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topdowninvestor2023
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topdowninvestor2023
Top Down Investor vs The Intelligent Investor
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
0 BMY 629 79.38 79.83 -1.07% 50,216 0 286
0 MRK 510 97.72 108.88 -1.02% 55,531 0 5,692
0 YPF 6,500 7.66 7.64 -1.80% 49,660 0 -130

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)