Public Dashboard: NBN Portfolio

Nothing But Net (www.nothing-but-net.org) holdings.

11/15/2019
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Cash $2,782.85 1.3% 2.3% 2.3%
Averages $213,960.10 12.5% 17.4 0.5% 81% 77 90.2 13.4%
Apple AAPL 80.00 $262.64 $21,011.20 9.8% 7.8% 14.0 1.5% 93% 96 99 7.5%
Air Lease* AL 400.00 $45.18 $18,072.00 8.4% 16.2% 9.0 0.7% 54% 63 93 15.7%
Align Technology ALGN 0.00 $260.44 $0.00 0.0% 19.2% 36.0 0.0% 84% 97 98 13.5%
Axos Financial* [was BOFI] AX 500.00 $29.45 $14,725.00 6.9% 12.9% 12.0 0.0% 20% 74 87 10.4%
Biogen BIIB 50.00 $275.15 $13,757.50 6.4% 7.1% 11.0 0.0% 84% 77 82 13.8%
Booking BKNG 6.00 $1,865.55 $11,193.30 5.2% 12.9% 19.0 0.0% 95% 96 100 15.8%
Cerner CERN 0.00 $67.05 $0.00 0.0% 5.7% 22.0 1.0% 97% 96 88 7.0%
Centene CNC 0.00 $54.65 $0.00 0.0% 11.5% 10.0 0.0% 86% 61 78 11.3%
CVS Health CVS 0.00 $72.94 $0.00 0.0% 2.3% 10.0 3.0% 96% 98 78 5.8%
EPAM Systems EPAM 70.00 $207.67 $14,536.90 6.8% 22.0% 38.0 0.0% 84% 70 97 16.1%
Edwards Lifesciences EW 0.00 $240.56 $0.00 0.0% 12.5% 32.0 0.0% 88% 71 96 9.2%
FaceBook FB 110.00 $193.15 $21,246.50 9.9% 22.4% 24.0 0.0% 93% 51 96 25.5%
Five Below FIVE 0.00 $124.33 $0.00 0.0% 21.2% 34.0 0.0% 90% 73 94 17.8%
Alphabet (Google) GOOGL 15.00 $1,309.15 $19,637.25 9.2% 18.9% 25.0 0.0% 99% 92 96 17.7%
LKQ Corp LKQ 500.00 $35.17 $17,585.00 8.2% 6.9% 13.0 0.0% 78% 98 85 6.9%
Schwab Charles SCHW 330.00 $43.38 $14,315.40 6.7% 9.7% 21.0 1.3% 85% 62 84 16.9%
Skyworks Solutions SWKS 140.00 $98.75 $13,825.00 6.5% 5.6% 12.0 1.8% 81% 56 83 6.9%
Thor Industries THO 250.00 $66.80 $16,700.00 7.8% 6.2% 9.0 1.4% 90% 79 70 8.6%
Texas Roadhouse TXRH 0.00 $56.96 $0.00 0.0% 11.3% 20.0 1.6% 90% 95 94 14.7%
Ulta Beauty ULTA 60.00 $242.87 $14,572.20 6.8% 10.7% 19.0 0.0% 89% 85 97 12.6%


MIPAR 8.6%  
Sweet Spot 13.6% - 18.6%  

Portfolio Averages

PAR 13.4%
Quality 90.2
Growth 12.5%
P/E Ratio 17.4
Yield 0.5%
Fin Strength 81%
EPS Stability 77