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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
87 AMZN 1 3,113.74 2,303.54 3.93% 2,304 0 -810
29 EEM 30 48.20 41.29 2.39% 1,239 0 -207
56 EWJ 150 59.23 56.40 0.66% 8,460 0 -425
67 IIPR 35 135.66 135.22 1.43% 4,733 0 -15
162 INDY 150 36.28 42.71 2.59% 6,406 0 964
-18 PG 25 142.48 154.36 -0.48% 3,859 20 297
100 VIG 50 132.97 152.46 1.33% 7,623 0 974
612 VOO 90 313.76 374.48 1.85% 33,703 0 5,464
905 VTWO 420 65.76 73.61 3.02% 30,918 0 3,297
62 VXUS 60 55.68 55.16 1.92% 3,310 0 -31

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)