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.

10/31/2025
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 6.8% 4.0% 4.0%
Averages $1,330,576.13 12.7% 22.3 0.7% 84% 73 88.6 9.6%
Amazon.com AMZN 366.98 $222.86 $81,784.69 6.1% 11.2% 35.2 0.0% 96% 40 78 12.7%
Ardelyx* ARDX 6975.45 $5.01 $34,946.99 2.6% 27.1% 17.0 0.0% 67% 0 45 28.1%
ASML ASML 69.56 $1,075.45 $74,805.38 5.6% 14.0% 21.2 1.0% 77% 92 97 4.5%
EXLService EXLS 2043.15 $40.22 $82,175.55 6.2% 13.1% 24.2 0.0% 69% 96 94 10.2%
Globus Medical GMED 1202.85 $60.72 $73,036.95 5.5% 6.6% 20.0 0.0% 93% 42 77 12.1%
Gentex GNTX 1843.66 $23.56 $43,436.58 3.3% 7.9% 18.0 1.3% 93% 72 98 20.3%
Alphabet (Google) GOOG 431.24 $281.90 $121,567.31 9.1% 10.8% 25.3 0.4% 99% 78 91 3.5%
InMode* INMD 2655.06 $14.71 $39,055.86 2.9% 1.9% 17.7 0.0% 85% 62 74 20.2%
Monster Beverage MNST 1133.89 $66.57 $75,483.04 5.7% 7.3% 30.0 0.0% 99% 83 96 8.8%
Microsoft MSFT 154.07 $525.76 $81,005.79 6.1% 13.1% 29.5 0.8% 64% 98 96 8.3%
NVIDIA Corp. NVDA 901.46 $202.89 $182,897.15 13.7% 21.5% 22.2 0.2% 99% 74 100 6.4%
PayPal PYPL 1015.60 $67.93 $68,989.68 5.2% 7.1% 13.4 0.0% 54% 74 56 8.5%
Tecnoglass* TGLS 1334.61 $58.77 $78,435.30 5.9% 10.4% 14.7 1.0% 54% 91 96 12.5%
Taiwan Semi TSM 526.14 $303.22 $159,535.74 12.0% 14.4% 19.3 1.0% 95% 82 99 9.9%
UnitedHealth Group UNH 124.26 $344.75 $42,840.14 3.2% 9.2% 17.2 2.1% 50% 38 59 14.3%


MIPAR 9.2%  
Sweet Spot 14.2% - 19.2%  
Portfolio Averages
PAR 9.6%
Quality 88.6
Growth 12.7%
P/E Ratio 22.3
Yield 0.7%
Fin Strength 84%
EPS Stability 73