4575
Group83
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 |
---|---|---|---|---|---|---|---|---|
1,584 | AAPL | 660 | 151.46 | 170.89 | 1.42% | 112,787 | 0 | 12,822 |
645 | ADBE | 151 | 666.31 | 439.16 | 0.98% | 66,313 | 0 | -34,300 |
-22 | AMZN | 560 | 176.42 | 140.60 | -0.03% | 78,736 | 0 | -20,062 |
1,724 | DIS | 571 | 178.30 | 120.71 | 2.57% | 68,925 | 0 | -32,884 |
0 | FB | 293 | 342.84 | 196.64 | 0.00% | 57,616 | 0 | -42,837 |
30 | GOOGL | 33 | 2,992.86 | 119.73 | 0.75% | 3,951 | 0 | -94,813 |
-1,201 | JNJ | 613 | 163.69 | 165.18 | -1.17% | 101,255 | 0 | 913 |
155 | JPM | 595 | 169.10 | 120.40 | 0.22% | 71,638 | 0 | -28,976 |
45 | KO | 1,785 | 56.85 | 63.24 | 0.04% | 112,892 | 0 | 11,415 |
727 | MCD | 393 | 254.68 | 261.13 | 0.71% | 102,624 | 0 | 2,535 |
392 | MSFT | 297 | 337.57 | 288.34 | 0.46% | 85,637 | 0 | -14,621 |
418 | NFLX | 155 | 650.85 | 245.40 | 1.11% | 38,037 | 0 | -62,845 |
56 | NKE | 564 | 176.16 | 114.20 | 0.09% | 64,409 | 0 | -34,943 |
1,640 | NVDA | 336 | 302.72 | 184.30 | 2.72% | 61,925 | 0 | -39,789 |
415 | PEP | 602 | 165.98 | 175.73 | 0.39% | 105,789 | 0 | 5,870 |
325 | PG | 684 | 145.87 | 145.73 | 0.33% | 99,683 | 0 | -94 |
1,500 | TSLA | 81 | 1,141.96 | 878.41 | 2.15% | 71,151 | 0 | -21,348 |
50 | WFC | 2,000 | 50.71 | 45.27 | 0.06% | 90,550 | 0 | -10,870 |
266 | WMT | 666 | 150.25 | 130.22 | 0.31% | 86,727 | 0 | -13,340 |
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) |
---|