Public Dashboard: IRA Case Study
$2000 invested on 12/31 since 1994.
| 06/16/2025 | ||||||||||||
| 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 | 4.8% | |||||||
| Averages | $567,373.49 | 7.9% | 23.3 | 1.2% | 81% | 86 | 82.9 | 7.6% | ||||
| Apple | AAPL | 103.23 | $196.45 | $20,278.94 | 3.6% | 6.3% | 23.6 | 0.4% | 95% | 95 | 98 | 8.5% |
| Berkshire Hathaway A | BRK-A | 0.08 | $731,220.00 | $59,228.82 | 10.4% | 8.8% | 22.3 | 0.0% | 100% | 83 | 88 | 8.5% |
| CH Robinson | CHRW | 337.82 | $93.54 | $31,599.31 | 5.6% | 2.7% | 18.2 | 2.1% | 91% | 82 | 68 | 9.7% |
| Colgate-Palmolive | CL | 66.58 | $90.26 | $6,009.33 | 1.1% | 4.9% | 26.2 | 1.7% | 83% | 88 | 86 | 9.4% |
| Costco Wholesale | COST | 54.14 | $990.21 | $53,611.95 | 9.4% | 8.2% | 44.1 | 0.6% | 96% | 91 | 87 | 5.5% |
| Cognizant Technology | CTSH | 444.47 | $78.95 | $35,091.06 | 6.2% | 4.3% | 16.7 | 1.3% | 71% | 89 | 77 | 9.7% |
| CVS Health | CVS | 301.74 | $67.46 | $20,355.25 | 3.6% | 5.7% | 7.7 | 4.8% | 37% | 53 | 40 | 8.1% |
| Dollar Tree Stores | DLTR | 493.49 | $95.19 | $46,975.12 | 8.3% | 6.3% | 13.6 | 0.0% | 43% | 65 | 69 | 3.5% |
| Edwards Lifesciences | EW | 383.90 | $75.15 | $28,850.39 | 5.1% | 5.6% | 27.6 | 0.0% | 95% | 99 | 96 | 4.5% |
| Gentex | GNTX | 268.82 | $21.72 | $5,838.71 | 1.0% | 7.1% | 15.1 | 1.3% | 92% | 83 | 98 | 15.7% |
| Alphabet (Google) | GOOG | 35.38 | $175.88 | $6,221.76 | 1.1% | 10.7% | 24.8 | 0.4% | 96% | 89 | 91 | 12.3% |
| Johnson & Johnson | JNJ | 69.25 | $157.10 | $10,879.49 | 1.9% | 4.5% | 16.9 | 2.8% | 100% | 90 | 97 | 9.8% |
| Medtronic | MDT | 175.87 | $87.27 | $15,347.83 | 2.7% | 3.2% | 15.2 | 2.4% | 91% | 98 | 92 | 9.3% |
| Mesa Labs* | MLAB | 139.11 | $97.10 | $13,507.48 | 2.4% | 7.0% | 18.0 | 0.3% | 29% | 41 | 39 | 13.3% |
| Novo Nordisk | NVO | 235.18 | $79.83 | $18,774.50 | 3.3% | 13.0% | 19.9 | 1.7% | 97% | 98 | 89 | 6.5% |
| Oracle Corp. | ORCL | 674.57 | $215.22 | $145,181.60 | 25.6% | 11.8% | 26.5 | 1.5% | 80% | 92 | 91 | 6.6% |
| Pepsi | PEP | 173.24 | $130.85 | $22,667.80 | 4.0% | 3.4% | 18.2 | 2.3% | 92% | 99 | 78 | 12.7% |