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.

08/02/2025
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 7.6% 4.0% 4.0%
Averages $1,190,372.70 11.8% 23.5 0.7% 89% 74 90.5 11.8%
Amazon.com AMZN 366.98 $214.75 $78,808.50 6.6% 11.2% 40.2 0.0% 96% 48 75 11.9%
Ardelyx* ARDX 6975.45 $4.33 $30,203.68 2.5% 23.9% 10.7 0.0% 17% 25 34 28.7%
ASML ASML 69.56 $689.82 $47,982.00 4.0% 14.1% 19.8 1.0% 99% 97 99 13.0%
EXLService EXLS 2043.15 $42.16 $86,139.26 7.2% 13.0% 27.4 0.0% 71% 74 87 11.0%
Globus Medical GMED 1202.85 $52.64 $63,317.94 5.3% 7.6% 20.1 0.0% 97% 65 88 16.0%
Gentex GNTX 1843.66 $26.28 $48,451.33 4.1% 7.6% 15.7 1.3% 97% 77 99 11.8%
Alphabet (Google) GOOG 431.24 $189.95 $81,914.54 6.9% 10.8% 25.3 0.4% 97% 88 93 11.2%
InMode* INMD 2655.06 $13.74 $36,480.46 3.1% 2.3% 16.5 0.0% 85% 67 74 21.1%
Monster Beverage MNST 1133.89 $59.02 $66,922.17 5.6% 7.4% 27.0 0.0% 99% 93 97 8.6%
Microsoft MSFT 154.07 $524.11 $80,751.57 6.8% 13.6% 31.3 0.8% 82% 91 97 9.0%
NVIDIA Corp. NVDA 901.46 $173.72 $156,601.57 13.2% 17.9% 28.8 0.2% 99% 67 100 9.5%
PayPal PYPL 1015.60 $67.11 $68,156.89 5.7% 7.1% 13.9 0.0% 85% 85 77 9.1%
Tecnoglass* TGLS 1334.61 $75.50 $100,763.40 8.5% 11.1% 20.0 0.9% 83% 47 94 15.0%
Taiwan Semi TSM 526.14 $235.21 $123,753.05 10.4% 12.2% 17.1 1.0% 97% 92 100 12.3%
UnitedHealth Group UNH 124.26 $237.77 $29,546.34 2.5% 9.5% 13.9 2.1% 73% 86 91 21.6%


MIPAR 9.5%  
Sweet Spot 14.5% - 19.5%  
Portfolio Averages
PAR 11.8%
Quality 90.5
Growth 11.8%
P/E Ratio 23.5
Yield 0.7%
Fin Strength 89%
EPS Stability 74