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)

02/26/2020
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $3,826,980.67 7.9% 20.7 1.5% 91% 79 88.1 9.1%
Apple AAPL 1320.38 $288.08 $380,375.07 9.9% 7.5% 18.0 1.5% 88% 95 98 7.1%
Cognizant Technology CTSH 1863.59 $64.48 $120,164.28 3.1% 5.9% 17.0 1.1% 96% 94 97 8.9%
FactSet Research FDS 1410.19 $288.06 $406,219.33 10.6% 8.2% 23.0 1.2% 98% 100 93 6.0%
Infosys Tech INFY 4000.00 $11.02 $44,080.00 1.2% 7.2% 17.0 3.1% 88% 82 98 10.4%
Johnson & Johnson JNJ 1527.59 $144.65 $220,965.89 5.8% 4.6% 16.0 2.5% 98% 85 89 8.3%
Knight-Swift Transportation KNX 5076.14 $35.98 $182,639.52 4.8% 4.9% 12.0 0.7% 88% 0 16 6.0%
Oracle Corp. ORCL 4863.22 $50.96 $247,829.69 6.5% 1.8% 13.0 1.6% 98% 99 95 4.1%
Paychex PAYX 2981.74 $83.61 $249,303.28 6.5% 7.9% 24.0 3.2% 95% 100 99 9.5%
PRA Group* PRAA 2699.06 $35.35 $95,411.77 2.5% 7.3% 17.0 0.0% 29% 21 22 8.4%
Stericycle SRCL 1199.14 $63.33 $75,941.54 2.0% 3.1% 18.0 0.0% 50% 51 55 1.8%
Stryker SYK 1544.70 $206.31 $318,687.06 8.3% 7.4% 22.0 1.2% 99% 70 92 9.7%
Vanguard Total Stock Market VTSMX 3.46 $79.93 $276.56 0.0% 9.0% 21.9 1.7% 91% 77 91 11.1%
Vanguard Growth VUG 6962.31 $184.54 $1,284,824.69 33.6% 11.4% 25.3 1.3% 93% 77 95 12.2%
Walgreen WBA 2059.73 $47.51 $97,857.77 2.6% 4.6% 8.1 2.5% 94% 84 92 14.5%
Yacktman Focused YAFFX 5775.76 $17.73 $102,404.22 2.7% 4.8% 18.8 2.5% 87% 89 89 6.2%


MIPAR 9.9%  
Sweet Spot 14.9% - 19.9%  

Portfolio Averages

PAR 9.1%
Quality 88.1
Growth 7.9%
P/E Ratio 20.7
Yield 1.5%
Fin Strength 91%
EPS Stability 79