match
zoegiles
None
4415
zoegiles
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
-474 AAPL 115 133.56 147.64 -2.71% 16,979 0 1,620
-10 AMZN 160 156.22 114.34 -0.05% 18,294 0 -6,701
0 BIO 10 626.21 412.59 -0.47% 4,126 0 -2,136
0 BPY 288 17.39 18.59 0.00% 5,354 0 344
-37 BRK.B 87 229.66 265.04 -0.16% 23,058 0 3,078
-4 DIS 55 185.73 95.77 -0.08% 5,267 0 -4,948
1 GM 50 55.27 34.73 0.07% 1,737 0 -1,027
0 HBI 600 18.19 7.37 -3.03% 4,422 0 -6,492
0 HUN 267 28.90 24.12 0.50% 6,440 0 -1,276
0 IRBT 40 124.89 57.47 -0.07% 2,299 0 -2,697
-3 MCD 10 213.62 236.42 -0.12% 2,364 0 228
65 MO 217 46.00 41.09 0.73% 8,917 0 -1,067
20 MSFT 60 241.41 236.74 0.14% 14,204 0 -280
10 PYPL 57 266.74 85.92 0.20% 4,897 0 -10,307
0 ROCK 298 84.10 37.13 -1.62% 11,065 0 -13,997
78 TMUS 45 124.36 134.42 1.31% 6,049 0 453
4 TSLA 72 279.42 283.00 0.02% 20,376 0 258
0 WTM 15 1,202.73 1,256.70 6.78% 18,850 0 810

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)