match
JWolfington
None
4361
JWolfington
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
-31 BABA 30 270.19 276.42 -0.37% 8,293 0 187
48 COST 60 371.47 388.47 0.20% 23,308 0 1,020
20 IVV 20 344.89 365.00 0.28% 7,300 0 402
116 IYW 30 309.41 323.98 1.21% 9,719 0 437
-26 MCD 30 212.19 218.42 -0.39% 6,553 0 187
30 MSFT 20 214.28 215.18 0.71% 4,304 0 18
-38 NKE 30 128.76 134.27 -0.94% 4,028 0 165
25 NLS 30 24.50 19.20 4.46% 576 0 -159
45 SKYY 30 80.23 89.52 1.70% 2,686 0 279
18 SNE 20 75.03 94.07 0.97% 1,881 0 381
5 SPYG 30 52.20 53.24 0.29% 1,597 0 32
46 VOO 50 314.88 334.11 0.28% 16,705 0 962
18 XLK 30 119.05 122.62 0.50% 3,679 0 107

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)