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)

12/16/2018
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $3,100,609.68 7.8% 19.6 1.5% 93% 84 91.6 10.4%
Apple AAPL 1320.38 $165.48 $218,496.48 7.0% 8.0% 12.0 1.5% 91% 93 98 14.8%
Cognizant Technology CTSH 1863.59 $67.77 $126,295.49 4.1% 10.1% 16.0 1.1% 100% 99 100 14.2%
FactSet Research FDS 1410.19 $223.11 $314,627.49 10.1% 8.6% 20.0 1.2% 98% 96 93 4.9%
Infosys Tech INFY 4000.00 $9.89 $39,560.00 1.3% 7.7% 14.0 2.3% 93% 97 100 10.3%
Johnson & Johnson JNJ 1527.59 $133.00 $203,169.47 6.6% 5.8% 16.0 2.7% 99% 98 93 8.3%
Knight-Swift Transportation KNX 5076.14 $26.88 $136,446.64 4.4% 4.8% 16.0 0.7% 83% 75 79 18.2%
Oracle Corp. ORCL 4863.22 $46.60 $226,626.05 7.3% 3.7% 14.0 1.5% 99% 98 97 6.2%
Paychex PAYX 2981.74 $65.90 $196,496.67 6.3% 6.6% 22.0 3.3% 96% 99 99 9.7%
PRA Group* PRAA 2699.06 $24.94 $67,314.56 2.2% 7.7% 21.0 0.0% 19% 21 24 15.4%
Stericycle SRCL 1199.14 $40.40 $48,445.26 1.6% 2.4% 13.0 0.0% 83% 76 82 10.3%
Stryker SYK 1544.70 $166.56 $257,285.23 8.3% 7.4% 22.0 1.1% 99% 83 91 7.4%
Vanguard Total Stock Market VTSMX 3.46 $65.93 $228.12 0.0% 8.4% 21.1 1.8% 95% 73 89 11.3%
Vanguard Growth VUG 6962.31 $139.78 $973,191.69 31.4% 10.2% 25.3 1.3% 94% 73 92 12.8%
Walgreen WBA 2059.73 $78.74 $162,183.14 5.2% 6.0% 11.0 2.0% 97% 83 96 8.0%
Yacktman Focused YAFFX 5775.76 $22.55 $130,243.39 4.2% 4.6% 16.7 2.4% 93% 87 89 5.0%


MIPAR 10.8%  
Sweet Spot 15.8% - 20.8%  

Portfolio Averages

PAR 10.4%
Quality 91.6
Growth 7.8%
P/E Ratio 19.6
Yield 1.5%
Fin Strength 93%
EPS Stability 84