Public Dashboard: Kowitz, Kurt

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,225,914.33 13.8% 86.4 0.4% 88% 69 89.7 5.8%
Apple AAPL 848.39 $232.56 $197,301.35 16.1% 6.2% 24.8 0.4% 92% 95 98 5.2%
Costco Wholesale COST 204.33 $944.96 $193,085.57 15.8% 8.2% 44.4 0.6% 99% 91 89 7.0%
Alphabet (Google) GOOG 972.76 $212.37 $206,585.68 16.9% 10.8% 25.3 0.4% 97% 88 93 8.7%
Microsoft MSFT 481.86 $509.64 $245,574.11 20.0% 13.6% 31.3 0.8% 82% 91 97 9.6%
Palantir Technologies PLTR 2424.54 $158.12 $383,367.63 31.3% 22.3% 207.6 0.0% 78% 20 80 1.3%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 5.8%
Quality 89.7
Growth 13.8%
P/E Ratio 86.4
Yield 0.4%
Fin Strength 88%
EPS Stability 69