match
bgeorge
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bgeorge
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-32 AAPL 40 114.38 148.69 -0.53% 5,948 498 1,372
-497 AMZN 5 3,350.08 3,335.55 -2.90% 16,678 0 -73
-332 GOOG 4 2,715.58 2,772.50 -2.91% 11,090 0 228
-7 IVW 20 61.99 78.19 -0.46% 1,564 466 324
17 MA 7 378.75 358.67 0.69% 2,511 -24 -141
-51 MGK 25 181.02 246.98 -0.82% 6,174 713 1,649
30 MGV 85 101.22 103.58 0.34% 8,804 -6 201
-34 MSFT 21 219.94 309.16 -0.51% 6,492 241 1,874
82 PG 55 136.92 140.83 1.08% 7,746 0 215
36 TMO 10 497.57 611.96 0.58% 6,120 0 1,144
-1,009 TQQQ 275 126.91 141.28 -2.53% 38,852 -76 3,953
103 UNH 15 408.11 449.16 1.56% 6,737 0 616
0 UTX 35 153.72 85.65 0.00% 2,998 0 -2,383
51 V 52 225.66 231.23 0.43% 12,024 78 290
71 VGLT 80 87.95 87.37 1.03% 6,990 0 -46
-31 VGT 17 401.36 426.87 -0.42% 7,257 348 434
-10 VOO 25 384.56 416.59 -0.10% 10,415 397 801
-41 VUG 20 231.00 306.44 -0.67% 6,129 1,181 1,509

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)