4198
AnneClaireD
Spring 2020 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 133 | AUSF | 186 | 26.84 | 29.11 | 2.53% | 5,414 | 0 | 421 |
| -15 | BAB | 305 | 32.76 | 27.24 | -0.18% | 8,308 | 0 | -1,685 |
| 28 | DAX | 353 | 28.27 | 24.72 | 0.32% | 8,726 | 0 | -1,253 |
| 0 | DJCI | 354 | 14.10 | 14.03 | 0.00% | 4,967 | 0 | -26 |
| 62 | EAGG | 367 | 54.48 | 48.70 | 0.35% | 17,873 | 0 | -2,123 |
| 14 | IVAL | 703 | 28.41 | 22.80 | 0.09% | 16,028 | 0 | -3,946 |
| 286 | SPDV | 368 | 27.13 | 29.30 | 2.73% | 10,784 | 0 | 800 |
| 170 | SRVR | 137 | 36.31 | 35.82 | 3.59% | 4,907 | 0 | -68 |
| -254 | TAGS | 259 | 19.30 | 31.72 | -3.00% | 8,215 | 0 | 3,217 |
| 0 | UBG | 251 | 39.69 | 47.29 | 0.00% | 11,871 | 0 | 1,907 |
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) |
|---|