VĀRTĀ OVERVIEW
Investments
Portfolio performance, exposure, and market intelligence.
Portfolio value
$25,446
Day P&L
—
Coming with the advisor
Total return
—
Coming with the advisor
Beta vs SPY
—
Coming with the advisor
Holdings
Linked brokerage accounts
| Ticker | Name | Qty | Value | Weight | Day | Sentiment |
|---|---|---|---|---|---|---|
| — | U S Dollar | 12345.68 | $12,346 | 48.5% | — | — |
| SBSI | Southside Bancshares Inc. | 213 | $7,397 | 29.1% | — | — |
| CAMYX | Cambiar International Equity Institutional | 75.75 | $1,856 | 7.3% | — | — |
| NHX105509 | NH PORTFOLIO 1055 (FIDELITY INDEX) | 100.05 | $1,374 | 5.4% | — | — |
| — | United States Treas Bills 0.000% 10/31/24 B/E Dtd 11/02/23 N/C | 10 | $948 | 3.7% | — | — |
| MIPTX | Matthews Pacific Tiger Fund Insti Class | 23.567 | $636 | 2.5% | — | — |
| — | Trp Equity Income | 21.5 | $430 | 1.7% | — | — |
| EWZ | iShares Inc MSCI Brazil | 5 | $211 | 0.8% | — | |
| BTC | Bitcoin | 0.00293644 | $116 | 0.5% | — | |
| NFLX180201C00355000 | Nflx Feb 01'18 $355 Call | 10000 | $110 | 0.4% | — | — |
| DBLTX | DoubleLine Total Return Bond Fund | 2 | $21 | 0.1% | — | — |
| ACHN | Achillion Pharmaceuticals Inc. | 1 | $2 | 0% | — | — |
Allocation
Portfolio weight by ticker
Risk profile
Volatility, drawdown and concentration
Coming with the advisor
Sentiment
News sentiment · last 30 days
No scored news for SBSI yet.