Public Dashboard: Tate, Greg

05/13/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $3,727,015.04 7.6% 19.8 1.6% 86% 87 90.4 7.7%
AFLAC AFL 1484.47 $105.57 $156,715.71 4.2% 4.3% 11.3 2.8% 92% 88 95 9.3%
Cisco Systems CSCO 4278.08 $61.67 $263,828.89 7.1% 3.2% 14.5 2.1% 89% 99 96 5.0%
Deere DE 1085.74 $495.62 $538,114.95 14.4% 1.3% 16.3 1.5% 91% 72 81 2.0%
Freeport McMoran FCX 2923.12 $39.11 $114,323.30 3.1% 6.5% 15.0 1.7% 38% 61 43 14.9%
JP Morgan Chase JPM 1873.33 $260.05 $487,159.47 13.1% 6.8% 11.6 2.2% 99% 87 96 7.3%
McDonald's MCD 998.67 $311.92 $311,505.77 8.4% 5.8% 23.0 2.1% 95% 94 98 8.2%
Microsoft MSFT 2468.34 $449.26 $1,108,927.78 29.8% 12.7% 27.3 0.8% 86% 91 97 8.5%
Oracle Corp. ORCL 2492.71 $157.22 $391,903.71 10.5% 11.8% 25.8 1.5% 77% 92 91 12.8%
Schlumberger SLB 1055.49 $35.85 $37,839.21 1.0% 8.7% 10.6 1.6% 62% 66 96 17.7%
Tapestry [Coach] TPR 1964.33 $82.66 $162,371.35 4.4% 2.5% 13.8 2.5% 70% 89 77 4.0%
Wells Fargo WFC 2060.96 $74.88 $154,324.91 4.1% 5.1% 12.1 2.5% 87% 74 78 8.3%


MIPAR 9.4%  
Sweet Spot 14.4% - 19.4%  
Portfolio Averages
PAR 7.7%
Quality 90.4
Growth 7.6%
P/E Ratio 19.8
Yield 1.6%
Fin Strength 86%
EPS Stability 87