match
bgeorge
None
488
bgeorge
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-18 AAPL 3 195.72 268.82 -2.20% 806 253 219
-80 AMZN 2 1,837.94 1,851.80 -2.10% 3,704 7 28
-58 BAM 35 58.20 59.30 -2.70% 2,076 0 39
-153 BLK 7 542.73 457.11 -4.57% 3,200 0 -599
16 BND 35 83.98 86.64 0.52% 3,032 0 93
-26 GOOG 1 1,087.42 1,299.27 -1.94% 1,299 403 212
-23 IVW 13 183.65 182.38 -0.96% 2,371 12 -17
0 IYY 22 160.12 148.07 -4.19% 3,258 3 -265
-70 KO 35 52.72 53.12 -3.65% 1,859 0 14
-159 MCD 15 193.83 190.79 -5.27% 2,862 0 -46
-87 UTX 20 147.57 128.61 -3.26% 2,572 0 -379

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)