4387
Daniel_L
Barrow EPF 2020
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 3 | AAPL | 20 | 123.06 | 173.35 | 0.09% | 3,467 | 0 | 1,006 |
| 300 | AMZN | 100 | 161.17 | 146.18 | 2.10% | 14,618 | 0 | -1,499 |
| 6 | ATVI | 20 | 79.58 | 81.02 | 0.36% | 1,620 | 0 | 29 |
| 194 | BBY | 40 | 107.27 | 86.18 | 5.96% | 3,447 | -33 | -844 |
| 15 | CLX | 10 | 201.89 | 150.34 | 1.01% | 1,503 | 0 | -516 |
| -5 | DHR | 4 | 225.10 | 300.98 | -0.45% | 1,204 | 0 | 304 |
| 0 | DNKN | 20 | 106.30 | 106.48 | 0.00% | 2,130 | 0 | 4 |
| 137 | FDX | 20 | 295.39 | 240.08 | 2.95% | 4,802 | 0 | -1,106 |
| 5 | KHC | 20 | 33.12 | 38.81 | 0.66% | 776 | 0 | 114 |
| 1 | MSFT | 5 | 216.43 | 293.58 | 0.04% | 1,468 | 0 | 386 |
| -19 | NFLX | 40 | 497.04 | 248.63 | -0.19% | 9,945 | 0 | -9,936 |
| 14 | TRUE | 200 | 4.09 | 2.65 | 2.71% | 530 | 0 | -289 |
| 16 | UPS | 10 | 169.57 | 207.43 | 0.75% | 2,074 | 0 | 379 |
| 8 | XEL | 20 | 68.55 | 77.08 | 0.52% | 1,542 | 0 | 171 |
| -36 | ZBRA | 15 | 366.37 | 347.01 | -0.69% | 5,205 | 0 | -290 |
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) |
|---|