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 |