4532
TuckerRoberts_BryanScott
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 |
|---|---|---|---|---|---|---|---|---|
| -11 | CWB | 114 | 87.48 | 65.39 | -0.15% | 7,454 | 0 | -2,519 |
| -33 | GAA | 312 | 31.96 | 26.71 | -0.40% | 8,333 | 0 | -1,639 |
| 101 | IGM | 23 | 421.69 | 328.05 | 1.36% | 7,545 | 0 | -2,154 |
| 103 | IYH | 34 | 288.06 | 268.10 | 1.14% | 9,115 | 0 | -679 |
| -3 | IYW | 94 | 106.21 | 90.05 | -0.03% | 8,465 | 0 | -1,519 |
| 30 | QQQ | 26 | 373.83 | 310.89 | 0.38% | 8,083 | 0 | -1,637 |
| -47 | SKYY | 90 | 110.36 | 63.23 | -0.82% | 5,691 | 0 | -4,242 |
| 56 | VB | 44 | 223.08 | 180.94 | 0.71% | 7,961 | 0 | -1,854 |
| -7 | VGT | 23 | 418.87 | 371.92 | -0.08% | 8,554 | 0 | -1,080 |
| -152 | XLK | 64 | 155.48 | 143.25 | -1.63% | 9,168 | 0 | -783 |
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) |
|---|