4532
EricHua16
Fall 2021 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 27 | IGV | 47 | 439.36 | 306.12 | 0.19% | 14,388 | 0 | -6,262 |
| -125 | SOXX | 38 | 537.71 | 419.20 | -0.78% | 15,930 | 0 | -4,504 |
| -31 | SPY | 44 | 468.89 | 413.47 | -0.17% | 18,193 | 0 | -2,439 |
| -150 | TQQQ | 174 | 88.57 | 35.29 | -2.38% | 6,140 | 0 | -9,271 |
| 179 | XRT | 256 | 101.05 | 66.91 | 1.06% | 17,129 | 0 | -8,741 |
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) |
|---|