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
212 BF.B 150 74.15 71.57 2.01% 10,735 0 -386
960 BUD 850 65.76 55.08 2.09% 46,818 1,429 -9,080
-372 DEO 250 149.91 172.63 -0.86% 43,158 0 5,680
10 DKNG 100 48.68 11.77 0.86% 1,177 64 -3,691
-90 NIO 250 43.62 21.36 -1.66% 5,340 0 -5,565
78 SPCE 300 19.84 6.28 4.32% 1,884 0 -4,067
244 SQ 100 202.81 63.90 3.97% 6,390 0 -13,891
534 VOO 150 317.96 350.44 1.03% 52,566 0 4,872

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)