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topdowninvestor2023
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topdowninvestor2023
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-231 AAPL 60 165.43 144.25 -2.60% 8,655 0 -1,270
-180 ACN 30 308.90 290.40 -2.02% 8,712 0 -555
-226 ADP 40 243.81 258.31 -2.14% 10,332 0 580
-254 AFL 165 59.34 70.96 -2.12% 11,708 0 1,917
-44 AMGN 40 247.00 282.64 -0.39% 11,306 0 1,426
41 AMZN 70 142.94 93.99 0.63% 6,580 0 -3,426
-129 ASML 15 590.99 583.26 -1.45% 8,749 0 -116
-201 AWR 110 90.06 97.64 -1.83% 10,741 0 834
-58 AZO 4 2,178.58 2,547.52 -0.57% 10,190 0 1,476
-54 BAH 100 95.25 107.47 -0.50% 10,747 0 1,222
-33 BDX 40 250.04 237.23 -0.35% 9,489 0 -513
-105 BF.B 130 75.88 71.92 -1.11% 9,350 0 -515
-20 BMY 135 72.05 79.09 -0.19% 10,677 0 950
-143 BRK.B 30 294.06 312.66 -1.50% 9,380 0 558
-217 BRO 155 64.45 57.86 -2.36% 8,968 0 -1,022
66 CHD 110 86.99 79.49 0.76% 8,744 0 -825
-52 CL 120 80.88 76.33 -0.57% 9,160 0 -545
-38 CLX 70 137.52 148.95 -0.36% 10,427 0 800
-127 CNI 75 126.34 125.98 -1.32% 9,448 0 -27
-39 COST 15 544.54 531.07 -0.49% 7,966 0 -202
-113 CP 125 78.41 80.55 -1.11% 10,069 0 268
-100 CSX 300 33.00 31.68 -1.05% 9,506 0 -396
-348 CVX 65 152.88 178.35 -2.91% 11,593 0 1,656
-139 DG 35 251.63 253.27 -1.54% 8,864 0 57
-205 DLTR 60 164.32 147.92 -2.25% 8,875 0 -984
-277 DOV 75 132.28 139.29 -2.58% 10,447 0 526
116 EDN 1,445 6.83 7.21 1.12% 10,418 0 549
-177 EVH 275 35.81 26.95 -2.34% 7,410 0 -2,438
-221 F 640 15.44 13.73 -2.45% 8,790 0 -1,094
-134 GD 40 231.53 250.42 -1.32% 10,017 0 756
-4 GIS 130 75.65 82.94 -0.04% 10,782 0 948
-287 GM 275 36.38 39.41 -2.58% 10,839 0 833
-111 GOOGL 80 118.58 96.07 -1.43% 7,686 0 -1,801
-175 GPC 65 151.13 183.41 -1.45% 11,922 0 2,098
-143 GWW 15 543.49 594.68 -1.58% 8,920 0 768
389 HALO 215 46.11 56.48 3.31% 12,143 0 2,230
-230 HD 30 305.71 318.72 -2.35% 9,562 0 390
-63 HRL 200 49.44 49.09 -0.64% 9,819 0 -69
-49 HSY 40 226.81 232.53 -0.53% 9,301 0 229
-140 HUM 20 480.22 533.94 -1.30% 10,679 0 1,074
-4 JNJ 55 173.28 177.17 -0.04% 9,744 0 214
-8 K 130 74.45 72.73 -0.09% 9,456 0 -224
-13 KDP 255 38.62 38.20 -0.13% 9,741 0 -107
-125 KMB 75 132.26 133.36 -1.24% 10,002 0 82
1 KO 155 63.16 62.70 0.01% 9,718 0 -72
-31 KOF 165 59.72 68.14 -0.28% 11,243 0 1,389
-81 LANC 70 135.99 204.16 -0.56% 14,291 0 4,772
-158 LEG 245 40.50 35.12 -1.80% 8,606 0 -1,317
-9 LMT 20 432.49 483.00 -0.10% 9,660 0 1,010
-89 LOW 50 196.71 209.19 -0.84% 10,460 0 624
-176 MA 25 357.15 344.25 -2.00% 8,606 0 -322
-79 MCD 35 258.82 272.74 -0.82% 9,546 0 487
-274 MCO 30 311.95 291.87 -3.03% 8,756 0 -602
-284 MGPI 95 102.28 122.51 -2.38% 11,638 0 1,922
-294 MMM 65 144.58 124.52 -3.50% 8,094 0 -1,304
-155 MNST 100 95.85 101.82 -1.50% 10,182 0 597
95 MRK 110 87.17 108.36 0.80% 11,920 0 2,331
-228 MSEX 105 93.26 92.58 -2.30% 9,720 0 -72
-198 MSFT 35 282.99 241.82 -2.29% 8,464 0 -1,441
-182 NDSN 40 231.26 231.52 -1.93% 9,261 0 10
-186 NEE 110 88.39 83.65 -1.98% 9,201 0 -522
-33 ORLY 10 710.51 852.63 -0.39% 8,526 0 1,421
-342 OXY 170 58.83 68.27 -2.86% 11,606 0 1,605
-8 PEP 55 175.17 183.97 -0.08% 10,118 0 484
-5 PG 65 144.60 146.65 -0.05% 9,532 0 133
-130 PGR 85 117.09 130.04 -1.16% 11,054 0 1,101
-340 PH 30 295.35 294.71 -3.70% 8,841 0 -19
-260 ROP 20 430.04 423.36 -2.98% 8,467 0 -134
55 ROST 115 84.12 116.42 0.41% 13,388 0 3,714
-94 SBUX 115 86.91 98.74 -0.82% 11,355 0 1,360
-208 SCL 90 108.36 108.20 -2.09% 9,738 0 -14
-160 SHW 40 242.95 245.52 -1.60% 9,821 0 103
22 SJM 70 134.70 151.58 0.21% 10,611 0 1,181
-178 SPGI 25 375.21 350.79 -1.99% 8,770 0 -610
-338 SWK 105 94.21 79.86 -3.88% 8,385 0 -1,507
-502 SWN 1,500 6.61 6.82 -4.68% 10,237 0 315
-250 SYK 45 214.98 227.19 -2.38% 10,224 0 550
-54 SYY 115 86.40 85.98 -0.54% 9,888 0 -48
-169 TJX 155 63.43 79.94 -1.35% 12,391 0 2,559
-174 TMO 15 591.12 539.66 -2.10% 8,095 0 -772
-70 TMUS 65 144.20 149.98 -0.71% 9,749 0 376
-553 TPL 5 1,730.99 2,492.57 -4.25% 12,463 0 3,808
-40 TR 275 35.92 43.84 -0.33% 12,055 0 2,177
-100 TSCO 50 189.80 222.01 -0.90% 11,100 0 1,610
1 TSLA 30 308.06 182.90 0.02% 5,487 0 -3,755
-204 TXN 50 184.19 172.99 -2.30% 8,649 0 -560
-83 UNH 15 533.59 532.05 -1.04% 7,981 0 -23
-201 UNP 40 228.29 208.31 -2.35% 8,332 0 -799
-127 V 45 213.83 210.97 -1.32% 9,494 0 -129
32 WMT 75 126.35 153.49 0.27% 11,512 0 2,035
-382 XOM 110 88.89 109.73 -3.07% 12,071 0 2,293

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)