match
kaihe
None
13
kaihe
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-6 ATVI 18 58.57 93.43 -0.36% 1,682 0 627
26 BA 5 317.94 228.69 2.30% 1,143 114 -446
78 BP 100 36.92 26.70 2.99% 2,670 0 -1,023
52 CAT 32 134.40 242.35 0.68% 7,755 0 3,454
25 COKE 8 270.83 330.62 0.96% 2,645 0 478
40 COST 10 304.41 384.56 1.05% 3,846 0 801
-601 DIS 111 130.80 173.63 -3.02% 19,273 0 4,754
19 DVY 15 103.76 122.81 1.02% 1,842 0 286
266 FB 28 208.02 316.49 3.09% 8,862 0 3,037
52 IVW 40 50.03 67.97 1.97% 2,719 0 718
5 KO 35 58.82 54.77 0.24% 1,917 0 -142
287 MSFT 69 176.62 248.51 1.70% 17,147 0 4,960
14 PCG 100 15.21 10.79 1.31% 1,079 0 -442
0 QAT 143 17.43 19.46 0.00% 2,783 -18 291
87 TV 341 10.91 12.65 2.06% 4,315 0 596
11 VIG 12 126.12 155.60 0.62% 1,867 0 354
66 VOO 15 300.66 383.35 1.17% 5,750 0 1,240
49 VT 34 81.96 101.43 1.45% 3,449 0 662
53 VTI 18 167.14 215.66 1.38% 3,882 0 873
36 VYM 27 92.43 107.59 1.27% 2,905 0 409
98 WBA 255 49.22 54.75 0.71% 13,963 -350 1,411
16 WMT 18 115.11 139.64 0.64% 2,514 0 442
104 WWE 162 43.14 53.67 1.21% 8,695 0 1,706

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)