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

09/18/2025
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 2.5%
TIF 1.74
TSO 1.39
VOLKSWAGEN AG VLKPY 4.21 $36.57 $154.03 3.9%
Averages $3,943.38 8.2% 28.8 1.5% 65% 41 49.7 3.3%
Alnylam Pharma ALNY 1.90 $451.73 $860.43 21.8% 20.4% 71.2 0.0% 13% 7 21 -5.4%
Citigroup C 2.60 $101.76 $264.45 6.7% 4.2% 9.1 2.8% 93% 69 70 1.1%
General Motors GM 3.64 $58.73 $213.49 5.4% 5.1% 6.4 1.4% 73% 88 71 12.2%
Invesco IVZ 4.32 $22.17 $95.73 2.4% 2.4% 9.8 4.4% 96% 21 37 2.1%
Keycorp KEY 9.72 $18.71 $181.83 4.6% 3.2% 10.2 4.1% 87% 65 72 6.8%
Marathon Petroleum MPC 3.04 $184.68 $560.83 14.2% 2.8% 19.2 2.0% 73% 16 30 7.3%
Norwegian Cruise NCLH 2.62 $25.38 $66.39 1.7% 8.7% 8.4 0.0% 0% 23 50 8.6%
Perrigo PRGO 1.14 $21.13 $24.08 0.6% 2.2% 10.6 3.3% 15% 68 28 16.8%
State Street Corp. STT 1.97 $111.70 $219.93 5.6% 6.7% 12.0 3.8% 96% 94 86 8.5%
Synchrony Financial SYF 4.28 $74.82 $320.29 8.1% 1.4% 11.0 1.8% 48% 44 28 -0.9%
Vertex Pharma VRTX 1.25 $387.15 $484.91 12.3% 9.7% 27.0 0.0% 99% 47 73 10.8%
Williams-Sonoma WSM 2.02 $196.61 $396.71 10.1% 1.7% 18.9 1.8% 97% 63 79 1.2%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 3.3%
Quality 49.7
Growth 8.2%
P/E Ratio 28.8
Yield 1.5%
Fin Strength 65%
EPS Stability 41