4601
Brooksel
DHC Fall 2021
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 22 | AAPL | 10 | 174.72 | 138.93 | 1.62% | 1,389 | 0 | -358 |
| 242 | ADBE | 100 | 653.31 | 368.48 | 0.66% | 36,848 | -430 | -28,483 |
| 0 | AMC | 15 | 30.76 | 13.53 | -0.15% | 203 | 0 | -258 |
| -42 | AMD | 15 | 142.25 | 73.67 | -3.66% | 1,105 | 0 | -1,029 |
| 670 | AMZN | 200 | 176.92 | 109.56 | 3.15% | 21,912 | -382 | -13,473 |
| 9 | DG | 10 | 221.45 | 246.35 | 0.37% | 2,464 | 0 | 249 |
| -1,615 | LULU | 175 | 441.20 | 263.38 | -3.39% | 46,092 | 0 | -31,118 |
| 28 | MSFT | 10 | 333.25 | 259.58 | 1.07% | 2,596 | 0 | -737 |
| -13 | PFE | 110 | 52.30 | 52.31 | -0.23% | 5,754 | 0 | 1 |
| 9 | VZ | 10 | 50.55 | 51.64 | 1.75% | 516 | 0 | 11 |
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) |
|---|