match
AndrewB2699
None
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
-6,174 AMZN 1,800 161.78 113.24 -2.94% 203,832 852 -87,376
2,055 BGR 5,555 7.47 11.06 3.46% 61,438 0 19,915
-99 BME 1,234 46.25 42.64 -0.19% 52,618 0 -4,451
12 BRK.B 50 228.86 278.52 0.09% 13,926 0 2,483
-5,550 NIO 5,000 45.19 22.97 -4.61% 114,850 0 -111,088
-2,250 TSLA 1,000 632.99 734.87 -0.31% 734,870 0 101,880
-1,420 VOO 1,000 338.69 358.58 -0.39% 358,580 0 19,885

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)