Public Dashboard: Malcolm, Susan

06/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,105,326.80 11.3% 30.8 0.6% 66% 53 65.9 8.7%
CrowdStrike CRWD 706.06 $471.37 $332,813.15 30.1% 19.2% 47.3 0.0% 64% 31 70 -3.4%
DXC Technology DXC 4072.99 $15.20 $61,909.42 5.6% 4.4% 11.9 0.0% 10% 44 19 30.5%
LCI Industries LCII 1028.21 $87.14 $89,598.57 8.1% 2.6% 15.9 3.8% 67% 55 42 11.9%
LGI Homes LGIH 995.22 $50.10 $49,860.67 4.5% 4.8% 10.5 0.0% 18% 56 35 14.9%
Malibu Boats MBUU 1925.15 $30.14 $58,024.02 5.2% 0.8% 15.3 0.0% 38% 45 31 14.7%
Netease.com* NTES 1227.18 $121.76 $149,420.83 13.5% 6.8% 19.6 2.0% 85% 50 71 11.6%
Ollie's Bargain OLLI 2646.62 $111.45 $294,966.13 26.7% 10.3% 30.7 0.0% 84% 89 98 9.4%
Progyny* PGNY 3196.93 $21.50 $68,734.02 6.2% 17.9% 40.0 0.0% 64% 14 23 24.6%


MIPAR 9.7%  
Sweet Spot 14.7% - 19.7%  
Portfolio Averages
PAR 8.7%
Quality 65.9
Growth 11.3%
P/E Ratio 30.8
Yield 0.6%
Fin Strength 66%
EPS Stability 53