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) |
|---|