Public Dashboard: Caster, Alex

09/16/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Cash $85,892.00 5.0% 4.0% 4.0%
Averages $1,716,992.19 17.9% 35.7 0.3% 41% 48 65.5 6.8%
Autodesk ADSK 288.02 $321.07 $92,473.94 5.4% 11.2% 42.2 0.0% 47% 30 50 4.8%
Axon Enterprise AXON 502.49 $739.93 $371,805.21 21.7% 24.5% 54.5 0.0% 14% 89 95 9.0%
Coinbase Global* COIN 381.22 $327.02 $124,665.58 7.3% 20.1% 25.8 0.0% 61% 15 63 5.2%
Doximity* DOCS 1533.79 $72.47 $111,153.69 6.5% 14.8% 44.8 0.0% 99% 73 99 5.5%
Green Brick Partners* GRBK 3052.50 $73.05 $222,985.34 13.0% 8.8% 10.8 0.0% 77% 60 80 12.4%
Innovative Ind Props* IIPR 361.52 $57.30 $20,714.92 1.2% 1.0% 11.0 6.0% 78% 84 24 4.8%
Lemonade LMND 2271.90 $56.68 $128,771.35 7.5% 21.5% 18.0 0.0% 1% 25 35 4.5%
Mercadolibre MELI 65.98 $2,335.82 $154,115.07 9.0% 20.8% 30.7 0.0% 77% 35 80 10.7%
Sea Limited SE 484.46 $190.46 $92,270.06 5.4% 12.0% 57.4 0.0% 9% 6 15 -4.3%
Semler Scientific* SMLR 892.63 $28.39 $25,341.88 1.5% -9.6% 37.1 0.0% 9% 51 25 -7.0%
SoFi Technologies SOFI 5874.06 $27.67 $162,535.24 9.5% 19.8% 31.3 0.0% 9% 18 33 0.8%
The Trade Desk TTD 1020.26 $45.54 $46,462.73 2.7% 18.6% 40.2 0.0% 87% 47 87 19.3%
Unity Software U 700.21 $46.53 $32,580.82 1.9% 5.8% 59.7 0.0% 17% 7 5 -8.3%
Upstart* UPST 675.19 $66.98 $45,224.36 2.6% 38.2% 22.1 0.0% 7% 27 28 21.3%


MIPAR 8.1%  
Sweet Spot 13.1% - 18.1%  
Portfolio Averages
PAR 6.8%
Quality 65.5
Growth 17.9%
P/E Ratio 35.7
Yield 0.3%
Fin Strength 41%
EPS Stability 48