4575
mostexerent
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 |
|---|---|---|---|---|---|---|---|---|
| 3,119 | AAPL | 948 | 160.99 | 141.66 | 2.38% | 134,294 | 1,757 | -18,325 |
| -4,389 | AXP | -983 | 155.16 | 146.15 | 3.15% | -143,665 | -2,591 | 8,852 |
| 5,895 | BA | 787 | 206.91 | 141.53 | 5.59% | 111,384 | 0 | -51,454 |
| -8,030 | CRM | -623 | 280.49 | 185.92 | 7.45% | -115,828 | 1,547 | 58,920 |
| 3,736 | DIS | 1,083 | 152.28 | 97.78 | 3.66% | 105,896 | 0 | -59,024 |
| 3,850 | INTC | 3,208 | 51.19 | 38.61 | 3.21% | 123,861 | 0 | -40,357 |
| -3,517 | KO | -3,019 | 54.88 | 63.04 | 1.88% | -190,318 | 0 | -24,635 |
| -2,453 | MRK | -2,382 | 73.85 | 93.13 | 1.12% | -221,836 | 0 | -45,925 |
| -7,538 | TRV | -1,087 | 147.71 | 166.72 | 4.34% | -181,225 | -672 | -20,664 |
| 7,027 | V | 794 | 208.04 | 205.51 | 4.50% | 163,175 | 0 | -2,009 |
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) |
|---|