Public Dashboard: Smith, Sheryl

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
NUKZ 0.00
Cash $125,000.00 13.1% 4.0% 4.0%
Averages $951,655.94 25.2% 20.8 0.7% 69% 55 66.2 14.8%
Ardelyx* ARDX 23320.90 $6.38 $148,787.31 15.6% 23.9% 10.7 0.0% 17% 25 34 19.1%
Dlocal* DLO 9469.70 $14.56 $137,878.79 14.5% 25.0% 21.3 0.0% 83% 48 69 11.2%
DoubleVerify* DV 6065.02 $16.27 $98,677.83 10.4% 19.2% 20.4 0.0% 87% 52 83 22.7%
Novo Nordisk NVO 1480.17 $56.11 $83,052.10 8.7% 13.6% 18.5 1.6% 92% 99 91 14.4%
Paycom Software PAYC 602.24 $225.71 $135,930.57 14.3% 10.6% 24.7 0.5% 87% 96 96 11.4%
PayPal PYPL 1411.15 $70.06 $98,865.43 10.4% 7.1% 13.9 0.0% 85% 85 77 8.2%
ARS Pharmaceuticals* SPRY 9600.61 $12.86 $123,463.90 13.0% 70.3% 35.5 0.0% 55% 3 31 27.5%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 14.8%
Quality 66.2
Growth 25.2%
P/E Ratio 20.8
Yield 0.7%
Fin Strength 69%
EPS Stability 55