Public Dashboard: 2048 Club: Quality & Value
Long Term Portfolio established 8/15/2023 to "compete" with T. Rowe Price 2050 Target (TRRMX) by selecting a high conviction basket of top-rated safety, A++/A+ financial strength and above-average return forecast.
04/27/2024 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Averages | $1,453.44 | 11.6% | 23.8 | 0.8% | 95% | 85 | 91.4 | 10.5% | ||||
Amazon.com | AMZN | 0.74 | $179.62 | $132.98 | 9.1% | 17.1% | 40.0 | 0.0% | 94% | 42 | 71 | 9.3% |
ASML | ASML | 0.15 | $918.97 | $141.01 | 9.7% | 16.7% | 24.0 | 0.9% | 99% | 95 | 100 | 4.3% |
Edwards Lifesciences | EW | 1.25 | $86.43 | $108.23 | 7.4% | 10.8% | 25.0 | 0.0% | 98% | 90 | 98 | 5.8% |
Forward Air | FWRD | 1.48 | $22.27 | $33.02 | 2.3% | 11.6% | 13.0 | 0.8% | 85% | 56 | 89 | 32.6% |
Alphabet (Google) | GOOG | 0.77 | $173.69 | $133.33 | 9.2% | 15.3% | 21.0 | 0.0% | 98% | 97 | 98 | 9.9% |
Monster Beverage | MNST | 1.72 | $53.37 | $91.69 | 6.3% | 13.3% | 28.0 | 0.0% | 88% | 95 | 99 | 15.1% |
NIKE | NKE | 0.94 | $94.12 | $88.33 | 6.1% | 6.6% | 20.0 | 1.4% | 92% | 95 | 93 | 11.6% |
Pepsi | PEP | 0.55 | $175.58 | $96.74 | 6.7% | 6.5% | 20.0 | 2.4% | 93% | 99 | 85 | 9.8% |
Regeneron Pharma | REGN | 0.12 | $883.20 | $109.52 | 7.5% | 11.9% | 18.0 | 0.0% | 98% | 62 | 83 | 9.2% |
Starbucks | SBUX | 1.00 | $88.25 | $88.21 | 6.1% | 8.2% | 25.0 | 2.2% | 75% | 87 | 91 | 14.0% |
SolarEdge Technologies | SEDG | 0.59 | $58.20 | $34.24 | 2.4% | -6.4% | 24.0 | 1.0% | 85% | 35 | 27 | 7.5% |
Travelers Cos. | TRV | 0.61 | $213.45 | $130.57 | 9.0% | 9.3% | 14.0 | 1.2% | 100% | 88 | 98 | 9.2% |
Taiwan Semi | TSM | 1.09 | $138.30 | $150.85 | 10.4% | 13.5% | 23.0 | 1.3% | 100% | 98 | 100 | 13.7% |
Visa Inc. | V | 0.42 | $274.52 | $114.72 | 7.9% | 10.7% | 29.0 | 0.8% | 100% | 98 | 100 | 10.6% |