488
CountDmonay
Starting Small
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 7 | ABT | 5 | 109.72 | 107.70 | 1.39% | 538 | 0 | -10 |
| -3 | AMLP | 5 | 24.86 | 26.02 | -2.47% | 130 | 0 | 6 |
| -1 | BDJ | 45 | 7.42 | 8.23 | -0.24% | 371 | 0 | 37 |
| 0 | BND | 1 | 87.28 | 88.37 | 0.22% | 88 | 4 | 1 |
| -5 | BP | 15 | 19.71 | 21.11 | -1.42% | 317 | 0 | 21 |
| -10 | CVX | 11 | 84.62 | 91.38 | -1.01% | 1,005 | 0 | 74 |
| 0 | DUST | 1 | 21.03 | 22.89 | -1.29% | 23 | 0 | 2 |
| -10 | DVY | 14 | 91.75 | 95.67 | -0.74% | 1,339 | 0 | 55 |
| 0 | ERX | 1 | 12.78 | 15.00 | -2.47% | 15 | 0 | 2 |
| -7 | FAS | 11 | 48.35 | 54.19 | -1.22% | 596 | 0 | 64 |
| 0 | FDL | 16 | 28.43 | 29.42 | -0.10% | 471 | 0 | 16 |
| -52 | GLD | 27 | 176.18 | 167.79 | -1.01% | 4,530 | -14 | -227 |
| -3 | GS | 3 | 223.36 | 235.65 | -0.46% | 707 | 0 | 37 |
| 0 | GULF | 1 | 16.20 | 0.00 | 0.00% | 0 | 0 | 0 |
| 19 | IRBT | 20 | 76.72 | 79.09 | 1.24% | 1,582 | 0 | 47 |
| -2 | PM | 2 | 76.52 | 75.96 | -1.28% | 152 | 0 | -1 |
| -77 | SLV | 115 | 23.36 | 21.05 | -3.08% | 2,421 | 0 | -266 |
| 0 | VIG | 2 | 126.88 | 138.70 | 0.12% | 277 | 0 | 24 |
| 1 | VTI | 2 | 176.72 | 188.18 | 0.35% | 376 | 0 | 23 |
| 0 | VYM | 1 | 87.25 | 90.34 | -0.12% | 90 | 0 | 3 |
| -6 | XOM | 10 | 38.27 | 40.22 | -1.43% | 402 | 0 | 20 |
| -434 | YANG | 324 | 17.09 | 15.22 | -8.09% | 4,931 | 0 | -607 |
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) |
|---|