13
jhelwege
Stockfuse Continuum (US)
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 51 | AAPL | 20 | 142.94 | 164.90 | 1.56% | 3,298 | 0 | 439 |
| 13 | AMT | 4 | 220.67 | 204.34 | 1.57% | 817 | 0 | -65 |
| 43 | CAT | 10 | 234.29 | 228.84 | 1.92% | 2,288 | 0 | -55 |
| 26 | CMCSA | 34 | 35.47 | 37.91 | 2.05% | 1,289 | 0 | 83 |
| 32 | COST | 6 | 484.42 | 496.87 | 1.10% | 2,981 | 0 | 75 |
| 28 | CROX | 20 | 96.69 | 126.44 | 1.10% | 2,529 | 0 | 595 |
| -11 | CVS | 27 | 100.05 | 74.31 | -0.52% | 2,006 | 0 | -695 |
| 8 | CVX | 10 | 172.67 | 163.16 | 0.47% | 1,632 | 0 | -95 |
| 24 | FANG | 13 | 138.22 | 135.17 | 1.40% | 1,757 | -1 | -40 |
| 1 | FISV | 30 | 101.76 | 113.03 | 0.03% | 3,391 | 0 | 338 |
| 80 | GOOG | 30 | 94.76 | 104.00 | 2.65% | 3,120 | 0 | 277 |
| 28 | HAL | 49 | 36.59 | 31.64 | 1.87% | 1,550 | 0 | -243 |
| -6 | HUM | 2 | 519.78 | 485.46 | -0.59% | 971 | 0 | -69 |
| 24 | JNJ | 15 | 180.30 | 155.00 | 1.02% | 2,325 | 0 | -380 |
| 36 | JPM | 23 | 133.14 | 130.31 | 1.21% | 2,997 | 0 | -65 |
| 24 | LULU | 4 | 334.32 | 364.19 | 1.70% | 1,457 | 0 | 119 |
| 63 | MSFT | 12 | 257.97 | 289.27 | 1.84% | 3,471 | 0 | 376 |
| 15 | UNH | 6 | 533.31 | 472.59 | 0.54% | 2,836 | 0 | -364 |
| 54 | VGSH | 600 | 58.07 | 58.54 | 0.15% | 35,124 | 0 | 279 |
| 11 | WM | 7 | 166.72 | 163.17 | 1.02% | 1,142 | 0 | -25 |
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) |
|---|