Public Dashboard: Simon, Allen

SMED $8.75

09/16/2025
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 39.6% 4.0% 4.0%
Averages $550,274.48 7.7% 24.7 1.9% 14% 13 22.2 5.1%
Boeing BA 803.14 $227.04 $182,343.77 33.1% 8.4% 30.8 1.0% 2% 6 16 10.8%
Cryoport* CYRX 4164.58 $8.77 $36,523.40 6.6% -2.7% 11.7 0.5% 45% 18 34 0.4%
Ncino* NCNO 3749.53 $30.25 $113,423.31 20.6% 9.8% 19.2 0.0% 24% 23 28 -0.5%


MIPAR 8.1%  
Sweet Spot 13.1% - 18.1%  
Portfolio Averages
PAR 5.1%
Quality 22.2
Growth 7.7%
P/E Ratio 24.7
Yield 1.9%
Fin Strength 14%
EPS Stability 13