4317
tfinn95
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 |
|---|---|---|---|---|---|---|---|---|
| 375 | IJR | 136 | 76.08 | 99.97 | 2.84% | 13,596 | 23 | 3,249 |
| 708 | IWM | 128 | 150.71 | 182.77 | 3.12% | 23,395 | 146 | 4,104 |
| 0 | MDYG | 349 | 58.00 | 65.74 | 0.00% | 22,943 | 27 | 2,703 |
| 0 | SCHG | 276 | 56.38 | 61.52 | 0.00% | 16,980 | 0 | 1,418 |
| 700 | VB | 127 | 156.81 | 192.49 | 2.95% | 24,446 | 46 | 4,531 |
| 311 | VOT | 86 | 177.10 | 186.95 | 1.97% | 16,078 | 14 | 847 |
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) |
|---|