4317
tzheng24
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 |
|---|---|---|---|---|---|---|---|---|
| 318 | ACWI | 127 | 78.59 | 86.31 | 2.99% | 10,961 | 0 | 980 |
| 180 | EWJ | 170 | 58.76 | 53.70 | 2.01% | 9,129 | 0 | -861 |
| 354 | IWM | 68 | 146.41 | 175.09 | 3.07% | 11,906 | 0 | 1,950 |
| 975 | MDYG | 356 | 56.02 | 63.00 | 4.55% | 22,428 | 0 | 2,484 |
| 1,046 | MDYV | 471 | 42.37 | 61.93 | 3.72% | 29,169 | 0 | 9,211 |
| 712 | SPY | 60 | 328.73 | 390.08 | 3.14% | 23,405 | 0 | 3,681 |
| 146 | VNQI | 209 | 47.80 | 44.93 | 1.58% | 9,390 | 0 | -601 |
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) |
|---|