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)

06/26/2019
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $3,513,684.02 8.0% 19.4 1.5% 94% 79 88.5 9.0%
Apple AAPL 1320.38 $195.57 $258,226.72 7.3% 6.7% 14.0 1.6% 96% 85 97 7.6%
Cognizant Technology CTSH 1863.59 $63.16 $117,704.34 3.3% 9.6% 19.0 1.0% 98% 97 99 15.4%
FactSet Research FDS 1410.19 $285.25 $402,256.70 11.4% 8.7% 22.0 1.2% 99% 99 94 5.2%
Infosys Tech INFY 4000.00 $10.65 $42,600.00 1.2% 7.4% 14.0 2.3% 93% 94 99 9.0%
Johnson & Johnson JNJ 1527.59 $144.24 $220,339.58 6.3% 4.0% 15.0 2.4% 99% 88 89 5.7%
Knight-Swift Transportation KNX 5076.14 $29.55 $149,999.94 4.3% 4.2% 12.0 0.7% 70% 0 6 11.3%
Oracle Corp. ORCL 4863.22 $56.07 $272,680.75 7.8% 3.4% 12.0 1.6% 99% 98 96 3.2%
Paychex PAYX 2981.74 $84.80 $252,851.55 7.2% 7.4% 24.0 3.3% 96% 99 99 7.5%
PRA Group* PRAA 2699.06 $26.95 $72,739.67 2.1% 7.7% 20.0 0.0% 20% 21 25 14.5%
Stericycle SRCL 1199.14 $46.89 $56,227.67 1.6% 1.6% 15.0 0.0% 71% 69 70 8.2%
Stryker SYK 1544.70 $203.80 $314,809.86 9.0% 8.2% 20.0 1.2% 99% 71 93 7.8%
Vanguard Total Stock Market VTSMX 3.46 $72.88 $252.16 0.0% 8.5% 20.1 1.8% 95% 74 89 9.9%
Vanguard Growth VUG 6962.31 $162.10 $1,128,590.45 32.1% 11.3% 23.7 1.3% 96% 73 94 12.2%
Walgreen WBA 2059.73 $52.95 $109,062.70 3.1% 4.7% 8.0 2.5% 97% 86 92 11.2%
Yacktman Focused YAFFX 5775.76 $19.97 $115,341.93 3.3% 4.1% 20.4 2.4% 92% 89 88 4.8%


MIPAR 9.2%  
Sweet Spot 14.2% - 19.2%  

Portfolio Averages

PAR 9.0%
Quality 88.5
Growth 8.0%
P/E Ratio 19.4
Yield 1.5%
Fin Strength 94%
EPS Stability 79