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 |
|---|---|---|---|---|---|---|---|---|
| -129 | AMD | 50 | 85.94 | 88.11 | -2.84% | 4,406 | 0 | 109 |
| -87 | AMZN | 5 | 3,040.64 | 3,107.45 | -0.56% | 15,537 | 0 | 334 |
| -253 | ARRY | 100 | 41.53 | 45.90 | -5.22% | 4,590 | 0 | 437 |
| 26 | BABA | 75 | 279.30 | 243.18 | 0.14% | 18,238 | 0 | -2,709 |
| -19 | DIA | 10 | 294.09 | 308.08 | -0.63% | 3,081 | 0 | 140 |
| -10 | GE | 30 | 9.00 | 11.32 | -2.83% | 340 | 0 | 69 |
| 2 | MSFT | 50 | 214.77 | 212.88 | 0.02% | 10,644 | 0 | -94 |
| -6 | PFE | 100 | 40.41 | 36.69 | -0.15% | 3,669 | 0 | -372 |
| -474 | TSLA | 25 | 427.94 | 826.19 | -2.24% | 20,655 | 0 | 9,956 |
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) |
|---|