Portfolio risk

loading…

logout

Overview

NLV
—
Leverage
—
Cash (base)
—
Excess liquidity
—
Unadj Δ
—
Beta-adj Δ
—
SPY-equiv Δ
—
K200 net (unadj)
—
YTD (TWR)
—
1M
—
1D
—

Position groups

Same-issuer nets and hedged sleeves. Legs marked missing are in the group def but not in this (possibly truncated) book.

Reduce highlights

Suggestions — improve risk-adjusted returns

Positions

Click headers to sort. Red/amber = reduce flags.

Symbol Asset Qty Last Chg% 1M 3M 6M 1Y MV uPnL Unadj Δ β β-adj Δ SPY-eq %NLV

Risk

Data as-of & caveats