match
ValueMinded
None
13
ValueMinded
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)