2028
sozohan
Towey Capital Management
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 1,841 | AAPL | 1,344 | 44.48 | 160.25 | 0.86% | 215,376 | 0 | 155,602 |
| 3,053 | ADBE | 483 | 231.88 | 374.96 | 1.71% | 181,106 | -242 | 69,110 |
| -384 | AMZN | 800 | 75.78 | 98.13 | -0.49% | 78,504 | 0 | 17,876 |
| 1,388 | CRM | 540 | 123.61 | 190.06 | 1.37% | 102,632 | 861 | 35,883 |
| -2 | GOOGL | 56 | 1,079.09 | 105.44 | -0.04% | 5,905 | 0 | -54,524 |
| 185 | META | 105 | 166.73 | 206.01 | 0.86% | 21,631 | 27,069 | 4,124 |
| 2,517 | NFLX | 313 | 336.58 | 328.39 | 2.51% | 102,786 | -8,787 | -2,563 |
| -310 | NKE | 1,000 | 68.48 | 120.71 | -0.26% | 120,710 | 0 | 52,225 |
| 1,221 | PYPL | 918 | 80.16 | 73.88 | 1.83% | 67,822 | -58 | -5,760 |
| -3,222 | TSLA | 1,800 | 222.36 | 190.41 | -0.93% | 342,738 | 0 | -57,510 |
| 488 | WMT | 400 | 87.38 | 141.80 | 0.87% | 56,720 | 0 | 21,768 |
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) |
|---|