4193
Turtle_Holdings
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 |
|---|---|---|---|---|---|---|---|---|
| 429 | ACCO | 4,766 | 10.48 | 7.73 | 1.18% | 36,865 | 0 | -13,083 |
| 1,023 | AEL | 1,505 | 33.22 | 26.98 | 2.59% | 40,605 | 0 | -9,391 |
| 192 | AGIO | 960 | 52.06 | 46.43 | 0.43% | 44,573 | 0 | -5,405 |
| 1,318 | AIMC | 1,331 | 37.60 | 57.59 | 1.75% | 76,652 | 0 | 26,607 |
| -1,872 | ANDE | -2,229 | 22.43 | 23.50 | 3.71% | -52,382 | 0 | -2,396 |
| -563 | BK | -1,062 | 47.07 | 39.50 | 1.36% | -41,954 | 0 | 8,039 |
| 878 | BOOT | -1,273 | 39.38 | 40.47 | -1.68% | -51,518 | 0 | -1,388 |
| -2,588 | COHU | -2,054 | 24.33 | 29.59 | 4.45% | -60,788 | 0 | -10,804 |
| -662 | CPSI | 1,540 | 32.47 | 27.96 | -1.51% | 43,058 | 0 | -6,945 |
| 1,135 | CSTE | -4,055 | 12.33 | 11.61 | -2.35% | -47,079 | 0 | 2,920 |
| 0 | CTL | -3,599 | 13.89 | 11.00 | 0.00% | -39,589 | 0 | 10,401 |
| -1,106 | FET | 2,212 | 22.50 | 12.87 | -3.74% | 28,468 | 0 | -21,309 |
| 1,173 | FSP | 6,172 | 8.10 | 4.81 | 4.11% | 29,687 | 0 | -20,306 |
| -266 | GGG | 918 | 54.46 | 67.43 | -0.43% | 61,901 | 0 | 11,906 |
| -271 | HCSG | 1,692 | 29.51 | 23.46 | -0.68% | 39,694 | 0 | -10,245 |
| -846 | HUBS | 251 | 199.09 | 389.31 | -0.86% | 97,717 | 0 | 47,745 |
| -334 | KHC | -1,803 | 27.73 | 33.12 | 0.56% | -59,706 | 0 | -9,700 |
| 1,668 | LSCC | 2,349 | 21.31 | 42.45 | 1.70% | 99,715 | 0 | 49,658 |
| -1,508 | LYFT | -1,026 | 48.64 | 39.59 | 3.86% | -40,619 | 0 | 9,288 |
| -954 | NMIH | -1,673 | 29.87 | 22.46 | 2.60% | -37,576 | 0 | 12,405 |
| -1,323 | NSP | -717 | 69.67 | 87.34 | 2.16% | -62,626 | 0 | -12,673 |
| 1,058 | NUS | -1,653 | 30.17 | 50.69 | -1.25% | -83,791 | 0 | -33,911 |
| -505 | QUIK | -8,417 | 5.94 | 2.93 | 2.09% | -24,662 | 0 | 25,335 |
| -36 | RUSHA | -1,212 | 41.23 | 38.44 | 0.08% | -46,589 | 0 | 3,375 |
| 0 | SANW | 20,161 | 2.48 | 2.55 | 0.00% | 51,411 | 0 | 1,411 |
| 386 | SHIP | 142,857 | 0.35 | 0.47 | 0.58% | 67,143 | 0 | 17,843 |
| -13,636 | SINO | -113,636 | 0.43 | 2.25 | 5.63% | -255,681 | 0 | -206,715 |
| 4,633 | SPWR | -5,549 | 8.99 | 21.22 | -3.79% | -117,778 | 0 | -67,864 |
| -1,572 | SQNS | 9,823 | 4.83 | 4.55 | -3.40% | 44,695 | 0 | -2,741 |
| 460 | TGH | 4,595 | 10.95 | 18.51 | 0.54% | 85,053 | 0 | 34,738 |
| -1,252 | WRLD | -623 | 80.31 | 114.89 | 1.78% | -71,576 | 0 | -21,540 |
| -222 | WU | -1,931 | 25.90 | 22.59 | 0.51% | -43,631 | 0 | 6,392 |
| 1,252 | ZBRA | -213 | 234.29 | 372.03 | -1.56% | -79,242 | 0 | -29,339 |
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) |
|---|