Cash: $58,520.05
Portfolio Value: $30,679.95
Trailing 3 Months:
Portfolio T3M: -5.90%
SPY T3M: 3.83%
| Asset | Price | Quantity | Market Value | Total Profit |
|---|---|---|---|---|
|
AMD
+0.00%
|
$528.75 | -1 | $-528.75 | +$4.77 |
|
INTC
+0.00%
|
$89.85 | -67 | $-6,019.95 | -$10.05 |
|
MSTR
+0.00%
|
$136.83 | -11 | $-1,505.13 | +$17.93 |
|
PANW
+0.00%
|
$342.00 | -5 | $-1,710.00 | +$0.50 |
|
PLTR
+0.00%
|
$186.03 | -22 | $-4,092.66 | +$55.22 |
|
SGOV
+0.00%
|
$100.59 | 305 | $30,679.95 | +$45.75 |
|
SPY
+0.00%
|
$763.25 | -32 | $-24,424.00 | +$193.20 |
| Portfolio Return (%) | SPY Return (%) | Beta | Alpha (%) | Sharp Ratio | Annualized Sharp |
|---|---|---|---|---|---|
| -2.02% | +1.33% | +0.18 | -2.37% | -0.27 | -4.34 |