Public Dashboard: Thompson, Daphne

06/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,047,736.55 10.0% 26.1 0.9% 91% 76 83.9 9.8%
Adobe Systems ADBE 187.59 $415.09 $77,865.07 7.4% 11.4% 23.5 0.0% 95% 76 92 7.8%
Amazon.com AMZN 663.96 $205.01 $136,117.62 13.0% 11.2% 39.2 0.0% 92% 48 73 12.4%
Salesforce.com CRM 444.43 $265.37 $117,937.06 11.3% 8.6% 37.7 0.5% 99% 35 67 8.4%
Alphabet (Google) GOOGL 675.60 $171.74 $116,027.54 11.1% 10.7% 24.8 0.4% 96% 89 91 12.9%
Humana HUM 249.24 $233.13 $58,105.32 5.5% 6.4% 14.4 1.0% 82% 36 51 10.6%
Morgan Stanley MS 962.28 $128.03 $123,200.58 11.8% 7.7% 13.2 3.0% 97% 90 83 7.1%
Microsoft MSFT 319.68 $460.36 $147,167.88 14.0% 12.7% 31.5 0.8% 85% 91 97 11.1%
PayPal PYPL 754.32 $70.28 $53,013.47 5.1% 7.1% 13.1 0.0% 88% 85 76 7.0%
UnitedHealth Group UNH 208.43 $301.91 $62,926.80 6.0% 9.5% 13.9 2.1% 60% 90 87 16.0%
Visa Inc. V 425.46 $365.19 $155,375.20 14.8% 10.8% 26.9 0.7% 99% 100 100 6.4%


MIPAR 9.7%  
Sweet Spot 14.7% - 19.7%  
Portfolio Averages
PAR 9.8%
Quality 83.9
Growth 10.0%
P/E Ratio 26.1
Yield 0.9%
Fin Strength 91%
EPS Stability 76