Public Dashboard: IRA Case Study
$2000 invested on 12/31 since 1994.
04/29/2024 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
---|---|---|---|---|---|---|---|---|---|---|---|---|
EMC Corporation | EMC | 927.85 | $29.05 | $26,954.16 | 5.4% | |||||||
Averages | $499,422.38 | 8.9% | 21.6 | 1.1% | 83% | 83 | 84.7 | 10.0% | ||||
Apple | AAPL | 103.23 | $169.30 | $17,476.33 | 3.5% | 7.8% | 25.0 | 0.6% | 91% | 99 | 99 | 11.0% |
Berkshire Hathaway A | BRK-A | 0.08 | $606,920.00 | $49,160.52 | 9.8% | 11.5% | 24.0 | 0.0% | 100% | 54 | 81 | 3.6% |
CH Robinson | CHRW | 337.82 | $70.22 | $23,721.44 | 4.7% | 4.1% | 18.0 | 2.1% | 74% | 81 | 62 | 14.7% |
Colgate-Palmolive | CL | 66.58 | $91.01 | $6,059.26 | 1.2% | 5.2% | 26.0 | 2.3% | 63% | 83 | 77 | 6.3% |
Costco Wholesale | COST | 54.14 | $729.18 | $39,479.26 | 7.9% | 9.6% | 39.0 | 0.7% | 98% | 91 | 90 | 7.0% |
Cognizant Technology | CTSH | 444.47 | $66.94 | $29,752.96 | 6.0% | 6.5% | 16.0 | 1.4% | 83% | 81 | 84 | 12.0% |
CVS Health | CVS | 301.74 | $67.18 | $20,270.76 | 4.1% | 7.9% | 9.6 | 3.2% | 56% | 90 | 75 | 18.3% |
Dollar Tree Stores | DLTR | 493.49 | $121.74 | $60,077.23 | 12.0% | 5.4% | 18.0 | 0.0% | 80% | 58 | 73 | 10.7% |
Edwards Lifesciences | EW | 383.90 | $86.43 | $33,180.82 | 6.6% | 10.8% | 25.0 | 0.0% | 98% | 90 | 98 | 5.8% |
Gentex | GNTX | 268.82 | $34.71 | $9,330.64 | 1.9% | 11.1% | 18.0 | 1.3% | 92% | 99 | 100 | 15.4% |
Alphabet (Google) | GOOG | 35.38 | $173.69 | $6,144.28 | 1.2% | 15.3% | 21.0 | 0.0% | 98% | 97 | 98 | 9.9% |
Johnson & Johnson | JNJ | 69.25 | $146.14 | $10,120.49 | 2.0% | 3.3% | 16.0 | 2.8% | 97% | 90 | 95 | 10.3% |
Medtronic | MDT | 175.87 | $79.74 | $14,023.55 | 2.8% | 2.2% | 17.0 | 2.4% | 94% | 100 | 94 | 11.8% |
Mesa Labs* | MLAB | 139.11 | $103.19 | $14,354.66 | 2.9% | 14.0% | 16.0 | 0.3% | 51% | 42 | 69 | 13.8% |
Novo Nordisk | NVO | 235.18 | $126.85 | $29,832.71 | 6.0% | 16.9% | 31.0 | 1.3% | 99% | 100 | 96 | 10.0% |
Oracle Corp. | ORCL | 674.57 | $117.21 | $79,066.70 | 15.8% | 9.9% | 18.0 | 1.5% | 60% | 97 | 88 | 10.8% |
Pepsi | PEP | 173.24 | $175.58 | $30,416.60 | 6.1% | 6.5% | 20.0 | 2.4% | 93% | 99 | 85 | 9.8% |