match
ValueMinded
None
13
ValueMinded
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
80 AAPL 140 37.66 116.58 0.49% 16,321 12,644 11,048
43 AMZN 4 1,696.70 3,195.77 0.34% 12,783 1,399 5,996
0 BAC 25 16.07 28.98 -0.03% 725 5,750 323
34 BAX 50 75.03 76.01 0.92% 3,800 1,621 49
-102 BRK.B 60 190.62 231.56 -0.73% 13,894 3,137 2,456
-77 BYND -28 144.56 142.07 1.97% -3,978 0 70
-92 DIS 46 84.43 147.07 -1.34% 6,765 1,715 2,881
-129 EPD 300 18.56 19.95 -2.11% 5,986 647 417
4 FIT -405 6.19 7.18 -0.14% -2,910 0 -404
103 GOOG 5 1,063.21 1,792.43 1.17% 8,962 0 3,646
-17 MKL 5 875.88 1,002.70 -0.34% 5,014 2,739 634
142 NNN -100 34.81 38.41 -3.58% -3,840 0 -360
13 SBUX 25 57.31 98.77 0.54% 2,469 151 1,036
-55 SHOP -4 943.13 1,033.39 1.35% -4,134 0 -361
7 UBER -75 34.77 50.69 -0.19% -3,802 0 -1,194
-34 WFC 250 22.92 28.45 -0.47% 7,112 0 1,383

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)