4601
Robert_F
DHC Fall 2021
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 8 | AAL | 50 | 17.04 | 14.77 | 1.16% | 739 | 0 | -114 |
| -2 | AMC | 20 | 28.16 | 4.50 | -2.49% | 90 | 0 | -473 |
| -55 | AMZN | 60 | 170.07 | 120.72 | -0.76% | 7,243 | 0 | -2,961 |
| 142 | JNJ | 200 | 159.22 | 155.10 | 0.46% | 31,020 | 0 | -825 |
| -72 | MCD | 400 | 248.75 | 285.04 | -0.06% | 114,016 | 0 | 14,514 |
| 132 | PEP | 150 | 163.15 | 182.41 | 0.48% | 27,362 | 0 | 2,890 |
| 33 | ROST | 85 | 110.39 | 103.67 | 0.37% | 8,812 | 0 | -571 |
| 17 | T | 200 | 23.43 | 15.73 | 0.54% | 3,147 | 0 | -1,540 |
| -6 | UA | 50 | 20.43 | 6.55 | -1.94% | 328 | 0 | -694 |
| -132 | UPS | 50 | 201.45 | 167.02 | -1.56% | 8,351 | 0 | -1,722 |
| 20 | WMT | 25 | 138.62 | 146.88 | 0.54% | 3,672 | 0 | 206 |
| -56 | ZUMZ | 100 | 45.52 | 16.06 | -3.37% | 1,606 | 0 | -2,946 |
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) |
|---|