Public Dashboard: Moore, Diane
| 05/14/2021 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| APU | 1051.53 | |||||||||||
| ATW | 1823.49 | |||||||||||
| BEAV | 846.60 | |||||||||||
| CRR | 1545.60 | |||||||||||
| N/A | MR | 1874.77 | $27.94 | $52,380.96 | 4.0% | |||||||
| PCLN | 49.36 | |||||||||||
| SWI | 1039.29 | |||||||||||
| Averages | $1,315,861.31 | 9.0% | 26.8 | 1.2% | 84% | 77 | 90.3 | 9.7% | ||||
| AFLAC | AFL | 881.37 | $55.50 | $48,915.92 | 3.7% | 9.6% | 11.8 | 2.6% | 93% | 48 | 84 | 10.8% |
| Balchem | BCPC | 946.61 | $133.20 | $126,088.59 | 9.6% | 5.2% | 30.0 | 0.5% | 97% | 88 | 98 | 4.7% |
| Copa Holdings | CPA | 482.30 | $80.05 | $38,608.12 | 2.9% | 1.5% | 11.0 | 3.5% | 11% | 35 | 41 | 6.5% |
| Cognizant Technology | CTSH | 920.64 | $71.29 | $65,632.50 | 5.0% | 8.3% | 18.0 | 1.4% | 96% | 88 | 90 | 8.0% |
| Fastenal | FAST | 1144.43 | $53.24 | $60,929.29 | 4.6% | 7.0% | 26.0 | 2.4% | 100% | 97 | 100 | 8.7% |
| FB | 666.76 | $305.26 | $203,533.94 | 15.5% | 15.4% | 27.0 | 0.0% | 85% | 62 | 93 | 16.3% | |
| Fossil* | FOSL | 508.13 | $11.35 | $5,767.28 | 0.4% | -12.3% | 16.0 | 0.0% | 0% | 4 | 0 | -13.9% |
| General Electric | GE | 2136.75 | $12.97 | $27,713.67 | 2.1% | 5.9% | 22.0 | 1.2% | 5% | 29 | 25 | 2.6% |
| Helmerich & Payne | HP | 819.00 | $28.48 | $23,325.12 | 1.8% | 8.4% | 72.0 | 1.8% | 7% | 4 | 32 | 6.3% |
| Microchip Technology | MCHP | 1151.01 | $142.12 | $163,581.97 | 12.4% | 6.9% | 17.0 | 1.3% | 76% | 89 | 92 | 5.7% |
| Microsoft | MSFT | 1244.09 | $243.03 | $302,351.44 | 23.0% | 9.6% | 35.0 | 1.0% | 97% | 93 | 96 | 11.8% |
| Proto Labs | PRLB | 783.33 | $92.81 | $72,700.95 | 5.5% | 8.7% | 44.0 | 0.0% | 74% | 69 | 99 | 10.3% |
| Price T. Rowe | TROW | 658.50 | $188.81 | $124,331.57 | 9.4% | 8.7% | 15.0 | 2.5% | 99% | 82 | 99 | 9.3% |
| MIPAR | 6.1% |
|---|---|
| Sweet Spot | 11.1% - 16.1% |
Portfolio Averages
| PAR | 9.7% |
| Quality | 90.3 |
| Growth | 9.0% |
| P/E Ratio | 26.8 |
| Yield | 1.2% |
| Fin Strength | 84% |
| EPS Stability | 77 |