Public Dashboard: Bare Naked Million

This portfolio was created with $1,000,000 on 12/31/2006. New companies are added -- whenever they're the top quality in their sector and in the Sweet Spot and the overall portfolio needs it. 11.2% since inception vs. 7.3% for VTSMX. (11/10/2017)

09/19/2018
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $3,496,060.76 7.9% 20.5 1.5% 92% 83 88.8 7.8%
Apple AAPL 1320.38 $218.24 $288,159.73 8.2% 7.5% 13.0 1.6% 90% 95 99 6.3%
Cognizant Technology CTSH 1863.59 $76.88 $143,272.80 4.1% 10.2% 17.0 1.1% 100% 99 98 12.7%
FactSet Research FDS 1410.19 $232.97 $328,531.96 9.4% 8.6% 21.0 1.2% 98% 96 97 3.9%
Infosys Tech INFY 4000.00 $10.14 $40,560.00 1.2% 7.7% 15.0 2.3% 93% 96 98 10.8%
Johnson & Johnson JNJ 1527.59 $140.54 $214,687.50 6.1% 5.8% 16.0 2.7% 99% 98 91 6.9%
Knight-Swift Transportation KNX 5076.14 $36.59 $185,735.96 5.3% 5.0% 16.0 0.7% 82% 75 63 10.7%
Oracle Corp. ORCL 4863.22 $49.03 $238,443.68 6.8% 4.0% 15.0 1.5% 99% 98 93 6.1%
Paychex PAYX 2981.74 $74.63 $222,527.26 6.4% 6.6% 22.0 3.3% 95% 99 99 6.7%
PRA Group* PRAA 2699.06 $38.80 $104,723.53 3.0% 7.7% 23.0 0.0% 20% 21 21 7.5%
Stericycle SRCL 1199.14 $62.36 $74,778.37 2.1% 4.5% 15.0 0.0% 83% 72 87 6.8%
Stryker SYK 1544.70 $174.10 $268,932.27 7.7% 6.8% 23.0 1.1% 98% 83 88 6.3%
Vanguard Total Stock Market VTSMX 3.46 $72.63 $251.30 0.0% 8.7% 22.3 1.8% 94% 72 87 8.7%
Vanguard Growth VUG 6962.31 $159.55 $1,110,836.56 31.8% 10.6% 26.5 1.2% 94% 72 90 9.2%
Walgreen WBA 2059.73 $70.88 $145,993.66 4.2% 6.0% 11.0 2.0% 97% 82 92 9.8%
Yacktman Focused YAFFX 5775.76 $22.27 $128,626.18 3.7% 4.6% 17.0 2.4% 93% 87 88 5.3%


MIPAR 7.2%  
Sweet Spot 12.2% - 17.2%  

Portfolio Averages

PAR 7.8%
Quality 88.8
Growth 7.9%
P/E Ratio 20.5
Yield 1.5%
Fin Strength 92%
EPS Stability 83