Public Dashboard: Werner, Julie

02/26/2021
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 $958,768.54 6.4% 23.4 1.2% 63% 66 67.7 7.3%
Calavo Growers CVGW 2534.85 $75.91 $192,420.77 20.1% 3.9% 24.0 1.2% 83% 80 70 4.5%
Devon Energy DVN 1624.70 $21.35 $34,687.24 3.6% -5.2% 13.0 1.9% 14% 34 10 -0.9%
Gentex GNTX 6035.00 $35.14 $212,070.01 22.1% 7.5% 17.0 1.5% 98% 89 100 7.4%
Mosaic MOS 2091.18 $30.78 $64,366.37 6.7% 5.8% 23.0 1.6% 20% 13 26 4.6%
Schlumberger SLB 1210.65 $28.51 $34,515.75 3.6% 6.8% 24.0 1.3% 61% 34 62 8.2%
Stratasys SSYS 1248.75 $34.17 $42,669.82 4.5% 2.1% 59.0 0.0% 19% 7 11 -9.5%
VMWare VMW 1262.31 $143.53 $181,178.92 18.9% 11.8% 22.0 0.0% 78% 75 82 12.3%
Wendy's WEN 9813.54 $20.06 $196,859.67 20.5% 5.6% 25.0 2.0% 25% 62 55 11.1%


MIPAR 5.6%  
Sweet Spot 10.6% - 15.6%  

Portfolio Averages

PAR 7.3%
Quality 67.7
Growth 6.4%
P/E Ratio 23.4
Yield 1.2%
Fin Strength 63%
EPS Stability 66