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