2028
sozohan
Towey Capital Management
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| -4,704 | AAPL | 1,344 | 44.48 | 137.32 | -2.49% | 184,558 | 0 | 124,784 |
| -1,690 | ADBE | 483 | 231.88 | 394.38 | -0.88% | 190,486 | -242 | 78,490 |
| 152 | AMZN | 40 | 1,515.69 | 2,146.04 | 0.18% | 85,842 | 0 | 25,214 |
| -918 | CRM | 540 | 123.61 | 155.63 | -1.08% | 84,040 | 861 | 17,291 |
| -102 | FB | 105 | 166.73 | 191.27 | -0.50% | 20,083 | 27,069 | 2,577 |
| -1,777 | GOOGL | 56 | 1,079.09 | 2,206.26 | -1.42% | 123,551 | 0 | 63,122 |
| 1,963 | NFLX | 313 | 336.58 | 183.46 | 3.54% | 57,423 | -8,787 | -47,927 |
| -2,930 | NKE | 1,000 | 68.48 | 106.44 | -2.68% | 106,440 | 0 | 37,955 |
| 3,745 | PYPL | 918 | 80.16 | 81.26 | 5.29% | 74,597 | -58 | 1,014 |
| -78 | TSLA | 600 | 667.08 | 709.68 | -0.02% | 425,808 | 0 | 25,560 |
| -1,340 | WMT | 400 | 87.38 | 119.08 | -2.74% | 47,632 | 0 | 12,680 |
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) |
|---|