match
kaihe
None
13
kaihe
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
315 AMZN 6 2,020.29 3,171.70 1.68% 19,030 -343 6,908
22 ATVI 18 58.57 76.51 1.66% 1,377 0 323
4 BA 5 317.94 219.41 0.36% 1,097 114 -493
-47 BP 100 36.92 21.41 -2.15% 2,142 0 -1,551
-69 CAT 32 134.40 174.67 -1.22% 5,590 0 1,289
-23 COKE 8 270.83 265.70 -1.06% 2,126 0 -41
22 COST 10 304.41 386.85 0.57% 3,868 0 824
-297 DIS 111 130.80 148.97 -1.77% 16,536 0 2,017
-13 DVY 15 103.76 96.49 -0.90% 1,447 0 -109
-50 FB 28 208.02 274.79 -0.64% 7,694 0 1,882
1 IVW 40 50.03 61.15 0.03% 2,446 0 445
-6 KO 35 58.82 53.07 -0.32% 1,858 0 -201
-56 MSFT 69 176.62 213.00 -0.38% 14,697 0 2,510
-10 PCG 100 15.21 12.70 -0.78% 1,270 0 -251
0 QAT 143 17.43 18.25 0.61% 2,610 -18 118
-44 TV 341 10.91 8.29 -1.54% 2,829 0 -891
-11 VIG 12 126.12 138.17 -0.68% 1,658 0 145
-15 VOO 15 300.66 332.77 -0.29% 4,992 0 482
-10 VT 34 81.96 89.18 -0.32% 3,032 0 245
-8 VTI 18 167.14 187.16 -0.23% 3,369 0 360
-17 VYM 27 92.43 90.41 -0.69% 2,441 0 -55
65 WBA 255 49.22 38.76 0.66% 9,884 -350 -2,668
3 WMT 18 115.11 151.57 0.11% 2,728 0 656
94 WWE 162 43.14 42.62 1.38% 6,904 0 -85

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)