4361
KyleRobbins11
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 |
|---|---|---|---|---|---|---|---|---|
| 200 | AAL | 2,000 | 14.67 | 15.09 | 0.67% | 30,180 | 38 | 848 |
| 122 | BA | 400 | 205.94 | 168.19 | 0.18% | 67,274 | 0 | -15,102 |
| 0 | ONTX | 40,000 | 0.38 | 1.32 | 2.17% | 52,720 | 0 | 37,600 |
| 668 | PLUG | 500 | 23.04 | 29.07 | 4.81% | 14,538 | 184 | 3,018 |
| 75 | W | 40 | 237.64 | 66.39 | 2.90% | 2,656 | 1,570 | -6,850 |
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) |
|---|