Public Dashboard: Morningstar 5-Stars (6/28/2016)

05/09/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
CS 9.53
ENDP 7.30
GHL 6.12
INFN 9.82
KINGFISHER KGFHY 11.91 $8.43 $100.30 3.2%
TIF 1.74
TSO 1.39
VOLKSWAGEN AG VLKPY 4.21 $36.57 $154.03 4.9%
Averages $3,137.78 8.0% 25.3 1.5% 74% 45 55.3 8.7%
Alnylam Pharma ALNY 1.90 $258.35 $492.10 15.7% 19.3% 68.0 0.0% 39% 8 22 4.7%
Citigroup C 2.60 $71.64 $186.17 5.9% 4.2% 9.0 2.8% 92% 68 69 7.3%
General Motors GM 3.64 $47.35 $172.12 5.5% 5.1% 6.3 1.4% 62% 88 67 17.0%
Invesco IVZ 4.32 $14.75 $63.69 2.0% 2.4% 8.9 4.4% 92% 44 47 8.3%
Keycorp KEY 9.72 $15.57 $151.31 4.8% 2.9% 11.3 4.1% 87% 61 68 6.5%
Marathon Petroleum MPC 3.04 $149.97 $455.42 14.5% 7.9% 20.4 1.9% 82% 16 49 14.2%
Norwegian Cruise NCLH 2.62 $17.88 $46.77 1.5% 9.1% 8.1 0.0% 1% 21 48 13.9%
Perrigo PRGO 1.14 $26.80 $30.54 1.0% 2.2% 10.3 3.0% 18% 68 29 10.8%
State Street Corp. STT 1.97 $94.06 $185.19 5.9% 6.4% 11.3 3.8% 92% 99 83 10.9%
Synchrony Financial SYF 4.28 $55.46 $237.41 7.6% 1.7% 11.0 1.8% 48% 47 30 5.5%
Vertex Pharma VRTX 1.25 $429.60 $538.08 17.1% 9.6% 25.9 0.0% 95% 48 72 8.8%
Williams-Sonoma WSM 2.02 $160.89 $324.64 10.3% 1.6% 18.2 1.8% 90% 64 76 4.3%


MIPAR 10.1%  
Sweet Spot 15.1% - 20.1%  
Portfolio Averages
PAR 8.7%
Quality 55.3
Growth 8.0%
P/E Ratio 25.3
Yield 1.5%
Fin Strength 74%
EPS Stability 45