4731
delsonlizelin
Spring 2023 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| -96 | AGG | 102 | 97.13 | 93.14 | -1.00% | 9,501 | 0 | -407 |
| 0 | BBEU | 192 | 51.86 | 51.14 | 0.00% | 9,819 | 0 | -139 |
| -103 | IEF | 104 | 95.32 | 90.60 | -1.09% | 9,422 | 0 | -491 |
| -370 | IWM | 133 | 187.51 | 173.94 | -1.57% | 23,133 | 0 | -1,806 |
| -40 | SHV | 90 | 110.21 | 110.03 | -0.41% | 9,903 | 0 | -16 |
| -172 | TLT | 99 | 100.97 | 86.95 | -1.96% | 8,609 | 0 | -1,388 |
| -16 | VOO | 68 | 364.23 | 392.46 | -0.06% | 26,687 | 0 | 1,919 |
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) |
|---|