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 13.8% vs 9.2% for the Wilshire 5000. (9/30/2020)

10/20/2020
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Cash $913.28 0.0% 1.3% 1.3%
Averages $2,859,956.78 12.2% 29.1 0.7% 81% 76 84.9 11.2%
Abbvie ABBV 1750.00 $84.31 $147,542.50 5.2% 4.4% 8.0 3.5% 93% 82 72 10.4%
Air Lease* AL 5000.00 $30.44 $152,200.00 5.3% 12.2% 7.0 1.0% 61% 80 97 18.5%
Align Technology ALGN 700.00 $326.84 $228,788.00 8.0% 22.4% 46.0 0.0% 70% 88 95 12.6%
Amazon.com AMZN 120.00 $3,207.21 $384,865.20 13.5% 14.4% 60.0 0.0% 98% 43 69 11.1%
BioSpecifics Technologies* BSTC 3500.00 $88.69 $310,415.00 10.9% 12.7% 24.0 0.0% 55% 62 69 5.2%
British American Tobacco BTI 4150.00 $33.68 $139,772.00 4.9% 4.5% 9.0 3.5% 61% 98 96 16.0%
EPAM Systems EPAM 700.00 $342.58 $239,806.00 8.4% 21.0% 50.0 0.0% 76% 81 96 14.2%
First Financial Bankshares* FFIN 1671.12 $29.45 $49,214.57 1.7% 11.3% 22.0 1.5% 91% 100 96 14.6%
FleetCor Technologies FLT 500.00 $241.55 $120,775.00 4.2% 8.0% 19.0 0.0% 74% 94 98 10.2%
Gentex GNTX 7050.00 $27.36 $192,888.00 6.7% 6.5% 15.0 1.6% 99% 91 100 5.6%
Alphabet (Google) GOOGL 154.00 $1,529.95 $235,612.30 8.2% 15.5% 31.0 0.0% 98% 92 98 15.2%
Great Southern Bancorp* GSBC 1386.19 $38.72 $53,673.43 1.9% 8.8% 9.0 2.2% 85% 79 84 13.6%
Jazz Pharmaceuticals JAZZ 1500.00 $147.72 $221,580.00 7.7% 10.2% 9.0 0.0% 81% 95 88 9.2%
Schwab Charles SCHW 4000.00 $38.89 $155,560.00 5.4% 5.1% 18.0 1.6% 96% 68 82 10.8%
Tencent* TCEHY 1550.00 $72.13 $111,801.50 3.9% 15.5% 55.0 0.0% 79% 82 88 14.1%
Urban Outfitters URBN 5000.00 $22.91 $114,550.00 4.0% 3.6% 15.0 0.0% 79% 24 50 6.4%


MIPAR 8.0%  
Sweet Spot 13.0% - 18.0%  

Portfolio Averages

PAR 11.2%
Quality 84.9
Growth 12.2%
P/E Ratio 29.1
Yield 0.7%
Fin Strength 81%
EPS Stability 76