Public Dashboard: Morningstar Ultimate Stock Pickers 2014

05/13/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,742,994.25 6.0% 20.1 1.7% 81% 76 77.2 8.3%
Berkshire Hathaway A BRK-A 0.59 $772,100.00 $455,486.50 26.1% 8.6% 21.9 0.0% 100% 83 88 6.7%
Clorox CLX 1167.68 $138.06 $161,209.76 9.2% 1.1% 23.0 2.6% 49% 87 55 8.3%
Diageo DEO 856.90 $114.87 $98,431.87 5.6% 5.4% 19.4 2.5% 60% 70 63 10.9%
Disney (Walt) DIS 1394.70 $110.49 $154,100.40 8.8% 5.9% 18.3 1.9% 47% 32 48 8.2%
Dodge & Cox Stock DODGX 631.03 $262.52 $165,659.05 9.5% 7.1% 16.9 1.9% 77% 76 77 8.0%
Fidelity Low-Priced Stock FLPSX 2216.80 $42.06 $93,238.73 5.3% 7.4% 17.9 1.5% 66% 83 80 8.9%
Johnson & Johnson JNJ 1161.71 $154.14 $179,065.98 10.3% 4.5% 16.9 2.8% 100% 90 97 10.2%
Mairs & Power Growth MPGFX 969.93 $164.64 $159,689.60 9.2% 4.8% 20.8 2.1% 88% 86 86 7.2%
T. Rowe Price Capital Appreciation PRWCX 4330.88 $35.63 $154,309.22 8.9% 7.9% 23.5 1.2% 80% 88 88 7.5%
Exxon Mobil XOM 1115.82 $109.16 $121,803.13 7.0% 2.7% 17.9 3.6% 100% 37 57 11.1%


MIPAR 9.4%  
Sweet Spot 14.4% - 19.4%  
Portfolio Averages
PAR 8.3%
Quality 77.2
Growth 6.0%
P/E Ratio 20.1
Yield 1.7%
Fin Strength 81%
EPS Stability 76