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)

06/20/2018
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $3,371,509.04 8.2% 20.9 1.5% 93% 82 89.2 8.6%
Apple AAPL 1320.38 $185.69 $245,181.36 7.3% 7.5% 13.0 1.6% 91% 95 99 9.1%
Cognizant Technology CTSH 1863.59 $79.20 $147,596.33 4.4% 10.2% 17.0 1.1% 100% 99 98 11.8%
FactSet Research FDS 1410.19 $213.91 $301,653.74 8.9% 8.6% 21.0 1.2% 97% 96 97 5.2%
Infosys Tech INFY 4000.00 $18.20 $72,800.00 2.2% 7.7% 13.0 2.3% 92% 96 98 9.8%
Johnson & Johnson JNJ 1527.59 $122.57 $187,236.71 5.6% 5.8% 16.0 2.7% 99% 98 92 9.6%
Knight-Swift Transportation KNX 5076.14 $41.35 $209,898.39 6.2% 6.0% 16.0 0.7% 95% 75 75 10.6%
Oracle Corp. ORCL 4863.22 $46.27 $225,021.19 6.7% 4.2% 15.0 1.5% 99% 98 93 6.8%
Paychex PAYX 2981.74 $69.45 $207,081.84 6.1% 6.6% 20.0 3.3% 95% 99 99 5.8%
PRA Group* PRAA 2699.06 $41.70 $112,550.80 3.3% 8.1% 22.0 0.0% 20% 20 22 5.0%
Stericycle SRCL 1199.14 $63.21 $75,797.64 2.2% 4.5% 16.0 0.0% 83% 74 88 8.5%
Stryker SYK 1544.70 $169.73 $262,181.93 7.8% 6.9% 23.0 1.1% 99% 83 88 6.2%
Vanguard Total Stock Market VTSMX 3.46 $69.80 $241.51 0.0% 9.0% 23.0 1.8% 94% 71 87 9.4%
Vanguard Growth VUG 6962.31 $153.28 $1,067,182.88 31.7% 11.3% 28.5 1.2% 94% 72 90 10.3%
Walgreen WBA 2059.73 $64.61 $133,079.16 3.9% 6.0% 11.0 1.9% 97% 81 92 11.7%
Yacktman Focused YAFFX 5775.76 $21.47 $124,005.57 3.7% 4.7% 16.5 2.4% 92% 86 88 6.1%


MIPAR 6.7%  
Sweet Spot 11.7% - 16.7%  

Portfolio Averages

PAR 8.6%
Quality 89.2
Growth 8.2%
P/E Ratio 20.9
Yield 1.5%
Fin Strength 93%
EPS Stability 82