match
jjcataldo
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4415
jjcataldo
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-482 ABNB 240 180.53 101.50 -1.94% 24,360 0 -18,967
-611 ADBE 92 470.94 381.08 -1.71% 35,059 0 -8,267
-82 AMGN 171 253.50 244.89 -0.20% 41,876 0 -1,472
-892 AMZN 260 165.23 113.24 -2.94% 29,442 0 -13,518
228 BABA 200 260.06 118.76 0.97% 23,752 0 -28,260
-105 COST 40 352.36 481.75 -0.54% 19,270 0 5,176
-322 CSCO 976 44.49 43.77 -0.75% 42,720 0 -708
1,336 CVX 477 90.73 147.48 1.93% 70,348 0 27,113
-609 DGX 348 124.74 138.56 -1.25% 48,219 0 4,809
-294 DIS 251 172.56 96.61 -1.20% 24,249 0 -19,063
-1,112 EL 150 253.43 262.79 -2.74% 39,418 861 1,404
30 F 1,000 11.98 11.95 0.25% 11,950 0 60
-72 GM 400 55.45 34.64 -0.52% 13,856 -579 -8,326
139 KHC 534 32.59 38.66 0.68% 20,644 6,224 3,239
1,007 KMI 2,877 15.10 16.84 2.12% 48,449 0 4,977
96 MAR 120 128.15 140.19 0.57% 16,823 58 1,445
-542 MSFT 189 229.53 264.83 -1.07% 50,053 0 6,672
-52 NEE 400 77.47 77.89 -0.17% 31,156 0 169
312 NOC 100 340.23 466.82 0.67% 46,682 0 12,659
-173 PYPL 100 252.11 75.95 -2.23% 7,595 2,132 -17,616
636 QCOM 300 137.25 127.22 1.69% 38,166 0 -3,009
64 RIO 220 81.43 63.01 0.46% 13,862 0 -4,051
-180 SHOP 15 1,187.87 373.21 -3.12% 5,598 4,511 -12,220
-407 UPS 273 158.93 181.81 -0.81% 49,634 0 6,246
-69 XBI 288 150.59 76.82 -0.31% 22,124 0 -21,246
1,010 XOM 474 47.25 89.03 2.45% 42,200 3,989 19,801

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)