4410
kolby_bbrock
Investment Club Portfolio
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 164 | AMZN | 2 | 3,117.30 | 2,303.38 | 3.68% | 4,607 | 0 | -1,628 |
| 154 | BA | 35 | 244.93 | 132.14 | 3.45% | 4,625 | 485 | -3,948 |
| 92 | DIS | 25 | 172.51 | 109.30 | 3.49% | 2,732 | 0 | -1,580 |
| 72 | DKNG | 142 | 51.59 | 14.75 | 3.58% | 2,094 | 637 | -5,231 |
| 358 | GOOGL | 4 | 1,743.61 | 2,245.43 | 4.16% | 8,982 | 800 | 2,007 |
| 117 | HII | 44 | 201.53 | 214.15 | 1.25% | 9,423 | 678 | 555 |
| 98 | IBM | 41 | 129.12 | 139.27 | 1.74% | 5,710 | 0 | 416 |
| 227 | KEYS | 57 | 147.89 | 145.24 | 2.82% | 8,279 | -154 | -151 |
| 213 | MA | 27 | 327.40 | 357.77 | 2.25% | 9,660 | 0 | 820 |
| 354 | MPC | 135 | 53.30 | 102.10 | 2.63% | 13,784 | 0 | 6,588 |
| 267 | MSFT | 36 | 214.31 | 273.31 | 2.79% | 9,839 | 183 | 2,124 |
| 35 | MTCH | 18 | 145.81 | 79.84 | 2.52% | 1,437 | 0 | -1,187 |
| 254 | NEE | 106 | 82.71 | 77.44 | 3.20% | 8,209 | -169 | -559 |
| 113 | PG | 51 | 135.24 | 148.70 | 1.52% | 7,584 | 0 | 686 |
| 196 | RPM | 95 | 87.88 | 90.93 | 2.32% | 8,638 | 0 | 290 |
| 544 | TMO | 17 | 513.71 | 572.13 | 5.93% | 9,726 | -327 | 993 |
| 106 | UNH | 22 | 354.72 | 507.07 | 0.96% | 11,156 | 0 | 3,352 |
| 75 | WEN | 300 | 21.44 | 18.84 | 1.34% | 5,652 | 0 | -780 |
| 159 | WMT | 65 | 142.95 | 128.44 | 1.94% | 8,349 | 0 | -943 |
| 296 | ZTS | 48 | 158.57 | 172.06 | 3.71% | 8,259 | 0 | 648 |
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) |
|---|