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chandlerperkins
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4361
chandlerperkins
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
-172 FXI 100 42.95 50.56 -3.28% 5,056 0 762
-764 IWF 100 229.14 241.61 -3.06% 24,161 0 1,247
-216 MSFT 100 213.86 230.39 -0.93% 23,039 0 1,653
-232 PENN 100 55.75 97.14 -2.33% 9,714 0 4,139
-282 SCHW 100 37.40 53.32 -5.02% 5,332 0 1,592
-1,069 SPY 100 332.09 373.00 -2.79% 37,300 0 4,091
-173 SPYG 100 49.77 55.67 -3.01% 5,567 0 590
-303 USMV 200 65.84 66.67 -2.22% 13,334 0 165
-141 VGK 100 53.80 60.34 -2.28% 6,034 0 654
913 VGT -100 318.57 355.79 -2.50% -35,579 0 -3,722
-283 VTV 100 108.39 118.68 -2.33% 11,868 0 1,029
345 VTWO -100 129.31 169.71 -1.99% -16,971 0 -4,040
-122 VWO 100 44.36 52.63 -2.26% 5,264 0 827

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)