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. 9.5% for the Wilshire 5000. (2/2/2024)
07/27/2024 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Averages | $7,975,498.40 | 8.8% | 27.5 | 0.9% | 87% | 83 | 89.4 | 7.2% | ||||
Apple | AAPL | 6878.76 | $217.96 | $1,499,294.53 | 18.8% | 5.9% | 24.3 | 0.6% | 93% | 98 | 98 | 3.2% |
Cognizant Technology | CTSH | 2831.52 | $74.57 | $211,146.45 | 2.6% | 4.7% | 17.1 | 1.4% | 82% | 82 | 80 | 10.3% |
FactSet Research | FDS | 1070.14 | $415.33 | $444,461.25 | 5.6% | 8.6% | 25.2 | 0.7% | 88% | 96 | 89 | 10.8% |
Infosys Tech | INFY | 9919.12 | $22.79 | $226,056.74 | 2.8% | 4.6% | 17.1 | 2.5% | 89% | 96 | 96 | 3.7% |
Johnson & Johnson | JNJ | 2115.26 | $160.64 | $339,795.21 | 4.3% | 2.4% | 16.0 | 2.8% | 100% | 92 | 94 | 7.4% |
Oracle Corp. | ORCL | 3579.59 | $139.01 | $497,598.81 | 6.2% | 9.6% | 19.0 | 1.5% | 62% | 98 | 88 | 7.5% |
Paychex | PAYX | 2257.37 | $125.75 | $283,864.28 | 3.6% | 7.7% | 26.0 | 3.0% | 92% | 97 | 100 | 10.8% |
Stryker | SYK | 989.97 | $331.67 | $328,343.35 | 4.1% | 8.5% | 25.1 | 0.9% | 98% | 78 | 94 | 6.8% |
Motley Fool Small-Cap Growth | TMFS | 10215.69 | $33.95 | $346,822.68 | 4.3% | 10.1% | 29.9 | 0.3% | 62% | 45 | 57 | 6.2% |
Vanguard Growth | VUG | 10444.05 | $361.72 | $3,777,821.77 | 47.4% | 11.0% | 32.5 | 0.7% | 87% | 75 | 88 | 8.1% |
Walgreen | WBA | 1716.87 | $11.82 | $20,293.36 | 0.3% | 3.4% | 5.1 | 4.0% | 66% | 45 | 48 | 18.3% |