Cash: $38,094.06
Portfolio Value: $16,019.13
Trailing 3 Months:
Portfolio T3M: -9.81%
SPY T3M: 5.93%
| Asset | Price | Quantity | Market Value | Total Profit |
|---|---|---|---|---|
|
CEG
+0.00%
|
$252.39 | 4.108288879 | $1,036.89 | +$36.90 |
|
CRDO
+0.00%
|
$202.68 | 3.836232048 | $777.53 | -$222.46 |
|
ETN
+0.00%
|
$399.99 | 2.443171268 | $977.24 | -$22.75 |
|
GEV
+0.00%
|
$1,057.84 | 0.876784273 | $927.50 | -$72.49 |
|
GOOGL
+0.00%
|
$346.77 | 2.777827161 | $963.27 | -$36.72 |
|
GS
+0.00%
|
$1,065.22 | 0.970977201 | $1,034.30 | +$34.31 |
|
HIMS
+0.00%
|
$32.84 | 26.977388963 | $885.94 | -$114.05 |
|
HOOD
+0.00%
|
$99.96 | 8.920517395 | $891.69 | -$108.30 |
|
JPM
+0.00%
|
$341.10 | 2.983352725 | $1,017.62 | +$17.63 |
|
KO
+0.00%
|
$81.56 | 11.890052356 | $969.75 | -$30.24 |
|
NEE
+0.00%
|
$88.80 | 11.367725771 | $1,009.45 | +$9.46 |
|
OSCR
+0.00%
|
$29.10 | 30.988224356 | $901.76 | -$98.23 |
|
PWR
+0.00%
|
$628.53 | 1.481378881 | $931.09 | -$68.90 |
|
SOFI
+0.00%
|
$17.28 | 53.89341189 | $931.28 | -$68.71 |
|
VRT
+0.00%
|
$289.56 | 3.175579549 | $919.52 | -$80.47 |
|
VST
+0.00%
|
$155.44 | 6.466894682 | $1,005.21 | +$5.22 |
|
WDC
+0.00%
|
$477.22 | 1.75825509 | $839.07 | -$160.92 |
| Portfolio Return (%) | SPY Return (%) | Beta | Alpha (%) | Sharp Ratio | Annualized Sharp |
|---|---|---|---|---|---|
| -6.80% | +1.32% | +2.23 | -9.56% | -0.17 | -2.68 |