Public Dashboard: Brunell, Charles

09/16/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $932,705.16 9.4% 20.0 0.6% 70% 81 86.1 10.5%
Axos Financial AX 3282.78 $90.29 $296,402.12 31.8% 13.4% 11.5 0.0% 43% 99 96 11.3%
Salesforce.com CRM 740.71 $242.52 $179,636.50 19.3% 8.7% 37.4 0.5% 96% 35 66 10.2%
InMode* INMD 3392.36 $14.86 $50,410.47 5.4% 2.3% 16.5 0.0% 85% 67 74 19.2%
Medtronic MDT 1612.33 $93.43 $150,640.09 16.2% 3.2% 15.2 2.4% 83% 99 91 7.8%
NVIDIA Corp. NVDA 660.28 $177.75 $117,363.88 12.6% 17.9% 28.8 0.2% 99% 67 100 9.0%
Zimmer Biomet ZBH 1369.38 $100.96 $138,252.10 14.8% 3.8% 14.6 0.7% 53% 98 79 9.9%


MIPAR 8.1%  
Sweet Spot 13.1% - 18.1%  
Portfolio Averages
PAR 10.5%
Quality 86.1
Growth 9.4%
P/E Ratio 20.0
Yield 0.6%
Fin Strength 70%
EPS Stability 81