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 |
|---|---|---|---|---|---|---|---|---|
| -358 | AAPL | 453 | 109.61 | 148.69 | -0.53% | 67,357 | 6 | 17,703 |
| 370 | ATVI | 649 | 76.87 | 79.27 | 0.72% | 51,446 | 0 | 1,558 |
| 102 | BND | 568 | 87.58 | 84.95 | 0.21% | 48,252 | 0 | -1,494 |
| 1,749 | CAKE | 1,666 | 29.66 | 42.35 | 2.54% | 70,555 | 0 | 21,142 |
| 381 | CL | 624 | 79.94 | 75.50 | 0.81% | 47,112 | 0 | -2,774 |
| 224 | CMCSA | 1,180 | 42.22 | 54.22 | 0.35% | 63,980 | 0 | 14,154 |
| -785 | DIS | 409 | 121.46 | 169.42 | -1.12% | 69,293 | 0 | 19,616 |
| -1,264 | DOCU | 246 | 200.26 | 274.73 | -1.84% | 67,584 | 0 | 18,320 |
| -390 | MSFT | 244 | 203.96 | 309.16 | -0.51% | 75,435 | 0 | 25,669 |
| 1,220 | NFLX | 105 | 476.18 | 664.78 | 1.78% | 69,802 | 0 | 19,803 |
| 33 | NVDA | 98 | 501.48 | 227.26 | 0.15% | 22,271 | 0 | -26,874 |
| 1,710 | ORCL | 877 | 56.74 | 98.25 | 2.02% | 86,165 | 0 | 36,404 |
| 295 | PEP | 373 | 134.27 | 159.97 | 0.50% | 59,669 | 0 | 9,586 |
| -878 | QCLN | 1,045 | 47.42 | 69.13 | -1.20% | 72,241 | 54 | 22,689 |
| -486 | SFIX | 1,428 | 35.24 | 34.52 | -0.98% | 49,295 | 0 | -1,028 |
| -3,756 | SHOP | 53 | 933.82 | 1,425.85 | -4.73% | 75,570 | 0 | 26,078 |
| -286 | TPR | 2,199 | 22.69 | 38.62 | -0.34% | 84,925 | 0 | 35,041 |
| 300 | VEA | 1,250 | 39.87 | 52.20 | 0.46% | 65,250 | 0 | 15,412 |
| -148 | VWO | 1,136 | 44.23 | 51.78 | -0.25% | 58,822 | 0 | 8,582 |
| 546 | WMT | 357 | 140.28 | 148.34 | 1.04% | 52,957 | 0 | 2,877 |
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) |
|---|