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.
| 08/02/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Averages | $1,528.98 | 9.0% | 23.2 | 1.0% | 89% | 80 | 85.5 | 9.7% | ||||
| Amazon.com | AMZN | 0.74 | $214.75 | $158.99 | 10.4% | 11.2% | 40.2 | 0.0% | 96% | 48 | 75 | 11.9% |
| ASML | ASML | 0.15 | $689.82 | $105.85 | 6.9% | 14.1% | 19.8 | 1.0% | 99% | 97 | 99 | 13.0% |
| Edwards Lifesciences | EW | 1.25 | $79.33 | $99.34 | 6.5% | 5.7% | 27.7 | 0.0% | 90% | 99 | 96 | 3.4% |
| Forward Air | FWRD | 1.48 | $29.19 | $43.28 | 2.8% | 4.0% | 21.2 | 2.1% | 4% | 11 | 8 | 10.5% |
| Alphabet (Google) | GOOG | 0.77 | $189.95 | $145.81 | 9.5% | 10.8% | 25.3 | 0.4% | 97% | 88 | 93 | 11.2% |
| Monster Beverage | MNST | 1.72 | $59.02 | $101.39 | 6.6% | 7.4% | 27.0 | 0.0% | 99% | 93 | 97 | 8.6% |
| NIKE | NKE | 0.94 | $74.62 | $70.03 | 4.6% | 2.5% | 23.6 | 2.1% | 77% | 68 | 63 | 5.1% |
| Pepsi | PEP | 0.55 | $139.28 | $76.74 | 5.0% | 3.4% | 18.9 | 2.5% | 85% | 99 | 76 | 12.1% |
| Regeneron Pharma | REGN | 0.12 | $558.87 | $69.30 | 4.5% | 4.8% | 16.2 | 0.4% | 93% | 76 | 76 | 10.4% |
| Starbucks | SBUX | 1.00 | $86.86 | $86.83 | 5.7% | 6.6% | 24.4 | 3.6% | 59% | 66 | 71 | 10.2% |
| SolarEdge Technologies | SEDG | 0.59 | $25.55 | $15.03 | 1.0% | 18.0% | 22.9 | 0.0% | 27% | 12 | 39 | 5.9% |
| Travelers Cos. | TRV | 0.61 | $258.32 | $158.01 | 10.3% | 7.5% | 12.8 | 1.2% | 99% | 69 | 84 | 6.2% |
| Taiwan Semi | TSM | 1.09 | $235.21 | $256.56 | 16.8% | 12.2% | 17.1 | 1.0% | 97% | 92 | 100 | 12.3% |
| Visa Inc. | V | 0.42 | $339.35 | $141.82 | 9.3% | 10.8% | 27.3 | 0.7% | 91% | 100 | 100 | 8.3% |