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dbonner5
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4361
dbonner5
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
0 AAPL 100 119.66 137.59 0.17% 13,759 -178 1,793
0 AMZN 1 3,177.07 2,152.27 0.27% 2,152 171 -1,025
0 BOIL 360 37.52 103.41 -1.76% 37,228 -192 23,722
0 CAT 20 167.12 197.85 -4.31% 3,957 0 615
0 DBA 650 14.82 22.24 -0.67% 14,456 100 4,820
0 DIA 60 283.36 312.61 -0.18% 18,757 0 1,755
0 DKNG 105 40.34 14.05 -0.71% 1,475 0 -2,761
0 EEM 100 45.24 41.15 0.44% 4,115 37 -410
0 FSLR 2 95.15 65.79 -1.02% 132 0 -59
0 GE 1 77.35 75.26 -0.63% 75 0 -2
0 GLD 250 179.73 172.05 0.08% 43,012 -160 -1,921
0 INO 620 10.65 1.88 -4.57% 1,166 0 -5,438
0 JNJ 2 144.38 176.97 1.74% 354 0 65
0 JPM 5 100.48 117.34 -0.82% 587 30 84
0 MCD 20 226.17 233.92 2.15% 4,678 -513 155
0 NFLX 20 497.33 186.43 1.61% 3,729 0 -6,218
0 NKE 20 128.52 108.00 1.47% 2,160 -7 -410
0 QQQ 40 291.98 288.56 -0.35% 11,542 0 -137
0 SPLG 50 41.54 45.79 -0.05% 2,290 0 213
0 SPXL 10 53.77 73.97 0.35% 740 -54 202
0 SPY 2 339.31 389.75 0.07% 780 0 101
0 TLT 10 161.46 118.52 1.14% 1,185 0 -429
0 TQQQ 244 31.41 27.36 -0.80% 6,676 156 -989
0 TWTR 150 44.27 38.28 2.65% 5,742 0 -898
0 UCO 10 21.89 174.22 2.22% 1,742 234 1,523
0 XLF 50 25.25 32.93 -0.15% 1,646 0 384

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)