Public Dashboard: Lofgren, Susan
05/02/2024 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Cash | $61,581.00 | 5.0% | 4.5% | 4.5% | ||||||||
Averages | $1,229,182.35 | 12.3% | 25.5 | 0.5% | 85% | 63 | 81.7 | 8.4% | ||||
Apple | AAPL | 379.62 | $169.30 | $64,268.99 | 5.2% | 7.8% | 25.0 | 0.6% | 91% | 99 | 99 | 11.0% |
Align Technology | ALGN | 131.85 | $284.52 | $37,514.25 | 3.1% | 10.6% | 32.0 | 0.0% | 73% | 93 | 93 | 13.1% |
Amazon.com | AMZN | 442.64 | $179.00 | $79,232.02 | 6.4% | 17.1% | 40.0 | 0.0% | 94% | 42 | 71 | 9.4% |
Ark Innovation | ARKK | 911.49 | $43.82 | $39,941.67 | 3.2% | 0.0% | 0.0 | 0.0% | 0% | 0 | 0 | -0.8% |
Costco Wholesale | COST | 127.90 | $722.22 | $92,374.10 | 7.5% | 9.6% | 39.0 | 0.7% | 98% | 91 | 90 | 7.2% |
Disney (Walt) | DIS | 467.44 | $110.48 | $51,643.10 | 4.2% | 7.3% | 20.0 | 0.9% | 35% | 34 | 52 | 8.7% |
Alphabet (Google) | GOOG | 450.34 | $165.57 | $74,562.79 | 6.1% | 15.3% | 21.0 | 0.0% | 98% | 97 | 98 | 11.0% |
Meta Platforms [Facebook] | META | 206.40 | $439.19 | $90,647.94 | 7.4% | 14.6% | 24.0 | 0.0% | 99% | 62 | 95 | 13.8% |
MKS Instruments | MKSI | 427.52 | $115.14 | $49,224.31 | 4.0% | 6.9% | 20.0 | 0.5% | 14% | 21 | 27 | 6.8% |
Microsoft | MSFT | 213.12 | $394.94 | $84,169.61 | 6.8% | 11.7% | 27.0 | 0.8% | 97% | 91 | 98 | 7.0% |
Micron Tech | MU | 788.86 | $109.70 | $86,538.05 | 7.0% | 6.6% | 15.0 | 0.5% | 88% | 40 | 65 | -1.2% |
NVIDIA Corp. | NVDA | 264.11 | $830.41 | $219,319.59 | 17.8% | 19.6% | 31.5 | 0.1% | 98% | 63 | 100 | 9.1% |
PayPal | PYPL | 502.88 | $66.14 | $33,260.42 | 2.7% | 10.0% | 15.0 | 0.0% | 92% | 85 | 86 | 13.1% |
Regeneron Pharma | REGN | 133.34 | $903.48 | $120,469.12 | 9.8% | 11.9% | 18.0 | 0.0% | 98% | 62 | 83 | 8.7% |
Boston Beer | SAM | 160.67 | $276.57 | $44,435.40 | 3.6% | 10.3% | 30.0 | 0.0% | 73% | 36 | 71 | 14.1% |