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TheDon
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2128
TheDon
Long Term Value Investment Challenge
@TheDon
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
0 AABA 1,010 55.11 19.63 0.00% 19,826 0 -35,837
52,835 AMZN 12,640 131.71 116.67 3.72% 1,474,709 24,182 -190,084
562 BAC 2,555 22.45 32.31 0.69% 82,552 0 25,192
583 BP 666 35.92 28.23 3.20% 18,801 0 -5,122
8,998 CAT 1,333 156.07 185.49 3.78% 247,258 0 39,212
2,022 CMI 222 184.09 195.02 4.90% 43,294 0 2,426
390 CSCO 333 31.97 44.10 2.73% 14,685 0 4,038
586 CSX 666 54.70 29.57 3.07% 19,694 0 -16,737
0 FB 555 154.07 196.64 0.00% 109,135 0 23,629
19,165 FIVE 3,333 76.99 128.19 4.70% 427,257 0 170,633
1,647 FLT 222 148.92 217.50 3.53% 48,285 0 15,225
17,551 GOOGL 154 1,041.11 2,359.50 5.08% 363,363 0 203,032
1,066 INTC 888 36.30 38.61 3.21% 34,286 0 2,051
579 JNJ 222 129.69 182.29 1.45% 40,468 0 11,676
797 MCD 188 153.57 247.90 1.74% 46,605 0 17,734
3,487 MSFT 399 72.07 267.70 3.38% 106,812 0 78,057
7,187 NFLX 777 216.17 190.85 5.09% 148,290 0 -19,676
2,147 QQQ 222 143.47 294.61 3.39% 65,403 0 33,554
460 TWTR 666 18.31 39.41 1.78% 26,247 0 14,053
3,361 UNP 555 122.42 215.78 2.89% 119,758 0 51,814
2,175 VOO 199 224.03 360.00 3.13% 71,640 0 27,057

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)