Public Dashboard: Portfolio
Last updated 2020-07-11
| 08/07/2020 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANCUF | 128.00 | |||||||||||
| Cash | $6,356.54 | 6.8% | 1.3% | 1.3% | ||||||||
| Averages | $93,427.92 | 10.0% | 25.7 | 1.0% | 90% | 83 | 93.9 | 8.0% | ||||
| Apple | AAPL | 29.00 | $440.25 | $12,767.25 | 13.7% | 6.7% | 18.0 | 1.4% | 87% | 98 | 98 | 0.5% |
| Abbvie | ABBV | 22.00 | $93.25 | $2,051.50 | 2.2% | 12.2% | 13.0 | 3.6% | 93% | 90 | 86 | 15.4% |
| Booking | BKNG | 4.00 | $1,724.77 | $6,899.08 | 7.4% | 7.1% | 19.0 | 0.0% | 89% | 79 | 98 | 9.2% |
| Berkshire Hathaway B | BRK-B | 25.00 | $203.62 | $5,090.50 | 5.4% | 6.9% | 21.4 | 0.0% | 98% | 58 | 82 | 5.8% |
| BioSpecifics Technologies* | BSTC | 67.00 | $64.52 | $4,322.84 | 4.6% | 13.4% | 23.0 | 0.0% | 47% | 56 | 63 | 14.7% |
| CoStar Group | CSGP | 10.00 | $840.85 | $8,408.50 | 9.0% | 14.6% | 56.0 | 0.0% | 84% | 60 | 96 | 8.0% |
| Gentex | GNTX | 190.00 | $27.17 | $5,162.30 | 5.5% | 6.4% | 14.0 | 1.5% | 99% | 92 | 100 | 7.1% |
| Alphabet (Google) | GOOG | 6.00 | $1,473.61 | $8,841.66 | 9.5% | 15.4% | 31.0 | 0.0% | 98% | 90 | 94 | 15.0% |
| Monster Beverage | MNST | 50.00 | $83.10 | $4,155.00 | 4.4% | 10.9% | 29.0 | 0.0% | 87% | 81 | 100 | 9.6% |
| Microsoft | MSFT | 50.00 | $212.94 | $10,647.00 | 11.4% | 9.7% | 31.0 | 1.5% | 99% | 94 | 99 | 9.1% |
| NV5 Global* | NVEE | 40.00 | $60.50 | $2,420.00 | 2.6% | 9.0% | 19.0 | 0.0% | 81% | 42 | 67 | 11.5% |
| Price T. Rowe | TROW | 75.00 | $138.97 | $10,422.75 | 11.2% | 8.8% | 16.0 | 2.9% | 95% | 90 | 98 | 8.5% |
| Visa Inc. | V | 30.00 | $196.10 | $5,883.00 | 6.3% | 10.5% | 28.0 | 0.8% | 99% | 96 | 100 | 9.0% |
| MIPAR | 8.0% |
|---|---|
| Sweet Spot | 13.0% - 18.0% |
Portfolio Averages
| PAR | 8.0% |
| Quality | 93.9 |
| Growth | 10.0% |
| P/E Ratio | 25.7 |
| Yield | 1.0% |
| Fin Strength | 90% |
| EPS Stability | 83 |