Public Dashboard: Stewart, James

09/16/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,047,499.74 3.9% 14.8 2.5% 67% 75 69.4 9.2%
British American Tobacco BTI 4600.87 $56.03 $257,786.97 24.6% 2.7% 12.1 7.1% 42% 100 79 11.0%
Horton, DR DHI 2207.29 $172.09 $379,852.02 36.3% 6.2% 12.4 1.1% 92% 68 82 8.3%
Medifast MED 1026.27 $14.22 $14,593.60 1.4% -1.9% 20.7 0.0% 68% 6 10 -1.2%
MKS Instruments MKSI 1280.66 $116.38 $149,042.75 14.2% 3.8% 13.6 0.6% 20% 68 46 6.4%
UFP Industries UFPI 2479.85 $99.29 $246,224.41 23.5% 2.0% 21.6 1.2% 82% 68 59 11.1%


MIPAR 8.1%  
Sweet Spot 13.1% - 18.1%  
Portfolio Averages
PAR 9.2%
Quality 69.4
Growth 3.9%
P/E Ratio 14.8
Yield 2.5%
Fin Strength 67%
EPS Stability 75