4657
cleibrock
Fall 2022 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| -153 | IEF | 154 | 96.82 | 90.60 | -1.09% | 13,952 | 0 | -958 |
| 0 | JMST | 298 | 50.33 | 50.46 | 0.00% | 15,037 | 0 | 38 |
| 0 | OIL | 176 | 28.27 | 27.39 | 0.00% | 4,821 | 0 | -154 |
| 0 | PHDG | 293 | 34.11 | 31.17 | 0.00% | 9,133 | 0 | -862 |
| 0 | PLW | 169 | 29.41 | 27.96 | 0.00% | 4,725 | 0 | -246 |
| -15 | SPY | 54 | 367.95 | 427.21 | -0.07% | 23,069 | 0 | 3,200 |
| -317 | VGLT | 308 | 64.84 | 54.47 | -1.86% | 16,777 | 0 | -3,195 |
| 0 | ZROZ | 102 | 97.21 | 72.44 | 0.00% | 7,389 | 0 | -2,527 |
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) |
|---|