Public Dashboard: IRA Case Study
$2000 invested on 12/31 since 1994.
| 08/02/2025 | ||||||||||||
| 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 | 4.6% | |||||||
| Averages | $590,208.14 | 8.2% | 25.4 | 1.2% | 72% | 85 | 81.2 | 8.4% | ||||
| Apple | AAPL | 103.23 | $202.38 | $20,891.08 | 3.5% | 6.2% | 24.8 | 0.4% | 92% | 95 | 98 | 8.2% |
| Berkshire Hathaway A | BRK-A | 0.08 | $711,480.00 | $57,629.88 | 9.8% | 8.8% | 22.3 | 0.0% | 100% | 83 | 89 | 9.1% |
| CH Robinson | CHRW | 337.82 | $113.86 | $38,463.73 | 6.5% | 2.7% | 18.2 | 2.1% | 87% | 82 | 66 | 5.6% |
| Colgate-Palmolive | CL | 66.58 | $83.51 | $5,559.93 | 0.9% | 4.0% | 24.9 | 1.7% | 64% | 91 | 78 | 9.8% |
| Costco Wholesale | COST | 54.14 | $952.52 | $51,571.34 | 8.7% | 8.2% | 44.4 | 0.6% | 99% | 91 | 89 | 6.8% |
| Cognizant Technology | CTSH | 444.47 | $70.59 | $31,375.28 | 5.3% | 4.3% | 16.3 | 1.3% | 74% | 89 | 80 | 11.7% |
| CVS Health | CVS | 301.74 | $62.47 | $18,849.57 | 3.2% | 5.7% | 7.7 | 4.8% | 65% | 53 | 51 | 9.7% |
| Dollar Tree Stores | DLTR | 493.49 | $114.72 | $56,612.94 | 9.6% | 6.5% | 19.1 | 0.0% | 58% | 60 | 70 | 2.4% |
| Edwards Lifesciences | EW | 383.90 | $79.33 | $30,455.10 | 5.2% | 5.7% | 27.7 | 0.0% | 90% | 99 | 96 | 3.4% |
| Gentex | GNTX | 268.82 | $26.28 | $7,064.51 | 1.2% | 7.6% | 15.7 | 1.3% | 97% | 77 | 99 | 11.8% |
| Alphabet (Google) | GOOG | 35.38 | $189.95 | $6,719.48 | 1.1% | 10.8% | 25.3 | 0.4% | 97% | 88 | 93 | 11.2% |
| Johnson & Johnson | JNJ | 69.25 | $167.33 | $11,587.94 | 2.0% | 4.5% | 17.0 | 2.8% | 97% | 90 | 96 | 8.8% |
| Medtronic | MDT | 175.87 | $89.34 | $15,711.87 | 2.7% | 3.2% | 15.2 | 2.4% | 83% | 99 | 91 | 8.8% |
| Mesa Labs* | MLAB | 139.11 | $74.91 | $10,420.66 | 1.8% | 7.0% | 18.0 | 0.3% | 16% | 41 | 33 | 19.3% |
| Novo Nordisk | NVO | 235.18 | $48.19 | $11,333.37 | 1.9% | 13.6% | 18.5 | 1.6% | 92% | 99 | 91 | 17.9% |
| Oracle Corp. | ORCL | 674.57 | $244.42 | $164,879.13 | 27.9% | 12.7% | 31.7 | 1.5% | 46% | 91 | 83 | 9.2% |
| Pepsi | PEP | 173.24 | $139.28 | $24,128.17 | 4.1% | 3.4% | 18.9 | 2.5% | 85% | 99 | 76 | 12.1% |