Cash: $26,762.48
Portfolio Value: $14,284.30
YTD Performance:
Portfolio YTD: -16.00%
SPY YTD: 18.73%
Asset | Price | Quantity | Market Value | Total Profit |
---|---|---|---|---|
FSTA
+0.00%
|
$51.03 | 10 | $510.30 | -$6.09 |
KO
-0.96%
|
$69.84 | 25 | $1,746.00 | -$81.75 |
SGOV
+0.00%
|
$100.48 | 100 | $10,048.00 | +$6.25 |
WMT
+2.36%
|
$99.00 | 20 | $1,980.00 | +$81.20 |
Portfolio Return (%) | SPY Return (%) | Beta | Alpha (%) | Sharp Ratio | Annualized Sharp |
---|---|---|---|---|---|
-2.98% | +5.69% | +0.24 | -5.68% | -0.11 | -1.82 |