4575
Berlino
Aalto Investment management game (Fall 2021)
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | AAL | 1,180 | 22.12 | 14.30 | 1.38% | 16,880 | 0 | -9,228 |
| 0 | ABNB | -125 | 205.70 | 93.20 | -5.39% | -11,650 | 0 | 14,063 |
| 0 | ACB | 4,670 | 6.55 | 1.20 | -11.40% | 5,627 | 0 | -24,961 |
| 0 | AMT | 94 | 276.82 | 212.30 | -1.54% | 19,956 | 0 | -6,065 |
| 0 | AMZN | 160 | 176.18 | 88.27 | -3.01% | 14,124 | 0 | -14,065 |
| 0 | ARLP | 2,234 | 11.64 | 21.71 | -2.43% | 48,500 | 0 | 22,485 |
| 0 | AWK | -154 | 168.33 | 154.53 | 0.88% | -23,798 | 0 | 2,125 |
| 0 | AZN | 510 | 56.16 | 68.61 | 0.29% | 34,994 | 0 | 6,352 |
| 0 | BCS | 2,430 | 10.68 | 7.81 | 1.49% | 18,990 | 0 | -6,962 |
| 0 | CME | -118 | 220.57 | 179.97 | -0.22% | -21,237 | 0 | 4,790 |
| 0 | CMG | -14 | 1,812.07 | 1,510.68 | -3.82% | -21,150 | 0 | 4,219 |
| 0 | CRH | 510 | 51.06 | 39.62 | -0.60% | 20,206 | 0 | -5,834 |
| 0 | EBAY | 346 | 74.85 | 43.34 | -1.38% | 14,994 | 0 | -10,904 |
| 0 | FDX | 106 | 247.16 | 172.93 | -2.08% | 18,331 | 0 | -7,868 |
| 0 | GE | 236 | 109.60 | 85.19 | 0.62% | 20,104 | 0 | -5,762 |
| 0 | GIS | 418 | 62.18 | 85.33 | -1.12% | 35,670 | 0 | 9,679 |
| 0 | GOOGL | 10 | 2,890.48 | 96.90 | -2.59% | 969 | 0 | -27,936 |
| 0 | HAL | 1,030 | 25.24 | 36.10 | -1.94% | 37,188 | 0 | 11,186 |
| 0 | HALO | 650 | 39.80 | 56.43 | 0.88% | 36,680 | 0 | 10,810 |
| 0 | INTC | 505 | 51.38 | 28.61 | -1.94% | 14,446 | 0 | -11,499 |
| 0 | JNJ | 175 | 159.08 | 176.01 | -1.55% | 30,802 | 0 | 2,962 |
| 0 | KO | 462 | 56.39 | 63.42 | -0.08% | 29,300 | 0 | 3,246 |
| 0 | LAMR | 214 | 121.62 | 92.90 | -2.60% | 19,881 | 0 | -6,147 |
| 0 | LVS | 617 | 42.19 | 46.75 | -1.98% | 28,848 | 0 | 2,817 |
| 0 | LYB | 278 | 93.45 | 82.22 | -1.50% | 22,857 | 0 | -3,122 |
| 0 | META | 80 | 341.34 | 114.08 | -6.82% | 9,126 | 0 | -18,181 |
| 0 | MMM | 144 | 180.79 | 124.48 | -0.12% | 17,926 | 0 | -8,108 |
| 0 | MS | 257 | 101.09 | 87.53 | -2.53% | 22,496 | 0 | -3,485 |
| 0 | MSFT | 78 | 334.84 | 245.05 | -2.06% | 19,114 | 0 | -7,004 |
| 0 | MT | 778 | 33.41 | 26.66 | 0.62% | 20,745 | 0 | -5,252 |
| 0 | NEE | -308 | 84.28 | 85.13 | -0.02% | -26,220 | 0 | -262 |
| 0 | NFLX | 40 | 647.71 | 305.38 | -2.31% | 12,215 | 0 | -13,693 |
| 0 | OEC | 1,300 | 20.07 | 18.29 | -1.64% | 23,770 | 0 | -2,320 |
| 0 | PFE | 541 | 48.05 | 49.72 | -1.98% | 26,901 | 0 | 903 |
| 0 | PM | 277 | 93.54 | 101.49 | -1.92% | 28,113 | 0 | 2,202 |
| 0 | SHOP | -160 | 154.48 | 38.98 | -4.43% | -6,238 | 0 | 18,479 |
| 0 | SLG | 330 | 78.74 | 35.56 | -6.57% | 11,735 | 0 | -14,248 |
| 0 | STNG | 1,544 | 16.82 | 50.93 | -4.07% | 78,636 | 0 | 52,666 |
| 0 | SYY | 325 | 80.08 | 84.17 | -1.12% | 27,357 | 0 | 1,332 |
| 0 | TPL | -18 | 1,389.12 | 2,461.17 | -3.03% | -44,301 | 0 | -19,297 |
| 0 | VRTX | 136 | 191.28 | 311.45 | -1.93% | 42,358 | 0 | 16,344 |
| 0 | VZ | 500 | 52.04 | 36.86 | -0.55% | 18,432 | 0 | -7,590 |
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) |
|---|