match
Mr.Fernando
None
4275
Mr.Fernando
Morton Micro 2019-20 - 2nd Semester
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
67 AAPL 215 291.60 364.36 0.09% 78,337 124 15,643
-15 AMRN 145 7.96 6.93 -1.49% 1,005 0 -149
123 AMZN 15 2,375.21 2,887.57 0.28% 43,314 0 7,685
-165 DIS 190 108.27 112.14 -0.77% 21,307 0 735
412 GOOG 15 1,360.00 1,465.22 1.91% 21,978 0 1,578
-11 GS 45 176.46 197.37 -0.12% 8,882 0 941
-20 JPM 35 84.47 92.66 -0.61% 3,243 0 287
-489 NFLX 56 443.94 476.97 -1.80% 26,710 0 1,850
148 NKE 150 86.07 98.41 1.01% 14,762 0 1,851
42 QQQ 25 227.26 252.19 0.68% 6,305 -6 623
-1,262 SQ 490 76.95 113.33 -2.22% 55,532 0 17,827
12 TGT 115 117.09 119.08 0.08% 13,694 0 229
8,742 TSLA 99 805.77 1,208.00 7.89% 119,592 -195 39,821
-56 WMT 115 124.63 119.22 -0.41% 13,710 0 -622

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)