4532
Mgutierrezdepineres
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 |
|---|---|---|---|---|---|---|---|---|
| -457 | GUSH | 54 | 112.12 | 130.00 | -6.12% | 7,020 | -674 | 965 |
| -51 | IEF | 133 | 114.26 | 101.15 | -0.37% | 13,453 | 29 | -1,744 |
| 190 | KIE | 127 | 40.91 | 38.18 | 4.09% | 4,849 | -1 | -347 |
| 315 | KOLD | 65 | 173.58 | 34.82 | 16.18% | 2,263 | 0 | -9,020 |
| 3 | SCHO | 100 | 51.14 | 49.11 | 0.06% | 4,911 | -26 | -203 |
| 23 | SPSB | 329 | 31.11 | 29.72 | 0.24% | 9,778 | -9 | -458 |
| 601 | SSO | 214 | 69.36 | 48.07 | 6.21% | 10,287 | 5 | -4,557 |
| 750 | TQQQ | 288 | 77.98 | 27.98 | 10.27% | 8,058 | 1,691 | -14,399 |
| 231 | VONV | 142 | 71.45 | 65.43 | 2.55% | 9,291 | 113 | -855 |
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) |
|---|