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. (8/31/2024)
| 10/04/2024 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash | $2,735.42 | 0.1% | 5.0% | 5.0% | ||||||||
| Averages | $4,625,634.02 | 10.9% | 21.8 | 0.9% | 79% | 75 | 83.9 | 12.0% | ||||
| Air Lease* | AL | 7500.00 | $43.49 | $326,175.00 | 7.1% | 9.6% | 7.3 | 4.0% | 28% | 62 | 73 | 13.0% |
| Amazon.com | AMZN | 2790.00 | $186.51 | $520,362.90 | 11.2% | 12.1% | 39.2 | 0.0% | 92% | 49 | 72 | 10.8% |
| Ardelyx* | ARDX | 24000.00 | $6.82 | $163,680.00 | 3.5% | 36.6% | 13.9 | 0.0% | 27% | 0 | 20 | 11.5% |
| Gentex | GNTX | 10000.00 | $29.00 | $290,000.00 | 6.3% | 8.9% | 16.6 | 1.3% | 93% | 98 | 99 | 15.6% |
| Alphabet (Google) | GOOG | 3000.00 | $168.56 | $505,680.00 | 10.9% | 11.5% | 23.7 | 0.4% | 98% | 97 | 95 | 10.2% |
| Green Brick Partners* | GRBK | 4800.00 | $79.36 | $380,928.00 | 8.2% | 11.7% | 12.3 | 0.0% | 76% | 53 | 84 | 12.7% |
| Installed Building Products | IBP | 2000.00 | $238.77 | $477,540.00 | 10.3% | 8.3% | 24.2 | 0.5% | 60% | 56 | 65 | 8.9% |
| InMode* | INMD | 13000.00 | $15.78 | $205,140.00 | 4.4% | 1.0% | 24.2 | 0.0% | 86% | 91 | 84 | 25.3% |
| Lululemon Athletica | LULU | 650.00 | $270.38 | $175,747.00 | 3.8% | 15.3% | 19.4 | 0.0% | 85% | 97 | 100 | 15.3% |
| Novo Nordisk | NVO | 1850.00 | $115.12 | $212,972.00 | 4.6% | 17.8% | 28.4 | 1.1% | 99% | 100 | 97 | 12.5% |
| Regeneron Pharma | REGN | 185.00 | $1,012.82 | $187,371.70 | 4.1% | 6.6% | 24.3 | 0.0% | 98% | 58 | 77 | 9.2% |
| ServisFirst* | SFBS | 5600.00 | $79.80 | $446,880.00 | 9.7% | 5.4% | 16.0 | 1.5% | 95% | 89 | 95 | 4.5% |
| Sysco Corp. | SYY | 3500.00 | $75.41 | $263,935.00 | 5.7% | 8.2% | 19.0 | 2.1% | 43% | 92 | 94 | 17.6% |
| Taiwan Semi | TSM | 2575.00 | $181.16 | $466,487.00 | 10.1% | 11.7% | 24.5 | 1.3% | 100% | 98 | 100 | 13.0% |