13
ValueMinded
Stockfuse Continuum (US)
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 24 | AAPL | 70 | 45.11 | 140.71 | 0.25% | 9,850 | 19,707 | 6,692 |
| 165 | AMZN | 3 | 1,696.70 | 2,137.02 | 2.64% | 6,411 | 2,656 | 1,321 |
| 4 | BAC | 25 | 16.07 | 35.80 | 0.42% | 895 | 5,750 | 493 |
| -24 | BRK.B | 50 | 195.39 | 308.70 | -0.15% | 15,435 | 0 | 5,666 |
| 37 | COST | 15 | 319.26 | 440.19 | 0.57% | 6,603 | 2,871 | 1,814 |
| 78 | DIS | 46 | 84.43 | 103.28 | 1.66% | 4,751 | 1,715 | 867 |
| 156 | EPD | 300 | 18.56 | 27.32 | 1.94% | 8,196 | 647 | 2,627 |
| 0 | FIT | -405 | 6.19 | 6.93 | 0.00% | -2,807 | 0 | -301 |
| -6 | GOOG | 5 | 1,063.21 | 2,117.38 | -0.05% | 10,587 | 0 | 5,271 |
| -4 | MKL | 5 | 875.88 | 1,340.90 | -0.06% | 6,704 | 2,739 | 2,325 |
| -6 | SBUX | 25 | 57.31 | 72.48 | -0.33% | 1,812 | 151 | 379 |
| -52 | TLT | -110 | 144.87 | 119.33 | 0.40% | -13,126 | 0 | 2,809 |
| 300 | VBR | 95 | 158.60 | 162.49 | 1.98% | 15,437 | 0 | 370 |
| 72 | VIG | 100 | 140.30 | 149.35 | 0.48% | 14,935 | 0 | 905 |
| 180 | VTV | 200 | 125.62 | 141.02 | 0.64% | 28,204 | 0 | 3,081 |
| 112 | VZ | 200 | 52.18 | 51.24 | 1.10% | 10,248 | 0 | -187 |
| 63 | WFC | 75 | 21.26 | 44.13 | 1.94% | 3,310 | 608 | 1,715 |
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) |
|---|