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
28 CVS 100 52.84 84.66 0.34% 8,466 0 3,182
-144 MSFT 40 129.43 244.90 -1.45% 9,796 0 4,619
473 NEM 150 32.49 73.97 4.46% 11,096 0 6,223
-40 UNH 50 228.78 409.17 -0.20% 20,459 0 9,020
-30 VOO 20 268.30 381.85 -0.39% 7,637 0 2,271
-236 WMT 300 102.26 138.85 -0.56% 41,656 0 10,977

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)