Public Dashboard: Stewart, Tracey

06/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,150,193.81 10.3% 13.9 1.1% 69% 73 82.7 12.3%
Air Lease* AL 3114.10 $57.61 $179,403.36 15.6% 8.0% 6.1 4.0% 32% 54 66 2.6%
ASML ASML 182.02 $736.77 $134,104.67 11.7% 14.1% 21.8 1.0% 99% 96 98 12.4%
Axos Financial AX 2462.08 $69.54 $171,213.32 14.9% 12.6% 9.9 0.0% 44% 100 97 16.1%
Alphabet (Google) GOOG 844.38 $172.85 $145,951.08 12.7% 10.7% 24.8 0.4% 96% 89 91 12.7%
Green Brick Partners* GRBK 5341.88 $58.45 $312,232.89 27.1% 9.0% 9.5 0.0% 75% 59 78 14.7%
MKS Instruments MKSI 800.41 $82.19 $65,785.70 5.7% 4.9% 15.2 0.5% 20% 71 50 14.1%
NVIDIA Corp. NVDA 495.21 $135.13 $66,917.19 5.8% 16.8% 27.6 0.2% 99% 66 99 11.5%
Price T. Rowe TROW 796.94 $93.59 $74,585.61 6.5% 7.1% 11.9 3.8% 99% 51 78 15.4%


MIPAR 9.7%  
Sweet Spot 14.7% - 19.7%  
Portfolio Averages
PAR 12.3%
Quality 82.7
Growth 10.3%
P/E Ratio 13.9
Yield 1.1%
Fin Strength 69%
EPS Stability 73