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