	63		Exelon	100	1	8,364.521	9,295.268	930.747	11	11,679	84
9/06/08		23/06/08	14		- cash -
	23/06/08	14/07/08	21		FirstEnergy	100	1	8,780.122	8,758.067	-22.055	0	11,657	-4
14/07/08		1/09/08	49		- cash -
	1/09/08	15/09/08	14		Southern	100	2	4,055.963	4,107.175	51.213	1	11,760	39
15/09/08		22/09/08	7		- cash -
	22/09/08	29/09/08	7		Southern	100	2	4,050.900	3,949.336	-101.564	-3	11,557	-73
29/09/08		25/05/09	238		- cash -
	25/05/09	12/10/09	140		NextEra Energy	100	8	1,302.726	1,195.631	-107.095	-8	10,700	-20
	12/10/09	15/03/10	154		AES	100	8	1,332.467	1,048.266	-284.201	-21	8,426	-43
	15/03/10	31/05/10	77		Dominion Resources	100	2	3,597.809	3,514.014	-83.795	-2	8,259	-11
31/05/10		7/06/10	7		- cash -
	7/06/10	1/11/10	147		Dominion Resources	100	2	3,617.111	3,414.979	-202.132	-6	7,854	-13
	1/11/10	11/04/11	161		Xcel Energy	100	4	1,902.390	1,993.119	90.729	5	8,217	11
	11/04/11	18/06/12	434		American Water	100	3	2,404.290	2,668.992	264.701	11	9,011	9
	18/06/12	1/12/14	896		Sempra	100	3	2,705.602	6,462.856	3,757.255	139	20,283	43
	1/12/14	20/04/15	140		Edison International	100	2	7,523.340	7,349.539	-173.800	-2	19,936	-6
	20/04/15	8/06/15	49		American Water	100	3	6,451.858	6,360.503	-91.356	-1	19,662	-10
8/06/15		17/08/15	70		- cash -
	17/08/15	24/08/15	7		Atmos Energy	100	2	7,200.318	6,550.352	-649.966	-9	18,362	-99
24/08/15		28/09/15	35		- cash -
	28/09/15	14/12/15	77		Atmos Energy	100	2	6,907.389	7,371.308	463.919	7	19,289	36
14/12/15		21/12/15	7		- cash -
	21/12/15	7/11/16	322		Atmos Energy	100	2	7,524.512	7,625.048	100.535	1	19,491	2
	7/11/16	21/11/16	14		NextEra Energy	100	5	3,353.973	3,169.880	-184.093	-5	18,570	-77
21/11/16		5/12/16	14		- cash -
	5/12/16	12/12/16	7		AES	100	14	1,291.686	1,381.506	89.820	7	19,828	3,229
12/12/16		19/12/16	7		- cash -
	19/12/16	23/01/17	35		Exelon	100	4	4,185.698	3,977.931	-207.767	-5	18,997	-41
23/01/17		20/03/17	56		- cash -
	20/03/17	3/07/17	105		Edison International	100	2	8,865.202	8,758.340	-106.862	-1	18,783	-4
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	prc diff	d %	asset	yield
	3/07/17	5/02/18	217		NextEra Energy	100	4	3,960.999	4,245.846	284.848	7	19,922	12
5/02/18		12/02/18	7		- cash -
	12/02/18	23/07/18	161		NextEra Energy	100	4	4,070.842	4,701.831	630.990	16	22,446	39
23/07/18		30/07/18	7		- cash -
	30/07/18	13/05/19	287		AES	100	15	1,475.118	1,759.597	284.480	19	26,713	25
	13/05/19	16/03/20	308		American Water	100	2	12,089.996	12,590.646	500.650	4	27,715	5
16/03/20		30/03/20	14		- cash -
	30/03/20	6/04/20	7		NextEra Energy	100	4	6,634.608	6,389.611	-244.997	-4	26,735	-86
6/04/20		20/04/20	14		- cash -
	20/04/20	4/05/20	14		NextEra Energy	100	4	6,393.486	6,140.223	-253.263	-4	25,722	-65
4/05/20		1/06/20	28		- cash -
	1/06/20	29/06/20	28		NextEra Energy	100	3	6,872.886	6,417.328	-455.559	-7	24,355	-59
29/06/20		12/10/20	105		- cash -
	12/10/20	1/03/21	140		American Water	100	1	16,668.577	14,125.430	-2,543.147	-15	21,812	-35
	1/03/21	2/08/21	154		AES	100	7	2,874.690	2,574.047	-300.644	-10	19,707	-23
	2/08/21	9/05/22	280		FirstEnergy	100	4	4,200.163	5,492.565	1,292.403	31	24,877	42
	9/05/22	10/10/22	154		Sempra	100	2	10,552.056	10,751.483	199.427	2	25,276	5
10/10/22		12/12/22	63		- cash -
	12/12/22	2/01/23	21		AES	100	6	4,002.038	3,759.004	-243.034	-6	23,818	-66
2/01/23		16/01/23	14		- cash -
	16/01/23	6/03/23	49		AES	100	6	3,583.906	3,397.101	-186.805	-5	22,697	-33
6/03/23		8/05/23	63		- cash -
	8/05/23	7/08/23	91		Edison International	100	2	9,902.772	9,944.321	41.550	0	22,780	2
7/08/23		18/09/23	42		- cash -
	18/09/23	25/09/23	7		Edison International	100	2	10,512.046	10,063.056	-448.990	-4	21,882	-90
25/09/23		8/01/24	105		- cash -
	8/01/24	22/01/24	14		Edison International	100	2	10,530.001	10,009.320	-520.681	-5	20,840	-73
22/01/24		18/03/24	56		- cash -
	18/03/24	12/08/24	147		PSEG	100	2	9,545.216	13,008.359	3,463.144	36	27,767	116
accum	2/01/06	12/08/24	6051	days out of 7122 invested (85%)						178		27,767	6

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Sempra	long	18/06/12	1/12/14	896	2,705.60	6,462.86	3,757.25	138.87
		9/05/22	10/10/22	154	10,552.06	10,751.48	199.43	1.89	143.38
PSEG		18/03/24	12/08/24	147	9,545.22	13,008.36	3,463.14	36.28	36.28
FirstEnergy		23/06/08	14/07/08	21	8,780.12	8,758.07	-22.05	-0.25
		2/08/21	9/05/22	280	4,200.16	5,492.57	1,292.40	30.77	30.44
Exelon		10/03/08	31/03/08	21	7,928.18	8,065.26	137.08	1.73
		7/04/08	9/06/08	63	8,364.52	9,295.27	930.75	11.13
		19/12/16	23/01/17	35	4,185.70	3,977.93	-207.77	-4.96	7.44
Xcel Energy		1/11/10	11/04/11	161	1,902.39	1,993.12	90.73	4.77	4.77
AES		8/05/06	15/05/06	7	1,998.03	2,008.11	10.08	0.50
		22/05/06	5/02/07	259	2,013.68	2,557.08	543.39	26.99
		12/10/09	15/03/10	154	1,332.47	1,048.27	-284.20	-21.33
		5/12/16	12/12/16	7	1,291.69	1,381.51	89.82	6.95
		30/07/18	13/05/19	287	1,475.12	1,759.60	284.48	19.29
		1/03/21	2/08/21	154	2,874.69	2,574.05	-300.64	-10.46
		12/12/22	2/01/23	21	4,002.04	3,759.00	-243.03	-6.07
		16/01/23	6/03/23	49	3,583.91	3,397.10	-186.80	-5.21	2.12
Southern		1/09/08	15/09/08	14	4,055.96	4,107.18	51.21	1.26
		22/09/08	29/09/08	7	4,050.90	3,949.34	-101.56	-2.51	-1.28
Atmos Energy		17/08/15	24/08/15	7	7,200.32	6,550.35	-649.97	-9.03
		28/09/15	14/12/15	77	6,907.39	7,371.31	463.92	6.72
		21/12/15	7/11/16	322	7,524.51	7,625.05	100.54	1.34	-1.62
American Water		11/04/11	18/06/12	434	2,404.29	2,668.99	264.70	11.01
		20/04/15	8/06/15	49	6,451.86	6,360.50	-91.36	-1.42
		13/05/19	16/03/20	308	12,090.00	12,590.65	500.65	4.14
		12/10/20	1/03/21	140	16,668.58	14,125.43	-2,543.15	-15.26	-3.42
instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Dominion Resources		15/03/10	31/05/10	77	3,597.81	3,514.01	-83.79	-2.33
		7/06/10	1/11/10	147	3,617.11	3,414.98	-202.13	-5.59	-7.79
NextEra Energy		5/02/07	3/03/08	392	1,775.48	1,590.94	-184.54	-10.39
		25/05/09	12/10/09	140	1,302.73	1,195.63	-107.09	-8.22
		7/11/16	21/11/16	14	3,353.97	3,169.88	-184.09	-5.49
		3/07/17	5/02/18	217	3,961.00	4,245.85	284.85	7.19
		12/02/18	23/07/18	161	4,070.84	4,701.83	630.99	15.50
		30/03/20	6/04/20	7	6,634.61	6,389.61	-245.00	-3.69
		20/04/20	4/05/20	14	6,393.49	6,140.22	-253.26	-3.96
		1/06/20	29/06/20	28	6,872.89	6,417.33	-455.56	-6.63	-16.89
Edison International		2/01/06	10/04/06	98	5,272.86	4,777.80	-495.06	-9.39
		1/12/14	20/04/15	140	7,523.34	7,349.54	-173.80	-2.31
		20/03/17	3/07/17	105	8,865.20	8,758.34	-106.86	-1.21
		8/05/23	7/08/23	91	9,902.77	9,944.32	41.55	0.42
		18/09/23	25/09/23	7	10,512.05	10,063.06	-448.99	-4.27
		8/01/24	22/01/24	14	10,530.00	10,009.32	-520.68	-4.94	-20.09

Annotations

22/08/23

Sempra

stock split 1:2 (two for one)


	is taking down something concerning