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

07/17/2019
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 2.8%
Cash $996.54 0.3% 2.3% 2.3%
Averages $304,258.49 10.8% 20.4 0.9% 80% 75 85.6 11.8%
Apple AAPL 72.91 $204.28 $14,894.18 4.9% 6.6% 14.0 1.6% 95% 91 98 7.0%
Air Lease* AL 402.51 $41.50 $16,704.07 5.5% 16.5% 8.0 0.7% 56% 72 95 15.7%
Amgen AMGN 74.36 $178.13 $13,245.19 4.4% 4.4% 11.0 2.3% 95% 90 89 9.1%
ASGN ASGN 145.55 $58.52 $8,517.33 2.8% 13.4% 17.0 0.0% 14% 60 81 19.9%
Biogen BIIB 37.73 $230.86 $8,709.91 2.9% 6.8% 12.0 0.0% 84% 76 79 15.7%
Berkshire Hathaway B BRK-B 99.24 $211.68 $21,006.36 6.9% 4.6% 20.6 0.0% 98% 65 79 3.1%
Celgene CELG 137.90 $91.46 $12,612.17 4.1% 12.5% 24.0 0.0% 94% 33 61 19.7%
Cognizant Technology CTSH 154.74 $65.95 $10,205.41 3.4% 9.6% 19.0 1.0% 99% 97 99 14.5%
CVS Health CVS 182.62 $56.40 $10,299.84 3.4% 3.1% 11.0 3.0% 97% 98 80 13.4%
EPAM Systems EPAM 97.55 $196.64 $19,181.64 6.3% 20.6% 35.0 0.0% 84% 71 98 12.5%
Gentex GNTX 424.64 $23.62 $10,030.01 3.3% 8.4% 14.0 1.7% 96% 89 99 12.6%
Alphabet (Google) GOOG 7.36 $1,157.39 $8,518.62 2.8% 17.9% 25.0 0.0% 99% 94 96 17.5%
Alphabet (Google) GOOGL 6.39 $1,157.49 $7,399.83 2.4% 16.7% 25.0 0.0% 99% 93 95 16.4%
IPG Photonics IPGP 86.56 $131.39 $11,373.64 3.7% 9.5% 21.0 0.0% 70% 92 93 13.8%
Microsoft MSFT 136.24 $137.52 $18,736.23 6.2% 8.4% 24.0 1.8% 100% 93 98 9.4%
Netease.com* NTES 44.45 $256.38 $11,396.48 3.7% 16.5% 20.0 0.0% 36% 11 34 17.0%
Signature Bank SBNY 77.05 $124.19 $9,568.93 3.1% 8.9% 15.0 1.0% 67% 97 90 13.1%
Simulations Plus* SLP 901.32 $32.05 $28,887.16 9.5% 16.2% 39.0 1.2% 75% 85 97 6.3%
Supernus Pharma* SUPN 159.75 $31.70 $5,063.92 1.7% 14.2% 16.0 0.0% 47% 56 76 24.7%
Skyworks Solutions SWKS 114.00 $80.92 $9,224.80 3.0% 5.3% 12.0 1.6% 81% 55 83 12.3%
Thor Industries THO 117.47 $58.64 $6,888.28 2.3% 7.4% 10.0 1.3% 81% 82 72 14.6%
Vanguard Small Cap VB 73.44 $157.10 $11,537.13 3.8% 8.5% 18.3 1.0% 68% 54 70 8.2%
Vanguard Small-Cap Value VBR 84.17 $129.99 $10,940.99 3.6% 6.3% 16.2 1.3% 62% 56 61 8.5%
Vanguard Total Stock Mkt VTI 64.48 $152.86 $9,855.85 3.2% 8.8% 19.9 1.8% 95% 75 90 9.8%


MIPAR 8.8%  
Sweet Spot 13.8% - 18.8%  

Portfolio Averages

PAR 11.8%
Quality 85.6
Growth 10.8%
P/E Ratio 20.4
Yield 0.9%
Fin Strength 80%
EPS Stability 75