Public Dashboard: IRA Case Study
$2000 invested on 12/31 since 1994.
| 10/31/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EMC Corporation | EMC | 927.85 | $29.05 | $26,954.16 | 4.3% | |||||||
| Averages | $622,980.07 | 8.1% | 23.0 | 1.3% | 65% | 81 | 77.9 | 6.7% | ||||
| Apple | AAPL | 103.23 | $271.40 | $28,015.81 | 4.5% | 6.3% | 28.7 | 0.4% | 83% | 80 | 95 | 5.5% |
| Berkshire Hathaway A | BRK-A | 0.08 | $717,922.00 | $58,151.68 | 9.3% | 8.9% | 19.5 | 0.0% | 56% | 95 | 80 | 6.3% |
| CH Robinson | CHRW | 337.82 | $154.88 | $52,320.94 | 8.4% | 2.6% | 20.0 | 2.1% | 70% | 71 | 55 | 3.8% |
| Colgate-Palmolive | CL | 66.58 | $76.51 | $5,093.88 | 0.8% | 4.0% | 24.3 | 1.7% | 51% | 78 | 70 | 12.2% |
| Costco Wholesale | COST | 54.14 | $920.18 | $49,820.39 | 8.0% | 8.2% | 40.1 | 0.6% | 99% | 90 | 90 | 6.2% |
| Cognizant Technology | CTSH | 444.47 | $72.19 | $32,086.43 | 5.2% | 4.9% | 15.9 | 1.3% | 96% | 98 | 92 | 11.5% |
| CVS Health | CVS | 301.74 | $76.69 | $23,140.29 | 3.7% | 5.9% | 7.9 | 4.8% | 74% | 55 | 57 | 6.5% |
| Dollar Tree Stores | DLTR | 493.49 | $98.80 | $48,756.61 | 7.8% | 6.4% | 17.0 | 0.0% | 53% | 29 | 54 | 8.0% |
| Edwards Lifesciences | EW | 383.90 | $83.48 | $32,048.31 | 5.1% | 5.7% | 26.9 | 0.0% | 96% | 86 | 95 | 3.8% |
| Gentex | GNTX | 268.82 | $23.56 | $6,333.33 | 1.0% | 7.9% | 18.0 | 1.3% | 93% | 72 | 98 | 20.3% |
| Alphabet (Google) | GOOG | 35.38 | $281.90 | $9,972.21 | 1.6% | 10.8% | 25.3 | 0.4% | 99% | 78 | 91 | 3.5% |
| Johnson & Johnson | JNJ | 69.25 | $189.05 | $13,092.09 | 2.1% | 5.0% | 16.8 | 2.8% | 84% | 99 | 97 | 6.0% |
| Medtronic | MDT | 175.87 | $90.97 | $15,998.53 | 2.6% | 3.3% | 15.4 | 2.4% | 71% | 88 | 86 | 9.2% |
| Mesa Labs* | MLAB | 139.11 | $76.02 | $10,575.07 | 1.7% | 8.1% | 18.1 | 0.3% | 19% | 29 | 31 | 20.2% |
| Novo Nordisk | NVO | 235.18 | $50.04 | $11,768.46 | 1.9% | 10.7% | 16.5 | 1.9% | 74% | 86 | 78 | 12.9% |
| Oracle Corp. | ORCL | 674.57 | $256.89 | $173,291.06 | 27.8% | 12.8% | 26.0 | 1.5% | 41% | 90 | 82 | 4.7% |
| Pepsi | PEP | 173.24 | $147.55 | $25,560.82 | 4.1% | 3.4% | 18.9 | 2.5% | 72% | 93 | 72 | 10.8% |