Public Dashboard: IRA Case Study
$2000 invested on 12/31 since 1994.
| 04/30/2025 | ||||||||||||
| 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 | 5.3% | |||||||
| Averages | $510,719.06 | 7.3% | 22.6 | 1.1% | 83% | 85 | 82.0 | 9.3% | ||||
| Apple | AAPL | 103.23 | $210.14 | $21,692.12 | 4.2% | 6.4% | 24.4 | 0.4% | 95% | 95 | 98 | 7.5% |
| Berkshire Hathaway A | BRK-A | 0.08 | $801,340.00 | $64,908.54 | 12.7% | 8.6% | 21.6 | 0.0% | 100% | 83 | 88 | 5.5% |
| CH Robinson | CHRW | 337.82 | $89.08 | $30,092.65 | 5.9% | 1.3% | 19.5 | 2.1% | 84% | 83 | 58 | 8.6% |
| Colgate-Palmolive | CL | 66.58 | $92.33 | $6,147.15 | 1.2% | 4.8% | 26.6 | 1.7% | 82% | 87 | 85 | 9.4% |
| Costco Wholesale | COST | 54.14 | $978.54 | $52,980.11 | 10.4% | 8.2% | 43.6 | 0.6% | 97% | 91 | 87 | 5.5% |
| Cognizant Technology | CTSH | 444.47 | $73.29 | $32,575.35 | 6.4% | 5.1% | 16.3 | 1.3% | 89% | 84 | 83 | 10.4% |
| CVS Health | CVS | 301.74 | $65.03 | $19,622.02 | 3.8% | 5.4% | 7.8 | 4.8% | 36% | 52 | 38 | 8.6% |
| Dollar Tree Stores | DLTR | 493.49 | $80.89 | $39,918.24 | 7.8% | 6.3% | 13.6 | 0.0% | 41% | 65 | 69 | 6.9% |
| Edwards Lifesciences | EW | 383.90 | $76.28 | $29,284.20 | 5.7% | 5.3% | 27.0 | 0.0% | 96% | 99 | 96 | 5.2% |
| Gentex | GNTX | 268.82 | $22.01 | $5,916.66 | 1.2% | 7.3% | 15.1 | 1.3% | 92% | 87 | 99 | 15.8% |
| Alphabet (Google) | GOOG | 35.38 | $162.06 | $5,732.87 | 1.1% | 12.4% | 23.2 | 0.4% | 95% | 94 | 93 | 12.6% |
| Johnson & Johnson | JNJ | 69.25 | $155.35 | $10,758.30 | 2.1% | 4.5% | 16.4 | 2.8% | 100% | 90 | 97 | 9.3% |
| Medtronic | MDT | 175.87 | $84.60 | $14,878.26 | 2.9% | 3.2% | 15.2 | 2.4% | 92% | 99 | 92 | 9.8% |
| Mesa Labs* | MLAB | 139.11 | $117.11 | $16,291.05 | 3.2% | 6.4% | 19.1 | 0.3% | 32% | 14 | 27 | 9.6% |
| Novo Nordisk | NVO | 235.18 | $62.62 | $14,727.03 | 2.9% | 17.2% | 21.5 | 1.7% | 96% | 98 | 93 | 16.8% |
| Oracle Corp. | ORCL | 674.57 | $140.79 | $94,973.13 | 18.6% | 10.4% | 23.3 | 1.5% | 80% | 97 | 93 | 13.8% |
| Pepsi | PEP | 173.24 | $134.31 | $23,267.19 | 4.6% | 3.4% | 19.2 | 2.3% | 92% | 98 | 78 | 13.4% |