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Public Dashboard: MicNOVA Portfolio

Last updated 2025-05-16

07/02/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Cash $5,698.33 3.4% 4.0% 4.0%
Averages $169,831.53 10.9% 23.9 0.7% 87% 81 90.2 9.5%
Apple AAPL 73.00 $207.82 $15,170.86 8.9% 6.3% 23.6 0.4% 95% 95 98 7.3%
Adobe Systems ADBE 23.00 $392.10 $9,018.30 5.3% 11.4% 23.5 0.0% 95% 76 92 9.1%
Descartes Systems Group* DSGX 38.00 $102.04 $3,877.33 2.3% 15.2% 33.8 0.0% 81% 74 92 10.4%
EXLService EXLS 165.00 $44.60 $7,359.00 4.3% 13.0% 28.3 0.0% 83% 73 89 10.4%
Alphabet (Google) GOOG 117.00 $176.91 $20,698.47 12.2% 10.7% 24.8 0.4% 96% 89 91 12.2%
IRADIMED* IRMD 157.00 $60.51 $9,500.07 5.6% 18.6% 27.0 0.0% 67% 55 86 10.8%
Lululemon Athletica LULU 20.00 $245.12 $4,902.40 2.9% 6.9% 20.8 0.0% 76% 97 97 14.3%
Microsoft MSFT 43.00 $492.05 $21,158.15 12.5% 12.7% 31.5 0.8% 85% 91 97 9.7%
Paycom Software PAYC 20.00 $233.80 $4,676.00 2.8% 10.6% 26.0 0.5% 74% 96 93 11.8%
Powell Industries POWL 25.00 $210.04 $5,251.00 3.1% 10.0% 18.3 0.5% 84% 34 72 8.9%
PayPal PYPL 80.00 $75.29 $6,023.20 3.5% 7.1% 13.1 0.0% 88% 85 76 5.5%
Tractor Supply TSCO 130.00 $54.08 $7,030.40 4.1% 8.1% 21.6 1.5% 97% 95 93 9.6%
Taiwan Semi TSM 42.00 $224.68 $9,436.56 5.6% 12.1% 16.4 1.0% 100% 93 100 10.1%
Visa Inc. V 36.00 $355.47 $12,796.92 7.5% 10.8% 26.9 0.7% 99% 100 100 7.0%
Vertex Pharma VRTX 23.00 $452.16 $10,399.68 6.1% 9.8% 27.0 0.0% 95% 47 71 7.5%
Vanguard Total Stock Mkt VTI 13.00 $303.93 $3,951.09 2.3% 8.5% 29.4 1.4% 84% 76 85 7.9%
Western Alliance* WAL 159.00 $81.03 $12,883.77 7.6% 10.7% 10.8 2.4% 57% 69 80 12.2%


MIPAR 8.8%  
Sweet Spot 13.8% - 18.8%  
Portfolio Averages
PAR 9.5%
Quality 90.2
Growth 10.9%
P/E Ratio 23.9
Yield 0.7%
Fin Strength 87%
EPS Stability 81

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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.