4353
AndrewB2699
World of Finance Portfolio creation and management
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| -8,951 | AMZN | 90 | 3,235.65 | 3,335.55 | -2.90% | 300,200 | 852 | 8,991 |
| 833 | BGR | 5,555 | 7.47 | 10.20 | 1.49% | 56,661 | 0 | 15,137 |
| -12 | BME | 1,234 | 46.25 | 47.73 | -0.02% | 58,899 | 0 | 1,830 |
| 121 | BRK.B | 50 | 228.86 | 289.24 | 0.84% | 14,462 | 0 | 3,019 |
| -5,450 | NIO | 5,000 | 45.19 | 38.88 | -2.73% | 194,400 | 0 | -31,538 |
| 15,680 | TSLA | 1,000 | 632.99 | 909.68 | 1.75% | 909,680 | 0 | 276,690 |
| -420 | VOO | 1,000 | 338.69 | 416.59 | -0.10% | 416,590 | 0 | 77,895 |
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) |
|---|