match
victoria.roman
None
4361
victoria.roman
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
-4 AAPL 10 114.13 122.21 -0.35% 1,222 0 81
-41 BA 10 167.20 232.47 -1.74% 2,325 0 653
9 BABA 10 284.35 267.29 0.34% 2,673 0 -171
5 BAC 10 24.11 29.24 1.70% 292 0 51
-6 DAL 10 32.14 42.31 -1.39% 423 0 102
13 DIA 5 296.08 302.59 0.84% 1,513 0 33
3 EWU 10 25.42 29.85 1.05% 298 0 44
1 FXI 10 46.95 47.19 0.13% 472 0 2
-5 GLD 10 179.48 172.32 -0.28% 1,723 0 -72
43 IWM 10 173.46 188.20 2.33% 1,882 0 147
18 SPXL 10 55.02 69.36 2.68% 694 0 143
-23 TLT 10 158.82 155.20 -1.47% 1,552 0 -36
0 TWTR 10 42.09 47.74 0.09% 477 0 56
29 VOO 10 311.69 339.81 0.86% 3,398 0 281
21 XLE 10 30.48 40.63 5.45% 406 0 102

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)