Public Dashboard: Tanoe, Susan

05/11/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
SWI 1509.39
Averages $2,134,869.11 6.7% 18.3 1.7% 85% 86 88.2 9.1%
Apple AAPL 188.32 $198.43 $37,369.13 1.8% 6.3% 23.8 0.4% 95% 95 98 8.4%
AFLAC AFL 1610.00 $105.97 $170,611.17 8.0% 4.3% 11.3 2.8% 92% 88 95 9.2%
Amgen AMGN 983.52 $265.78 $261,398.88 12.2% 5.4% 14.0 2.8% 58% 95 96 12.5%
Caterpillar Inc. CAT 860.44 $325.62 $280,175.50 13.1% 5.5% 16.4 1.5% 96% 79 95 9.5%
CH Robinson CHRW 1276.94 $88.97 $113,609.62 5.3% 1.0% 19.4 2.1% 84% 84 58 7.8%
Cognizant Technology CTSH 1055.12 $79.17 $83,533.77 3.9% 4.3% 16.3 1.3% 72% 89 77 9.2%
CVS Health CVS 1634.31 $66.97 $109,449.54 5.1% 5.4% 7.7 4.8% 36% 53 38 7.9%
FactSet Research FDS 902.17 $454.62 $410,144.07 19.2% 8.1% 24.8 0.8% 97% 93 89 8.3%
Alphabet (Google) GOOG 107.44 $154.38 $16,587.20 0.8% 10.7% 24.8 0.4% 96% 89 91 15.3%
Qualcomm QCOM 1273.04 $145.18 $184,820.24 8.7% 6.4% 14.5 2.1% 92% 91 88 11.8%
ResMed RMD 1906.51 $245.04 $467,169.99 21.9% 9.7% 22.1 0.8% 90% 86 97 7.2%


MIPAR 10.0%  
Sweet Spot 15.0% - 20.0%  
Portfolio Averages
PAR 9.1%
Quality 88.2
Growth 6.7%
P/E Ratio 18.3
Yield 1.7%
Fin Strength 85%
EPS Stability 86