4601
mwlewis6879
DHC Fall 2021
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | AAPL | 10 | 163.65 | 142.76 | -2.64% | 1,428 | 0 | -209 |
| 0 | AES | 100 | 23.51 | 28.09 | -0.97% | 2,810 | 0 | 458 |
| 0 | CIEN | 1,000 | 71.68 | 44.27 | -1.68% | 44,265 | 0 | -27,414 |
| 0 | CVS | 100 | 97.10 | 101.09 | -0.90% | 10,109 | 0 | 398 |
| 0 | DIS | 5 | 144.45 | 92.25 | -3.84% | 461 | 0 | -261 |
| 0 | FDX | 10 | 247.41 | 172.93 | -2.08% | 1,729 | 0 | -745 |
| 0 | GM | 200 | 61.50 | 37.95 | -2.15% | 7,591 | 0 | -4,708 |
| 0 | GPRO | 1,000 | 10.41 | 5.33 | -2.11% | 5,325 | 0 | -5,081 |
| 0 | MRO | 500 | 16.52 | 27.42 | -3.84% | 13,712 | 0 | 5,455 |
| 0 | MRVL | 255 | 89.37 | 41.05 | -4.46% | 10,469 | 0 | -12,320 |
| 0 | MSFT | 10 | 329.84 | 245.05 | -2.06% | 2,450 | 0 | -848 |
| 0 | NFLX | 5 | 619.20 | 305.38 | -2.31% | 1,527 | 0 | -1,569 |
| 0 | PFE | 100 | 52.24 | 49.72 | -1.98% | 4,972 | 0 | -252 |
| 0 | TXN | 50 | 199.41 | 174.35 | -1.71% | 8,718 | 0 | -1,253 |
| 0 | UPS | 10 | 204.98 | 175.02 | -3.39% | 1,750 | 0 | -300 |
| 0 | WST | 10 | 443.20 | 234.92 | -1.89% | 2,349 | 0 | -2,083 |
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) |
|---|