4626
gianna.bamonte
Quinnipiac Investment Club - Spring 2022
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| -494 | AAPL | -150 | 157.22 | 141.66 | 2.38% | -21,249 | 0 | 2,333 |
| 172 | DIS | 50 | 131.97 | 97.78 | 3.66% | 4,889 | 0 | -1,710 |
| 120 | INTC | 100 | 49.79 | 38.61 | 3.21% | 3,861 | 0 | -1,118 |
| -380 | JBLU | -800 | 12.13 | 8.62 | 5.83% | -6,896 | 0 | 2,812 |
| 291 | KO | 250 | 64.89 | 63.04 | 1.88% | 15,760 | 0 | -462 |
| 157 | MSFT | 18 | 294.78 | 267.70 | 3.38% | 4,819 | 65 | -487 |
| 129 | SBUX | 45 | 91.66 | 78.11 | 3.80% | 3,515 | 0 | -610 |
| 83 | SPY | 7 | 433.00 | 390.08 | 3.14% | 2,731 | 209 | -300 |
| 316 | TSLA | 10 | 815.58 | 737.12 | 4.48% | 7,371 | 3,425 | -785 |
| -276 | TWTR | -400 | 49.95 | 39.41 | 1.78% | -15,764 | 0 | 4,214 |
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) |
|---|