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 |
|---|---|---|---|---|---|---|---|---|
| 0 | AAPL | 453 | 109.61 | 171.22 | 0.25% | 77,560 | 6 | 27,907 |
| 0 | ATVI | 649 | 76.87 | 93.68 | 0.13% | 60,798 | 0 | 10,910 |
| 0 | BND | 568 | 87.58 | 69.78 | -0.04% | 39,638 | 0 | -10,108 |
| 0 | CAKE | 1,666 | 29.66 | 30.28 | 0.07% | 50,446 | 0 | 1,033 |
| 0 | CL | 624 | 79.94 | 71.14 | -0.28% | 44,394 | 0 | -5,491 |
| 0 | CMCSA | 1,180 | 42.22 | 44.35 | -1.20% | 52,333 | 0 | 2,508 |
| 0 | DIS | 409 | 121.46 | 81.11 | 1.22% | 33,176 | 0 | -16,501 |
| 0 | DOCU | 246 | 200.26 | 42.02 | 0.02% | 10,337 | 0 | -38,927 |
| 0 | MSFT | 244 | 203.96 | 316.03 | 0.66% | 77,113 | 0 | 27,346 |
| 0 | NFLX | 105 | 476.18 | 377.39 | 0.22% | 39,626 | 0 | -10,373 |
| 0 | NVDA | 98 | 501.48 | 435.04 | 0.86% | 42,634 | 0 | -6,511 |
| 0 | ORCL | 877 | 56.74 | 105.96 | -0.22% | 92,931 | 0 | 43,170 |
| 0 | PEP | 373 | 134.27 | 169.43 | -0.07% | 63,197 | 0 | 13,115 |
| 0 | QCLN | 1,045 | 47.42 | 42.62 | 0.88% | 44,538 | 54 | -5,014 |
| 0 | SFIX | 1,428 | 35.24 | 3.46 | 3.75% | 4,941 | 0 | -45,382 |
| 0 | SHOP | 530 | 93.38 | 54.65 | 2.76% | 28,967 | 0 | -20,525 |
| 0 | TPR | 2,199 | 22.69 | 28.72 | 2.13% | 63,166 | 0 | 13,282 |
| 0 | VEA | 1,250 | 39.87 | 43.71 | -0.35% | 54,644 | 0 | 4,806 |
| 0 | VWO | 1,136 | 44.23 | 39.22 | 0.11% | 44,554 | 0 | -5,686 |
| 0 | WMT | 357 | 140.28 | 159.95 | -1.61% | 57,102 | 0 | 7,022 |
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) |
|---|