2796
matthewschmidty
Fall 2017 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | AAXJ | 137 | 72.92 | 66.08 | 0.00% | 9,052 | 0 | -938 |
| 0 | CAFE | 799 | 12.50 | 10.48 | 0.00% | 8,374 | 0 | -1,616 |
| 0 | CANE | 1,019 | 9.81 | 13.93 | 0.00% | 14,195 | 0 | 4,201 |
| 0 | DIA | 44 | 223.20 | 330.85 | 0.00% | 14,557 | 0 | 4,736 |
| 0 | FNDB | 288 | 34.68 | 53.92 | 0.00% | 15,529 | 0 | 5,541 |
| 0 | QQQ | 69 | 144.32 | 348.42 | 0.00% | 24,041 | 0 | 14,083 |
| 0 | SAA | 570 | 17.43 | 19.56 | 0.00% | 11,147 | 0 | 1,210 |
| 0 | SPY | 40 | 249.45 | 420.00 | 0.00% | 16,800 | 0 | 6,822 |
| 0 | SRLN | 211 | 47.34 | 41.17 | 0.00% | 8,687 | 0 | -1,303 |
| 0 | VEA | 230 | 43.31 | 45.47 | 0.00% | 10,458 | 0 | 496 |
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) |
|---|