match
procharles3
None
13
procharles3
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-6 ABBV 15 99.43 104.41 -0.39% 1,566 0 75
3 BAM 220 31.25 40.59 0.04% 8,929 0 2,054
-9 BND 20 88.17 88.02 -0.53% 1,760 0 -3
41 BNS 30 42.11 50.27 2.82% 1,508 0 245
68 BX 71 51.38 60.43 1.61% 4,291 0 643
8 DEA 125 21.74 21.72 0.30% 2,716 0 -2
6 DIS 3 128.96 149.54 1.30% 449 0 62
4 ENB 51 28.88 31.38 0.26% 1,600 0 127
35 GLD 10 178.69 170.19 2.11% 1,702 0 -85
3 HD 10 271.21 276.67 0.11% 2,767 0 55
33 IVE 30 113.81 125.74 0.88% 3,772 0 358
12 KO 30 49.31 51.97 0.79% 1,559 0 80
7 O 21 60.19 60.46 0.57% 1,270 0 6
27 PFE 25 36.38 39.43 2.86% 986 0 76
-6 PFF 75 36.80 37.64 -0.23% 2,823 0 64
37 QQQ 9 281.79 303.78 1.39% 2,734 0 198
5 SNA 10 172.44 176.02 0.27% 1,760 0 36
26 SNE 20 90.08 94.63 1.38% 1,893 0 91
28 T 200 26.95 28.88 0.49% 5,775 0 385
-33 TLT 13 161.94 157.47 -1.59% 2,047 0 -58
56 TSM 15 97.10 101.06 3.87% 1,516 0 59
-6 VCSH 30 82.89 82.97 -0.24% 2,489 0 2
8 VGM 130 12.61 12.97 0.50% 1,686 0 47
19 VIG 20 131.39 139.31 0.69% 2,786 0 158
30 VWO 30 45.05 48.57 2.13% 1,457 0 106
53 VYM 50 83.29 90.35 1.19% 4,518 0 353
46 XLF 100 24.77 28.33 1.63% 2,833 0 356
13 XLU 30 63.50 63.28 0.71% 1,899 0 -6
10 XOM 26 34.31 38.48 1.05% 1,001 0 108

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)