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frankieperrino
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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
-6 AAPL 9 117.85 122.01 -0.52% 1,098 0 37
-64 AMZN 3 3,211.73 3,161.32 -0.67% 9,484 0 -151
34 BABA 50 282.10 267.07 0.26% 13,354 0 -752
65 BPY 334 15.71 15.39 1.28% 5,140 0 -109
2 BYND 5 192.02 139.60 0.26% 698 0 -262
3 CMCSA 22 49.34 51.63 0.24% 1,136 0 51
28 CMG 1 1,322.26 1,334.03 2.16% 1,334 0 12
0 DPZ 3 394.34 383.36 -0.01% 1,150 0 -33
-46 MCD 89 213.34 210.52 -0.25% 18,736 0 -251
-3 MSFT 10 212.10 213.54 -0.15% 2,135 0 14
55 NFLX 42 502.43 497.92 0.27% 20,913 0 -189
28 SBUX 12 97.28 102.27 2.32% 1,227 0 60
607 SHAK 238 75.44 87.90 2.99% 20,920 0 2,964
-152 TLT 62 160.03 155.06 -1.55% 9,614 0 -308
25 TSLA 12 422.45 594.99 0.35% 7,140 0 2,070

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)