4417
YijiaYe
Spring 2021 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 116 | IEMG | 101 | 69.05 | 49.78 | 2.36% | 5,028 | 0 | -1,947 |
| 222 | IPAY | 98 | 71.41 | 41.76 | 5.75% | 4,092 | 0 | -2,906 |
| 448 | IVV | 38 | 391.51 | 392.00 | 3.10% | 14,896 | 0 | 18 |
| 382 | MCHI | 156 | 95.65 | 55.81 | 4.59% | 8,706 | 0 | -6,216 |
| 262 | MOAT | 74 | 66.92 | 66.86 | 5.58% | 4,948 | 0 | -4 |
| 317 | NOBL | 98 | 81.36 | 87.07 | 3.85% | 8,533 | 0 | 559 |
| 238 | SUSA | 69 | 86.64 | 83.56 | 4.31% | 5,766 | 0 | -213 |
| 174 | VTI | 29 | 205.97 | 195.19 | 3.17% | 5,661 | 0 | -313 |
| 343 | XLE | 346 | 46.18 | 71.59 | 1.40% | 24,770 | 0 | 8,791 |
| 272 | XLV | 131 | 114.41 | 129.20 | 1.64% | 16,925 | 0 | 1,937 |
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) |
|---|