match
BSB
None
488
BSB
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
16 BRK.B 7 183.27 295.11 0.80% 2,066 0 783
33 CAT 7 122.71 190.72 2.52% 1,335 0 476
43 DIS 10 179.69 112.43 3.98% 1,124 0 -673
12 KDP 20 36.83 39.70 1.51% 794 0 57
65 TXN 12 86.16 183.12 3.04% 2,197 0 1,164
48 VB 9 137.59 201.19 2.72% 1,811 61 572
71 VOO 9 226.66 386.06 2.09% 3,475 44 1,435

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)