match
JHauptman
None
202
JHauptman
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
676 EXR 150 115.92 211.96 2.17% 31,794 0 14,406
220 IBM 150 120.32 134.01 1.11% 20,102 0 2,054
102 KMB 120 133.63 135.48 0.63% 16,258 0 222
532 NHI 400 66.77 66.16 2.05% 26,464 0 -244
310 SRE 125 124.71 166.37 1.51% 20,796 0 5,207
1,322 VOO 200 346.74 392.67 1.71% 78,534 0 9,186

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)