Public Dashboard: Bauman, Rochelle

02/22/2020
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
SWI 2598.21
Averages $1,990,225.30 7.0% 25.1 1.8% 92% 82 89.2 7.3%
Apple AAPL 1071.67 $313.05 $335,487.55 16.9% 7.5% 18.0 1.5% 88% 95 98 5.4%
Best Buy BBY 3714.71 $90.26 $335,289.72 16.8% 1.6% 12.0 3.0% 87% 72 59 2.9%
Chipotle Mexican Grill CMG 175.43 $920.14 $161,416.48 8.1% 11.9% 50.0 0.0% 87% 35 78 7.3%
McDonald's MCD 1397.74 $215.87 $301,730.35 15.2% 6.7% 20.0 2.8% 91% 79 97 8.4%
Microsoft MSFT 3110.23 $178.59 $555,455.26 27.9% 8.7% 33.0 1.5% 99% 92 98 10.1%
NIKE NKE 2748.46 $100.25 $275,533.22 13.8% 7.6% 25.0 1.2% 97% 94 99 8.5%
Under Armour C UA 1737.32 $14.57 $25,312.72 1.3% 3.4% 26.0 0.0% 66% 38 41 6.1%


MIPAR 8.5%  
Sweet Spot 13.5% - 18.5%  

Portfolio Averages

PAR 7.3%
Quality 89.2
Growth 7.0%
P/E Ratio 25.1
Yield 1.8%
Fin Strength 92%
EPS Stability 82