| | |
| | |
Assessment - Dow Jones Utility Average - 7/01/24 - RS = 39
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
10/02/23 |
prc diff |
⇓ Δ39 |
|
∅-RS |
| |  |
 |
 |
|
L |
 |
DJUA |
1,000.910 |
8/12 |
0.36 |
898.820 |
11.36 |
783.080 |
115.740 |
14.78 |
|
3.90 |
| | |
|
|
|
L |
|
PSEG |
80.510 |
8/12 |
0.81 |
73.630 |
9.34 |
54.690 |
18.940 |
34.63 |
|
15.99 |
| | |
|
|
|
L |
|
NextEra Energy |
77.580 |
8/12 |
0.15 |
69.900 |
10.99 |
52.150 |
17.750 |
34.04 |
|
14.55 |
| | |
|
|
|
L |
|
Southern |
87.200 |
8/12 |
0.46 |
77.000 |
13.25 |
62.710 |
14.290 |
22.79 |
|
10.63 |
| | |
|
|
|
L |
|
AEP |
97.140 |
8/12 |
-0.40 |
87.280 |
11.30 |
71.840 |
15.440 |
21.49 |
|
7.82 |
| | |
|
|
|
L |
|
Duke Energy |
113.370 |
8/12 |
0.62 |
99.350 |
14.11 |
85.440 |
13.910 |
16.28 |
|
7.65 |
| | |
|
|
|
L |
|
AES |
16.710 |
8/12 |
0.30 |
17.440 |
-4.19 |
14.160 |
3.280 |
23.16 |
|
7.05 |
| | |
|
|
|
|
|
Edison International |
82.410 |
8/12 |
0.52 |
71.190 |
15.76 |
61.040 |
10.150 |
16.63 |
|
4.14 |
| | |
|
|
|
L |
|
Sempra |
78.990 |
8/12 |
0.74 |
74.970 |
5.36 |
65.270 |
9.700 |
14.86 |
|
3.72 |
| | |
|
|
|
|
|
Dominion Resources |
54.720 |
8/12 |
0.46 |
48.010 |
13.98 |
42.310 |
5.700 |
13.47 |
|
3.21 |
| | |
|
|
|
|
|
FirstEnergy |
42.200 |
8/12 |
0.55 |
38.310 |
10.15 |
32.600 |
5.710 |
17.52 |
|
2.36 |
| | |
|
|
|
|
|
Atmos Energy |
128.640 |
8/12 |
0.46 |
115.980 |
10.92 |
102.760 |
13.220 |
12.86 |
|
1.36 |
| | |
|
|
|
|
|
Consolidated Edison |
101.940 |
8/12 |
0.91 |
88.810 |
14.78 |
81.620 |
7.190 |
8.81 |
|
-0.07 |
| | |
|
|
|
L |
|
American Water |
142.560 |
8/12 |
0.20 |
127.760 |
11.58 |
119.750 |
8.010 |
6.69 |
|
-0.28 |
| | |
|
|
|
|
|
Exelon |
36.900 |
8/12 |
-0.54 |
34.550 |
6.80 |
36.610 |
-2.060 |
-5.63 |
|
-7.81 |
| | |
|
|
|
L |
|
Xcel Energy |
58.020 |
8/12 |
0.10 |
52.430 |
10.66 |
55.030 |
-2.600 |
-4.72 |
|
-8.41 |
| DJUA - 15 out of 15 instruments rated - 7/01/24 / 10/02/23 - 13 did rise, Market-Ratio(39) = 86.67 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Dow Jones Utility Average * S39 - 6 ex 2 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | |
| 1/02/06 |
8/04/08 |
945 |
|
- cash - |
| short |
8/04/08 |
8/11/08 |
7 |
|
|
|
AES |
100 |
668 |
|
14.960 |
15.890 |
14.030 |
-0.930 |
-6 |
9,379 |
-96 |
|
| 8/11/08 |
9/08/08 |
28 |
|
- cash - |
| |
9/08/08 |
12/01/08 |
84 |
|
|
|
AES |
100 |
627 |
|
14.950 |
6.910 |
32.345 |
17.395 |
116 |
20,285 |
2,760 |
|
| 12/01/08 |
1/12/09 |
42 |
|
- cash - |
| |
1/12/09 |
4/06/09 |
84 |
|
|
|
AES |
100 |
2,289 |
|
8.860 |
6.280 |
12.500 |
3.640 |
41 |
28,617 |
346 |
|
| 4/06/09 |
4/20/09 |
14 |
|
- cash - |
| |
4/20/09 |
5/04/09 |
14 |
|
|
|
AES |
100 |
4,362 |
|
6.560 |
8.110 |
5.010 |
-1.550 |
-24 |
21,856 |
-100 |
|
| 5/04/09 |
5/11/09 |
7 |
|
- cash - |
| |
5/11/09 |
6/15/09 |
35 |
|
|
|
FirstEnergy |
100 |
524 |
|
41.670 |
39.410 |
44.060 |
2.390 |
6 |
23,108 |
79 |
|
| 6/15/09 |
9/07/15 |
2275 |
|
- cash - |
| |
9/07/15 |
9/14/15 |
7 |
|
|
|
AES |
100 |
2,095 |
|
11.030 |
11.070 |
10.990 |
-0.040 |
0 |
23,024 |
-17 |
|
| 9/14/15 |
9/28/15 |
14 |
|
- cash - |
| |
9/28/15 |
10/05/15 |
7 |
|
|
|
AES |
100 |
2,347 |
|
9.810 |
10.270 |
9.350 |
-0.460 |
-5 |
21,945 |
-92 |
|
| 10/05/15 |
3/23/20 |
1631 |
|
- cash - |
| |
3/23/20 |
3/30/20 |
7 |
|
|
|
PSEG |
100 |
595 |
|
36.860 |
44.510 |
29.210 |
-7.650 |
-21 |
17,393 |
-100 |
|
| 3/30/20 |
5/29/23 |
1155 |
|
- cash - |
| |
5/29/23 |
6/05/23 |
7 |
|
|
|
Dominion Resources |
100 |
348 |
|
49.860 |
50.500 |
49.220 |
-0.640 |
-1 |
17,170 |
-49 |
|
| 6/05/23 |
6/12/23 |
7 |
|
- cash - |
| |
6/12/23 |
6/19/23 |
7 |
|
|
|
Dominion Resources |
100 |
327 |
|
52.500 |
53.330 |
51.670 |
-0.830 |
-2 |
16,899 |
-56 |
|
| 6/19/23 |
10/02/23 |
105 |
|
- cash - |
| |
10/02/23 |
11/06/23 |
35 |
|
|
|
AES |
100 |
1,193 |
|
14.160 |
16.340 |
11.980 |
-2.180 |
-15 |
14,298 |
-83 |
|
| 11/06/23 |
1/22/24 |
77 |
|
- cash - |
| |
1/22/24 |
2/26/24 |
35 |
|
|
|
NextEra Energy |
100 |
251 |
|
56.850 |
55.150 |
58.602 |
1.752 |
3 |
14,738 |
37 |
|
| 2/26/24 |
11/21/24 |
269 |
|
- cash - |
| accum | 8/04/08 |
2/26/24 | 329 |
days out of 6898 invested (5%) |
47 |
14,738 |
54 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
| AES | short | 8/04/08 | 8/11/08 | 7 | 14.96 | 15.89 | 14.03 | -0.93 | -6.22 | | | |
| | | 9/08/08 | 12/01/08 | 84 | 14.95 | 6.91 | 32.34 | 17.39 | 116.35 | | | |
| | | 1/12/09 | 4/06/09 | 84 | 8.86 | 6.28 | 12.50 | 3.64 | 41.08 | | | |
| | | 4/20/09 | 5/04/09 | 14 | 6.56 | 8.11 | 5.01 | -1.55 | -23.63 | | | |
| | | 9/07/15 | 9/14/15 | 7 | 11.03 | 11.07 | 10.99 | -0.04 | -0.36 | | | |
| | | 9/28/15 | 10/05/15 | 7 | 9.81 | 10.27 | 9.35 | -0.46 | -4.69 | | | |
| | | 10/02/23 | 11/06/23 | 35 | 14.16 | 16.34 | 11.98 | -2.18 | -15.40 | | | 75.65 |
| FirstEnergy | | 5/11/09 | 6/15/09 | 35 | 41.67 | 39.41 | 44.06 | 2.39 | 5.73 | | | 5.73 |
| NextEra Energy | | 1/22/24 | 2/26/24 | 35 | 56.85 | 55.15 | 58.60 | 1.75 | 3.08 | | | 3.08 |
| Dominion Resources | | 5/29/23 | 6/05/23 | 7 | 49.86 | 50.50 | 49.22 | -0.64 | -1.28 | | | |
| | | 6/12/23 | 6/19/23 | 7 | 52.50 | 53.33 | 51.67 | -0.83 | -1.58 | | | -2.84 |
| PSEG | | 3/23/20 | 3/30/20 | 7 | 36.86 | 44.51 | 29.21 | -7.65 | -20.75 | | | -20.75 |
Annotations
| 8/22/23 | Sempra | | | stock split 1:2 (two for one) |
|
