Public Dashboard: Bauman, Rochelle

05/14/2021
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
SWI 2598.21
Averages $2,284,204.51 7.4% 29.4 1.5% 91% 83 87.1 7.5%
Apple AAPL 1071.67 $124.97 $133,927.10 5.9% 8.8% 23.0 1.0% 97% 99 99 8.3%
Best Buy BBY 3714.71 $119.00 $442,050.49 19.4% 2.9% 13.0 3.0% 83% 73 60 3.9%
Chipotle Mexican Grill CMG 175.43 $1,322.70 $232,035.97 10.2% 11.0% 60.0 0.0% 79% 45 80 7.0%
McDonald's MCD 1397.74 $229.77 $321,158.95 14.1% 4.7% 24.0 2.5% 94% 88 97 6.5%
Microsoft MSFT 3110.23 $243.03 $755,878.22 33.1% 9.6% 35.0 1.0% 97% 93 96 11.8%
NIKE NKE 2748.46 $133.61 $367,221.87 16.1% 8.0% 24.0 1.0% 96% 93 99 4.5%
Under Armour C UA 1737.32 $18.38 $31,931.90 1.4% 3.6% 46.0 0.0% 31% 15 17 -4.4%


MIPAR 6.1%  
Sweet Spot 11.1% - 16.1%  

Portfolio Averages

PAR 7.5%
Quality 87.1
Growth 7.4%
P/E Ratio 29.4
Yield 1.5%
Fin Strength 91%
EPS Stability 83