match
EquityTradingFund
None
4366
EquityTradingFund
Aalto Investment Management Game (Fall 2020)
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
2,394 AIG 1,946 30.92 57.90 2.17% 112,673 0 52,493
1,955 BAC 2,539 23.65 36.61 2.15% 92,953 0 32,893
722 BMY 1,031 58.15 77.94 0.91% 80,356 0 20,403
1,622 C 1,435 41.85 53.83 2.14% 77,246 0 17,184
1,908 CSCO 1,681 35.67 45.13 2.58% 75,872 0 15,902
1,129 CVS 1,065 56.24 98.21 1.09% 104,594 0 44,698
1,421 CVX 872 68.81 177.04 0.93% 154,379 0 94,372
498 EXC 1,488 40.35 49.35 0.68% 73,440 0 13,399
2,789 F 7,538 7.94 13.06 2.91% 98,484 0 38,745
2,408 GM 1,708 35.14 37.39 3.92% 63,871 0 3,843
3,068 GS 314 191.04 324.67 3.10% 101,946 0 41,959
872 IBM 552 108.94 135.97 1.18% 75,055 0 14,921
1,119 INTC 1,356 44.16 43.02 1.96% 58,342 0 -1,532
-4,826 KHC 1,978 30.33 37.04 -6.18% 73,265 0 13,272
1,000 KMI 5,000 11.99 19.59 1.03% 97,950 0 37,975
-2,536 MDT 587 102.28 101.22 -4.09% 59,416 0 -622
2,472 MET 1,605 37.47 66.14 2.38% 106,155 0 46,007
12,544 OXY 6,637 9.05 68.28 2.85% 453,174 0 393,076
1,587 PFE 1,688 35.52 54.65 1.75% 92,249 0 32,283
1,138 XOM 1,820 32.95 96.92 0.65% 176,404 0 116,444

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)