Public Dashboard: Tate, Greg

05/07/2021
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,422,547.67 6.5% 16.6 2.1% 76% 73 81.7 5.8%
General Electric GE 7122.52 $13.21 $94,088.50 6.6% 5.5% 22.0 1.2% 5% 29 23 1.8%
Microchip Technology MCHP 3836.72 $146.51 $562,117.41 39.5% 6.9% 17.0 1.3% 76% 88 92 5.0%
Rocky Mtn Chocolate* RMCF 12588.14 $5.92 $74,521.80 5.2% 1.2% 15.0 7.0% 65% 45 32 7.6%
Schlumberger SLB 2017.76 $30.73 $62,005.76 4.4% 6.0% 20.0 1.3% 61% 46 69 5.4%
Tapestry [Coach] TPR 4619.37 $46.80 $216,186.70 15.2% 4.1% 16.0 2.5% 74% 56 68 3.9%
Price T. Rowe TROW 2195.01 $188.44 $413,627.50 29.1% 8.7% 15.0 2.5% 99% 82 99 8.4%


MIPAR 5.4%  
Sweet Spot 10.4% - 15.4%  

Portfolio Averages

PAR 5.8%
Quality 81.7
Growth 6.5%
P/E Ratio 16.6
Yield 2.1%
Fin Strength 76%
EPS Stability 73