3423
avalek00
SV Money Management P4
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| -209 | AAPL | -44 | 42.64 | 136.94 | 3.60% | -6,025 | 0 | -4,149 |
| 40 | AMZN | 1 | 1,487.98 | 3,305.58 | 1.22% | 3,306 | 0 | 1,818 |
| 2 | BBY | 1 | 72.21 | 114.56 | 1.99% | 115 | 0 | 42 |
| 1 | F | 1 | 11.32 | 11.51 | 5.98% | 12 | 0 | 0 |
| 6 | FB | 1 | 173.03 | 273.38 | 2.23% | 273 | 0 | 100 |
| 5 | HD | 1 | 188.80 | 279.74 | 1.92% | 280 | 0 | 91 |
| 0 | LKFN | 1 | 47.67 | 60.09 | -0.03% | 60 | 0 | 12 |
| 0 | MSFT | 2 | 95.44 | 224.74 | 0.01% | 449 | 0 | 259 |
| -1 | PLAY | 1 | 42.66 | 33.76 | -2.15% | 34 | 0 | -9 |
| -1 | SC | 1 | 18.41 | 23.34 | -2.93% | 23 | 0 | 5 |
| -1 | SIX | 1 | 64.46 | 36.70 | -2.51% | 37 | 0 | -28 |
| 0 | UBSH | 1 | 38.16 | 35.28 | 0.00% | 35 | 0 | -3 |
| -1 | WMT | 2 | 87.92 | 144.92 | -0.41% | 290 | 0 | 114 |
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) |
|---|