4532
lbfund
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 | AOR | 317 | 56.30 | 50.50 | 0.00% | 16,008 | 108 | -1,840 |
| 0 | CHGX | 147 | 33.75 | 28.13 | 0.00% | 4,135 | 5 | -826 |
| 0 | EAGG | 189 | 55.04 | 50.13 | 0.00% | 9,475 | 0 | -929 |
| 0 | FFSG | 479 | 36.52 | 32.96 | 0.00% | 15,789 | 125 | -1,706 |
| 0 | HSCZ | 546 | 37.57 | 33.31 | 0.00% | 18,189 | 1 | -2,327 |
| 23 | LQD | 39 | 133.22 | 115.28 | 0.51% | 4,496 | 10 | -700 |
| 0 | NYF | 90 | 57.72 | 53.41 | 0.00% | 4,807 | -1 | -388 |
| 181 | QLD | 59 | 88.24 | 50.89 | 6.41% | 3,003 | 0 | -2,204 |
| 125 | REMX | 43 | 119.85 | 103.64 | 2.89% | 4,457 | 0 | -697 |
| 223 | VOO | 24 | 422.16 | 381.76 | 2.50% | 9,162 | 0 | -970 |
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) |
|---|