match
samberk
None
3680
samberk
Wheaton College Investment Club
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
402 AAPL 120 54.83 160.16 2.14% 19,219 0 12,639
0 ALXN 10 121.77 182.50 0.00% 1,825 0 607
202 AMZN 3 1,941.54 3,572.00 1.92% 10,716 0 4,891
-33 BABA 20 162.56 131.70 -1.24% 2,634 0 -617
46 BHP 30 48.29 55.96 2.81% 1,679 0 230
0 COG 100 22.86 22.25 0.00% 2,225 0 -62
4 GILD 10 73.88 70.73 0.57% 707 0 -32
12 INTC 10 47.15 49.88 2.36% 499 0 28
-6 MD 50 47.78 24.51 -0.49% 1,226 -5 -1,165
2 MMM 5 213.07 176.00 0.27% 880 0 -185
73 MSFT 10 113.61 336.94 2.21% 3,369 0 2,234
259 MU 100 45.46 86.01 3.10% 8,601 0 4,054
-33 NFLX 20 365.91 663.98 -0.25% 13,280 0 5,961
-142 SMG 75 79.34 159.43 -1.17% 11,957 -26 6,015
-5 SUPN 30 50.17 30.44 -0.52% 913 0 -592
22 SWKS 10 91.88 154.48 1.42% 1,545 0 628
-12 TLRY 50 124.59 10.30 -2.32% 515 0 -5,713
61 UNH 5 265.27 452.19 2.79% 2,261 0 935

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)