Public Dashboard: Bauman, Rochelle

10/01/2020
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
SWI 2598.21
Averages $2,081,026.98 6.8% 27.5 1.7% 90% 84 88.1 5.3%
Apple AAPL 1071.67 $115.81 $124,110.57 6.0% 8.3% 22.0 1.2% 95% 98 99 4.0%
Best Buy BBY 3714.71 $111.29 $413,410.08 19.9% 1.8% 13.0 3.0% 74% 79 61 3.6%
Chipotle Mexican Grill CMG 175.43 $1,243.71 $218,179.07 10.5% 10.1% 59.0 0.0% 83% 44 81 3.8%
McDonald's MCD 1397.74 $219.49 $306,790.17 14.7% 4.0% 22.0 2.9% 95% 86 96 4.7%
Microsoft MSFT 3110.23 $210.33 $654,173.83 31.4% 9.7% 32.0 1.3% 97% 95 97 10.6%
NIKE NKE 2748.46 $126.35 $347,268.05 16.7% 7.3% 23.0 1.2% 97% 92 99 -0.8%
Under Armour C UA 1737.32 $9.84 $17,095.21 0.8% 3.2% 31.0 0.0% 59% 22 32 8.7%


MIPAR 8.7%  
Sweet Spot 13.7% - 18.7%  

Portfolio Averages

PAR 5.3%
Quality 88.1
Growth 6.8%
P/E Ratio 27.5
Yield 1.7%
Fin Strength 90%
EPS Stability 84