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

07/05/2025
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 2.8%
TIF 1.74
TSO 1.39
VOLKSWAGEN AG VLKPY 4.21 $36.57 $154.03 4.2%
Averages $3,626.77 7.6% 26.3 1.5% 73% 44 53.3 5.0%
Alnylam Pharma ALNY 1.90 $331.91 $632.21 17.4% 20.2% 71.2 0.0% 39% 7 30 0.5%
Citigroup C 2.60 $88.72 $230.56 6.4% 4.2% 9.0 2.8% 92% 69 69 3.0%
General Motors GM 3.64 $52.89 $192.26 5.3% 5.1% 6.4 1.4% 63% 87 67 14.6%
Invesco IVZ 4.32 $16.73 $72.24 2.0% 2.4% 8.9 4.4% 92% 44 47 5.7%
Keycorp KEY 9.72 $18.46 $179.40 4.9% 3.2% 9.6 4.1% 86% 65 71 5.9%
Marathon Petroleum MPC 3.04 $176.05 $534.62 14.7% 2.9% 17.9 2.0% 83% 16 34 7.2%
Norwegian Cruise NCLH 2.62 $21.98 $57.50 1.6% 9.1% 8.2 0.0% 1% 21 48 9.5%
Perrigo PRGO 1.14 $27.20 $31.00 0.9% 2.2% 10.4 3.0% 17% 68 29 10.5%
State Street Corp. STT 1.97 $110.31 $217.19 6.0% 6.7% 11.5 3.8% 92% 99 83 7.1%
Synchrony Financial SYF 4.28 $70.16 $300.34 8.3% 1.7% 11.0 1.8% 48% 47 30 0.7%
Vertex Pharma VRTX 1.25 $459.62 $575.68 15.9% 9.8% 27.0 0.0% 95% 47 71 7.1%
Williams-Sonoma WSM 2.02 $173.19 $349.46 9.6% 1.6% 18.6 1.8% 90% 64 75 3.3%


MIPAR 8.5%  
Sweet Spot 13.5% - 18.5%  
Portfolio Averages
PAR 5.0%
Quality 53.3
Growth 7.6%
P/E Ratio 26.3
Yield 1.5%
Fin Strength 73%
EPS Stability 44