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 14.0% vs 9.9% for the Wilshire 5000. (6/30/2024)
07/27/2024 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Cash | $4,088.30 | 0.1% | 5.0% | 5.0% | ||||||||
Averages | $4,670,452.85 | 11.2% | 22.1 | 0.9% | 79% | 76 | 85.2 | 11.5% | ||||
Air Lease* | AL | 7500.00 | $49.47 | $371,025.00 | 7.9% | 9.7% | 7.4 | 4.0% | 28% | 65 | 75 | 10.8% |
Amazon.com | AMZN | 2790.00 | $182.50 | $509,175.00 | 10.9% | 12.1% | 41.5 | 0.0% | 87% | 48 | 69 | 11.2% |
Ardelyx* | ARDX | 22000.00 | $5.62 | $123,640.00 | 2.6% | 46.4% | 22.0 | 0.0% | 29% | 0 | 20 | 29.0% |
Gentex | GNTX | 10000.00 | $31.20 | $312,000.00 | 6.7% | 9.8% | 17.4 | 1.3% | 93% | 99 | 100 | 16.1% |
Alphabet (Google) | GOOG | 3000.00 | $168.68 | $506,040.00 | 10.8% | 11.5% | 26.0 | 0.0% | 99% | 92 | 95 | 8.4% |
Green Brick Partners* | GRBK | 4800.00 | $74.81 | $359,088.00 | 7.7% | 10.7% | 12.9 | 0.0% | 77% | 54 | 90 | 12.6% |
Installed Building Products | IBP | 2000.00 | $265.53 | $531,060.00 | 11.4% | 8.3% | 24.0 | 0.5% | 60% | 57 | 72 | 6.7% |
InMode* | INMD | 13000.00 | $17.89 | $232,570.00 | 5.0% | 6.6% | 17.3 | 0.0% | 86% | 92 | 91 | 20.8% |
Lululemon Athletica | LULU | 650.00 | $253.50 | $164,775.00 | 3.5% | 15.6% | 21.4 | 0.0% | 86% | 97 | 100 | 19.1% |
Novo Nordisk | NVO | 1850.00 | $126.73 | $234,450.50 | 5.0% | 17.3% | 33.3 | 1.1% | 99% | 100 | 97 | 13.1% |
Regeneron Pharma | REGN | 185.00 | $1,078.63 | $199,546.55 | 4.3% | 9.8% | 23.4 | 0.0% | 98% | 59 | 78 | 7.0% |
ServisFirst* | SFBS | 5600.00 | $80.54 | $451,024.00 | 9.7% | 5.5% | 15.0 | 1.5% | 95% | 89 | 91 | 3.0% |
Sysco Corp. | SYY | 3500.00 | $72.85 | $254,975.00 | 5.5% | 8.2% | 18.0 | 2.1% | 51% | 92 | 95 | 16.9% |
Taiwan Semi | TSM | 2575.00 | $161.94 | $416,995.50 | 8.9% | 11.5% | 22.0 | 1.3% | 100% | 98 | 100 | 11.4% |