4601
isaac.hodges11
DHC Fall 2021
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | AAPL | 100 | 160.29 | 142.76 | -2.64% | 14,276 | 0 | -1,753 |
| 0 | BBY | 100 | 105.41 | 83.08 | -1.47% | 8,308 | 0 | -2,233 |
| 0 | DIS | 100 | 147.31 | 92.25 | -3.84% | 9,225 | 0 | -5,506 |
| 0 | F | 100 | 19.39 | 13.26 | -0.86% | 1,326 | 0 | -613 |
| 0 | JNJ | 100 | 156.97 | 176.01 | -1.55% | 17,601 | 0 | 1,904 |
| 0 | KO | 100 | 55.00 | 63.42 | -0.08% | 6,342 | 0 | 842 |
| 0 | MCD | 100 | 260.81 | 271.51 | -0.03% | 27,151 | 0 | 1,070 |
| 0 | PYPL | 250 | 185.33 | 72.22 | -1.91% | 18,054 | 0 | -28,280 |
| 0 | UPS | 100 | 206.28 | 175.02 | -3.39% | 17,502 | 0 | -3,126 |
| 0 | V | 150 | 198.69 | 209.25 | -2.07% | 31,388 | 2 | 1,585 |
| 0 | WMT | 50 | 138.74 | 149.67 | -1.30% | 7,484 | 0 | 547 |
| 0 | WY | 100 | 38.53 | 30.99 | -1.68% | 3,099 | 0 | -754 |
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) |
|---|