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

09/16/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Cash $237,141.00 19.7% 4.0% 4.0%
Averages $1,203,653.71 14.7% 59.9 0.8% 58% 36 61.6 6.6%
CrowdStrike CRWD 941.41 $444.77 $418,709.59 34.8% 16.0% 78.3 0.0% 49% 28 57 5.7%
Fortinet FTNT 2689.21 $81.00 $217,826.25 18.1% 17.0% 38.7 0.0% 85% 57 86 13.6%
Okta OKTA 871.51 $90.91 $79,228.52 6.6% 9.2% 26.5 0.0% 60% 23 46 5.8%
Palo Alto Networks PANW 327.18 $201.28 $65,855.19 5.5% 15.8% 62.7 0.0% 78% 24 64 7.1%
Zscaler ZS 647.25 $285.66 $184,893.15 15.4% 10.9% 56.6 0.0% 36% 38 49 4.0%


MIPAR 8.1%  
Sweet Spot 13.1% - 18.1%  
Portfolio Averages
PAR 6.6%
Quality 61.6
Growth 14.7%
P/E Ratio 59.9
Yield 0.8%
Fin Strength 58%
EPS Stability 36