SEMPRA ENERGY

117.6 +0.95 (+0.81%) Buy

Party time for SRE investors as it delivers great returns

13 min read

SEMPRA ENERGY delivered stellar performance on Thursday. It gained +0.81% to close at 117.6. It is currently trading +16% above it's 52 week low of 100.71 and is down only -1% from it's 52 week high.

[Themes containing SRE]

SRE is currently in a up trend. Over the last three months Buy-and-Hold has been a better strategy (returning -0.95%) for SRE's investors than trading long signals.

Trend

SRE has been outperforming the SP500 index in recent time. Over the last 2 years 11 months and 9 days, SRE underperformed the SP500 index on 50% days. Which indicates that on days SRE underperforms the SP500 index, it's performance is marginally worse than on the days it outperforms the SP500 index.

SRE was profitable on 50% days in the last three months. During this time, it delivered on average -0.01% per day. It delivered it's best daily return of +3.85%, during this period, on Wednesday, 7 Nov, 2018. There was initially a bullish trend during this period which started on 27 Sep, 2018 and went on till 2 Oct, 2018. The bullish trend returned +4.16% to investors. This was followed by a bearish trend that started on 25 Oct, 2018 and ended on 2 Nov, 2018. This bearish trend lost -6.05% of investor capital.

On monthly basis, SRE delivered profits in more months over the last year, than losses. SRE delivered profits in more months than SP500 index. SRE significantly outperformed SP500 index in Jun 2018, when it returned +8.99% compared to +4.75% returned by SP500 index during it's best month in the last one year - Jan 2018. SRE had a shorter streak of profitable months than SP500 index. It only went up in 4 straight months during the last year.

I never dreamed about success, I worked for it.
-- Estee Lauder

SRE is becoming less volatile overall. In comparison, the SP500 index is seeing a rise in volatility. During the last three months, there was a significant fall in SRE's volatility from 14 Sep, 2018 to 22 Oct, 2018. While there was a significant surge in the SP500 index's volatility from 14 Sep, 2018 to 29 Oct, 2018.

Advanced/professional short-term investors should note that SRE has negative skewness in it's return distribution. This indicates that investors may need to stay invested through long periods of drawdown before expecting a recovery.

SP500 index has more chance of extreme outcomes than SRE. Therefore, SP500 must receive a lower allocation than SRE in your portfolio. SP500 index usually has shorter drawdown period than SRE.

Based on your interest in SRE you may find it interesting to know that TWTR is a mid cap that has shown remarkable performance and deserves to be on every investors' watchlist.

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