match
trufantgarrett
None
4361
trufantgarrett
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
-358 AAP -150 152.68 152.34 1.59% -22,851 0 51
-89 AAPL 150 120.16 122.05 -0.48% 18,308 0 283
214 ATVI 100 80.30 80.77 2.73% 8,077 0 47
161 DIS 175 128.71 153.84 0.60% 26,922 0 4,403
-25 MJ 500 11.42 15.78 -0.32% 7,890 0 2,180
-183 NEE 200 75.73 72.20 -1.25% 14,441 0 -705
79 NFLX 35 530.52 498.87 0.46% 17,460 0 -1,108
0 SKYS 10,000 7.02 7.32 0.00% 73,200 0 3,000
116 VFC 50 76.10 88.44 2.70% 4,422 0 617

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)