4532
jamiedubauskas
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 | BLOK | 207 | 48.27 | 16.52 | 0.00% | 3,420 | 2,303 | -6,573 |
| 0 | DIG | 288 | 19.32 | 42.97 | 0.00% | 12,375 | 0 | 6,810 |
| 0 | IEO | 185 | 61.23 | 92.83 | -3.13% | 17,174 | 0 | 5,845 |
| 0 | PSCE | 1,563 | 7.25 | 10.06 | -1.18% | 15,724 | 0 | 4,387 |
| 0 | RYE | 474 | 47.79 | 73.80 | 0.00% | 34,981 | 0 | 12,327 |
| 0 | XLE | 408 | 55.58 | 85.21 | -2.76% | 34,766 | 0 | 12,088 |
| 0 | XOP | 287 | 98.80 | 136.85 | -2.93% | 39,277 | 0 | 10,921 |
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) |
|---|