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Public Dashboard: 00 Moose Pond Investors

This is our investment club portfolio. Holdings were last updated on 2025-05-28. You can visit our website at http://stockherd.com/moosepond.

07/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Cash $35.00 0.0% 4.0% 4.0%
Averages $877,982.40 12.1% 22.7 0.6% 86% 80 90.3 11.1%
Apple AAPL 207.11 $205.17 $42,493.58 4.8% 6.3% 23.6 0.4% 95% 95 98 7.6%
Amazon.com AMZN 183.00 $219.39 $40,148.37 4.6% 11.2% 39.2 0.0% 92% 48 73 10.9%
ASML ASML 52.54 $801.39 $42,103.43 4.8% 14.1% 21.8 1.0% 99% 96 98 10.5%
Axos Financial AX 517.00 $76.04 $39,312.68 4.5% 12.6% 9.9 0.0% 44% 100 97 14.1%
Berkshire Hathaway B BRK-B 75.00 $485.77 $36,432.75 4.1% 8.8% 22.5 0.0% 100% 83 88 8.8%
Disney (Walt) DIS 301.47 $124.01 $37,384.67 4.3% 5.9% 16.7 1.9% 47% 32 49 4.3%
Ensign Group* ENSG 209.03 $154.26 $32,244.35 3.7% 19.1% 20.8 0.3% 96% 63 92 12.0%
Alphabet (Google) GOOG 140.48 $177.39 $24,919.92 2.8% 10.7% 24.8 0.4% 96% 89 91 12.2%
Alphabet (Google) GOOGL 120.42 $176.23 $21,220.91 2.4% 10.7% 24.8 0.4% 96% 89 91 12.3%
Halozyme Therapeutics* HALO 651.00 $52.02 $33,865.02 3.9% 22.4% 11.2 0.0% 84% 29 77 21.0%
IRADIMED* IRMD 732.46 $59.79 $43,793.84 5.0% 18.6% 27.0 0.0% 67% 55 86 11.1%
Lululemon Athletica LULU 110.00 $237.58 $26,133.80 3.0% 6.9% 20.8 0.0% 76% 97 97 15.0%
Microsoft MSFT 144.10 $497.41 $71,675.19 8.2% 12.7% 31.5 0.8% 85% 91 97 9.4%
NICE NICE 245.00 $168.91 $41,382.95 4.7% 10.4% 19.2 0.0% 96% 93 96 18.4%
NVIDIA Corp. NVDA 283.00 $157.99 $44,711.17 5.1% 16.8% 27.6 0.2% 99% 66 99 8.1%
Novo Nordisk NVO 509.96 $69.02 $35,197.51 4.0% 13.0% 19.9 1.7% 97% 98 89 9.6%
ResMed RMD 143.02 $258.00 $36,899.68 4.2% 9.7% 22.2 0.8% 89% 86 97 6.2%
SPDRs S&P 500 [TSP "C"] SPY 123.77 $580.49 $71,845.51 8.2% 10.0% 26.8 1.3% 85% 74 86 9.0%
Taiwan Semi TSM 185.00 $226.49 $41,900.65 4.8% 12.1% 16.4 1.0% 100% 93 100 10.0%
UnitedHealth Group UNH 113.78 $311.97 $35,497.19 4.0% 9.5% 13.9 2.1% 60% 90 87 15.3%
United Therapeutics UTHR 108.00 $287.35 $31,033.80 3.5% 13.3% 17.2 0.0% 99% 94 92 21.6%
Visa Inc. V 134.49 $355.05 $47,750.43 5.4% 10.8% 26.9 0.7% 99% 100 100 7.0%


MIPAR 9.1%  
Sweet Spot 14.1% - 19.1%  
Portfolio Averages
PAR 11.1%
Quality 90.3
Growth 12.1%
P/E Ratio 22.7
Yield 0.6%
Fin Strength 86%
EPS Stability 80

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Legend
Quality Legend:
Blue Excellent with quality greater than 80.
Green Good with quality between 60 and 80.
Neutral Average or below average with quality between 20 and 60.
Red Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow PAR is above the target range of MIPAR +10%, currently 10.1%
PAR Projected Annual Return
MIPAR The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
* Not covered by Value Line Standard Edition.
b Uses price-to-book value for valuation purposes.
P/CF Uses price-to-cash flow for valuation.