Public Dashboard: O'Brien, Joseph

05/13/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
CRY 11726.08
FEYE 1712.56
MDC 4162.50
Averages $1,695,146.11 8.5% 20.0 1.0% 76% 84 82.2 7.2%
Alcoa AA 10955.30 $28.12 $308,063.09 18.2% 3.3% 8.6 1.3% 15% 37 37 11.6%
Edwards Lifesciences EW 1919.53 $74.80 $143,581.08 8.5% 5.6% 27.6 0.0% 95% 99 96 4.6%
Mastercard MA 1662.23 $578.27 $961,220.06 56.7% 11.9% 25.2 0.7% 99% 99 100 4.6%
Schlumberger SLB 1451.95 $35.85 $52,052.26 3.1% 8.7% 10.6 1.6% 62% 66 96 17.7%
Target TGT 2277.70 $101.08 $230,229.61 13.6% 3.0% 11.0 2.6% 50% 80 59 11.0%


MIPAR 9.4%  
Sweet Spot 14.4% - 19.4%  
Portfolio Averages
PAR 7.2%
Quality 82.2
Growth 8.5%
P/E Ratio 20.0
Yield 1.0%
Fin Strength 76%
EPS Stability 84