198
lucror
Value Investing
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | AFSI | 150 | 13.50 | 14.75 | 0.00% | 2,212 | 0 | 188 |
| -4 | ARLP | 108 | 18.52 | 5.25 | -0.66% | 567 | 0 | -1,434 |
| 0 | BT | 100 | 18.64 | 10.56 | 0.00% | 1,056 | 41 | -808 |
| 0 | CAFD | 250 | 12.19 | 12.42 | 0.00% | 3,105 | 104 | 58 |
| -13 | CPLP | 40 | 24.76 | 9.27 | -3.44% | 371 | 0 | -620 |
| -4 | CVX | 10 | 109.10 | 91.84 | -0.39% | 918 | 68 | -173 |
| 1,074 | GME | 50 | 22.05 | 64.50 | 49.93% | 3,225 | 0 | 2,122 |
| 0 | GNC | 600 | 5.90 | 0.55 | 0.00% | 332 | 117 | -3,206 |
| -79 | IBM | 6 | 159.31 | 118.68 | -10.00% | 712 | 132 | -244 |
| -10 | IVE | 10 | 101.50 | 130.50 | -0.72% | 1,305 | 15 | 290 |
| 1 | PFE | 58 | 32.72 | 36.59 | 0.05% | 2,122 | -31 | 224 |
| 5 | VZ | 26 | 47.99 | 57.59 | 0.34% | 1,497 | 10 | 249 |
| -8 | XOM | 12 | 86.30 | 47.48 | -1.44% | 570 | -6 | -466 |
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) |
|---|