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1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
1,003 AAPL 1,084 91.34 141.99 0.66% 153,917 11,300 54,903
780 AMZN 600 94.10 89.75 1.47% 53,853 0 -2,605
-38 AXP 50 163.94 153.99 -0.48% 7,699 0 -498
-44 BAC 100 26.21 32.31 -1.36% 3,232 0 611
-124 BRK.B 300 233.64 305.57 -0.14% 91,671 0 21,580
-2 CRON 75 18.14 2.87 -0.86% 215 0 -1,145
56 CVX 225 88.14 172.89 0.14% 38,900 0 19,068
-173 DAL 200 44.50 33.45 -2.52% 6,690 0 -2,210
9 DIS 50 141.43 92.38 0.19% 4,619 0 -2,452
5 GM 100 37.78 38.01 0.13% 3,801 0 23
-28 GOOG 30 1,520.55 94.21 -0.97% 2,826 0 -42,790
-113 LLY 25 126.71 367.88 -1.22% 9,197 0 6,029
163 META 100 202.42 115.53 1.43% 11,553 0 -8,689
105 MSFT 50 117.45 246.50 0.86% 12,325 0 6,453
236 UPS 50 123.67 179.26 2.70% 8,963 0 2,779
-14 VZ 75 59.42 37.04 -0.51% 2,778 0 -1,679
-80 WMT 100 97.71 148.29 -0.54% 14,829 0 5,058
71 XOM 200 60.49 104.15 0.34% 20,830 0 8,732

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)