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
95 AAPL 860 72.90 147.05 0.07% 126,463 124 63,769
63 AMRN 145 7.96 4.87 9.82% 705 0 -449
289 AMZN 15 2,375.21 3,374.81 0.57% 50,622 0 14,994
788 DIS 190 108.27 176.75 2.40% 33,582 0 13,011
278 GOOG 15 1,360.00 2,737.77 0.68% 41,067 0 20,667
286 GS 45 176.46 384.31 1.68% 17,294 0 9,353
67 JPM 35 84.47 153.12 1.27% 5,359 0 2,403
423 NFLX 56 443.94 524.96 1.46% 29,398 0 4,537
294 NKE 150 86.07 173.86 1.14% 26,079 0 13,168
59 QQQ 25 227.26 369.74 0.64% 9,244 -6 3,562
7,492 SQ 490 76.95 281.71 5.74% 138,038 0 100,333
95 TGT 115 117.09 261.38 0.32% 30,059 0 16,593
1,797 TSLA 495 161.15 714.62 0.51% 353,737 -195 273,966
304 WMT 115 124.63 145.49 1.85% 16,731 0 2,399

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)