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

12/07/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Cash $237,141.00 19.0% 4.0% 4.0%
Averages $1,249,900.84 16.1% 51.9 0.8% 74% 41 72.7 4.2%
CrowdStrike CRWD 941.41 $512.03 $482,028.63 38.6% 16.0% 71.3 0.0% 68% 24 64 1.8%
Fortinet FTNT 2689.21 $86.92 $233,746.39 18.7% 17.0% 28.4 0.0% 69% 71 84 6.8%
Okta OKTA 871.51 $85.89 $74,853.56 6.0% 9.2% 24.5 0.0% 83% 35 64 6.4%
Palo Alto Networks PANW 327.18 $198.84 $65,056.87 5.2% 15.6% 57.6 0.0% 72% 32 67 8.5%
Zscaler ZS 647.25 $242.68 $157,074.39 12.6% 18.3% 38.3 0.0% 99% 59 91 5.0%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 4.2%
Quality 72.7
Growth 16.1%
P/E Ratio 51.9
Yield 0.8%
Fin Strength 74%
EPS Stability 41