Public Dashboard: Ortiz, Pedro

06/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $830,881.99 14.4% 24.2 0.8% 67% 57 68.2 12.6%
Advanced Micro Dev AMD 814.60 $110.73 $90,200.44 10.9% 13.4% 19.0 0.0% 96% 63 89 9.1%
Datadog* DDOG 703.24 $117.88 $82,897.34 10.0% 15.6% 37.8 0.0% 76% 76 88 1.6%
DigitalOcean Holdings* DOCN 1750.39 $28.30 $49,536.15 6.0% 19.0% 40.0 0.0% 23% 33 16 33.1%
Fidelity National Financial FNF 1962.71 $54.77 $107,497.57 12.9% 2.7% 12.2 3.4% 92% 69 86 9.5%
MarineMax* HZO 2090.30 $21.20 $44,314.38 5.3% 14.4% 8.7 0.0% 17% 34 39 29.2%
Meta Platforms [Facebook] META 309.60 $647.49 $200,461.61 24.1% 14.4% 22.7 0.4% 99% 80 98 9.7%
Silicon Motion Tech* SIMO 1249.10 $61.20 $76,445.04 9.2% 8.8% 19.0 2.5% 76% 69 59 12.8%
SoFi Technologies SOFI 8223.68 $13.30 $109,375.00 13.2% 19.8% 28.3 0.0% 12% 18 34 14.4%
Unity Software U 980.30 $26.08 $25,566.12 3.1% 6.9% 59.4 0.0% 44% 6 3 -6.6%
Upstart* UPST 945.27 $47.17 $44,588.34 5.4% 37.3% 22.1 0.0% 28% 27 37 27.2%


MIPAR 9.7%  
Sweet Spot 14.7% - 19.7%  
Portfolio Averages
PAR 12.6%
Quality 68.2
Growth 14.4%
P/E Ratio 24.2
Yield 0.8%
Fin Strength 67%
EPS Stability 57