Public Dashboard: Martin, Rob

In April 2022, Kaseya, a premier provider of unified IT management and security software agreed to acquire Datto (MSP) for $35.50

11/07/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Cash $237,141.00 18.2% 4.0% 4.0%
Averages $1,304,814.27 16.2% 49.9 0.7% 79% 42 77.2 2.7%
CrowdStrike CRWD 941.41 $532.52 $501,318.06 38.4% 16.0% 61.8 0.0% 80% 24 71 -1.8%
Fortinet FTNT 2689.21 $80.54 $216,589.22 16.6% 17.0% 28.4 0.0% 76% 71 88 7.6%
Okta OKTA 871.51 $85.87 $74,836.13 5.7% 9.2% 28.6 0.0% 85% 35 67 9.5%
Palo Alto Networks PANW 327.18 $211.37 $69,156.46 5.3% 15.6% 58.7 0.0% 78% 32 71 6.9%
Zscaler ZS 647.25 $317.92 $205,773.40 15.8% 18.3% 48.5 0.0% 78% 60 88 3.1%


MIPAR 9.6%  
Sweet Spot 14.6% - 19.6%  
Portfolio Averages
PAR 2.7%
Quality 77.2
Growth 16.2%
P/E Ratio 49.9
Yield 0.7%
Fin Strength 79%
EPS Stability 42