Public Dashboard: Ortiz, Pedro

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,247,684.52 12.4% 55.4 0.1% 58% 44 59.6 2.6%
Adobe Systems ADBE 228.60 $353.96 $80,914.39 6.5% 11.4% 22.1 0.0% 76% 75 86 10.6%
Advanced Micro Dev AMD 862.44 $168.58 $145,390.25 11.7% 13.5% 19.1 0.0% 92% 64 90 1.3%
Amazon.com AMZN 420.73 $231.60 $97,441.94 7.8% 11.2% 40.2 0.0% 96% 48 75 10.2%
Ardelyx* ARDX 18656.72 $6.38 $119,029.85 9.5% 23.9% 10.7 0.0% 17% 25 34 19.1%
Celsius Holdings CELH 4003.20 $59.69 $238,951.16 19.2% 10.8% 43.9 0.0% 68% 44 65 -1.3%
MicroStrategy Inc.* MSTR 298.69 $338.84 $101,209.71 8.1% 1.4% 382.8 0.0% 21% 3 22 -4.4%
Novo Nordisk NVO 1184.13 $56.11 $66,441.68 5.3% 13.6% 18.5 1.6% 92% 99 91 14.4%
SoFi Technologies SOFI 6337.14 $26.04 $165,019.01 13.2% 19.8% 31.3 0.0% 9% 18 33 2.0%
Veeva Systems VEEV 428.71 $272.33 $116,749.55 9.4% 12.1% 29.5 0.0% 99% 83 99 4.1%
Walgreen WBA 9727.63 $11.98 $116,536.96 9.3% 2.8% 1.9 0.0% 36% 18 20 -18.2%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 2.6%
Quality 59.6
Growth 12.4%
P/E Ratio 55.4
Yield 0.1%
Fin Strength 58%
EPS Stability 44