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
-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)