match
mnelson
None
1543
mnelson
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)