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liam.stokes
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liam.stokes
UMaine Investment Strategy 2018
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-463 AAPL 120 54.27 144.25 -2.60% 17,311 0 10,798
58 AMZN 100 81.99 93.99 0.63% 9,399 0 1,201
-66 BA 10 338.67 171.78 -3.69% 1,718 0 -1,669
-100 CAT 30 143.38 232.35 -1.42% 6,970 0 2,669
-32 DIS 10 109.52 95.63 -3.28% 956 0 -139
12 DXCM 20 126.26 112.60 0.54% 2,252 0 -273
-104 GM 100 34.29 39.41 -2.58% 3,942 0 512
-23 MCD 10 176.63 272.74 -0.82% 2,727 0 961
-170 MSFT 30 114.11 241.82 -2.29% 7,255 0 3,831
-44 NFLX 10 371.66 281.17 -1.53% 2,812 0 -905
-37 NKE 40 82.78 105.02 -0.88% 4,201 0 890
-134 NVDA 30 200.87 158.24 -2.74% 4,747 0 -1,279
0 P 500 9.01 8.38 0.00% 4,190 0 -318
-578 SIRI 5,500 6.30 6.38 -1.62% 35,118 0 470
-22 SPOT 10 138.41 76.57 -2.74% 766 0 -618
-194 SPY 30 290.93 395.88 -1.60% 11,876 0 3,148
37 TGT 20 85.83 165.21 1.12% 3,304 0 1,588
12 TSLA 300 18.14 182.90 0.02% 54,870 0 49,427
-43 WEX 10 200.67 159.67 -2.65% 1,597 0 -410
8 WMT 20 102.77 153.49 0.27% 3,070 0 1,014
-15 XLU 20 53.52 70.19 -1.06% 1,404 0 333

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)