match
benjamin.vanvliet
None
4361
benjamin.vanvliet
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
6 AAL 20 12.48 16.31 1.94% 326 0 77
-65 AAPL 125 114.03 122.12 -0.42% 15,266 0 1,012
-84 ACB 270 6.96 10.88 -2.77% 2,939 0 1,060
-33 AMZN 2 3,119.48 3,166.21 -0.51% 6,332 0 93
163 ATVI 75 80.34 80.80 2.77% 6,060 0 35
-84 CCI 25 157.75 163.63 -2.02% 4,091 0 147
-124 DKNG 200 40.64 49.32 -1.24% 9,864 0 1,736
-4 DPZ 10 395.28 383.06 -0.09% 3,831 0 -122
125 EWY 60 70.91 82.85 2.59% 4,971 0 716
155 F 1,000 7.67 9.34 1.69% 9,340 0 1,670
-351 GME -600 13.88 16.68 3.64% -10,005 0 -1,674
77 IWM 20 171.12 187.75 2.08% 3,755 0 333
70 KO 75 52.92 53.57 1.78% 4,018 0 49
-46 MAR -15 120.17 135.12 2.30% -2,027 0 -224
21 PFE 85 36.80 40.12 0.61% 3,410 0 282
-5 TWTR -20 45.88 47.96 0.56% -959 0 -42
-71 WMT 75 141.17 148.14 -0.64% 11,110 0 522

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)