Portfolio Name:

Short Description:

Portfolio Type:

Investment Manager:

Profit & Loss:

Create Time:

2023-12-09

Short Description:

The Ferris Report

Full Description:

A monthly top-down advisory that makes investment recommendations based on macro and micro trends.

Name	Value

ID	Instrument Name	Company Name	Quantity	Market Value	Weight

ID	Instrument	Company	Action	Quantity	Price	Trade Date	Settlement Date

ID	Business Date	Valuation	Realized P&L	Market P&L	Draw Down

ID	Business Date	Activity	Instrument ID	Quantity	Price	Total Amount	Average Cost	P&L

ID	Business Date	Valuation	P&L	Geometric Return	Arithmetic Return	Time Stamp