Public Dashboard: Werner, Julie

05/14/2021
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
STBZ 5458.52
TIF 1169.86
Averages $1,000,318.09 6.7% 23.3 1.3% 61% 70 68.5 8.7%
Calavo Growers CVGW 2534.85 $75.79 $192,116.58 19.2% 4.4% 27.0 1.6% 81% 79 68 5.9%
Devon Energy DVN 1624.70 $24.75 $40,211.20 4.0% 3.4% 18.0 1.9% 15% 30 20 6.1%
Gentex GNTX 6035.00 $34.45 $207,905.85 20.8% 6.9% 18.0 1.5% 98% 94 100 13.9%
Mosaic MOS 2091.18 $34.68 $72,521.95 7.2% 5.8% 23.0 1.6% 20% 16 27 4.3%
Schlumberger SLB 1210.65 $31.76 $38,450.37 3.8% 6.0% 21.0 1.3% 61% 46 68 5.7%
Stratasys SSYS 1248.75 $18.86 $23,551.44 2.4% 3.7% 57.0 0.0% 15% 3 11 2.2%
VMWare VMW 1262.31 $162.13 $204,657.83 20.5% 11.0% 22.0 0.0% 84% 82 87 9.3%
Wendy's WEN 9813.54 $22.51 $220,902.85 22.1% 5.9% 24.0 2.0% 15% 65 52 8.6%


MIPAR 6.1%  
Sweet Spot 11.1% - 16.1%  

Portfolio Averages

PAR 8.7%
Quality 68.5
Growth 6.7%
P/E Ratio 23.3
Yield 1.3%
Fin Strength 61%
EPS Stability 70