match
lmn1212
None
13
lmn1212
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
3,395 AAPL 1,032 41.55 141.66 2.38% 146,193 -1,131 103,312
235 CVX 100 115.12 144.77 1.65% 14,477 0 2,965
698 JCI 450 39.53 48.95 3.27% 22,027 0 4,240
3,059 MSFT 350 84.02 267.70 3.38% 93,695 0 64,288
11,067 TSLA 350 60.37 737.12 4.48% 257,992 -315 236,864
3,247 UFPI 1,866 36.97 67.35 2.65% 125,675 -1,304 56,694

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)