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

10/30/2020
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Credit Suisse Group American De CS 9.53 $15.72 $149.86 6.5%
KINGFISHER KGFHY 11.91 $8.43 $100.30 4.3%
TSO 1.39
VOLKSWAGEN AG VLKPY 4.21 $36.57 $154.03 6.7%
Averages $2,312.17 11.8% 21.1 1.6% 60% 55 58.4 10.8%
Alnylam Pharma ALNY 1.90 $123.32 $234.90 10.2% 55.1% 55.0 0.0% 4% 2 27 15.7%
Citigroup C 2.60 $41.66 $108.26 4.7% 4.9% 10.9 3.0% 47% 72 57 20.0%
Endo Intl ENDP 7.30 $4.73 $34.55 1.5% 0.0% 7.8 0.0% 2% 4 5 5.3%
Greenhill & Co. GHL 6.12 $12.88 $78.82 3.4% 4.8% 8.0 0.8% 1% 38 31 9.5%
General Motors GM 3.64 $34.89 $126.83 5.5% 3.6% 8.7 2.1% 84% 77 78 9.7%
Infinera INFN 9.82 $6.50 $63.85 2.8% 12.4% 15.0 0.0% 4% 6 34 12.0%
Invesco IVZ 4.32 $13.40 $57.86 2.5% 13.0% 10.9 3.3% 72% 31 68 17.8%
Keycorp KEY 9.72 $12.75 $123.91 5.4% 5.0% 11.0 3.5% 61% 75 66 14.8%
Marathon Petroleum MPC 3.04 $28.83 $87.55 3.8% 4.5% 19.6 3.4% 62% 13 34 13.6%
Norwegian Cruise NCLH 2.62 $15.77 $41.25 1.8% 0.0% 12.0 0.0% 24% 5 10 8.7%
Perrigo PRGO 1.14 $42.53 $48.47 2.1% 3.1% 12.0 1.4% 78% 73 62 10.8%
State Street Corp. STT 1.97 $58.80 $115.77 5.0% 5.8% 12.0 2.4% 96% 98 86 11.0%
Synchrony Financial SYF 4.28 $25.46 $108.99 4.7% 4.6% 6.0 1.9% 72% 69 57 11.6%
Tiffany TIF 1.74 $130.81 $227.57 9.8% 2.9% 21.0 1.9% 96% 95 98 -2.8%
Vertex Pharma VRTX 1.25 $207.01 $259.28 11.2% 10.5% 33.0 0.0% 65% 32 37 15.7%
Williams-Sonoma WSM 2.02 $94.22 $190.11 8.2% 4.9% 16.0 2.4% 97% 95 94 5.2%


MIPAR 8.7%  
Sweet Spot 13.7% - 18.7%  

Portfolio Averages

PAR 10.8%
Quality 58.4
Growth 11.8%
P/E Ratio 21.1
Yield 1.6%
Fin Strength 60%
EPS Stability 55