match
alexryan1205
None
4361
alexryan1205
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
98 AMD 50 85.94 81.38 2.47% 4,069 0 -228
118 AMZN 5 3,040.64 3,357.80 0.71% 16,789 0 1,586
126 ARRY 100 41.53 27.56 4.77% 2,756 0 -1,397
-74 BABA 75 279.30 228.82 -0.43% 17,162 0 -3,786
30 DIA 10 294.09 341.14 0.89% 3,411 0 470
9 GE 30 9.00 13.36 2.26% 401 0 131
102 MSFT 50 214.77 260.31 0.79% 13,015 0 2,277
54 PFE 100 40.41 39.59 1.37% 3,959 0 -82
586 TSLA 25 427.94 741.93 3.26% 18,548 0 7,850

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)