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1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
113 AAPL 13 200.68 373.07 2.39% 4,850 487 2,241
266 AMZN 2 1,784.76 3,020.75 4.61% 6,042 286 2,472
411 BA 71 129.87 186.59 3.20% 13,248 905 4,027
74 DIS 55 146.11 113.48 1.20% 6,241 0 -1,795
-7 HD 17 247.28 248.11 -0.16% 4,218 0 14
54 IVV 13 318.32 317.59 1.32% 4,129 49 -9
77 IVW 20 183.69 214.47 1.83% 4,290 29 616
70 JPM 40 111.65 94.41 1.88% 3,776 28 -690
21 KO 112 52.71 45.03 0.41% 5,044 0 -859
7 LOW 35 131.76 135.86 0.14% 4,755 -96 144
53 MA 20 266.81 304.90 0.88% 6,098 0 762
136 MCD 29 198.42 188.20 2.56% 5,458 -159 -296
176 MGK 50 153.42 169.83 2.12% 8,492 0 821
145 MSFT 33 137.23 210.72 2.13% 6,954 71 2,425
62 NCLH 655 21.29 16.06 0.59% 10,519 0 -3,425
50 PNC 35 107.26 103.54 1.41% 3,624 384 -130
0 UTX 35 153.72 85.94 0.00% 3,008 0 -2,372
11 V 7 195.94 197.17 0.81% 1,380 35 9
30 VOO 8 295.03 290.58 1.31% 2,325 -36 -36
187 VUG 42 201.88 209.72 2.17% 8,808 66 329
36 VZ 90 54.53 55.15 0.73% 4,964 0 56

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)