Public Dashboard: Stokes, Shelly

05/13/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
INVN 5643.02
Averages $4,651,498.33 14.7% 26.4 0.3% 85% 57 84.1 6.7%
Apple AAPL 1586.40 $210.79 $334,396.20 7.2% 6.3% 23.8 0.4% 95% 95 98 7.1%
CH Robinson CHRW 1942.16 $95.95 $186,350.44 4.0% 1.0% 19.4 2.1% 84% 84 58 6.2%
Infosys Tech INFY 3874.17 $18.65 $72,253.21 1.6% 4.5% 16.1 2.5% 86% 93 94 7.8%
Lululemon Athletica LULU 2431.85 $304.20 $739,767.99 15.9% 6.9% 19.6 0.0% 77% 97 97 8.1%
Mercadolibre MELI 1158.86 $2,504.61 $2,902,482.33 62.4% 20.0% 30.1 0.0% 86% 35 81 6.3%
PRA Group* PRAA 2212.49 $14.86 $32,877.56 0.7% 3.5% 8.0 0.0% 14% 58 18 17.0%
Tapestry [Coach] TPR 2400.85 $82.66 $198,453.85 4.3% 2.5% 13.8 2.5% 70% 89 77 4.0%
Visa Inc. V 519.65 $355.85 $184,916.74 4.0% 10.8% 26.7 0.7% 99% 100 100 6.9%


MIPAR 9.4%  
Sweet Spot 14.4% - 19.4%  
Portfolio Averages
PAR 6.7%
Quality 84.1
Growth 14.7%
P/E Ratio 26.4
Yield 0.3%
Fin Strength 85%
EPS Stability 57