Share-o-matic

Wed, 19th Mar 2025, 9:31UTC

Assessment - Dow Jones Utility Average - 26/06/23 - RS = 39

historical assessment - show freshest

		⇓instrument	freshest		Δday	26/06/23	⇓ Δwk	26/09/22	prc diff	⇓ Δ39	⇓∅-RS
	L	DJUA	1,000.910	12/08/24	0.36	908.030		953.480	-45.450	-4.77	-4.76
		Consolidated Edison	101.940	12/08/24	0.91	91.680		93.170	-1.490	-1.60	-2.76
	L	PSEG	80.510	12/08/24	0.81	62.150		60.800	1.350	2.22	1.33
	L	Sempra	78.990	12/08/24	0.74	73.025		78.615	-5.590	-7.11	-5.87
	L	Duke Energy	113.370	12/08/24	0.62	90.840		100.840	-10.000	-9.92	-8.59
		FirstEnergy	42.200	12/08/24	0.55	38.770		38.770	0.000	0.00	-1.87
		Edison International	82.410	12/08/24	0.52	68.800		63.170	5.630	8.91	4.15
		Atmos Energy	128.640	12/08/24	0.46	116.350		109.170	7.180	6.58	2.79
		Dominion Resources	54.720	12/08/24	0.46	52.790		75.840	-23.050	-30.39	-16.62
	L	Southern	87.200	12/08/24	0.46	71.730		73.150	-1.420	-1.94	2.11
	L	AES	16.710	12/08/24	0.30	20.710		22.960	-2.250	-9.80	-14.77
	L	American Water	142.560	12/08/24	0.20	140.230		137.330	2.900	2.11	-4.87
	L	NextEra Energy	77.580	12/08/24	0.15	74.290		81.150	-6.860	-8.45	-6.77
	L	Xcel Energy	58.020	12/08/24	0.10	62.860		69.950	-7.090	-10.14	-8.33
	L	AEP	97.140	12/08/24	-0.40	83.780		95.630	-11.850	-12.39	-9.61
		Exelon	36.900	12/08/24	-0.54	40.570		40.580	-0.010	-0.02	-2.93
DJUA - 15 out of 15 instruments rated - 26/06/23 / 26/09/22 - 4 did rise, Market-Ratio(39) = 26.67 %
Stock Exchange Currency: USD $ Dollar

Technical Chart

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

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

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	10/10/22	672		AES	50	177	20.870	24.890		4.020	19	8,103	10
					PG & E	50	295	12.530	14.130		1.600	13	8,575	7
100							16						8
short	10/10/22	14/11/22	35		American Water	50	33	127.440	144.750	110.130	-17.310	-14	8,004	-78
					Exelon	50	115	37.810	38.060	37.560	-0.250	-1	7,975	-7
100							-7						-53
long	14/11/22	2/01/23	49		AES	50	144	27.530	28.760		1.230	4	8,152	38
					PG & E	50	277	14.460	16.260		1.800	12	8,651	140
100							8						83
short	2/01/23	20/03/23	77		Dominion Resources	50	70	61.320	55.620	67.604	6.284	10	9,091	59
					NiSource	50	158	27.420	27.820	27.020	-0.400	-1	9,028	-7
100							4						22
long	20/03/23	15/05/23	56		Consolidated Edison	50	46	96.910	98.480		1.570	2	9,100	11
					Edison International	50	66	69.000	72.240		3.240	5	9,314	35
100							3						23
short	15/05/23	3/07/23	49		AES	50	211	21.990	21.070	22.950	0.960	4	9,516	37
					Dominion Resources	50	85	54.770	52.610	57.019	2.249	4	9,707	35
100							4						36
long	3/07/23	4/09/23	63		Edison International	50	70	69.090	68.410		-0.680	-1	9,660	-6
					Atmos Energy	50	41	117.300	115.470		-1.830	-2	9,585	-9
100							-1						-7
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	4/09/23	11/12/23	98		AES	50	267	17.890	18.050	17.730	-0.160	-1	9,542	-3
					Dominion Resources	50	100	47.880	47.650	48.111	0.231	0	9,565	2
100							0						-1
long	11/12/23	15/01/24	35		PSEG	50	75	62.980	60.320		-2.660	-4	9,366	-36
					Southern	50	67	71.360	71.420		0.060	0	9,370	1
100							-2						-19
short	15/01/24	6/05/24	112		NextEra Energy	50	76	61.040	71.250	50.830	-10.210	-17	8,594	-45
					Exelon	50	131	36.070	37.550	34.590	-1.480	-4	8,400	-13
100							-10						-30
long	6/05/24	12/08/24	98		NextEra Energy	50	58	71.250	77.580		6.330	9	8,767	37
					PSEG	50	59	71.340	80.510		9.170	13	9,308	57
100							11						47
accum	10/04/06	12/08/24	6918	days out of 7016 invested (99%)							-7		9,308	0

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
	short	10/10/22	14/11/22	35	127.44	144.75	110.13	-17.31	-13.58		-6.79	41.42
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
	short	15/01/24	6/05/24	112	61.04	71.25	50.83	-10.21	-16.73		-8.36
	long	6/05/24	12/08/24	98	71.25	77.58		6.33	8.88		4.44	34.87
PG & E	long	6/07/09	31/08/15	2247	38.47	49.58		11.11	28.88		14.44
	long	7/12/20	10/10/22	672	12.53	14.13		1.60	12.77		6.38
	long	14/11/22	2/01/23	49	14.46	16.26		1.80	12.45		6.22	29.32
Edison International	short	28/07/08	6/07/09	343	47.85	31.40	72.92	25.07	52.39		26.19
	long	20/03/23	15/05/23	56	69.00	72.24		3.24	4.70		2.35
	long	3/07/23	4/09/23	63	69.09	68.41		-0.68	-0.98		-0.49	28.52
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
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
	short	10/10/22	14/11/22	35	37.81	38.06	37.56	-0.25	-0.66		-0.33
	short	15/01/24	6/05/24	112	36.07	37.55	34.59	-1.48	-4.10		-2.05	17.94
Dominion Resources	short	2/01/23	20/03/23	77	61.32	55.62	67.60	6.28	10.25		5.12
	short	15/05/23	3/07/23	49	54.77	52.61	57.02	2.25	4.11		2.05
	short	4/09/23	11/12/23	98	47.88	47.65	48.11	0.23	0.48		0.24	7.54
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
	short	2/01/23	20/03/23	77	27.42	27.82	27.02	-0.40	-1.46		-0.73	5.05
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	d_i %	total
PSEG	long	11/12/23	15/01/24	35	62.98	60.32		-2.66	-4.22		-2.11
	long	6/05/24	12/08/24	98	71.34	80.51		9.17	12.85		6.43	4.18
Consolidated Edison	long	20/03/23	15/05/23	56	96.91	98.48		1.57	1.62		0.81	0.81
Southern	long	11/12/23	15/01/24	35	71.36	71.42		0.06	0.08		0.04	0.04
Atmos Energy	long	3/07/23	4/09/23	63	117.30	115.47		-1.83	-1.56		-0.78	-0.78
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	10/10/22	672	20.87	24.89		4.02	19.26		9.63
	long	14/11/22	2/01/23	49	27.53	28.76		1.23	4.47		2.23
	short	15/05/23	3/07/23	49	21.99	21.07	22.95	0.96	4.37		2.18
	short	4/09/23	11/12/23	98	17.89	18.05	17.73	-0.16	-0.89		-0.45	-18.36
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

22/08/23

Sempra

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