4500
andrew.traylor2015
High ROE Companies
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 644 | AAPL | 395 | 125.02 | 174.66 | 0.94% | 68,991 | 0 | 19,610 |
| -119 | CSCO | 950 | 52.55 | 46.64 | -0.27% | 44,313 | 0 | -5,614 |
| -295 | DG | 240 | 205.21 | 255.55 | -0.48% | 61,332 | 0 | 12,082 |
| -1,139 | DHI | 540 | 91.80 | 76.50 | -2.68% | 41,310 | 0 | -8,265 |
| -718 | EBAY | 780 | 63.48 | 48.58 | -1.86% | 37,892 | 0 | -11,622 |
| 0 | FB | 160 | 308.31 | 196.64 | 0.00% | 31,462 | 0 | -17,866 |
| -47 | GOOGL | 22 | 2,201.63 | 119.56 | -1.76% | 2,630 | 0 | -45,806 |
| -308 | INTC | 750 | 65.74 | 35.78 | -1.13% | 26,835 | 0 | -22,470 |
| 301 | LOW | 255 | 193.52 | 215.30 | 0.55% | 54,901 | 0 | 5,554 |
| -961 | LRCX | 75 | 653.60 | 497.55 | -2.51% | 37,316 | 0 | -11,704 |
| -96 | MCO | 160 | 309.02 | 321.59 | -0.19% | 51,454 | 0 | 2,011 |
| -268 | MSFT | 200 | 248.51 | 291.37 | -0.46% | 58,274 | 0 | 8,571 |
| -186 | ORCL | 665 | 74.20 | 79.24 | -0.35% | 52,695 | 0 | 3,352 |
| 81 | ORLY | 95 | 510.93 | 743.44 | 0.11% | 70,627 | 0 | 22,088 |
| -154 | SPGI | 135 | 364.29 | 387.63 | -0.29% | 52,330 | 0 | 3,151 |
| 2,086 | TPL | 30 | 1,571.22 | 1,728.38 | 4.19% | 51,851 | 0 | 4,715 |
| -140 | UNH | 130 | 370.48 | 545.04 | -0.20% | 70,855 | 0 | 22,692 |
| -121 | UNP | 220 | 224.20 | 240.80 | -0.23% | 52,976 | 0 | 3,652 |
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) |
|---|