4575
Beters_Retirement_Fund
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 |
|---|---|---|---|---|---|---|---|---|
| 914 | AMAT | 435 | 156.98 | 135.09 | 1.58% | 58,764 | 0 | -9,523 |
| 288 | ATVI | -1,150 | 66.45 | 78.87 | -0.32% | -90,700 | 0 | -14,285 |
| 2,782 | AVGO | 125 | 560.24 | 556.40 | 4.17% | 69,550 | 0 | -479 |
| 790 | BIIB | -280 | 272.85 | 219.49 | -1.27% | -61,457 | 0 | 14,941 |
| -725 | BMRN | 650 | 91.53 | 83.74 | -1.31% | 54,434 | 0 | -5,060 |
| -429 | CDNS | 370 | 179.27 | 141.23 | -0.81% | 52,255 | 0 | -14,075 |
| 833 | COST | 135 | 502.54 | 483.49 | 1.29% | 65,271 | 0 | -2,572 |
| -637 | CTXS | -650 | 91.07 | 102.36 | 0.97% | -66,534 | 0 | -7,338 |
| -2,556 | DLTR | 619 | 110.79 | 127.22 | -3.14% | 78,749 | 0 | 10,170 |
| 2,345 | ILMN | -165 | 400.62 | 330.55 | -4.12% | -54,541 | 0 | 11,562 |
| -1,018 | INTU | 110 | 616.50 | 506.74 | -1.79% | 55,741 | 0 | -12,073 |
| -313 | JBHT | 360 | 195.21 | 195.08 | -0.44% | 70,229 | 0 | -46 |
| -837 | JD | 790 | 82.13 | 71.09 | -1.47% | 56,161 | 0 | -8,722 |
| 1,330 | KLAC | 150 | 417.17 | 378.98 | 2.40% | 56,847 | 0 | -5,728 |
| 570 | MAR | 380 | 168.48 | 158.53 | 0.96% | 60,241 | 0 | -3,783 |
| 1,190 | MCHP | 815 | 83.80 | 74.00 | 2.01% | 60,310 | 0 | -7,987 |
| 1,600 | MELI | -53 | 1,120.18 | 971.46 | -3.01% | -51,488 | 0 | 7,882 |
| 1,833 | MSFT | 230 | 337.19 | 296.46 | 2.76% | 68,186 | 0 | -9,368 |
| -736 | NFLX | 105 | 654.67 | 359.41 | -1.91% | 37,738 | 0 | -31,003 |
| -1,202 | NTES | 610 | 103.12 | 96.65 | -2.00% | 58,956 | 0 | -3,950 |
| 845 | NVDA | 220 | 308.37 | 227.08 | 1.72% | 49,958 | 0 | -17,884 |
| 439 | PYPL | -340 | 223.74 | 156.91 | -0.82% | -53,349 | 0 | 22,723 |
| 453 | QCOM | 416 | 167.60 | 166.54 | 0.66% | 69,281 | 0 | -441 |
| -725 | SNPS | 195 | 344.84 | 287.94 | -1.28% | 56,148 | 0 | -11,096 |
| 885 | TMUS | -560 | 120.22 | 104.09 | -1.50% | -58,290 | 0 | 9,033 |
| 1,048 | TSLA | 65 | 1,180.85 | 934.53 | 1.76% | 60,744 | 0 | -16,011 |
| -139 | TTWO | 340 | 184.67 | 157.98 | -0.26% | 53,713 | 0 | -9,075 |
| -1,091 | VRSK | 320 | 215.01 | 187.20 | -1.79% | 59,904 | 0 | -8,899 |
| -2,484 | WDAY | 210 | 292.93 | 224.28 | -5.01% | 47,099 | 0 | -14,416 |
| 327 | XLNX | 300 | 209.78 | 174.25 | 0.63% | 52,275 | 0 | -10,660 |
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) |
|---|