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mikeschex
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2128
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
866 AAPL 240 37.11 172.10 2.14% 41,304 3,867 32,398
246 ADM 100 37.39 86.60 2.92% 8,660 585 4,921
670 ADNT 500 10.39 38.55 3.60% 19,275 1,806 14,081
450 AER 225 46.34 50.46 4.13% 11,354 241 927
251 ALGN 155 156.99 289.00 0.56% 44,795 0 20,461
213 AME 100 80.29 129.31 1.67% 12,931 0 4,902
14 ATVI 50 65.48 80.79 0.35% 4,039 0 766
885 AVAV 190 70.54 97.93 5.00% 18,607 591 5,205
528 BA 250 99.38 169.99 1.26% 42,497 0 17,652
-10 BABA 105 149.93 94.77 -0.11% 9,951 0 -5,792
191 BAC 490 20.27 36.30 1.09% 17,787 218 7,855
-4 BIO 10 337.71 548.74 -0.07% 5,487 0 2,110
568 CAT 200 112.96 196.84 1.46% 39,368 0 16,775
69 CHE 10 311.72 490.74 1.42% 4,907 0 1,790
141 COF 300 66.94 115.74 0.41% 34,722 239 14,641
91 CRON 758 9.22 3.17 3.93% 2,403 0 -4,587
1,359 CVS 635 59.79 106.39 2.05% 67,558 -242 29,590
0 CVU 450 6.71 2.33 0.00% 1,048 0 -1,970
70 DBX 250 17.92 24.84 1.14% 6,210 0 1,730
-2 DGX 100 85.02 140.55 -0.01% 14,055 0 5,554
360 DOCU 180 45.58 74.34 2.76% 13,381 229 5,176
266 ELY 950 10.42 24.30 1.17% 23,085 1,238 13,190
446 ETR 200 89.49 121.01 1.88% 24,202 297 6,304
2,406 ETSY 460 42.43 119.91 4.56% 55,159 3,185 35,639
306 F 875 8.55 16.18 2.21% 14,158 503 6,677
0 FB 57 142.28 196.64 0.00% 11,208 4,359 3,099
0 FEYE 660 17.27 17.58 0.00% 11,603 -20 207
552 GD 90 174.36 237.95 2.64% 21,416 8 5,723
178 GE 173 66.38 79.93 1.31% 13,828 371 2,344
10 GIS 250 41.48 77.00 0.05% 19,250 2,299 8,880
196 GRMN 140 70.65 100.07 1.42% 14,010 533 4,119
156 HII 50 215.91 230.46 1.37% 11,523 115 728
156 HPE 1,200 12.81 14.80 0.89% 17,760 0 2,382
122 INTC 235 46.35 36.11 1.46% 8,486 1,172 -2,408
316 INTU 40 231.40 486.66 1.65% 19,466 0 10,210
-239 JNJ 130 128.34 165.30 -1.10% 21,489 791 4,805
85 JNPR 500 26.21 28.91 0.59% 14,455 0 1,348
147 KDP 525 24.31 39.30 0.72% 20,632 2,237 7,870
-26 KHC 425 27.87 38.67 -0.15% 16,435 878 4,590
58 KO 120 45.32 63.70 0.76% 7,644 534 2,205
-50 KWEB 450 50.04 28.61 -0.38% 12,874 0 -9,642
165 LEA 100 132.07 152.91 1.09% 15,291 -70 2,084
58 LH 85 127.73 259.42 0.26% 22,051 2,579 11,194
199 LMT 37 271.75 434.24 1.26% 16,067 1,776 6,012
1,014 LRCX 48 139.36 518.59 4.25% 24,892 3,543 18,203
76 MD 400 32.42 21.23 0.90% 8,492 0 -4,475
191 MED 40 96.62 136.79 3.61% 5,472 0 1,607
108 MKL 11 987.47 1,227.66 0.81% 13,504 0 2,642
418 MRK 200 75.35 91.02 2.35% 18,204 0 3,134
165 MRO 1,100 12.75 24.06 0.63% 26,466 148 12,442
0 MYL 700 29.29 15.85 0.00% 11,098 644 -9,404
510 NOC 55 290.28 479.58 1.97% 26,377 215 10,412
882 NVDA 115 146.78 187.09 4.27% 21,515 4,496 4,635
-32 OSK 150 79.36 86.36 -0.24% 12,954 0 1,050
82 PCG 375 7.08 12.13 1.85% 4,549 2,270 1,894
-50 PRLB 155 90.38 46.43 -0.68% 7,197 0 -6,812
242 ROK 50 171.79 257.76 1.91% 12,888 0 4,298
0 RTN 125 154.75 116.96 0.00% 14,620 0 -4,724
-11 SAVE 100 28.05 24.57 -0.45% 2,457 0 -348
321 SNAP 630 5.84 11.62 4.59% 7,321 6,790 3,641
0 STMP 145 38.00 329.61 0.00% 47,793 180 42,283
816 TDOC 350 49.67 40.32 6.13% 14,112 1,995 -3,274
576 TGT 200 71.65 172.48 1.70% 34,496 2,780 20,166
11,055 TSLA 275 50.06 900.09 4.68% 247,525 6,182 233,758
296 TTWO 120 91.63 123.14 2.05% 14,777 590 3,781
230 UBER 1,000 23.42 32.47 0.71% 32,470 488 9,046
195 WBA 375 70.40 40.59 1.30% 15,221 0 -11,180
345 WFC 500 45.75 45.94 1.52% 22,970 0 94
308 XOM 380 52.12 94.00 0.87% 35,720 -130 15,913

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)