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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
80 AAPL 40 120.56 127.59 1.60% 5,104 0 281
4 BAC 10 28.71 42.41 0.84% 424 0 137
424 GOOG 10 1,776.63 2,317.50 1.86% 23,175 0 5,409
-15 KBAL -110 11.05 13.12 1.04% -1,443 0 -227
83 MSFT 20 211.53 248.51 1.70% 4,970 459 740
-1 T 20 28.09 32.24 -0.17% 645 0 83
70 TLT 60 159.70 136.98 0.87% 8,219 0 -1,363
351 TSLA 20 431.94 590.03 3.07% 11,801 0 3,162

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)