198
marc559
Value Investing
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | AL | 25 | 29.00 | 39.43 | -0.09% | 986 | 74 | 261 |
| 0 | BAC | 100 | 14.48 | 27.36 | -0.74% | 2,736 | 0 | 1,288 |
| 0 | DAL | 50 | 44.37 | 37.02 | 0.22% | 1,851 | 36 | -368 |
| 0 | ESRX | 100 | 74.67 | 92.33 | 0.00% | 9,233 | 0 | 1,766 |
| 0 | GE | 7 | 72.04 | 110.48 | -1.67% | 773 | 136 | 269 |
| 0 | HRB | 100 | 25.89 | 43.13 | 0.12% | 4,313 | 0 | 1,724 |
| 0 | KO | 100 | 51.72 | 55.98 | 0.28% | 5,598 | 0 | 426 |
| 0 | PCG | 200 | 11.03 | 16.13 | -0.92% | 3,226 | 0 | 1,020 |
| 0 | TVTY | 150 | 19.13 | 32.50 | 0.00% | 4,875 | -478 | 2,006 |
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) |
|---|