match
SGREEN21
None
4361
SGREEN21
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
-358 AAPL 100 110.45 113.82 -3.05% 11,382 0 338
6 ADP 30 148.13 171.78 0.11% 5,154 0 710
6,484 BZUN -2,052 34.74 38.76 -7.54% -79,536 -4,014 -8,256
14 IEMG 75 54.50 58.99 0.32% 4,424 -2 337
-5 JD 50 79.05 87.61 -0.11% 4,380 289 428
40 SPYG 800 52.09 52.34 0.10% 41,872 0 200
0 T 1 26.95 28.62 1.18% 29 0 2
4 TXN 17 152.69 157.36 0.15% 2,675 0 80
73 VB 25 164.44 181.96 1.63% 4,549 0 438
2 VEA 50 41.68 45.05 0.07% 2,252 0 169
12 VYM 10 83.80 89.00 1.31% 890 0 52

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)