4532
karentjia
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 |
|---|---|---|---|---|---|---|---|---|
| 257 | IFRA | 713 | 34.59 | 34.64 | 1.05% | 24,698 | 19 | 33 |
| -34 | IYF | 121 | 86.36 | 71.73 | -0.39% | 8,679 | 0 | -1,771 |
| -86 | QQQ | 40 | 391.20 | 292.45 | -0.73% | 11,698 | 0 | -3,950 |
| -84 | URE | 209 | 99.97 | 73.97 | -0.54% | 15,460 | 0 | -5,435 |
| -122 | VCR | 45 | 312.33 | 241.00 | -1.11% | 10,845 | 586 | -3,210 |
| 148 | VPU | 107 | 146.18 | 151.48 | 0.92% | 16,208 | 0 | 567 |
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) |
|---|