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alexkroot1
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4361
alexkroot1
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
37 AAPL 65 114.25 116.58 0.49% 7,578 0 151
21 ABT 14 108.64 107.70 1.39% 1,508 0 -13
75 AMZN 7 3,180.99 3,195.77 0.34% 22,370 0 103
106 ATVI 104 78.88 77.38 1.34% 8,048 0 -156
21 AYX 12 148.98 119.18 1.52% 1,430 0 -358
-6 BABA 6 284.30 276.42 -0.37% 1,659 0 -47
3 BEP 15 52.76 62.96 0.33% 944 0 153
47 CHGG 20 79.89 74.98 3.21% 1,500 0 -98
-235 CLR 365 13.16 16.92 -3.67% 6,176 0 1,371
9 CRWD 10 139.00 150.78 0.61% 1,508 0 118
-7 DVY 10 85.66 95.67 -0.74% 957 0 100
4 FEZ 15 36.97 40.99 0.74% 615 0 60
-14 GLD 8 178.44 167.79 -1.01% 1,342 0 -85
12 ING 100 7.73 10.03 1.21% 1,002 0 229
27 IWF 15 218.29 230.75 0.79% 3,461 0 187
-9 LBTYA 100 20.97 22.66 -0.40% 2,266 0 169
-1 LEN 10 81.92 76.90 -0.16% 769 0 -50
23 MSFT 15 227.72 215.18 0.71% 3,228 0 -188
14 SPXL 25 54.98 65.98 0.86% 1,650 0 275
171 SRNE 140 11.38 8.14 17.62% 1,140 0 -453
208 TSLA 17 426.38 585.55 2.13% 9,954 0 2,706
20 TSM 15 87.67 98.74 1.37% 1,481 0 166
0 UEPS 1,100 3.42 3.61 0.00% 3,971 0 204
-28 USLM 10 90.60 109.34 -2.50% 1,093 0 187
105 VEEV 12 307.79 276.69 3.26% 3,320 0 -373
-1 VYM 12 81.99 90.34 -0.12% 1,084 0 100
3 VZ 15 57.41 60.61 0.38% 909 0 48
43 ZNGA 211 9.46 8.24 2.55% 1,739 0 -258

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)