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mikeschex
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mikeschex
Long Term Value Investment Challenge
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
2,593 AAPL 240 37.11 170.03 6.79% 40,806 3,867 31,900
156 ADM 100 37.39 75.76 2.10% 7,576 585 3,837
-885 ADNT 500 10.39 39.96 -4.24% 19,980 1,806 14,786
17 AER 225 46.34 61.49 0.12% 13,836 241 3,410
1,093 ALGN 155 156.99 462.67 1.55% 71,714 0 47,380
233 AME 100 80.29 134.79 1.76% 13,479 0 5,450
6 ATVI 50 65.48 79.02 0.15% 3,951 0 677
-84 AVAV 190 70.54 53.56 -0.81% 10,176 591 -3,226
148 BA 250 99.38 190.34 0.31% 47,585 0 22,740
335 BABA 105 149.93 114.98 2.86% 12,073 0 -3,669
167 BAC 490 20.27 45.81 0.75% 22,447 218 12,514
276 BIO 10 337.71 592.32 4.90% 5,923 0 2,546
-2,280 CAT 200 112.96 200.77 -5.37% 40,154 0 17,561
101 CHE 10 311.72 462.42 2.23% 4,624 0 1,507
220 COF 300 66.94 142.41 0.52% 42,724 239 22,644
83 CRON 758 9.22 3.41 3.33% 2,585 0 -4,405
1,499 CVS 635 59.79 109.15 2.21% 69,310 -242 31,342
-36 CVU 450 6.71 2.19 -3.52% 986 0 -2,032
252 DBX 250 17.92 23.91 4.41% 5,978 0 1,498
-57 DGX 100 85.02 134.51 -0.42% 13,451 0 4,950
1,132 DOCU 180 45.58 116.98 5.68% 21,056 229 12,851
589 ELY 950 10.42 23.25 2.74% 22,088 1,238 12,192
322 ETR 200 89.49 111.20 1.47% 22,240 297 4,342
2,801 ETSY 460 42.43 145.63 4.36% 66,990 3,185 47,470
-39 F 875 8.55 19.50 -0.23% 17,067 503 9,587
352 FB 57 142.28 300.81 2.09% 17,146 4,359 9,036
0 FEYE 660 17.27 17.58 0.00% 11,603 -20 207
342 GD 90 174.36 212.60 1.82% 19,134 8 3,442
367 GE 173 66.38 92.02 2.36% 15,919 371 4,435
240 GIS 250 41.48 69.31 1.40% 17,328 2,299 6,958
322 GRMN 140 70.65 121.16 1.94% 16,962 533 7,071
-40 HII 50 215.91 187.64 -0.42% 9,382 115 -1,413
360 HPE 1,200 12.81 16.11 1.90% 19,332 0 3,954
-115 INTC 235 46.35 47.56 -1.02% 11,177 1,172 283
674 INTU 40 231.40 534.08 3.26% 21,363 0 12,107
136 JNJ 130 128.34 171.64 0.62% 22,313 791 5,630
1,072 JNPR 500 26.21 33.59 6.82% 16,798 0 3,690
10 KDP 525 24.31 37.62 0.05% 19,750 2,237 6,988
-34 KHC 425 27.87 36.01 -0.22% 15,304 878 3,460
142 KO 120 45.32 60.83 1.98% 7,300 534 1,861
146 KWEB 450 50.04 33.95 0.97% 15,280 0 -7,237
-407 LEA 100 132.07 163.23 -2.43% 16,323 -70 3,116
351 LH 85 127.73 269.86 1.55% 22,938 2,579 12,081
134 LMT 37 271.75 392.71 0.93% 14,530 1,776 4,476
166 LRCX 48 139.36 558.75 0.62% 26,820 3,543 20,131
120 MD 400 32.42 24.64 1.23% 9,856 0 -3,111
64 MED 40 96.62 191.39 0.85% 7,656 0 3,791
298 MKL 11 987.47 1,213.59 2.28% 13,349 0 2,487
40 MRK 200 75.35 80.78 0.25% 16,156 0 1,086
-88 MRO 1,100 12.75 19.77 -0.40% 21,747 148 7,723
0 MYL 700 29.29 15.85 0.00% 11,098 644 -9,404
326 NOC 55 290.28 379.91 1.58% 20,895 215 4,930
910 NVDA 115 146.78 227.35 3.60% 26,145 4,496 9,265
-110 OSK 150 79.36 111.76 -0.65% 16,764 0 4,860
98 PCG 375 7.08 12.66 2.10% 4,748 2,270 2,093
188 PRLB 155 90.38 47.79 2.60% 7,407 0 -6,601
-180 ROK 50 171.79 283.38 -1.25% 14,169 0 5,580
0 RTN 125 154.75 116.96 0.00% 14,620 0 -4,724
-49 SAVE 100 28.05 20.25 -2.36% 2,025 0 -780
1,358 SNAP 630 5.84 30.45 7.61% 19,187 6,790 15,507
0 STMP 145 38.00 329.61 0.00% 47,793 180 42,283
994 TDOC 350 49.67 70.28 4.21% 24,598 1,995 7,212
1,024 TGT 200 71.65 217.30 2.41% 43,460 2,780 29,130
4,284 TSLA 275 50.06 844.68 1.88% 232,287 6,182 218,520
157 TTWO 120 91.63 158.56 0.83% 19,027 590 8,031
1,015 UBER 1,000 23.42 35.10 2.98% 35,105 488 11,681
126 WBA 375 70.40 50.34 0.67% 18,876 0 -7,526
192 WFC 500 45.75 54.14 0.72% 27,072 0 4,196
23 XOM 380 52.12 75.18 0.08% 28,568 -130 8,762

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)