match
moneytree_S3
None
4102
moneytree_S3
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-1,742 ACB 1,667 76.06 1.68 -38.28% 2,809 0 -123,991
491 AMZN 6 1,836.39 2,303.38 3.68% 13,820 0 2,802
-450 CRON 10,000 11.73 3.05 -1.45% 30,550 0 -86,750
18,299 DIS 4,959 136.66 109.30 3.49% 542,019 -246 -135,691
174 FB 50 190.54 195.12 1.82% 9,756 0 229
449 FDX 61 164.38 219.65 3.47% 13,399 0 3,371
107 HAS 100 100.52 87.06 1.24% 8,706 0 -1,346
100 IPGP 40 124.45 102.50 2.49% 4,100 0 -878
-475 LYFT -5,000 45.30 17.77 0.54% -88,875 0 137,625
500 MPC 191 52.48 102.10 2.63% 19,501 0 9,477
102 SEB 1 4,290.00 4,203.00 2.48% 4,203 0 -87
11,389 TSLA 220 45.56 759.50 7.31% 167,090 0 157,066
-2,800 UBER -5,000 33.49 23.66 2.42% -118,300 0 49,150
530 WFC 2,000 50.79 45.86 0.58% 91,730 0 -9,850
4,750 XOM 5,000 72.64 97.59 0.98% 487,950 0 124,750

Performance

Performance

Risk-Adjusted Excess Return

Sharpe Ratio

Rolling 5-Day Volatilities

Daily 5% Value-at-Risk (VaR)

Rolling Betas

Action Type Time Symbol Quantity Price Limit Status
Payment Date Ex-Dividend Date Ticker Position Dividend Per Share Total Dividend (USD)