Total Trades
85
Est. P&L
+$509K
Win Rate
43%
+$509K
−$13K
+$522K
43%
3/7 trades
7
$795K bought
24 sales had no earlier recorded purchase and are excluded from realized P&L and win rate.
Ticker | Shares | Price | MktMkt Val | Real.Est. Realized | Unrl.Est. Unrealized | ||
|---|---|---|---|---|---|---|---|
VONEVanguard Russell 1000 ETF | 630 | $118.96 | $332.95 | $210K | - | +$135K+179.9% | 18.4% |
 VCSHVanguard Short-Term Corporate Bond ETF | 2,569 | $77.61 | $77.80 | $200K | −$86 | +$488+0.2% | 17.6% |
QQQPowerShares QQQ Trust, Series 1 | 263 | $160.13 | $656.10 | $172K | +$2K | +$130K+309.7% | 15.2% |
SPYSPDR S&P 500 | 209 | $270.09 | $735.29 | $154K | - | +$97K+172.2% | 13.5% |
BLKBlackRock, Inc. | 60 | $541.72 | $1178.87 | $71K | - | +$38K+117.6% | 6.2% |
 VEAVanguard FTSE Developed Markets ETF | 963 | $42.04 | $67.90 | $65K | - | +$25K+61.5% | 5.8% |
AMZNAmazon.com, Inc. | 168 | $47.68 | $259.30 | $44K | - | +$36K+443.8% | 3.8% |
KBESPDR S&P Bank ETF | 558 | $43.02 | $65.91 | $37K | - | +$13K+53.2% | 3.2% |
GBDCGolub Capital BDC, Inc. | 2,432 | $16.65 | $12.74 | $31K | - | −$10K-23.5% | 2.7% |
 PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | 437 | $20.96 | $51.14 | $22K | +$1K | +$13K+144.0% | 2.0% |
| Total | $1.14M | −$13K | +$522K | 100% |
1-10 of 35 tickers
Ticker | Asset | Type | Amount | Price | Trade Date | Disclosed | Delay | Owner | Filing |
|---|---|---|---|---|---|---|---|---|---|
