4366
student94
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 |
|---|---|---|---|---|---|---|---|---|
| 1,083 | AAPL | 453 | 109.61 | 139.32 | 1.75% | 63,114 | 6 | 13,461 |
| -58 | ATVI | 649 | 76.87 | 94.55 | -0.10% | 61,363 | 0 | 11,474 |
| 9 | BND | 568 | 87.58 | 87.38 | 0.02% | 49,632 | 0 | -114 |
| -1,358 | CAKE | 1,666 | 29.66 | 42.27 | -1.89% | 70,422 | 0 | 21,008 |
| -671 | CL | 624 | 79.94 | 78.30 | -1.35% | 48,859 | 0 | -1,026 |
| -543 | CMCSA | 1,180 | 42.22 | 48.77 | -0.93% | 57,543 | 0 | 7,717 |
| 605 | DIS | 409 | 121.46 | 172.80 | 0.86% | 70,675 | 0 | 20,998 |
| 333 | DOCU | 246 | 200.26 | 254.94 | 0.53% | 62,715 | 0 | 13,451 |
| 439 | MSFT | 244 | 203.96 | 226.54 | 0.80% | 55,277 | 0 | 5,511 |
| -1,507 | NFLX | 105 | 476.18 | 565.29 | -2.48% | 59,355 | 0 | 9,357 |
| -669 | NVDA | 98 | 501.48 | 548.79 | -1.23% | 53,781 | 0 | 4,636 |
| -662 | ORCL | 877 | 56.74 | 60.47 | -1.23% | 53,037 | 0 | 3,276 |
| -298 | PEP | 373 | 134.27 | 138.84 | -0.57% | 51,787 | 0 | 1,705 |
| 888 | QCLN | 1,045 | 47.42 | 86.67 | 0.99% | 90,570 | 54 | 41,019 |
| 21,406 | SFIX | 1,428 | 35.24 | 97.21 | 18.23% | 138,816 | 0 | 88,493 |
| 32 | SHOP | 53 | 933.82 | 1,197.96 | 0.05% | 63,492 | 0 | 13,999 |
| 1,121 | TPR | 2,199 | 22.69 | 34.29 | 1.51% | 75,404 | 0 | 25,519 |
| -388 | VEA | 1,250 | 39.87 | 48.74 | -0.63% | 60,925 | 0 | 11,088 |
| -409 | VWO | 1,136 | 44.23 | 54.02 | -0.66% | 61,372 | 0 | 11,133 |
| 568 | WMT | 357 | 140.28 | 146.51 | 1.10% | 52,304 | 0 | 2,224 |
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) |
|---|