4532
aelita_s
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 |
|---|---|---|---|---|---|---|---|---|
| 0 | IVW | 129 | 77.26 | 83.15 | 2.76% | 10,726 | 0 | 759 |
| 82 | MJ | 1,022 | 14.67 | 12.03 | 0.67% | 12,295 | 0 | -2,702 |
| 0 | PSI | 73 | 136.17 | 154.64 | 5.61% | 11,289 | 0 | 1,348 |
| 0 | RPG | 110 | 203.35 | 212.57 | 3.58% | 23,383 | 0 | 1,014 |
| 46 | VNQ | 95 | 104.83 | 111.72 | 0.44% | 10,614 | 0 | 655 |
| -29 | VUG | 74 | 303.96 | 319.84 | -0.12% | 23,669 | 0 | 1,175 |
| 18 | XLU | 153 | 65.14 | 69.06 | 0.17% | 10,566 | 0 | 599 |
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) |
|---|