4575
Tina
Aalto Investment management game (Fall 2021)
@Tina
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| -195 | AAPL | 1,000 | 150.06 | 159.58 | -0.12% | 159,585 | 0 | 9,525 |
| 110 | AMLP | 1,000 | 35.79 | 35.84 | 0.31% | 35,840 | 0 | 50 |
| -6,120 | NUGT | 2,000 | 56.73 | 46.34 | -6.19% | 92,680 | 0 | -20,780 |
| -76 | SBUX | 50 | 112.74 | 95.50 | -1.56% | 4,775 | 0 | -862 |
| -58 | XLP | 100 | 72.67 | 74.29 | -0.77% | 7,429 | 0 | 162 |
| 9,900 | YANG | 10,000 | 17.80 | 19.00 | 5.50% | 190,000 | 0 | 12,000 |
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) |
|---|