Public Dashboard: Simon, Allen

SMED $8.75

11/07/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
DCT 6487.61
SQ 1461.48
Cash $217,984.00 43.1% 4.0% 4.0%
Averages $506,066.56 8.3% 26.7 2.1% 17% 16 24.9 8.4%
Boeing BA 803.14 $196.50 $157,816.03 31.2% 8.3% 33.0 1.0% 2% 10 17 15.8%
Cryoport* CYRX 4164.58 $8.33 $34,690.98 6.9% -2.7% 19.3 0.5% 28% 36 33 10.9%
Ncino* NCNO 3749.53 $25.49 $95,575.55 18.9% 12.2% 19.1 0.0% 40% 17 34 5.3%


MIPAR 9.6%  
Sweet Spot 14.6% - 19.6%  
Portfolio Averages
PAR 8.4%
Quality 24.9
Growth 8.3%
P/E Ratio 26.7
Yield 2.1%
Fin Strength 17%
EPS Stability 16