match
frankieperrino
None
4361
frankieperrino
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
3 AAPL 9 117.85 165.28 0.23% 1,488 0 427
-113 AMZN 60 160.59 137.53 -1.35% 8,252 0 -1,383
5 BABA 50 282.10 90.94 0.10% 4,547 0 -9,558
0 BPY 334 15.71 18.59 0.00% 6,209 0 960
-16 BYND 5 192.02 36.03 -8.17% 180 0 -780
-7 CMCSA 22 49.34 38.27 -0.84% 842 0 -244
14 CMG 1 1,322.26 1,637.27 0.87% 1,637 0 314
-7 DPZ 3 394.34 392.78 -0.58% 1,178 0 -5
162 MCD 89 213.34 258.62 0.71% 23,018 0 4,030
8 MSFT 10 212.10 281.13 0.29% 2,811 0 690
-199 NFLX 42 502.43 228.76 -2.03% 9,608 0 -11,494
-11 SBUX 12 97.28 84.77 -1.11% 1,017 0 -150
-616 SHAK 238 75.44 49.58 -4.96% 11,800 0 -6,156
-23 TLT 62 160.03 117.96 -0.31% 7,314 0 -2,607
-298 TSLA 12 422.45 846.42 -2.85% 10,157 0 5,088

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)