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
73 BABA 30 270.19 211.78 1.17% 6,353 0 -1,752
425 COST 60 371.47 386.36 1.87% 23,182 0 893
6 IVV 20 344.89 422.81 0.07% 8,456 0 1,558
130 IYW 120 77.35 96.21 1.14% 11,545 0 2,263
-30 MCD 30 212.19 234.54 -0.42% 7,036 0 671
77 MSFT 20 214.28 261.32 1.50% 5,226 0 941
-18 NKE 30 128.76 129.75 -0.45% 3,892 0 30
-1 NLS 30 24.50 16.23 -0.15% 487 0 -248
38 SKYY 30 80.23 104.05 1.24% 3,122 0 715
12 SPYG 30 52.20 61.18 0.68% 1,835 0 270
-1,430 TSLA -100 600.68 619.01 2.37% -61,901 0 -1,832
-61 VGK 100 58.04 69.08 -0.88% 6,908 0 1,104
9 VOO 50 314.88 388.35 0.05% 19,418 0 3,674
60 XLK 30 119.05 143.69 1.40% 4,311 0 739

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)