Public Dashboard: Heavy Hogs (2024)

Consensus selections for the Groundhog Challenge XVIII, our annual Iditarod of stock selection excellence that runs from Groundhog Day to Groundhog Day.

09/16/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
SWAV 270.39
Cash $90,580.00 7.0% 4.0% 4.0%
Averages $1,296,307.04 11.9% 23.2 0.7% 89% 74 89.9 10.1%
Amazon.com AMZN 366.98 $231.43 $84,929.69 6.6% 11.2% 40.2 0.0% 96% 48 75 10.2%
Ardelyx* ARDX 6975.45 $6.53 $45,549.67 3.5% 23.9% 10.7 0.0% 17% 25 34 18.5%
ASML ASML 69.56 $867.30 $60,327.03 4.7% 14.1% 19.8 1.0% 99% 97 99 8.0%
EXLService EXLS 2043.15 $42.99 $87,835.08 6.8% 13.0% 27.4 0.0% 71% 74 87 10.5%
Globus Medical GMED 1202.85 $58.24 $70,053.89 5.4% 7.6% 20.1 0.0% 97% 65 88 13.7%
Gentex GNTX 1843.66 $28.25 $52,083.33 4.0% 7.6% 15.7 1.3% 97% 77 99 10.2%
Alphabet (Google) GOOG 431.24 $251.76 $108,569.65 8.4% 10.8% 25.3 0.4% 97% 88 93 5.1%
InMode* INMD 2655.06 $14.86 $39,454.12 3.0% 2.3% 16.5 0.0% 85% 67 74 19.2%
Monster Beverage MNST 1133.89 $64.35 $72,965.80 5.6% 7.4% 27.0 0.0% 99% 93 97 6.7%
Microsoft MSFT 154.07 $515.36 $79,403.43 6.1% 13.6% 31.3 0.8% 82% 91 97 9.4%
NVIDIA Corp. NVDA 901.46 $177.75 $160,234.45 12.4% 17.9% 28.8 0.2% 99% 67 100 9.0%
PayPal PYPL 1015.60 $67.11 $68,156.89 5.3% 7.1% 13.9 0.0% 85% 85 77 9.1%
Tecnoglass* TGLS 1334.61 $71.49 $95,411.60 7.4% 11.1% 20.0 0.9% 83% 47 94 16.3%
Taiwan Semi TSM 526.14 $261.38 $137,522.10 10.6% 12.2% 17.1 1.0% 97% 92 100 10.0%
UnitedHealth Group UNH 124.26 $347.89 $43,230.33 3.3% 9.5% 13.9 2.1% 73% 86 91 12.8%


MIPAR 8.1%  
Sweet Spot 13.1% - 18.1%  
Portfolio Averages
PAR 10.1%
Quality 89.9
Growth 11.9%
P/E Ratio 23.2
Yield 0.7%
Fin Strength 89%
EPS Stability 74