Public Dashboard: Bare Naked Million

This portfolio was created with $1,000,000 on 12/31/2006. The rate of return is 12.4% since inception vs. 8.8% for VTSMX. (9/30/2020)

10/01/2020
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $4,991,357.08 8.4% 26.5 1.4% 94% 83 90.6 7.5%
Apple AAPL 6747.75 $115.81 $781,456.46 15.7% 8.3% 22.0 1.2% 95% 98 99 4.0%
Cognizant Technology CTSH 2698.24 $69.42 $187,311.61 3.8% 4.5% 18.0 1.1% 98% 92 88 5.3%
FactSet Research FDS 1039.66 $334.88 $348,161.68 7.0% 7.8% 24.0 1.3% 99% 99 95 3.6%
Infosys Tech INFY 9176.89 $13.81 $126,732.89 2.5% 7.1% 15.0 3.1% 89% 93 99 9.1%
Johnson & Johnson JNJ 1937.76 $148.88 $288,494.30 5.8% 4.2% 17.0 2.6% 100% 91 91 7.3%
Oracle Corp. ORCL 3399.53 $59.70 $202,952.00 4.1% 4.2% 12.0 1.6% 98% 100 94 6.0%
Paychex PAYX 2067.68 $79.77 $164,938.59 3.3% 7.3% 24.0 3.2% 95% 100 100 9.1%
ProAssurance* PRA 1926.12 $15.64 $30,124.58 0.6% -2.0% 17.0 2.5% 41% 34 15 20.5%
Stericycle SRCL 1421.84 $63.06 $89,661.36 1.8% 4.7% 16.0 0.0% 39% 57 64 2.9%
Stryker SYK 952.49 $208.37 $198,469.30 4.0% 6.8% 22.0 1.2% 99% 78 90 6.0%
Vanguard Growth VUG 10235.38 $227.61 $2,329,674.84 46.7% 10.7% 34.2 1.1% 94% 71 88 9.6%
Walgreen WBA 1457.31 $35.92 $52,346.50 1.0% 3.4% 8.9 3.0% 82% 72 76 15.3%
Yacktman Focused YAFFX 10854.15 $17.60 $191,032.95 3.8% 4.8% 19.2 2.4% 93% 92 91 5.8%


MIPAR 8.7%  
Sweet Spot 13.7% - 18.7%  

Portfolio Averages

PAR 7.5%
Quality 90.6
Growth 8.4%
P/E Ratio 26.5
Yield 1.4%
Fin Strength 94%
EPS Stability 83