4377
richarj
FIN353 University of Maine - Richardson, J
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 190 | AAPL | 75 | 112.94 | 164.90 | 1.56% | 12,368 | 0 | 3,897 |
| 30 | ADI | 10 | 138.10 | 197.22 | 1.55% | 1,972 | 0 | 591 |
| 22 | BEP | 75 | 38.99 | 31.51 | 0.96% | 2,363 | 0 | -561 |
| 81 | BLK | 10 | 682.91 | 669.12 | 1.22% | 6,691 | 0 | -138 |
| 28 | COTY | 250 | 7.31 | 12.06 | 0.92% | 3,015 | 0 | 1,186 |
| 46 | DBX | 75 | 19.72 | 21.62 | 2.95% | 1,621 | 0 | 142 |
| -7 | EDEN | 15 | 91.44 | 106.00 | -0.45% | 1,590 | 0 | 218 |
| 224 | FCEL | 3,200 | 8.94 | 2.85 | 2.52% | 9,120 | 0 | -19,492 |
| 41 | FDX | 10 | 277.92 | 228.49 | 1.82% | 2,285 | 0 | -494 |
| 10 | IIPR | 7 | 121.10 | 75.99 | 1.97% | 532 | 0 | -316 |
| 78 | JNJ | 50 | 143.95 | 155.00 | 1.02% | 7,750 | 0 | 552 |
| 205 | META | 50 | 267.60 | 211.94 | 1.97% | 10,597 | 0 | -2,783 |
| 190 | NKE | 75 | 123.54 | 122.64 | 2.11% | 9,198 | 0 | -68 |
| 76 | PFE | 180 | 37.78 | 40.80 | 1.04% | 7,344 | 0 | 544 |
| 9 | PLUG | 20 | 26.89 | 11.72 | 4.18% | 234 | 0 | -303 |
| 78 | PYPL | 50 | 182.50 | 75.94 | 2.08% | 3,797 | 0 | -5,328 |
| 0 | TWTR | 300 | 41.63 | 53.70 | 0.00% | 16,110 | 0 | 3,620 |
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) |
|---|