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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 |
|---|---|---|---|---|---|---|---|---|
| 121 | AAPL | 780 | 172.03 | 177.38 | 0.09% | 138,356 | 0 | 4,176 |
| 239 | CHDN | 460 | 292.99 | 135.83 | 0.38% | 62,482 | 0 | -72,295 |
| 605 | CHE | 240 | 548.24 | 533.04 | 0.48% | 127,930 | 0 | -3,648 |
| 279 | CMG | 67 | 2,033.30 | 2,076.49 | 0.20% | 139,125 | 0 | 2,894 |
| 182 | HLIT | 9,075 | 16.47 | 17.60 | 0.11% | 159,720 | 0 | 10,209 |
| -840 | MA | 350 | 384.21 | 364.99 | -0.65% | 127,746 | 0 | -6,728 |
| -1,032 | MMC | 745 | 180.02 | 173.11 | -0.79% | 128,967 | 0 | -5,146 |
| -1,010 | MSFT | 440 | 307.13 | 328.66 | -0.69% | 144,610 | 0 | 9,472 |
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) |
|---|