match
jcorti01
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13
jcorti01
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-11 AAPL 26 115.46 122.21 -0.35% 3,177 0 176
54 ACN 13 236.75 253.12 1.66% 3,291 0 213
-21 AMZN 1 3,044.72 3,161.86 -0.65% 3,162 0 117
53 BAC 109 27.62 29.24 1.70% 3,188 0 177
16 BRK.B 13 224.05 231.18 0.52% 3,005 0 93
120 CRWD 22 136.85 167.12 3.38% 3,677 0 666
-17 FB 11 268.96 279.73 -0.54% 3,077 0 118
7 GOOG 2 1,731.98 1,828.24 0.19% 3,656 0 193
9 MMM 18 167.81 171.97 0.30% 3,096 0 75
40 NVDA 6 517.16 541.94 1.26% 3,252 0 149
35 PFE 78 38.77 40.33 1.14% 3,146 0 121
30 VT 35 86.42 91.31 0.96% 3,196 0 171
32 VTI 17 181.04 191.51 1.00% 3,256 0 178
62 ZBRA 9 359.97 379.01 1.85% 3,411 0 171

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)