Cash: $41,113.93
Portfolio Value: $12,736.92
Trailing 3 Months:
Portfolio T3M: -11.32%
SPY T3M: 3.85%
| Asset | Price | Quantity | Market Value | Total Profit |
|---|---|---|---|---|
|
CEG
-3.79%
|
$259.77 | 4.108288879 | $1,067.21 | +$67.22 |
|
CRDO
-10.39%
|
$186.51 | 3.836232048 | $715.51 | -$284.48 |
|
CRWD260731P00178750
+44.47%
|
$6.40 | -1 | $-640.00 | -$295.00 |
|
ETN
-5.43%
|
$376.98 | 2.443171268 | $921.03 | -$78.96 |
|
GEV
-7.60%
|
$920.83 | 0.876784273 | $807.37 | -$192.62 |
|
GS
-2.14%
|
$1,025.82 | 0.970977201 | $996.05 | -$3.94 |
|
HOOD
-5.95%
|
$89.96 | 8.920517395 | $802.49 | -$197.50 |
|
JPM
+0.08%
|
$356.50 | 2.983352725 | $1,063.57 | +$63.58 |
|
KO
+7.22%
|
$90.14 | 11.890052356 | $1,071.77 | +$71.78 |
|
NEE
+2.09%
|
$90.69 | 11.367725771 | $1,030.94 | +$30.95 |
|
OSCR
-0.14%
|
$28.30 | 30.988224356 | $876.97 | -$123.02 |
|
PWR
-7.70%
|
$572.55 | 1.481378881 | $848.16 | -$151.83 |
|
VRT
-9.49%
|
$260.32 | 3.175579549 | $826.67 | -$173.32 |
|
VST
-5.85%
|
$147.89 | 6.466894682 | $956.39 | -$43.60 |
|
WDC
-14.03%
|
$428.08 | 1.75825509 | $752.67 | -$247.32 |
| Portfolio Return (%) | SPY Return (%) | Beta | Alpha (%) | Sharp Ratio | Annualized Sharp |
|---|---|---|---|---|---|
| -7.37% | -0.26% | +1.35 | -6.97% | -0.24 | -3.83 |