13
ValueMinded
Stockfuse Continuum (US)
| 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) |
|---|