4317
estefania.cardona98
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 |
|---|---|---|---|---|---|---|---|---|
| 1,997 | ERX | 942 | 12.81 | 70.43 | 3.10% | 66,345 | 0 | 54,275 |
| 0 | GUSH | 388 | 31.06 | 193.82 | 7.88% | 75,202 | 0 | 63,150 |
| 51 | IYC | 39 | 267.06 | 60.32 | 2.20% | 2,352 | 0 | -8,063 |
| -4 | SOXS | 1 | 149.41 | 48.00 | -6.98% | 48 | 0 | -101 |
| 718 | TECL | 370 | 33.51 | 35.76 | 5.74% | 13,231 | -54 | 833 |
| 3,329 | UCO | 1,652 | 7.29 | 46.86 | 4.49% | 77,413 | 0 | 65,364 |
| 252 | XLK | 100 | 120.11 | 136.14 | 1.89% | 13,614 | 0 | 1,603 |
| 0 | ZSL | -1 | 0.00 | 27.34 | 0.77% | -27 | 0 | -27 |
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) |
|---|