match
ValueMinded
None
13
ValueMinded
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
0 AAPL 140 37.66 108.11 1.01% 15,135 12,644 9,863
0 AMZN 4 1,696.70 3,016.43 0.59% 12,066 1,399 5,279
0 BAC 25 16.07 23.34 0.37% 584 5,750 182
0 BAX 50 75.03 78.70 0.49% 3,935 1,621 183
0 BRK.B 60 190.62 208.59 -0.44% 12,516 3,137 1,078
0 BYND -28 144.56 147.90 -1.79% -4,141 0 -94
0 CRL 25 192.50 211.91 -0.39% 5,298 0 485
0 DIS 46 84.43 122.51 -0.64% 5,635 1,715 1,752
0 EPD 300 18.56 15.35 0.16% 4,606 647 -963
0 FIT -405 6.19 6.46 0.39% -2,614 0 -109
0 GOOG 5 1,063.21 1,427.85 0.84% 7,139 0 1,823
0 HTZ -700 2.58 1.21 -2.80% -850 808 953
0 HYG -60 84.03 83.10 0.06% -4,986 0 56
0 MKL 5 875.88 952.58 0.14% 4,763 2,739 383
0 NNN -100 34.81 33.83 0.67% -3,383 0 98
0 SAM -4 793.86 867.94 -3.16% -3,472 0 -296
0 SBUX 25 57.31 83.02 0.04% 2,076 151 643
0 SHOP -4 943.13 908.23 -1.08% -3,633 0 140
0 TLRY -1 143.23 4.75 0.74% -5 1,525 138
0 UBER -75 34.77 33.32 -0.61% -2,499 0 109
0 WFC 150 24.02 23.31 2.10% 3,497 0 -106

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)