Public Dashboard: Frank, Marie

Cash Proxy for Invesco S&P 500 Momentum (SPMO)

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
SPMO 1999.20
Cash $203,239.00 16.2% 4.0% 4.0%
Averages $1,256,337.68 19.0% 19.2 0.8% 76% 58 79.8 11.2%
Ardelyx* ARDX 37313.43 $6.38 $238,059.70 18.9% 23.9% 10.7 0.0% 17% 25 34 19.1%
Alphabet (Google) GOOG 972.76 $212.37 $206,585.68 16.4% 10.8% 25.3 0.4% 97% 88 93 8.7%
NVIDIA Corp. NVDA 1665.70 $180.17 $300,108.27 23.9% 17.9% 28.8 0.2% 99% 67 100 8.7%
Super Micro Computer SMCI 7012.62 $43.97 $308,345.03 24.5% 21.9% 12.6 0.0% 86% 56 87 13.9%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 11.2%
Quality 79.8
Growth 19.0%
P/E Ratio 19.2
Yield 0.8%
Fin Strength 76%
EPS Stability 58