4417
EdLi
Spring 2021 ETF Global Portfolio Challenge
@EdLi
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | COWZ | 254 | 40.52 | 47.34 | 0.00% | 12,024 | 81 | 1,732 |
| 86 | ERX | 187 | 27.43 | 61.88 | 0.75% | 11,572 | -413 | 6,442 |
| 0 | EWD | 311 | 47.09 | 35.04 | 0.00% | 10,897 | 6 | -3,749 |
| 1 | FAS | 52 | 99.19 | 73.16 | 0.01% | 3,804 | 2 | -1,354 |
| 0 | FXO | 298 | 42.23 | 40.97 | 0.00% | 12,209 | 2 | -376 |
| 0 | JHMA | 257 | 43.94 | 46.55 | 0.00% | 11,963 | 37 | 670 |
| 0 | MILN | 326 | 42.79 | 28.14 | 0.00% | 9,174 | 0 | -4,777 |
| 0 | RDVY | 292 | 47.20 | 43.86 | 0.00% | 12,807 | 1 | -976 |
| -11 | SPXU | 373 | 21.83 | 19.52 | -0.15% | 7,281 | 9 | -863 |
| -30 | XHB | 157 | 68.22 | 59.12 | -0.32% | 9,282 | 120 | -1,428 |
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) |
|---|