Public Dashboard: Caster, Alex

06/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Cash $85,892.00 5.8% 4.0% 4.0%
Averages $1,484,128.07 18.1% 35.5 0.3% 68% 45 72.4 8.3%
Autodesk ADSK 288.02 $296.12 $85,287.89 5.7% 11.2% 42.0 0.0% 64% 31 57 6.4%
Axon Enterprise AXON 502.49 $750.36 $377,046.15 25.4% 23.7% 51.7 0.0% 91% 64 100 5.7%
Coinbase Global* COIN 381.22 $246.62 $94,015.74 6.3% 20.2% 25.8 0.0% 84% 16 73 11.5%
Doximity* DOCS 1533.79 $52.09 $79,895.07 5.4% 14.9% 44.8 0.0% 96% 72 98 12.7%
Green Brick Partners* GRBK 3052.50 $58.45 $178,418.80 12.0% 9.0% 9.5 0.0% 75% 59 78 14.7%
Innovative Ind Props* IIPR 361.52 $55.22 $19,962.97 1.3% 1.0% 11.0 6.0% 78% 84 24 5.5%
Lemonade LMND 2271.90 $33.50 $76,108.68 5.1% 21.5% 18.0 0.0% 2% 25 37 16.1%
Mercadolibre MELI 65.98 $2,563.29 $169,123.31 11.4% 20.9% 32.0 0.0% 83% 35 81 8.7%
Sea Limited SE 484.46 $160.37 $77,692.69 5.2% 12.0% 57.4 0.0% 14% 6 17 -1.0%
Semler Scientific* SMLR 892.63 $40.00 $35,705.36 2.4% 7.0% 37.1 0.0% 31% 51 49 2.8%
SoFi Technologies SOFI 5874.06 $13.30 $78,125.00 5.3% 19.8% 28.3 0.0% 12% 18 34 14.4%
The Trade Desk TTD 1020.26 $75.22 $76,744.11 5.2% 18.6% 27.2 0.0% 77% 47 82 -0.7%
Unity Software U 700.21 $26.08 $18,261.50 1.2% 6.9% 59.4 0.0% 44% 6 3 -6.6%
Upstart* UPST 675.19 $47.17 $31,848.81 2.1% 37.3% 22.1 0.0% 28% 27 37 27.2%


MIPAR 9.7%  
Sweet Spot 14.7% - 19.7%  
Portfolio Averages
PAR 8.3%
Quality 72.4
Growth 18.1%
P/E Ratio 35.5
Yield 0.3%
Fin Strength 68%
EPS Stability 45