4608
DingxiZHANG
Spring 2022 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | BND | 160 | 81.40 | 75.83 | -0.59% | 12,133 | 0 | -892 |
| 0 | EUO | 304 | 26.38 | 32.27 | -0.12% | 9,810 | 0 | 1,791 |
| 0 | SPY | 57 | 434.91 | 426.65 | -0.71% | 24,319 | 0 | -471 |
| 0 | UCO | 260 | 30.91 | 33.51 | 2.04% | 8,713 | 0 | 676 |
| 0 | UGL | 126 | 63.43 | 53.36 | -1.29% | 6,723 | 0 | -1,269 |
| 0 | UNG | 762 | 15.82 | 31.88 | -1.21% | 24,293 | 0 | 12,235 |
| 0 | UUP | 311 | 25.84 | 28.53 | 0.14% | 8,873 | 0 | 836 |
| 0 | VHT | 24 | 238.05 | 247.28 | -0.78% | 5,935 | 6 | 221 |
| 0 | XLK | 26 | 152.44 | 150.07 | -0.71% | 3,902 | 0 | -62 |
| 0 | XLU | 119 | 66.22 | 77.45 | -0.17% | 9,217 | 1 | 1,336 |
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) |
|---|