match
alexjohnson21
None
13
alexjohnson21
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
1,657 AXP 247 160.46 156.77 4.47% 38,722 8 -911
147 BAC 140 42.29 44.89 2.40% 6,285 0 364
614 BRK.B 150 287.67 279.09 1.49% 41,863 0 -1,287
452 C 350 73.43 63.81 2.06% 22,334 0 -3,368
-30 MSFT 50 303.63 329.49 -0.18% 16,474 0 1,293
264 NDAQ 120 188.68 201.23 1.11% 24,148 0 1,506
632 VOO 100 412.96 420.56 1.53% 42,056 0 760

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)