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.
| 10/31/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Averages | $1,760.32 | 9.8% | 23.4 | 0.9% | 88% | 74 | 86.4 | 7.6% | ||||
| Amazon.com | AMZN | 0.74 | $222.86 | $165.00 | 9.4% | 11.2% | 35.2 | 0.0% | 96% | 40 | 78 | 12.7% |
| ASML | ASML | 0.15 | $1,075.45 | $165.02 | 9.4% | 14.0% | 21.2 | 1.0% | 77% | 92 | 97 | 4.5% |
| Edwards Lifesciences | EW | 1.25 | $83.48 | $104.53 | 5.9% | 5.7% | 26.9 | 0.0% | 96% | 86 | 95 | 3.8% |
| Forward Air | FWRD | 1.48 | $18.67 | $27.68 | 1.6% | 4.1% | 23.0 | 2.1% | 2% | 6 | 6 | 19.5% |
| Alphabet (Google) | GOOG | 0.77 | $281.90 | $216.40 | 12.3% | 10.8% | 25.3 | 0.4% | 99% | 78 | 91 | 3.5% |
| Monster Beverage | MNST | 1.72 | $66.57 | $114.36 | 6.5% | 7.3% | 30.0 | 0.0% | 99% | 83 | 96 | 8.8% |
| NIKE | NKE | 0.94 | $64.90 | $60.91 | 3.5% | 2.6% | 30.4 | 2.1% | 77% | 31 | 46 | 13.0% |
| Pepsi | PEP | 0.55 | $147.55 | $81.30 | 4.6% | 3.4% | 18.9 | 2.5% | 72% | 93 | 72 | 10.8% |
| Regeneron Pharma | REGN | 0.12 | $654.04 | $81.10 | 4.6% | 4.5% | 17.0 | 0.5% | 96% | 71 | 73 | 3.9% |
| Starbucks | SBUX | 1.00 | $83.15 | $83.12 | 4.7% | 6.3% | 26.3 | 3.2% | 67% | 61 | 68 | 7.6% |
| SolarEdge Technologies | SEDG | 0.59 | $34.34 | $20.20 | 1.1% | 17.6% | 25.8 | 0.0% | 26% | 6 | 36 | 2.7% |
| Travelers Cos. | TRV | 0.61 | $271.01 | $165.78 | 9.4% | 7.5% | 12.7 | 1.2% | 99% | 69 | 86 | 5.3% |
| Taiwan Semi | TSM | 1.09 | $303.22 | $330.74 | 18.8% | 14.4% | 19.3 | 1.0% | 95% | 82 | 99 | 9.9% |
| Visa Inc. | V | 0.42 | $345.03 | $144.19 | 8.2% | 10.8% | 25.2 | 0.7% | 76% | 99 | 99 | 7.0% |