Public Dashboard: Smoothie 20

Original investments ($50,000 on 8/19/2014) Sale of THI = $68428 (12/12/14)

02/26/2021
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
DWDP 1049.48
Value Line Arithmetic Index,RTH ^VALUA 15.27 $5,830.34 $89,017.63 4.5%
Averages $1,973,949.81 7.4% 28.9 0.9% 92% 76 81.3 7.1%
Apple AAPL 533.75 $120.99 $64,577.81 3.3% 8.9% 25.0 1.1% 97% 99 99 7.9%
Amazon.com AMZN 149.20 $3,057.16 $456,116.04 23.1% 8.1% 50.0 0.0% 98% 44 63 7.1%
Booking BKNG 39.32 $2,273.20 $89,370.86 4.5% 7.8% 20.0 0.0% 89% 91 100 4.1%
Cognizant Technology CTSH 1094.38 $73.38 $80,305.53 4.1% 8.8% 17.0 1.1% 96% 94 96 9.8%
Expeditors Intl EXPD 1275.80 $91.97 $117,335.33 5.9% 5.0% 22.0 1.2% 95% 93 98 6.4%
Fossil* FOSL 505.77 $15.83 $8,006.28 0.4% -12.3% 14.0 0.0% 1% 4 0 -19.9%
General Electric GE 2190.98 $12.76 $27,956.93 1.4% 5.5% 14.0 1.2% 4% 46 35 3.9%
Gentex GNTX 3707.59 $35.14 $130,284.75 6.6% 7.5% 17.0 1.5% 98% 89 100 7.4%
Alphabet (Google) GOOG 85.20 $2,031.36 $173,069.84 8.8% 16.5% 34.0 0.0% 99% 98 99 14.8%
Goldman Sachs GS 303.23 $327.76 $99,387.98 5.0% 6.9% 11.4 2.3% 88% 89 83 7.1%
Intl Business Machines IBM 304.48 $122.47 $37,289.67 1.9% 1.4% 11.0 4.0% 95% 98 82 6.4%
Pepsi PEP 611.00 $130.00 $79,430.52 4.0% 4.0% 20.0 2.8% 97% 97 85 7.1%
Schlumberger SLB 505.87 $28.51 $14,422.33 0.7% 6.8% 24.0 1.3% 61% 34 62 8.2%
Urban Outfitters URBN 1295.67 $34.54 $44,752.51 2.3% 2.7% 15.0 0.0% 76% 34 46 -0.3%
United Therapeutics UTHR 535.85 $168.80 $90,451.14 4.6% 1.3% 12.0 0.0% 82% 68 63 -2.2%
Visa Inc. V 955.45 $213.75 $204,226.58 10.3% 10.4% 37.0 0.8% 99% 95 100 9.9%
Vanguard Total Stock Market VTSMX 2.15 $100.37 $215.90 0.0% 8.4% 27.4 1.5% 93% 76 84 9.3%
Verizon VZ 1236.56 $56.50 $69,865.81 3.5% 1.3% 11.0 2.8% 95% 57 76 4.2%
Wal-Mart WMT 741.69 $131.95 $97,866.39 5.0% 2.8% 21.7 1.5% 79% 90 67 6.4%


MIPAR 5.6%  
Sweet Spot 10.6% - 15.6%  

Portfolio Averages

PAR 7.1%
Quality 81.3
Growth 7.4%
P/E Ratio 28.9
Yield 0.9%
Fin Strength 92%
EPS Stability 76