match
shuhanM
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4361
shuhanM
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
18 AAPL 20 119.93 115.99 0.80% 2,320 0 -79
-25 KBAL 60 11.21 11.78 -3.40% 706 0 34
-9 MSFT 20 211.53 213.34 -0.22% 4,267 459 36
-5 T 20 28.09 28.98 -0.80% 580 0 18
11 TLT 60 159.70 159.35 0.12% 9,561 0 -21
177 TSLA 20 431.94 564.32 1.59% 11,286 0 2,648

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)