Public Dashboard: Fodera, Phil

06/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
APPH 26709.40
CLOV 30303.03
Cash $189,952.00 17.0% 4.0% 4.0%
Averages $1,118,187.35 13.7% 29.0 0.8% 73% 49 69.9 8.3%
Amazon.com AMZN 553.30 $205.01 $113,431.21 10.1% 11.2% 39.2 0.0% 92% 48 73 12.4%
DraftKings DKNG 3824.38 $35.88 $137,218.90 12.3% 16.1% 22.5 0.0% 40% 19 44 13.2%
Alphabet (Google) GOOG 562.92 $172.85 $97,300.72 8.7% 10.7% 24.8 0.4% 96% 89 91 12.7%
Lucid Group LCID 3010.60 $2.23 $6,713.63 0.6% 36.7% 40.5 0.0% 11% 1 19 11.0%
Mercadolibre MELI 76.98 $2,563.29 $197,309.25 17.6% 20.9% 32.0 0.0% 83% 35 81 8.7%
Meta Platforms [Facebook] META 258.00 $647.49 $167,051.13 14.9% 14.4% 22.7 0.4% 99% 80 98 9.7%
PayPal PYPL 628.60 $70.28 $44,177.94 4.0% 7.1% 13.1 0.0% 88% 85 76 7.0%
Roku ROKU 531.12 $72.46 $38,485.25 3.4% 3.8% 95.9 0.0% 43% 5 12 -2.6%
Boston Beer SAM 200.83 $229.85 $46,161.24 4.1% 4.6% 37.7 0.0% 52% 22 29 6.7%
Western Digital WDC 1559.38 $51.55 $80,386.09 7.2% 9.0% 6.9 0.0% 21% 38 51 1.6%


MIPAR 9.7%  
Sweet Spot 14.7% - 19.7%  
Portfolio Averages
PAR 8.3%
Quality 69.9
Growth 13.7%
P/E Ratio 29.0
Yield 0.8%
Fin Strength 73%
EPS Stability 49