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 | 164.87 | -0.29% | 16,487 | 0 | 458 |
| 0 | BBY | 100 | 105.41 | 78.54 | 2.83% | 7,854 | 0 | -2,687 |
| 0 | DIS | 100 | 147.31 | 109.11 | 2.33% | 10,911 | 0 | -3,820 |
| 0 | F | 100 | 19.39 | 15.78 | 3.14% | 1,578 | 0 | -362 |
| 0 | JNJ | 100 | 156.97 | 170.20 | -0.53% | 17,020 | 0 | 1,322 |
| 0 | KO | 100 | 55.00 | 62.97 | -0.65% | 6,297 | 0 | 796 |
| 0 | MCD | 100 | 260.81 | 256.80 | -0.94% | 25,680 | 0 | -401 |
| 0 | PYPL | 250 | 185.33 | 96.26 | 0.99% | 24,065 | 0 | -22,269 |
| 0 | UPS | 100 | 206.28 | 196.09 | -0.34% | 19,609 | 0 | -1,019 |
| 0 | V | 150 | 198.69 | 213.32 | -1.18% | 31,998 | 2 | 2,195 |
| 0 | WMT | 50 | 138.74 | 127.61 | 0.81% | 6,380 | 0 | -556 |
| 0 | WY | 100 | 38.53 | 35.60 | 1.37% | 3,560 | 0 | -293 |
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) |
|---|