4317
LIYUXIONG
Fall 2020 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 568 | ARKG | 160 | 62.35 | 34.62 | 11.43% | 5,539 | 0 | -4,437 |
| 396 | IBUY | 114 | 86.96 | 46.97 | 7.98% | 5,355 | 0 | -4,559 |
| 223 | IEMG | 194 | 51.35 | 49.78 | 2.36% | 9,657 | 0 | -305 |
| 590 | IPO | 175 | 51.38 | 33.26 | 11.27% | 5,820 | 0 | -3,172 |
| 354 | IVV | 30 | 329.88 | 392.00 | 3.10% | 11,760 | 0 | 1,863 |
| 399 | IYH | 90 | 222.11 | 271.61 | 1.66% | 24,445 | 0 | 4,455 |
| 428 | IYW | 132 | 73.58 | 84.69 | 3.98% | 11,179 | 0 | 1,467 |
| 157 | KURE | 152 | 32.89 | 23.08 | 4.67% | 3,508 | 0 | -1,492 |
| 272 | MCHI | 111 | 71.60 | 55.81 | 4.59% | 6,195 | 0 | -1,753 |
| 272 | PTH | 60 | 133.23 | 115.43 | 4.09% | 6,926 | 0 | -1,068 |
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) |
|---|