Public Dashboard: Matter, Bonnie

02/26/2021
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
BYD COMPANY LTD BYDDF 25113.00 $8.77 $220,115.45 12.5%
CBI 2520.35
PCP 441.18
Averages $1,761,570.26 9.7% 27.2 0.9% 94% 85 92.8 8.6%
Berkshire Hathaway B BRK-B 619.57 $243.69 $150,982.28 8.6% 6.9% 23.2 0.0% 98% 64 75 6.7%
Caterpillar Inc. CAT 1171.66 $221.82 $259,897.40 14.8% 2.4% 16.0 1.8% 94% 76 95 -0.9%
Computer Programs CPSI 1997.12 $31.39 $62,689.66 3.6% 3.1% 13.0 1.1% 34% 61 38 5.1%
Edwards Lifesciences EW 1448.98 $83.97 $121,670.85 6.9% 12.1% 35.0 0.0% 95% 76 97 8.8%
Fastenal FAST 2080.77 $46.28 $96,298.22 5.5% 7.8% 26.0 2.8% 100% 96 100 8.9%
Alphabet (Google) GOOG 172.02 $2,031.36 $349,434.55 19.8% 16.5% 34.0 0.0% 99% 98 99 14.8%
Qualcomm QCOM 1430.96 $135.53 $193,938.28 11.0% 9.7% 18.0 1.6% 87% 79 94 10.6%
Visa Inc. V 1434.12 $213.75 $306,543.58 17.4% 10.4% 37.0 0.8% 99% 95 100 9.9%


MIPAR 5.6%  
Sweet Spot 10.6% - 15.6%  

Portfolio Averages

PAR 8.6%
Quality 92.8
Growth 9.7%
P/E Ratio 27.2
Yield 0.9%
Fin Strength 94%
EPS Stability 85