4317
tbindbeutel
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 |
|---|---|---|---|---|---|---|---|---|
| -21 | BND | 155 | 87.94 | 74.83 | -0.18% | 11,599 | 0 | -2,033 |
| 1,100 | KCE | 345 | 59.61 | 76.63 | 4.34% | 26,437 | 0 | 5,873 |
| 735 | SPY | 62 | 328.73 | 390.08 | 3.14% | 24,185 | 254 | 3,803 |
| 380 | VEA | 322 | 42.24 | 41.58 | 2.92% | 13,389 | 0 | -214 |
| 51 | XBI | 68 | 110.81 | 77.06 | 0.99% | 5,240 | 632 | -2,295 |
| 415 | XLK | 90 | 113.94 | 133.45 | 3.58% | 12,010 | 256 | 1,756 |
| 137 | XPH | 229 | 42.82 | 42.20 | 1.44% | 9,664 | 1,107 | -143 |
| 319 | XSD | 59 | 120.27 | 161.08 | 3.47% | 9,504 | 1,163 | 2,408 |
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) |
|---|