Public Dashboard: IRA Case Study
$2000 invested on 12/31 since 1994.
03/29/2024 | ||||||||||||
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 | 5.1% | |||||||
Averages | $528,353.85 | 9.2% | 21.9 | 1.1% | 83% | 83 | 84.9 | 9.4% | ||||
Apple | AAPL | 103.23 | $171.48 | $17,701.37 | 3.4% | 6.2% | 25.0 | 0.6% | 91% | 99 | 98 | 9.1% |
Berkshire Hathaway A | BRK-A | 0.08 | $634,440.00 | $51,389.64 | 9.7% | 11.5% | 24.0 | 0.0% | 100% | 53 | 80 | 2.7% |
CH Robinson | CHRW | 337.82 | $76.14 | $25,721.31 | 4.9% | 4.3% | 18.0 | 2.1% | 75% | 84 | 61 | 13.0% |
Colgate-Palmolive | CL | 66.58 | $90.05 | $5,995.35 | 1.1% | 6.1% | 25.0 | 2.3% | 62% | 86 | 80 | 6.6% |
Costco Wholesale | COST | 54.14 | $732.63 | $39,666.05 | 7.5% | 9.0% | 41.0 | 0.6% | 99% | 91 | 89 | 7.3% |
Cognizant Technology | CTSH | 444.47 | $73.29 | $32,575.35 | 6.2% | 6.6% | 17.0 | 1.4% | 82% | 82 | 83 | 11.4% |
CVS Health | CVS | 301.74 | $79.76 | $24,066.62 | 4.6% | 8.2% | 10.0 | 2.6% | 65% | 91 | 80 | 15.5% |
Dollar Tree Stores | DLTR | 493.49 | $133.15 | $65,707.93 | 12.4% | 6.1% | 18.0 | 0.0% | 80% | 57 | 75 | 9.0% |
Edwards Lifesciences | EW | 383.90 | $95.56 | $36,685.87 | 6.9% | 10.8% | 25.0 | 0.0% | 98% | 91 | 98 | 3.7% |
Gentex | GNTX | 268.82 | $36.12 | $9,709.67 | 1.8% | 11.0% | 18.0 | 1.3% | 92% | 99 | 100 | 14.4% |
Alphabet (Google) | GOOG | 35.38 | $152.26 | $5,386.20 | 1.0% | 15.3% | 22.0 | 0.0% | 98% | 96 | 98 | 13.9% |
Johnson & Johnson | JNJ | 69.25 | $158.19 | $10,954.97 | 2.1% | 3.1% | 15.0 | 2.8% | 99% | 89 | 94 | 7.8% |
Medtronic | MDT | 175.87 | $87.15 | $15,326.72 | 2.9% | 2.9% | 17.0 | 2.4% | 93% | 100 | 93 | 10.5% |
Mesa Labs* | MLAB | 139.11 | $109.73 | $15,264.43 | 2.9% | 14.1% | 16.0 | 0.3% | 51% | 41 | 68 | 12.5% |
Novo Nordisk | NVO | 235.18 | $128.40 | $30,197.24 | 5.7% | 20.8% | 35.0 | 1.3% | 100% | 99 | 98 | 15.4% |
Oracle Corp. | ORCL | 674.57 | $125.61 | $84,733.11 | 16.0% | 10.4% | 18.0 | 1.5% | 60% | 97 | 88 | 9.9% |
Pepsi | PEP | 173.24 | $175.01 | $30,317.86 | 5.7% | 7.2% | 21.0 | 2.5% | 94% | 99 | 86 | 10.9% |