match
RobertK
None
4575
RobertK
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
202 AAPL 843 150.09 137.59 0.17% 115,988 435 -10,539
78 ABT 95 130.50 113.26 0.73% 10,760 0 -1,638
112 ACN 34 366.06 276.90 1.20% 9,415 0 -3,032
122 ADBE 25 663.55 399.26 1.24% 9,982 -5 -6,607
159 AMZN 27 3,562.30 2,152.27 0.27% 58,111 0 -38,071
-263 BAC 431 46.80 33.84 -1.77% 14,585 -16 -5,586
-14 BRK.B 115 286.25 304.03 -0.04% 34,963 -21 2,045
-5 CMCSA 237 53.99 42.00 -0.05% 9,954 -17 -2,840
-149 COST 23 527.75 416.44 -1.53% 9,578 16 -2,560
203 CRM 50 306.22 159.66 2.61% 7,983 -54 -7,328
-70 DIS 92 173.95 102.38 -0.74% 9,419 -128 -6,584
325 FB 142 332.42 193.58 1.20% 27,488 -8 -19,715
-971 GOOG 34 2,960.55 2,186.35 -1.29% 74,336 -105 -26,323
-22 HD 55 370.10 287.36 -0.14% 15,805 141 -4,551
412 JNJ 136 162.47 176.97 1.74% 24,068 -17 1,972
-151 JPM 156 167.36 117.34 -0.82% 18,305 -19 -7,803
210 KO 214 53.02 60.98 1.63% 13,050 0 1,703
636 LLY 50 248.04 298.98 4.44% 14,949 0 2,547
214 MA 52 350.75 336.34 1.24% 17,490 -29 -749
-245 MSFT 383 334.61 252.50 -0.25% 96,708 25 -31,447
68 NFLX 23 654.67 186.43 1.61% 4,288 -4 -10,769
126 NKE 81 168.82 108.00 1.47% 8,748 4 -4,926
-545 NVDA 128 292.41 166.98 -2.49% 21,373 168 -16,055
527 PFE 288 47.50 52.48 3.61% 15,114 38 1,434
5 PG 123 145.42 141.74 0.03% 17,434 0 -452
93 TMO 20 617.64 555.37 0.84% 11,107 29 -1,245
-2,227 TSLA 49 1,010.57 663.96 -6.41% 32,534 375 -16,984
365 UNH 50 464.40 485.85 1.53% 24,292 -14 1,073
176 V 110 213.65 198.97 0.81% 21,887 -93 -1,615
3 WMT 144 140.48 119.09 0.02% 17,149 0 -3,080
165 XOM 223 65.27 91.88 0.81% 20,489 -22 5,934

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)