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1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
64 AAPL 112 84.57 116.58 0.49% 13,057 487 3,585
53 AMZN 5 2,916.96 3,195.77 0.34% 15,979 1,502 1,394
-41 BA 31 159.07 216.54 -0.60% 6,713 4,866 1,782
14 COST 18 358.70 388.47 0.21% 6,993 0 536
-50 DIS 25 146.11 147.07 -1.34% 3,677 164 24
138 HD 57 270.18 276.20 0.88% 15,743 0 343
13 IVV 13 318.32 364.98 0.27% 4,745 49 607
25 IVW 80 45.92 61.56 0.51% 4,925 29 1,251
-34 JPM 40 111.65 121.24 -0.70% 4,850 28 384
-27 KO 112 52.71 52.70 -0.45% 5,902 0 -1
-16 LOW 115 151.31 154.85 -0.09% 17,808 -96 407
-45 MA 20 266.81 339.10 -0.66% 6,782 0 1,446
-25 MCD 29 198.42 218.42 -0.39% 6,334 -159 580
71 MGK 63 170.94 196.21 0.58% 12,361 724 1,592
88 MSFT 58 172.88 215.18 0.71% 12,480 71 2,453
48 NCLH 108 15.87 23.68 1.89% 2,557 1,208 844
58 PENN 60 54.86 73.42 1.34% 4,405 0 1,114
-27 PNC 35 107.26 139.86 -0.54% 4,895 384 1,141
-62 RUN 50 65.10 66.74 -1.81% 3,337 0 82
-1 SQ 12 201.89 212.38 -0.03% 2,549 0 126
43 TMO 10 497.57 452.97 0.95% 4,530 0 -446
61 TSLA 5 327.78 585.55 2.13% 2,928 1,511 1,289
0 UTX 35 153.72 85.94 0.00% 3,008 0 -2,372
8 V 32 207.21 211.18 0.12% 6,758 35 127
74 VGT 30 324.19 333.09 0.74% 9,993 0 267
27 VOO 28 321.39 334.14 0.29% 9,356 -36 357
69 VUG 42 201.88 243.41 0.68% 10,223 66 1,744
21 VZ 90 54.53 60.61 0.38% 5,455 0 548

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)