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 12.5% vs 8.6% for the Wilshire 5000. (10/31/2023)
| 11/28/2023 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Averages | $3,687,867.50 | 12.8% | 18.9 | 1.0% | 74% | 77 | 88.1 | 16.0% | ||||
| Air Lease* | AL | 7500.00 | $38.06 | $285,450.00 | 7.7% | 10.4% | 8.0 | 2.0% | 33% | 68 | 81 | 15.9% |
| Amazon.com | AMZN | 2790.00 | $147.03 | $410,213.70 | 11.1% | 15.7% | 48.0 | 0.0% | 86% | 47 | 68 | 15.0% |
| British American Tobacco | BTI | 5000.00 | $32.41 | $162,050.00 | 4.4% | 2.7% | 9.0 | 6.3% | 35% | 99 | 76 | 14.8% |
| FleetCor Technologies | FLT | 500.00 | $235.12 | $117,560.00 | 3.2% | 10.0% | 16.0 | 0.0% | 36% | 95 | 93 | 14.2% |
| Generac | GNRC | 2330.00 | $113.88 | $265,340.40 | 7.2% | 14.1% | 15.0 | 1.3% | 42% | 77 | 86 | 16.7% |
| Gentex | GNTX | 10000.00 | $30.35 | $303,500.00 | 8.2% | 10.0% | 18.0 | 1.3% | 92% | 97 | 99 | 16.4% |
| Alphabet (Google) | GOOG | 3100.00 | $138.62 | $429,722.00 | 11.7% | 13.9% | 22.0 | 0.0% | 98% | 95 | 97 | 10.7% |
| Green Brick Partners* | GRBK | 4750.00 | $47.09 | $223,677.50 | 6.1% | 15.9% | 10.0 | 0.0% | 68% | 55 | 95 | 22.3% |
| Installed Building Products | IBP | 2450.00 | $145.86 | $357,357.00 | 9.7% | 12.5% | 16.0 | 0.9% | 47% | 57 | 78 | 13.4% |
| InMode* | INMD | 7450.00 | $23.39 | $174,255.50 | 4.7% | 16.7% | 15.0 | 0.0% | 79% | 90 | 97 | 27.0% |
| MP Materials | MP | 10000.00 | $16.02 | $160,200.00 | 4.3% | 23.8% | 17.0 | 0.0% | 91% | 76 | 98 | 24.6% |
| Regeneron Pharma | REGN | 185.00 | $801.14 | $148,210.90 | 4.0% | 13.9% | 18.0 | 0.0% | 97% | 64 | 87 | 12.5% |
| ServisFirst* | SFBS | 5600.00 | $50.81 | $284,536.00 | 7.7% | 11.3% | 14.0 | 1.5% | 99% | 92 | 99 | 15.0% |
| Skyworks Solutions | SWKS | 1275.00 | $94.78 | $120,844.50 | 3.3% | 6.6% | 13.0 | 2.0% | 74% | 67 | 75 | 15.5% |
| Taiwan Semi | TSM | 2500.00 | $97.98 | $244,950.00 | 6.6% | 11.4% | 16.0 | 1.3% | 98% | 98 | 100 | 15.4% |