Public Dashboard: Core Diem

Model portfolio built on best ideas of the day -- all core holdings, fully-invested continuously. Investment dependent on MIPAR.

03/01/2021
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
LDR 0.11
N/A MR 5.65 $27.94 $157.97 4.2%
SWI 12.89
The Fresh Market, Inc. TFM 0.65 $28.51 $18.50 0.5%
Averages $3,775.40 8.7% 30.1 1.4% 84% 70 79.3 8.7%
AFLAC AFL 2.58 $47.89 $123.46 3.3% 10.8% 10.1 2.9% 90% 48 87 13.0%
AeroVironment AVAV 0.70 $110.08 $76.95 2.0% 8.0% 56.0 0.0% 65% 42 67 2.9%
CH Robinson CHRW 1.73 $90.85 $156.81 4.2% 5.4% 19.0 2.1% 96% 85 88 6.6%
Cognizant Technology CTSH 6.70 $73.48 $491.95 13.0% 8.8% 17.0 1.1% 96% 94 96 9.8%
Expeditors Intl EXPD 0.97 $91.84 $88.81 2.4% 5.0% 22.0 1.2% 95% 93 98 6.4%
FaceBook FB 0.54 $257.62 $137.83 3.7% 19.0% 29.0 0.0% 86% 54 96 20.4%
Fossil* FOSL 1.03 $15.14 $15.52 0.4% -12.3% 14.0 0.0% 1% 4 0 -19.2%
Genpact G 3.76 $40.44 $151.89 4.0% 8.7% 17.0 1.1% 86% 97 93 11.2%
HMS Holdings* HMSY 0.87 $36.78 $31.81 0.8% 6.2% 24.0 0.0% 70% 64 58 3.9%
Infosys Tech INFY 3.14 $17.12 $53.81 1.4% 7.6% 18.0 3.1% 89% 94 99 9.6%
Wiley & Sons JW-A 1.59 $52.68 $83.60 2.2% 3.3% 18.0 2.2% 75% 60 67 2.3%
Knight-Swift Transportation KNX 5.22 $43.20 $225.29 6.0% 3.5% 14.0 0.7% 90% 88 49 6.7%
Mesa Labs* MLAB 2.05 $271.91 $556.87 14.8% 12.3% 80.0 1.0% 58% 35 53 8.0%
Microsoft MSFT 1.50 $232.38 $347.41 9.2% 9.4% 36.0 1.2% 97% 92 96 11.7%
Qualcomm QCOM 5.06 $136.19 $688.71 18.2% 9.7% 18.0 1.6% 87% 79 94 10.5%
Tapestry [Coach] TPR 8.47 $42.14 $357.01 9.5% 4.3% 19.0 3.0% 82% 38 58 2.4%
Vera Bradley* VRA 1.18 $9.49 $11.20 0.3% -0.3% 12.0 0.0% 35% 23 11 -0.8%


MIPAR 5.7%  
Sweet Spot 10.7% - 15.7%  

Portfolio Averages

PAR 8.7%
Quality 79.3
Growth 8.7%
P/E Ratio 30.1
Yield 1.4%
Fin Strength 84%
EPS Stability 70