488
CountDmonay
Starting Small
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| -14 | ABT | 5 | 123.11 | 115.78 | -2.88% | 579 | 0 | -37 |
| 6 | AMLP | 10 | 28.74 | 31.24 | 1.79% | 312 | 0 | 25 |
| -15 | BABA | 5 | 245.32 | 230.92 | -2.19% | 1,155 | 0 | -72 |
| 0 | BDJ | 0 | 0.00 | 8.86 | -1.06% | 0 | 0 | 0 |
| -1 | BND | 5 | 86.52 | 85.15 | -0.32% | 426 | 4 | -7 |
| 0 | BP | 1 | 24.54 | 26.04 | 1.80% | 26 | 0 | 2 |
| 1 | CVX | 1 | 100.08 | 104.61 | 0.82% | 105 | 0 | 5 |
| 0 | DUST | 0 | 0.00 | 24.41 | 0.12% | 0 | 0 | 0 |
| -1 | DVY | 1 | 105.60 | 107.34 | -0.93% | 107 | 0 | 2 |
| 2 | ERX | 2 | 22.77 | 25.44 | 4.86% | 51 | 0 | 5 |
| -6 | FAS | 0 | 0.00 | 82.44 | -3.60% | 0 | 0 | 0 |
| -1 | FDL | 2 | 30.81 | 30.84 | -1.09% | 62 | 0 | 0 |
| -17 | FDX | 2 | 257.75 | 250.76 | -3.22% | 502 | 0 | -14 |
| -57 | GLD | 36 | 173.11 | 159.04 | -0.98% | 5,725 | 0 | -507 |
| -5 | GS | 1 | 321.82 | 329.87 | -1.45% | 330 | 0 | 8 |
| 0 | GULF | 1 | 16.20 | 0.00 | 0.00% | 0 | 0 | 0 |
| -1 | PM | 2 | 85.30 | 84.74 | -0.65% | 169 | 0 | -1 |
| -3 | SLV | 4 | 25.32 | 23.56 | -2.97% | 94 | 0 | -7 |
| -4 | VIG | 3 | 141.07 | 137.41 | -1.50% | 412 | 0 | -11 |
| -32 | VTI | 10 | 202.43 | 197.19 | -1.58% | 1,972 | 0 | -52 |
| -1 | VYM | 1 | 96.50 | 95.96 | -0.87% | 96 | 0 | -1 |
| -2 | WPM | 29 | 39.16 | 35.73 | -0.24% | 1,036 | 0 | -100 |
| 2 | XOM | 1 | 54.84 | 58.64 | 3.36% | 59 | 0 | 4 |
| 572 | YANG | 538 | 13.72 | 13.01 | 8.78% | 6,999 | 0 | -380 |
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) |
|---|