Public Dashboard: Smith, Kerry

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Cash $125,000.00 11.2% 4.0% 4.0%
Averages $1,113,975.64 8.7% 21.4 1.9% 59% 70 80.1 7.3%
Micron Tech MU 1370.01 $122.00 $167,141.60 15.0% 10.3% 16.7 0.3% 46% 35 55 13.9%
NextEra Energy NEE 1746.79 $72.09 $125,925.80 11.3% 9.7% 22.8 3.0% 60% 93 99 11.0%
Talen Energy* TLN 0.00 $388.22 $0.00 0.0% 4.6% 27.0 0.0% 14% 73 74 4.1%
Vistra VST 743.91 $196.70 $146,328.04 13.1% 8.8% 13.2 1.0% 35% 68 79 1.6%
SPDRs Financial Select Sector XLF 2428.60 $53.85 $130,780.07 11.7% 7.7% 16.1 1.9% 90% 80 85 7.7%
SPDRs Industrial Select Sector XLI 903.51 $153.42 $138,615.83 12.4% 6.7% 25.6 1.4% 56% 64 74 4.4%
SPDRs Technology Select Sector XLK 541.57 $266.54 $144,350.33 13.0% 12.8% 37.5 0.9% 81% 76 92 7.1%
SPDRs Utilities Select Sector XLU 1605.03 $84.63 $135,833.98 12.2% 4.5% 18.2 3.4% 50% 83 84 7.2%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 7.3%
Quality 80.1
Growth 8.7%
P/E Ratio 21.4
Yield 1.9%
Fin Strength 59%
EPS Stability 70