match
jgf203
None
13
jgf203
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
0 CTL 500 11.67 11.00 0.00% 5,500 0 -337
166 CVS 100 52.84 68.45 2.48% 6,845 0 1,561
156 MSFT 40 129.43 213.81 1.86% 8,553 0 3,376
-277 NEM 150 32.49 56.77 -3.15% 8,515 0 3,642
70 UNH 50 228.78 335.77 0.42% 16,788 0 5,350
99 VOO 20 268.30 333.38 1.51% 6,668 0 1,302
164 WMT 300 102.26 151.41 0.36% 45,422 0 14,742

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)