4651
andrew.traylor2015
Blue Chip Staples
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| -1,400 | CL | 2,545 | 78.51 | 74.36 | -0.73% | 189,246 | 0 | -10,562 |
| 3,189 | HSY | 875 | 227.47 | 259.83 | 1.42% | 227,351 | 0 | 28,315 |
| 795 | JNJ | 1,120 | 178.25 | 155.10 | 0.46% | 173,712 | 0 | -25,928 |
| -651 | KO | 3,030 | 66.01 | 59.53 | -0.36% | 180,376 | 0 | -19,634 |
| -852 | PG | 1,300 | 153.90 | 142.43 | -0.46% | 185,159 | 0 | -14,911 |
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) |
|---|