Public Dashboard: IRA Case Study
$2000 invested on 12/31 since 1994.
| 09/16/2025 | ||||||||||||
| 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 | 4.2% | |||||||
| Averages | $639,055.17 | 8.4% | 25.7 | 1.3% | 71% | 86 | 81.5 | 6.6% | ||||
| Apple | AAPL | 103.23 | $236.70 | $24,433.83 | 3.8% | 6.2% | 24.8 | 0.4% | 92% | 95 | 98 | 4.9% |
| Berkshire Hathaway A | BRK-A | 0.08 | $736,469.00 | $59,653.99 | 9.3% | 8.8% | 22.3 | 0.0% | 100% | 83 | 89 | 8.3% |
| CH Robinson | CHRW | 337.82 | $133.27 | $45,020.74 | 7.0% | 2.7% | 18.2 | 2.1% | 87% | 82 | 66 | 2.4% |
| Colgate-Palmolive | CL | 66.58 | $82.13 | $5,468.05 | 0.9% | 4.0% | 24.9 | 1.7% | 64% | 91 | 78 | 10.1% |
| Costco Wholesale | COST | 54.14 | $960.10 | $51,981.73 | 8.1% | 8.2% | 44.4 | 0.6% | 99% | 91 | 89 | 6.7% |
| Cognizant Technology | CTSH | 444.47 | $68.59 | $30,486.33 | 4.8% | 4.3% | 16.3 | 1.3% | 74% | 89 | 80 | 12.3% |
| CVS Health | CVS | 301.74 | $73.46 | $22,165.67 | 3.5% | 5.7% | 7.7 | 4.8% | 65% | 53 | 51 | 6.3% |
| Dollar Tree Stores | DLTR | 493.49 | $97.26 | $47,996.64 | 7.5% | 6.5% | 19.1 | 0.0% | 58% | 60 | 70 | 5.9% |
| Edwards Lifesciences | EW | 383.90 | $76.05 | $29,195.90 | 4.6% | 5.7% | 27.7 | 0.0% | 90% | 99 | 96 | 4.3% |
| Gentex | GNTX | 268.82 | $28.25 | $7,594.08 | 1.2% | 7.6% | 15.7 | 1.3% | 97% | 77 | 99 | 10.2% |
| Alphabet (Google) | GOOG | 35.38 | $251.76 | $8,906.01 | 1.4% | 10.8% | 25.3 | 0.4% | 97% | 88 | 93 | 5.1% |
| Johnson & Johnson | JNJ | 69.25 | $177.40 | $12,285.30 | 1.9% | 4.5% | 17.0 | 2.8% | 97% | 90 | 96 | 7.6% |
| Medtronic | MDT | 175.87 | $93.43 | $16,431.16 | 2.6% | 3.2% | 15.2 | 2.4% | 83% | 99 | 91 | 7.8% |
| Mesa Labs* | MLAB | 139.11 | $66.29 | $9,221.54 | 1.4% | 7.0% | 18.0 | 0.3% | 16% | 41 | 33 | 22.2% |
| Novo Nordisk | NVO | 235.18 | $55.62 | $13,080.77 | 2.0% | 13.6% | 18.5 | 1.6% | 92% | 99 | 91 | 14.6% |
| Oracle Corp. | ORCL | 674.57 | $302.14 | $203,815.49 | 31.9% | 12.7% | 31.7 | 1.5% | 46% | 91 | 83 | 4.8% |
| Pepsi | PEP | 173.24 | $140.64 | $24,363.77 | 3.8% | 3.4% | 18.9 | 2.5% | 85% | 99 | 76 | 11.9% |