Public Dashboard: 1a - Moose Pond Investors

This is our investment club portfolio. Holdings were last updated on 2018-09-18. You can visit our website at http://stockherd.com/moosepond

01/20/2019
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
PowerShares Dynamic Biotech &Ge PBE 181.55 $46.62 $8,463.99 3.1%
Cash $7,498.15 2.7% 2.3% 2.3%
Averages $275,091.49 10.2% 18.9 0.9% 81% 75 83.1 12.4%
Apple AAPL 72.08 $156.82 $11,303.29 4.1% 8.1% 11.0 1.5% 91% 91 98 14.5%
Air Lease* AL 314.60 $37.51 $11,800.63 4.3% 13.6% 8.0 0.7% 48% 84 96 14.9%
Amgen AMGN 73.36 $203.88 $14,956.39 5.4% 5.1% 12.0 2.4% 95% 89 91 6.7%
Beacon Roofing Supply BECN 249.16 $34.20 $8,521.31 3.1% 5.3% 20.0 0.0% 15% 38 20 9.1%
Biogen BIIB 37.73 $337.42 $12,730.22 4.6% 6.7% 16.0 0.0% 89% 81 84 9.1%
Berkshire Hathaway B BRK-B 99.24 $204.48 $20,291.86 7.4% 5.4% 21.9 0.0% 98% 65 82 7.4%
Celgene CELG 137.90 $86.27 $11,896.48 4.3% 4.7% 21.0 0.0% 96% 62 66 8.6%
Cognizant Technology CTSH 153.90 $67.82 $10,437.65 3.8% 10.1% 15.0 1.1% 100% 99 100 12.9%
CVS Health CVS 180.03 $65.52 $11,795.38 4.3% 6.7% 12.0 2.8% 100% 98 87 16.0%
EPAM Systems EPAM 97.55 $138.59 $13,519.04 4.9% 20.0% 31.0 0.0% 85% 76 98 15.1%
Gentex GNTX 420.14 $22.95 $9,642.13 3.5% 9.0% 12.0 1.8% 96% 83 99 8.7%
Alphabet (Google) GOOG 7.36 $1,098.26 $8,083.41 2.9% 11.6% 25.0 0.0% 98% 87 93 13.2%
Alphabet (Google) GOOGL 6.39 $1,107.30 $7,078.97 2.6% 11.6% 25.0 0.0% 98% 87 93 13.0%
IPG Photonics IPGP 86.56 $132.51 $11,470.60 4.2% 9.6% 19.0 0.0% 97% 95 98 12.1%
Microsoft MSFT 135.17 $107.71 $14,559.00 5.3% 7.8% 23.0 2.0% 99% 88 97 9.5%
Netease.com* NTES 44.45 $252.68 $11,232.01 4.1% 22.5% 18.0 0.0% 37% 23 57 26.7%
Signature Bank SBNY 77.05 $124.40 $9,585.11 3.5% 9.2% 13.0 1.0% 68% 95 93 10.5%
Simulations Plus* SLP 896.00 $19.60 $17,561.59 6.4% 15.4% 34.0 1.2% 76% 86 94 14.2%
Supernus Pharma* SUPN 159.75 $38.05 $6,078.30 2.2% 33.3% 33.0 0.0% 60% 22 41 36.2%
Skyworks Solutions SWKS 112.55 $70.07 $7,886.61 2.9% 8.4% 10.0 1.4% 76% 51 85 14.9%
Thor Industries THO 116.05 $66.61 $7,730.40 2.8% 4.9% 10.0 1.3% 81% 93 74 17.5%
Vanguard Small Cap VB 72.74 $145.20 $10,562.34 3.8% 8.2% 20.5 1.0% 61% 51 62 9.2%
Vanguard Small-Cap Value VBR 83.09 $125.24 $10,406.64 3.8% 6.4% 15.8 1.2% 54% 54 59 8.8%


MIPAR 9.3%  
Sweet Spot 14.3% - 19.3%  

Portfolio Averages

PAR 12.4%
Quality 83.1
Growth 10.2%
P/E Ratio 18.9
Yield 0.9%
Fin Strength 81%
EPS Stability 75