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AHS Investors Club 2020 Fall
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
57 AAPL 17 117.28 122.75 2.82% 2,087 16 93
2 AMD 10 86.59 92.61 0.20% 926 0 60
904 AMZN 15 3,235.57 3,220.84 1.91% 48,313 0 -221
10 AXP 7 102.69 120.13 1.24% 841 2 122
2 CP 2 310.89 323.01 0.24% 646 33 24
-2 CVS 10 66.86 67.53 -0.36% 675 0 7
2 CVX 10 72.91 87.41 0.27% 874 0 145
83 FB 8 259.44 286.77 3.74% 2,294 0 219
215 GOOG 5 1,460.64 1,799.11 2.45% 8,996 0 1,692
2 IBM 10 123.34 123.35 0.13% 1,234 0 0
28 MSFT 10 219.56 216.15 1.32% 2,162 0 -34
73 NFLX 5 534.87 504.39 2.99% 2,522 0 -152
33 ORCL 28 59.88 58.80 2.07% 1,646 0 -30
9 SBUX 10 88.84 98.80 0.92% 988 0 100
1 T 10 26.84 28.88 0.49% 289 0 20
-9 TEAM 10 214.41 224.18 -0.41% 2,242 0 98
62 TQQQ 10 122.87 164.23 3.93% 1,642 49 414
100 TSLA 5 463.06 585.15 3.56% 2,926 0 610
14 VCR 5 242.52 264.37 1.11% 1,322 0 109
18 VOO 5 313.67 336.30 1.10% 1,682 0 113
1 VZ 10 57.09 60.61 0.23% 606 0 35
0 WMT -2 144.08 152.67 0.11% -305 0 -17

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)