Public Dashboard: Tin Cup
The Tin Cup model portfolio is a demonstration based on investing the maximum monthly 401(k) contribution since January 1995. Rate of return since inception is 14.2% vs 9.7% for the Wilshire 5000. (3/31/2024)
04/19/2024 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Cash | $184,991.96 | 4.3% | 4.5% | 4.5% | ||||||||
Averages | $4,315,117.66 | 14.9% | 21.6 | 0.7% | 78% | 75 | 86.9 | 14.3% | ||||
Air Lease* | AL | 7500.00 | $48.73 | $365,475.00 | 8.5% | 9.6% | 9.0 | 2.0% | 27% | 91 | 84 | 14.0% |
Amazon.com | AMZN | 2790.00 | $179.22 | $500,023.80 | 11.6% | 17.1% | 40.0 | 0.0% | 94% | 43 | 72 | 9.4% |
Ardelyx* | ARDX | 22000.00 | $6.44 | $141,680.00 | 3.3% | 65.0% | 30.0 | 0.0% | 28% | 1 | 22 | 43.5% |
Corpay [FleetCor Tech] | CPAY | 500.00 | $295.64 | $147,820.00 | 3.4% | 9.9% | 17.0 | 0.0% | 36% | 94 | 92 | 12.2% |
Gentex | GNTX | 10000.00 | $33.58 | $335,800.00 | 7.8% | 11.0% | 18.0 | 1.3% | 92% | 99 | 100 | 16.1% |
Alphabet (Google) | GOOG | 3100.00 | $157.46 | $488,126.00 | 11.3% | 15.3% | 21.0 | 0.0% | 98% | 97 | 98 | 12.1% |
Green Brick Partners* | GRBK | 4800.00 | $51.97 | $249,456.00 | 5.8% | 15.0% | 8.0 | 0.0% | 77% | 57 | 96 | 14.3% |
Installed Building Products | IBP | 2000.00 | $224.59 | $449,180.00 | 10.4% | 11.7% | 24.0 | 0.5% | 60% | 58 | 80 | 13.5% |
InMode* | INMD | 13000.00 | $17.34 | $225,420.00 | 5.2% | 9.6% | 13.0 | 0.0% | 79% | 88 | 91 | 22.6% |
Lululemon Athletica | LULU | 650.00 | $347.51 | $225,881.50 | 5.2% | 19.9% | 26.0 | 0.0% | 88% | 97 | 100 | 19.3% |
MP Materials | MP | 10000.00 | $16.46 | $164,600.00 | 3.8% | 15.7% | 30.0 | 0.0% | 73% | 43 | 70 | 9.2% |
Novo Nordisk | NVO | 0.00 | $122.75 | $0.00 | 0.0% | 16.9% | 31.0 | 1.3% | 99% | 100 | 96 | 10.8% |
Regeneron Pharma | REGN | 185.00 | $893.99 | $165,388.15 | 3.8% | 11.9% | 19.0 | 0.0% | 98% | 63 | 82 | 10.0% |
ServisFirst* | SFBS | 5600.00 | $59.05 | $330,680.00 | 7.7% | 9.5% | 16.0 | 1.5% | 99% | 89 | 98 | 14.0% |
Sysco Corp. | SYY | 0.00 | $75.64 | $0.00 | 0.0% | 6.8% | 18.0 | 2.1% | 54% | 92 | 93 | 14.4% |
Taiwan Semi | TSM | 2575.00 | $132.27 | $340,595.25 | 7.9% | 12.9% | 23.0 | 1.3% | 100% | 98 | 99 | 14.1% |