4532
jonvargas2022
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 |
|---|---|---|---|---|---|---|---|---|
| 834 | BBH | 98 | 213.70 | 149.52 | 6.04% | 14,653 | 0 | -6,289 |
| 112 | BKCH | 197 | 25.39 | 6.32 | 9.91% | 1,245 | 0 | -3,756 |
| 154 | BLOK | 104 | 46.73 | 20.29 | 7.87% | 2,110 | -1 | -2,750 |
| 203 | EMIF | 581 | 24.98 | 21.56 | 1.65% | 12,526 | -1 | -1,986 |
| -892 | EMTY | 883 | 15.90 | 15.87 | -5.98% | 14,013 | 29 | -30 |
| -52 | FFTY | 307 | 51.36 | 27.10 | -0.62% | 8,320 | 0 | -7,449 |
| 455 | IBUY | 131 | 114.71 | 46.97 | 7.98% | 6,153 | 0 | -8,874 |
| 0 | ROGS | 322 | 29.93 | 29.92 | 0.00% | 9,636 | 0 | -1 |
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) |
|---|