match
ValueMinded
None
13
ValueMinded
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-55 AAPL 70 45.11 148.69 -0.53% 10,408 19,707 7,250
-52 ADSK -18 280.22 308.58 0.95% -5,554 0 -510
-298 AMZN 3 1,696.70 3,335.55 -2.90% 10,007 2,656 4,917
8 BABA 30 241.78 177.70 0.16% 5,331 0 -1,923
18 BAC 25 16.07 47.57 1.58% 1,189 5,750 788
121 BRK.B 50 195.39 289.24 0.84% 14,462 0 4,693
256 BYND 0 0.00 95.80 -11.80% 0 0 0
119 COST 25 319.26 481.99 1.00% 12,050 0 4,068
-88 DIS 46 84.43 169.42 -1.12% 7,793 1,715 3,909
9 EPD 300 18.56 24.43 0.12% 7,329 647 1,760
0 FIT -405 6.19 6.93 0.00% -2,807 0 -301
238 GME -20 165.33 169.80 -6.55% -3,396 0 -89
-416 GOOG 5 1,063.21 2,772.50 -2.91% 13,862 0 8,546
108 KODK -400 8.41 6.78 -3.83% -2,712 187 653
18 MKL 5 875.88 1,321.14 0.27% 6,606 2,739 2,226
3 SBUX 25 57.31 114.55 0.10% 2,864 151 1,431
-86 TLT -55 140.77 144.13 1.10% -7,927 0 -185
-47 TSLA 0 0.00 909.68 1.75% 0 0 0
42 VBR 95 158.60 178.86 0.25% 16,992 0 1,925
93 VIG 100 140.30 163.97 0.57% 16,397 0 2,367
108 VTV 200 125.62 143.28 0.38% 28,656 0 3,533
-138 VZ 300 54.10 52.93 -0.86% 15,879 0 -350
25 WFC 75 21.26 50.66 0.66% 3,799 608 2,205
-19 XLU -55 67.07 67.25 0.51% -3,699 0 -10

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)