4193
BillStern
OLD|Aalto Investment Management Game (Spring 2020)
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 287 | AEM | 700 | 61.13 | 52.09 | 0.79% | 36,463 | 0 | -6,332 |
| -136 | CRM | 230 | 175.27 | 163.70 | -0.36% | 37,651 | 0 | -2,661 |
| 130 | JNJ | 200 | 144.96 | 178.80 | 0.36% | 35,760 | 0 | 6,768 |
| 912 | MA | 100 | 308.25 | 339.04 | 2.76% | 33,904 | 0 | 3,079 |
| 4 | MKC | 200 | 169.30 | 101.02 | 0.02% | 20,204 | 0 | -13,656 |
| 1,062 | MSFT | 200 | 161.70 | 266.85 | 2.03% | 53,370 | 0 | 21,030 |
| 1,125 | NVDA | 125 | 241.25 | 181.72 | 5.21% | 22,715 | 0 | -7,441 |
| 1,670 | OC | 450 | 65.36 | 97.18 | 3.97% | 43,731 | 0 | 14,319 |
| -229 | PEP | 222 | 134.70 | 174.51 | -0.59% | 38,741 | 0 | 8,838 |
| 1,486 | TXN | 230 | 130.72 | 175.00 | 3.83% | 40,250 | 0 | 10,184 |
| 1,050 | V | 160 | 193.12 | 204.00 | 3.32% | 32,640 | 0 | 1,741 |
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) |
|---|