2235
TomBalcom
Spring 2017 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 695 | BBC | 506 | 21.73 | 22.37 | 6.54% | 11,321 | 0 | 327 |
| 0 | CVOL | 15,954 | 0.31 | 0.31 | 0.00% | 4,944 | 0 | -56 |
| 1,352 | FAS | 191 | 47.00 | 68.87 | 11.46% | 13,154 | 0 | 4,176 |
| -119 | GAA | 355 | 25.29 | 27.26 | -1.21% | 9,676 | 0 | 697 |
| 10 | IVAL | 476 | 27.31 | 22.80 | 0.09% | 10,853 | 0 | -2,147 |
| 0 | NFO | 153 | 52.13 | 75.32 | 0.00% | 11,524 | 0 | 3,548 |
| -80 | OUNZ | 572 | 12.24 | 17.71 | -0.78% | 10,130 | 0 | 3,131 |
| -350 | USCI | 248 | 40.22 | 56.06 | -2.45% | 13,903 | 0 | 3,929 |
| 496 | VB | 81 | 134.73 | 182.31 | 3.48% | 14,767 | 0 | 3,854 |
| 168 | XES | 78 | 217.77 | 58.95 | 3.80% | 4,598 | 0 | -12,388 |
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) |
|---|