SIC Portfolio Tracker 2016
SIC Portfolio Tracker 2016 provides an overview of the investment portfolio managed by the UW-Milwaukee SIC. It includes details such as the current cash balance of $2,715.43 and various performance metrics. The 'Current Portfolio Data' tab lists key financial indicators like market capitalization, volume, and sector allocation. Historical performance data is also available, comparing the SIC portfolio's performance against the S&P 500 across different timeframes. This tracker serves as a useful tool for monitoring investment performance and making informed financial decisions.
Content article
The SIC Portfolio Tracker for 2016 provides a detailed overview of the investment portfolio managed by the University of Wisconsin-Milwaukee's Student Investment Club, including various financial metrics and performance indicators.
On the Intro Page, the last transactions were updated as of March 31, 2017. The tracker highlights that stock prices are refreshed every minute using the GoogleFinance function, although some cells may occasionally appear blank due to incomplete data. For inquiries related to the club, members can reach out to Aaron Koss, Noah Vodisek, or Michael Kirsanov, while Marcus Paulson is credited with creating the tracker.
In the Current Portfolio section, the cash balance stands at $2,715.43, representing 100% of the total portfolio value. The daily change in the S&P 500 is noted at 0.34%. The Current Portfolio Data tab indicates that the portfolio is entirely in cash, with no active stock investments recorded, and all other financial metrics such as market cap, volume, and various ratios remain at zero.
The Performance tab reflects the historical performance of the S&P 500, showing daily gains of 0.34%, weekly gains of 1.09%, monthly gains of 1.06%, and a three-month performance increase of 3.38%. The SIC Portfolio, however, shows an underperformance of -0.34% daily, -1.09% weekly, -1.06% monthly, and -3.38% over three months, indicating that the portfolio has not kept pace with the benchmark.
In the Contribution section, the SIC Portfolio's contributions are similarly underwhelming, with all metrics reflecting a 0.00% contribution across daily, weekly, monthly, and three-month periods. This reinforces the notion that the portfolio has not generated any positive returns in comparison to the S&P 500.
The Sector Breakdown tab provides insights into sector performance over various time frames. For the S&P 500, the top-performing sector over one week is Telecom, which increased by 5.50%, followed by Information Technology at 4.75% and Energy at 1.30%. In the SIC Sector Performance, all sectors show a lack of data, with many entries resulting in a division by zero error, indicating no investments or returns recorded.
In the Input Sector tab, various sectors are listed alongside stock tickers, but many entries are marked with errors or placeholders, suggesting that the data is incomplete or not actively updated. The Transactions tab details numerous buy transactions, including significant purchases like 3 units of AAPL at $196.22 each, 29 units of XOM at $68.39 each, and 14 units of SLV at $38.64 each, among others. Each transaction includes fees and cumulative costs, but many entries also reflect zero gains or losses, indicating that these positions may still be held without realized profits.
The Raw Data tab begins with the SPY ETF listed at a price of $772.31, showing a daily change of 0.34%. However, subsequent rows in this section are filled with placeholders or errors, indicating a lack of comprehensive data for other assets.