4096
roselai
Fall 2019 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 222 | FTXO | 583 | 25.70 | 26.96 | 1.43% | 15,718 | 0 | 733 |
| 414 | IEZ | 845 | 17.73 | 15.73 | 3.22% | 13,292 | 0 | -1,693 |
| 1,293 | RWJ | 393 | 63.55 | 105.16 | 3.23% | 41,328 | 0 | 16,351 |
| 1,006 | VOO | 92 | 271.26 | 360.00 | 3.13% | 33,120 | 0 | 8,164 |
| 296 | XES | 137 | 72.99 | 58.95 | 3.80% | 8,076 | 0 | -1,923 |
| -62 | ZROZ | 69 | 144.13 | 105.35 | -0.85% | 7,269 | 0 | -2,676 |
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) |
|---|