Public Dashboard: Tin Cup
The Tin Cup model portfolio is a demonstration based on investing the maximum monthly 401(k) contribution since January 1995. Rate of return since inception is 15.8% vs 10.8% for the Wilshire 5000. (8/31/2021)
| 09/19/2021 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash | $4,135.65 | 0.1% | 0.5% | 0.5% | ||||||||
| Averages | $3,986,875.16 | 12.6% | 21.0 | 1.0% | 82% | 79 | 87.8 | 12.8% | ||||
| Abbvie | ABBV | 1750.00 | $107.73 | $188,527.50 | 4.7% | 3.3% | 9.0 | 4.2% | 91% | 88 | 84 | 8.4% |
| a2 Milk Company* | ACOPY | 34000.00 | $4.00 | $136,000.00 | 3.4% | 7.3% | 28.0 | 0.0% | 34% | 61 | 70 | 19.9% |
| Addus Homecare* | ADUS | 3000.00 | $86.56 | $259,680.00 | 6.5% | 14.8% | 32.0 | 0.0% | 87% | 72 | 87 | 16.8% |
| Air Lease* | AL | 7500.00 | $37.81 | $283,575.00 | 7.1% | 10.8% | 7.0 | 1.0% | 71% | 86 | 98 | 11.8% |
| Amazon.com | AMZN | 120.00 | $3,462.52 | $415,502.40 | 10.4% | 18.8% | 40.0 | 0.0% | 86% | 43 | 71 | 12.3% |
| ASE Technology* | ASX | 35000.00 | $8.53 | $298,550.00 | 7.5% | 11.9% | 20.0 | 3.1% | 88% | 63 | 70 | 16.6% |
| Axos Financial* [was BOFI] | AX | 5250.00 | $45.74 | $240,135.00 | 6.0% | 14.0% | 14.0 | 0.0% | 73% | 95 | 96 | 13.7% |
| British American Tobacco | BTI | 5000.00 | $36.70 | $183,500.00 | 4.6% | 4.5% | 10.0 | 3.7% | 61% | 99 | 95 | 17.3% |
| EPAM Systems | EPAM | 500.00 | $613.95 | $306,975.00 | 7.7% | 22.5% | 37.5 | 0.0% | 76% | 87 | 95 | 2.8% |
| First Financial Bankshares* | FFIN | 1694.01 | $44.65 | $75,637.50 | 1.9% | 11.8% | 25.0 | 1.5% | 97% | 100 | 99 | 12.4% |
| FleetCor Technologies | FLT | 500.00 | $258.24 | $129,120.00 | 3.2% | 8.0% | 21.0 | 0.0% | 77% | 85 | 95 | 7.3% |
| Gentex | GNTX | 10000.00 | $32.24 | $322,400.00 | 8.1% | 5.5% | 18.0 | 1.5% | 98% | 95 | 100 | 13.9% |
| Alphabet (Google) | GOOG | 154.00 | $2,829.27 | $435,707.58 | 10.9% | 18.2% | 25.0 | 0.0% | 98% | 93 | 99 | 10.3% |
| Great Southern Bancorp* | GSBC | 1426.60 | $53.14 | $75,809.52 | 1.9% | 10.4% | 9.0 | 2.2% | 93% | 91 | 96 | 12.5% |
| Intel | INTC | 3500.00 | $54.26 | $189,910.00 | 4.8% | 4.1% | 9.0 | 1.5% | 99% | 90 | 92 | 6.9% |
| Jazz Pharmaceuticals | JAZZ | 2000.00 | $133.22 | $266,440.00 | 6.7% | 15.3% | 11.0 | 0.0% | 76% | 67 | 77 | 21.6% |
| M.D.C. Holdings | MDC | 3400.00 | $51.55 | $175,270.00 | 4.4% | 10.4% | 12.0 | 2.3% | 64% | 55 | 78 | 16.1% |