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Matt_I
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Matt_I
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
11 AMZN 1 3,113.74 3,195.77 0.34% 3,196 0 82
14 EEM 30 48.20 50.04 0.95% 1,501 0 55
141 EWJ 150 59.23 66.23 1.44% 9,934 0 1,050
22 IIPR 35 135.66 156.61 0.39% 5,481 0 733
21 INDY 150 36.28 39.45 0.36% 5,917 0 475
-6 PG 25 142.48 138.54 -0.18% 3,464 20 -99
8 VIG 50 132.97 138.70 0.12% 6,935 0 286
86 VOO 90 313.76 334.14 0.29% 30,073 0 1,834
128 VTWO 210 131.53 148.89 0.41% 31,267 0 3,646
26 VXUS 60 55.68 58.68 0.74% 3,521 0 180

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)