stock
None
NASDAQ:DLTR
136.10
-0.74 (-0.54%)
As of 2022-09-30 Close (EST)
52 Week Rng -
Market Cap -
Avg Volume -
1M Volatility -
Short Ratio -
P/E Ratio (TTM) -
P/E Ratio (Fwd) -
P/B Ratio -
Div & Yield -
[SELL]
35
Filled
ACTION
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BUY
24
Filled
ACTION
TICKER
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BUY
60
Filled
ACTION
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STATUS
BUY
4
Filled
ACTION
TICKER
SHARES
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BUY
60
Filled
ACTION
TICKER
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BUY
6
Filled
ACTION
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MaxPowerGroup Aalto Investment management game (Fall 2021) Dec 2021

Weekly rebalancing | Portfolio market value before rebalancing = $1,425,434.18 | Debt = $469,291.47 and equity = $956,142.71 | Retaining leverage of 1.5:1, new desired level of debt is $478,071.36 | With new level of debt, portfolio value = $1,434,214.07| Using 1/15 weight per equity amounts to $95,614.27 desired market value per equity |

DLTR still a 3-month top 15 performer of S&P500 | Current position is 690 shares | Desired position at current price is 696 shares | We buy 6 shares

BUY
323
Filled
ACTION
TICKER
SHARES
STATUS

2019Finest Aalto Investment management game (Fall 2021) Dec 2021

S&P 500 Momentum Fund , long-position , Rank 5 based on the highest previous-month returns.

BUY
1
Filled
ACTION
TICKER
SHARES
STATUS

BM7 Stockfuse Continuum (US) Nov 2021

Automatic trade executed by Stockfuse to ensure margin compliance.

BUY
130
Filled
ACTION
TICKER
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STATUS
BUY
619
Filled
ACTION
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Beters_Retirement_Fund Aalto Investment management game (Fall 2021) Nov 2021

Building initial portfolio based on momentum. Dollar Tree seems like a strong long opportunity based on its 3-month momentum.

[SELL]
50
Filled
ACTION
TICKER
SHARES
STATUS
BUY
20
Filled
ACTION
TICKER
SHARES
STATUS
BUY
80
Filled
ACTION
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SHARES
STATUS
[SELL]
75
Filled
ACTION
TICKER
SHARES
STATUS
BUY
50
Filled
ACTION
TICKER
SHARES
STATUS
BUY
100
Filled
ACTION
TICKER
SHARES
STATUS
BUY
834
Filled
ACTION
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MinorCrew Aalto Investment Management Game (Fall 2020) Dec 2020

Momentum strategy | Equal weighting, 5% per stock | 10 long and 10 short positions based on companies with the strongest and the worst momentum. Momentum indicator determined by dividing 3 day simple moving average by 10 day simple moving average. Portfolio rebalanced once a week. | Long position: Dollar tree, Inc.| Rank: 2

[SELL]
10
Filled
ACTION
TICKER
SHARES
STATUS
[SELL]
500
Filled
ACTION
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STATUS
[SELL]
100
Filled
ACTION
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