WYN Financial Ltd. — Read-only finance terminal

Risk & concentration

12 TRADING DAYS · DESCRIPTIVE STATS

Volatility (ann.)

—

stdev of daily returns × √252

Beta vs S&P 500

—

Sharpe (1Y, ex-post)

—

vs 3M T-bill

Max drawdown

−6.8%

peak to trough in window

Best day

+8.54%

May 27

Worst day

−6.79%

May 19

Top-5 concentration

41%

of 24 holdings

Effective N

17.8

1 / Σ weight² — diversification

Investment income

DIVIDENDS & DISTRIBUTIONS · CAD-EQUIV

GROSS INCOME · TTM$38

WITHHOLDING TAX$3.84

PAYMENTS2

FWD EST. / YR$1101 yields cover 35% of MV

Upcoming · my holdings

NEXT 60 DAYS · TOP POSITIONS

Thu, Jun 25DIV PAIDMETAMETA Fri, Jun 26DIV PAIDNVDANVDA Wed, Jul 22EARNINGSTSLATSLA Mon, Jul 27EX-DIVRY.TORY.TO Wed, Jul 29EARNINGSMSFTMSFT Wed, Jul 29EARNINGSMETAMETA Thu, Jul 30EARNINGSAAPLAAPL Thu, Aug 20EX-DIVMSFTMSFT

Time-weighted return (TWR) — flow-neutralized daily chain-link. FX: Bank of Canada FXUSDCAD. MWR/XIRR is annualized, investor-perspective.Descriptive statistics — not financial advice