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) |
|---|