match
procharles3
None
13
procharles3
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
12 AAPL 108 123.77 147.05 0.07% 15,881 0 2,514
1 ABBV 15 99.43 115.13 0.05% 1,727 0 235
143 BAM 221 31.29 55.81 1.17% 12,334 0 5,418
-5 BND 25 88.15 86.65 -0.24% 2,166 0 -38
21 BNS 30 42.11 62.93 1.12% 1,888 0 625
-74 BX 72 51.56 115.74 -0.88% 8,333 0 4,621
26 DEA 125 21.74 22.48 0.94% 2,811 0 93
12 DIS 3 128.96 176.75 2.40% 530 0 143
34 ENB 100 30.67 39.50 0.86% 3,950 0 883
-105 EPD 500 21.43 22.05 -0.94% 11,025 0 308
-11 GLD 15 176.44 168.85 -0.42% 2,533 0 -114
52 HD 20 268.69 332.91 0.79% 6,658 0 1,284
17 IVE 30 113.81 148.92 0.38% 4,468 0 1,054
12 KO 31 49.46 56.48 0.68% 1,751 0 218
3 MMM 15 175.56 197.76 0.10% 2,966 0 333
34 MO 100 42.83 47.37 0.72% 4,737 0 454
24 O 40 60.78 70.77 0.85% 2,831 0 400
-4 PFE 30 37.25 45.05 -0.30% 1,352 0 234
21 QQQ 9 281.79 369.74 0.64% 3,328 0 792
16 SNA 11 173.31 222.95 0.65% 2,452 0 546
0 SNE 21 90.30 106.01 0.00% 2,226 0 330
22 T 275 27.70 27.93 0.29% 7,681 0 63
-11 TLT 15 161.35 150.28 -0.49% 2,254 0 -166
6 TSM 16 97.53 119.19 0.32% 1,907 0 347
-4 VCSH 35 82.91 82.70 -0.12% 2,895 0 -7
-1,008 VGM 7,200 13.07 13.96 -0.99% 100,512 0 6,405
26 VIG 50 136.14 160.01 0.33% 8,000 0 1,193
-10 VWO 60 47.15 51.63 -0.31% 3,098 0 269
43 VYM 70 85.29 105.80 0.58% 7,406 0 1,435
48 XLF 105 24.96 37.10 1.26% 3,896 0 1,274
38 XLU 50 62.61 67.53 1.15% 3,377 0 246
19 XOM 50 38.07 57.20 0.68% 2,860 0 956

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)