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Connor.Mccluskey
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4361
Connor.Mccluskey
FIN 353 UMaine Investment Strategy Fall 2020
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
34 AAPL 10 114.98 122.75 2.82% 1,228 0 78
181 AMZN 3 3,189.07 3,220.84 1.91% 9,663 0 95
7 AXP 5 106.81 120.13 1.24% 601 0 67
8 BAC 15 25.50 28.71 2.01% 431 0 48
2 CLX 10 220.04 202.99 0.08% 2,030 0 -170
21 COF 5 75.08 89.81 4.99% 449 0 74
10 CPB 35 49.33 50.25 0.55% 1,759 0 32
-1 DNKN 10 89.01 106.31 -0.07% 1,063 0 173
12 FXI 25 44.97 47.47 1.00% 1,187 0 62
2 IBM 10 130.84 123.35 0.13% 1,234 0 -75
6 KO 15 51.35 51.97 0.79% 780 0 9
282 MSFT 100 211.50 216.15 1.32% 21,615 0 466
146 NFLX 10 492.08 504.39 2.99% 5,044 0 123
19 SNE 15 74.06 94.63 1.38% 1,420 0 309
217 SPY 55 340.34 366.00 1.09% 20,130 0 1,412
80 TSLA 4 424.63 585.15 3.56% 2,341 0 642
70 VFH 60 61.81 69.76 1.71% 4,186 0 477
163 VTI 70 169.20 189.03 1.25% 13,232 112 1,388

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)