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dylan.bolduc
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4361
dylan.bolduc
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
497 AMZN -5 3,052.79 3,335.55 -2.90% -16,678 0 -1,414
-11 EEM 100 44.90 52.04 -0.21% 5,204 0 714
52 GDX 200 36.49 32.99 0.79% 6,598 0 -700
0 JKE -15 256.49 283.81 0.00% -4,257 0 -410
-52 PENN 20 69.60 74.63 -3.38% 1,493 0 101
-19 SPY 40 327.52 453.12 -0.10% 18,125 0 5,024
-29 VBK 40 230.96 293.30 -0.24% 11,732 0 2,494
-82 VGT 45 331.52 426.87 -0.42% 19,209 0 4,291
12 VT 200 84.64 106.69 0.06% 21,338 0 4,410
-86 XOM -200 32.23 63.12 0.69% -12,624 0 -6,177

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)