1543
mnelson
10 Year Stock
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 8,432 | AAPL | 1,843 | 23.07 | 132.41 | 3.58% | 244,041 | 324,562 | 201,516 |
| 13,385 | AMZN | 88 | 695.34 | 3,271.53 | 4.88% | 287,895 | 136,940 | 226,705 |
| 561 | BRK.B | 1,219 | 143.23 | 235.04 | 0.20% | 286,520 | 25,464 | 111,922 |
| 4,078 | COST | 591 | 151.78 | 361.39 | 1.95% | 213,581 | 119,875 | 123,882 |
| 170 | LMT | 200 | 372.19 | 342.83 | 0.25% | 68,566 | 0 | -5,871 |
| 967 | MCD | 200 | 193.06 | 214.02 | 2.31% | 42,805 | 0 | 4,193 |
| 5 | NUGT | 1 | 28.71 | 69.59 | 7.72% | 70 | 0 | 41 |
| -1,000 | PEP | 2,000 | 136.80 | 141.70 | -0.35% | 283,400 | 0 | 9,800 |
| -2,046 | TSLA | -310 | 45.30 | 851.49 | 0.78% | -263,962 | -553,302 | -249,919 |
| 3,368 | VOO | 667 | 278.25 | 353.30 | 1.45% | 235,651 | 19,187 | 50,059 |
| 1,300 | XOM | 2,000 | 69.38 | 49.52 | 1.33% | 99,030 | 0 | -39,720 |
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) |
|---|