match
KatherineO
None
4361
KatherineO
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
0 BABA 50 264.99 270.73 -0.29% 13,536 0 287
0 BF.B 150 74.15 80.17 0.46% 12,026 0 904
0 BUD 350 62.58 66.35 2.20% 23,222 1,429 1,319
0 DEO 250 149.91 155.51 -0.83% 38,878 0 1,400
0 DKNG 300 48.69 48.02 -0.49% 14,406 0 -202
0 NIO 250 43.62 55.42 12.77% 13,855 0 2,950
0 SPCE 300 19.84 24.89 6.59% 7,468 0 1,518
0 SQ 25 172.73 208.00 5.80% 5,200 1,237 882
0 VOO 150 317.96 328.42 0.59% 49,263 0 1,569

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)