match
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1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-13 AAPL 112 84.57 107.99 -0.11% 12,095 487 2,624
51 AMZN 3 2,690.65 3,033.40 0.56% 9,100 1,502 1,028
195 BA 71 129.87 148.77 1.88% 10,563 905 1,342
-46 COST 12 347.67 343.20 -1.09% 4,118 0 -54
-62 DIS 55 146.11 121.39 -0.91% 6,676 0 -1,360
1 HD 37 265.33 265.75 0.01% 9,833 0 16
-7 IVV 13 318.32 324.05 -0.17% 4,213 49 75
-3 IVW 20 183.69 222.19 -0.06% 4,444 29 770
9 JPM 40 111.65 92.89 0.23% 3,716 28 -750
-26 KO 112 52.71 48.48 -0.48% 5,430 0 -473
-28 LOW 35 131.76 157.90 -0.50% 5,526 -96 915
-38 MA 20 266.81 326.29 -0.58% 6,526 0 1,190
-19 MCD 29 198.42 215.45 -0.30% 6,248 -159 494
0 MGK 63 170.94 177.49 0.29% 11,182 724 412
4 MSFT 58 172.88 203.27 0.04% 11,790 71 1,762
1,003 NCLH 658 18.68 16.16 10.42% 10,633 -439 -1,659
10 PENN 60 54.86 64.22 0.27% 3,853 0 562
3 PNC 35 107.26 103.46 0.08% 3,621 384 -133
71 TSLA 5 327.78 401.97 3.65% 2,010 1,511 371
0 UTX 35 153.72 85.94 0.00% 3,008 0 -2,372
-9 V 32 207.21 195.25 -0.15% 6,248 35 -383
0 VGT 30 324.19 296.88 0.31% 8,906 0 -819
-5 VOO 8 295.03 297.83 -0.22% 2,383 -36 22
0 VUG 42 201.88 218.41 0.00% 9,173 66 694
13 VZ 90 54.53 59.28 0.24% 5,336 0 428

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)