Public Dashboard: Werner, Julie

05/11/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
EMC Corporation EMC 3394.43 $29.05 $98,608.28 4.0%
HIBB 1565.83
STBZ 5198.59
TIF 1308.83
Averages $2,477,754.97 5.7% 16.7 2.4% 79% 67 80.2 10.7%
Apple AAPL 188.32 $198.43 $37,369.13 1.5% 6.3% 23.8 0.4% 95% 95 98 8.4%
Devon Energy DVN 1457.90 $32.53 $47,425.36 1.9% 4.1% 14.2 1.4% 41% 42 43 25.0%
Gentex GNTX 4397.54 $22.21 $97,669.30 3.9% 7.1% 15.0 1.3% 92% 83 98 15.1%
KKR KKR 5179.20 $118.08 $611,559.94 24.7% 9.0% 31.5 1.0% 87% 53 72 6.8%
Mosaic MOS 1366.34 $32.67 $44,638.46 1.8% 0.9% 15.0 2.2% 67% 27 30 5.4%
National Oilwell Varco NOV 1183.71 $12.49 $14,784.56 0.6% 6.0% 12.4 1.6% 17% 7 28 15.6%
Schlumberger SLB 1089.75 $34.55 $37,650.93 1.5% 8.7% 10.6 1.6% 62% 66 96 18.6%
Synovus Financial SNV 32299.74 $46.07 $1,488,049.02 60.1% 4.4% 10.8 3.2% 78% 74 85 11.5%


MIPAR 10.0%  
Sweet Spot 15.0% - 20.0%  
Portfolio Averages
PAR 10.7%
Quality 80.2
Growth 5.7%
P/E Ratio 16.7
Yield 2.4%
Fin Strength 79%
EPS Stability 67