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)

09/21/2019
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $3,623,830.27 8.0% 20.1 1.5% 93% 79 87.3 8.7%
Apple AAPL 1320.38 $217.73 $287,486.34 7.9% 6.8% 12.0 1.6% 95% 95 98 6.0%
Cognizant Technology CTSH 1863.59 $61.80 $115,169.86 3.2% 9.4% 17.0 1.1% 98% 97 99 14.1%
FactSet Research FDS 1410.19 $282.29 $398,082.54 11.0% 8.6% 30.0 1.2% 99% 94 89 3.0%
Infosys Tech INFY 4000.00 $11.35 $45,400.00 1.3% 8.0% 17.0 3.1% 93% 81 99 9.5%
Johnson & Johnson JNJ 1527.59 $131.65 $201,107.22 5.5% 4.1% 15.0 2.4% 100% 87 89 7.9%
Knight-Swift Transportation KNX 5076.14 $34.91 $177,208.05 4.9% 0.3% 13.0 0.7% 70% 0 4 6.1%
Oracle Corp. ORCL 4863.22 $53.47 $260,036.37 7.2% 3.6% 12.0 1.6% 99% 99 96 5.2%
Paychex PAYX 2981.74 $82.54 $246,112.82 6.8% 7.7% 23.0 3.3% 96% 99 99 10.1%
PRA Group* PRAA 2699.06 $35.22 $95,060.89 2.6% 7.7% 20.0 0.0% 20% 23 26 8.6%
Stericycle SRCL 1199.14 $50.33 $60,352.72 1.7% 1.3% 17.0 0.0% 72% 52 57 5.9%
Stryker SYK 1544.70 $221.20 $341,687.64 9.4% 8.4% 21.0 1.2% 99% 73 93 7.9%
Vanguard Total Stock Market VTSMX 3.46 $74.33 $257.18 0.0% 8.9% 19.5 1.8% 95% 76 90 10.3%
Vanguard Growth VUG 6962.31 $167.61 $1,166,952.78 32.2% 11.7% 23.4 1.3% 96% 75 94 12.4%
Walgreen WBA 2059.73 $55.00 $113,285.15 3.1% 4.8% 8.0 2.5% 97% 87 93 10.6%
Yacktman Focused YAFFX 5775.76 $20.02 $115,630.72 3.2% 4.7% 19.7 2.5% 92% 89 89 5.2%


MIPAR 8.8%  
Sweet Spot 13.8% - 18.8%  

Portfolio Averages

PAR 8.7%
Quality 87.3
Growth 8.0%
P/E Ratio 20.1
Yield 1.5%
Fin Strength 93%
EPS Stability 79