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 |
|---|---|---|---|---|---|---|---|---|
| -280 | AAL | 2,000 | 14.67 | 15.64 | -0.89% | 31,280 | 38 | 1,948 |
| 328 | BA | 400 | 205.94 | 190.57 | 0.43% | 76,228 | 0 | -6,148 |
| 2,400 | ONTX | 40,000 | 0.38 | 1.74 | 3.57% | 69,600 | 0 | 54,480 |
| 250 | PLUG | 500 | 23.04 | 18.76 | 2.74% | 9,380 | 184 | -2,139 |
| 250 | W | 40 | 237.64 | 146.78 | 4.45% | 5,871 | 1,570 | -3,634 |
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) |
|---|