4145
Tyler_McDonald
Business Foundations - Northview
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| -6 | AAPL | 16 | 58.83 | 134.06 | -0.28% | 2,145 | 0 | 1,204 |
| 2 | BKE | 3 | 20.61 | 42.94 | 1.44% | 129 | 0 | 67 |
| -2 | DAL | 10 | 53.61 | 46.62 | -0.45% | 466 | 0 | -70 |
| 6 | DIS | 5 | 132.83 | 187.06 | 0.65% | 935 | -5 | 271 |
| 0 | F | 3 | 9.08 | 12.24 | 0.12% | 37 | 0 | 9 |
| -3 | FB | 2 | 189.78 | 306.09 | -0.51% | 612 | -59 | 233 |
| 1 | GOOG | 1 | 1,251.84 | 2,299.02 | 0.06% | 2,299 | 0 | 1,047 |
| 3 | JJSF | 3 | 193.36 | 159.10 | 0.72% | 477 | 0 | -103 |
| 0 | M | 1 | 15.79 | 16.84 | 0.63% | 17 | -1 | 1 |
| 1 | RACE | 1 | 159.96 | 212.09 | 0.63% | 212 | -3 | 52 |
| 0 | UAA | 4 | 20.41 | 22.07 | 0.41% | 88 | 0 | 7 |
| 2 | VZ | 3 | 60.35 | 58.42 | 1.26% | 175 | 0 | -6 |
| -34 | Z | 5 | 31.90 | 134.66 | -4.76% | 673 | 0 | 514 |
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) |
|---|