Public Dashboard: Tate, Greg

02/26/2021
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,331,512.90 6.8% 16.8 2.3% 76% 73 81.4 6.0%
General Electric GE 7122.52 $12.76 $90,883.37 6.8% 5.5% 14.0 1.2% 4% 46 35 3.9%
Microchip Technology MCHP 3836.72 $147.72 $566,759.84 42.6% 7.2% 16.0 1.3% 77% 96 95 3.9%
Rocky Mtn Chocolate* RMCF 12588.14 $5.35 $67,346.56 5.1% 1.2% 14.0 7.0% 65% 44 32 9.5%
Schlumberger SLB 2017.76 $28.51 $57,526.34 4.3% 6.8% 24.0 1.3% 61% 34 62 8.2%
Tapestry [Coach] TPR 4619.37 $42.41 $195,907.65 14.7% 4.3% 19.0 3.0% 82% 38 58 2.3%
Price T. Rowe TROW 2195.01 $160.86 $353,089.15 26.5% 9.1% 17.0 2.9% 95% 75 97 11.0%


MIPAR 5.6%  
Sweet Spot 10.6% - 15.6%  

Portfolio Averages

PAR 6.0%
Quality 81.4
Growth 6.8%
P/E Ratio 16.8
Yield 2.3%
Fin Strength 76%
EPS Stability 73