Dawson Growth
Public
active
2 followers
Total Value
$75,121.72
Total Return
-24.88%
Annual Return
N/A
Sharpe Ratio
N/A
Max Drawdown
N/A
Positions
2
Net Value Curve
Current Holdings
| Ticker | Quantity | Avg Cost | Current | Value | Weight | P/L |
|---|---|---|---|---|---|---|
|
AAPL
equity
|
100.00 | $100.00 | $246.70 | $24,670.00 | 32.8% |
146.7%
$14670.00
|
|
MSFT
equity
|
111.00 | $888.00 | $454.52 | $50,451.72 | 67.2% |
-48.8%
$-48116.28
|
| Total | $75,121.72 | 100% | $-33,446.28 | |||
Transaction History
| Date | Type | Ticker | Quantity | Price | Amount |
|---|---|---|---|---|---|
| 2026-01-16 | BUY | AAPL | 100.00 | $100.00 | $10,000.50 |
| 2026-01-16 | BUY | MSFT | 111.00 | $888.00 | $98,568.00 |
Performance Report
Return Statistics
Total Return
-24.88%
Annual
N/A
Best Day
+0.00%
Worst Day
-0.00%
Risk Metrics
Sharpe
N/A
Sortino
N/A
Max DD
N/A
Volatility
N/A
Trading Statistics
Win Rate
N/A
Profit Factor
N/A
Trades
2
Avg Hold
N/A
Allocation
AAPL
32.8%
MSFT
67.2%
Portfolio Info
Initial Capital
$100,000
Currency
USD
Benchmark
SPY
Rebalance
Manual
Risk Level
Moderate
Description
Dawson Growth