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 |
|---|---|---|---|---|---|---|---|---|
| 0 | AMAT | 435 | 156.98 | 95.02 | -2.65% | 41,334 | 0 | -26,953 |
| 0 | ATVI | -1,150 | 66.45 | 77.19 | -1.05% | -88,768 | 0 | -12,353 |
| 0 | AVGO | 125 | 560.24 | 498.61 | -1.40% | 62,326 | 0 | -7,703 |
| 0 | BIIB | -280 | 272.85 | 202.53 | -5.17% | -56,708 | 0 | 19,690 |
| 0 | BMRN | 650 | 91.53 | 83.23 | -2.19% | 54,099 | 0 | -5,395 |
| 0 | CDNS | 370 | 179.27 | 150.18 | -2.76% | 55,567 | 0 | -10,763 |
| 0 | COST | 135 | 502.54 | 468.74 | -2.70% | 63,280 | 0 | -4,563 |
| 0 | CTXS | -650 | 91.07 | 96.14 | -0.64% | -62,491 | 0 | -3,296 |
| 0 | DLTR | 619 | 110.79 | 153.64 | -2.22% | 95,103 | 0 | 26,524 |
| 0 | ILMN | -165 | 400.62 | 187.51 | -3.02% | -30,939 | 0 | 35,163 |
| 0 | INTU | 110 | 616.50 | 386.39 | -4.53% | 42,503 | 0 | -25,312 |
| 0 | JBHT | 360 | 195.21 | 157.65 | -2.78% | 56,754 | 0 | -13,521 |
| 0 | JD | 790 | 82.13 | 64.57 | -1.60% | 51,010 | 0 | -13,873 |
| 0 | KLAC | 150 | 417.17 | 330.20 | -2.48% | 49,530 | 0 | -13,046 |
| 0 | MAR | 380 | 168.48 | 138.69 | -1.07% | 52,702 | 0 | -11,322 |
| 0 | MCHP | 815 | 83.80 | 59.45 | -2.02% | 48,448 | 0 | -19,849 |
| 0 | MELI | -53 | 1,120.18 | 665.25 | -7.26% | -35,258 | 0 | 24,111 |
| 0 | MSFT | 230 | 337.19 | 256.60 | -3.13% | 59,018 | 0 | -18,536 |
| 0 | NFLX | 105 | 654.67 | 179.63 | -5.03% | 18,861 | 0 | -49,880 |
| 0 | NTES | 610 | 103.12 | 93.72 | -2.25% | 57,172 | 0 | -5,734 |
| 0 | NVDA | 220 | 308.37 | 159.87 | -5.23% | 35,171 | 0 | -32,670 |
| 0 | PYPL | -340 | 223.74 | 71.83 | -5.41% | -24,422 | 0 | 51,650 |
| 0 | QCOM | 416 | 167.60 | 131.60 | 3.48% | 54,746 | 0 | -14,976 |
| 0 | SNPS | 195 | 344.84 | 303.80 | -2.58% | 59,241 | 0 | -8,004 |
| 0 | TMUS | -560 | 120.22 | 133.06 | -2.55% | -74,514 | 0 | -7,190 |
| 0 | TSLA | 65 | 1,180.85 | 697.99 | -5.00% | 45,369 | 0 | -31,386 |
| 0 | TTWO | 340 | 184.67 | 126.19 | -2.34% | 42,905 | 0 | -19,883 |
| 0 | VRSK | 320 | 215.01 | 169.01 | -2.92% | 54,083 | 0 | -14,720 |
| 0 | WDAY | 210 | 292.93 | 144.33 | -2.51% | 30,309 | 0 | -31,206 |
| 0 | XLNX | 300 | 209.78 | 194.92 | 0.00% | 58,476 | 0 | -4,460 |
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) |
|---|