4608
johnny.b.smith
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 |
|---|---|---|---|---|---|---|---|---|
| -268 | AMLP | 209 | 38.10 | 37.45 | -3.30% | 7,827 | 0 | -137 |
| -523 | ECH | 528 | 26.50 | 28.22 | -3.39% | 14,900 | 0 | 906 |
| -314 | IEZ | 479 | 16.67 | 17.22 | -3.66% | 8,248 | 0 | 262 |
| -306 | OIH | 32 | 245.51 | 246.69 | -3.74% | 7,894 | 0 | 38 |
| -38 | ONEQ | 148 | 53.80 | 50.83 | -0.51% | 7,523 | 0 | -440 |
| 0 | QSY | 126 | 63.37 | 63.37 | 0.00% | 7,985 | 0 | 0 |
| -29 | VONG | 144 | 69.10 | 66.53 | -0.30% | 9,580 | 0 | -371 |
| -170 | VTWO | 246 | 81.16 | 70.23 | -0.97% | 17,277 | 0 | -2,690 |
| 0 | WBIG | 293 | 27.28 | 21.74 | 0.00% | 6,370 | 0 | -1,624 |
| -163 | XLE | 113 | 70.41 | 76.58 | -1.85% | 8,653 | 0 | 696 |
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) |
|---|