4575
group53
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 |
|---|---|---|---|---|---|---|---|---|
| -106 | AAPL | 543 | 165.55 | 159.58 | -0.12% | 86,655 | 0 | -3,239 |
| -34 | ABB | 1,720 | 34.99 | 35.26 | -0.06% | 60,647 | 0 | 464 |
| -826 | ABNB | 295 | 202.76 | 141.76 | -1.94% | 41,819 | 0 | -17,995 |
| -201 | ADBE | 75 | 667.11 | 500.04 | -0.53% | 37,503 | 0 | -12,530 |
| -135 | ADSK | 122 | 328.59 | 232.67 | -0.47% | 28,386 | 0 | -11,702 |
| -1,133 | AMT | 143 | 278.76 | 242.60 | -3.16% | 34,693 | 0 | -5,170 |
| -308 | AMZN | 14 | 3,515.09 | 2,777.74 | -0.79% | 38,888 | 0 | -10,323 |
| 391 | ASML | 120 | 822.22 | 651.83 | 0.50% | 78,220 | 0 | -20,447 |
| -112 | ATVI | 449 | 67.09 | 78.87 | -0.32% | 35,413 | 0 | 5,287 |
| 611 | COST | 99 | 506.00 | 483.49 | 1.29% | 47,866 | 0 | -2,228 |
| 1,212 | CVS | 638 | 93.95 | 105.00 | 1.84% | 66,990 | 0 | 7,050 |
| -958 | DIS | 327 | 153.59 | 133.58 | -2.15% | 43,681 | 0 | -6,545 |
| -301 | EBAY | 542 | 74.08 | 57.62 | -0.95% | 31,233 | 0 | -8,919 |
| -182 | EL | 114 | 348.71 | 292.61 | -0.54% | 33,358 | 0 | -6,395 |
| -250 | EMR | 511 | 97.74 | 90.72 | -0.54% | 46,358 | 0 | -3,587 |
| -836 | ETSY | 203 | 245.01 | 141.01 | -2.84% | 28,625 | 0 | -21,112 |
| -504 | HON | 266 | 225.84 | 200.41 | -0.94% | 53,308 | 0 | -6,766 |
| -547 | JD | 516 | 77.07 | 71.09 | -1.47% | 36,682 | 0 | -3,086 |
| -107 | KO | 533 | 56.46 | 59.62 | -0.33% | 31,777 | 0 | 1,684 |
| 2,375 | MSFT | 298 | 335.31 | 296.46 | 2.76% | 88,345 | 0 | -11,576 |
| -575 | NFLX | 82 | 620.99 | 359.41 | -1.91% | 29,472 | 0 | -21,450 |
| 852 | NVDA | 222 | 320.23 | 227.08 | 1.72% | 50,412 | 0 | -20,680 |
| -462 | PEP | 246 | 162.46 | 169.46 | -1.10% | 41,687 | 0 | 1,722 |
| -422 | PYPL | 327 | 202.41 | 156.91 | -0.82% | 51,310 | 0 | -14,878 |
| -1,743 | SPOT | 174 | 281.13 | 174.02 | -5.44% | 30,279 | 0 | -18,637 |
| 774 | TSLA | 48 | 1,046.87 | 934.53 | 1.76% | 44,857 | 0 | -5,392 |
| -703 | TWTR | 1,090 | 45.99 | 33.52 | -1.89% | 36,542 | 0 | -13,592 |
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) |
|---|