Public Dashboard: Tin Cup
The Tin Cup model portfolio is a demonstration based on investing the maximum monthly 401(k) contribution since December 1994. Rate of return since inception is 16.4% vs 10.3% for the Wilshire 5000. (11/30/2024)
| 01/19/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash | $21,879.79 | 0.5% | 5.0% | 5.0% | ||||||||
| Averages | $4,713,514.89 | 12.5% | 23.0 | 0.7% | 86% | 78 | 87.4 | 13.7% | ||||
| Amazon.com | AMZN | 2790.00 | $225.94 | $630,372.60 | 13.4% | 12.7% | 40.7 | 0.0% | 92% | 47 | 71 | 8.6% |
| Ardelyx* | ARDX | 40000.00 | $5.01 | $200,400.00 | 4.3% | 21.6% | 12.4 | 0.0% | 43% | 21 | 36 | 26.2% |
| Gentex | GNTX | 10000.00 | $27.97 | $279,700.00 | 5.9% | 8.2% | 15.5 | 1.3% | 93% | 98 | 99 | 14.4% |
| Alphabet (Google) | GOOG | 3000.00 | $197.55 | $592,650.00 | 12.6% | 12.8% | 24.7 | 0.4% | 96% | 95 | 94 | 9.0% |
| Green Brick Partners* | GRBK | 4800.00 | $59.84 | $287,232.00 | 6.1% | 12.2% | 11.3 | 0.0% | 76% | 54 | 84 | 19.5% |
| Installed Building Products | IBP | 2000.00 | $196.00 | $392,000.00 | 8.3% | 8.5% | 22.6 | 0.5% | 65% | 64 | 70 | 11.8% |
| Lululemon Athletica | LULU | 900.00 | $373.70 | $336,330.00 | 7.1% | 14.3% | 24.8 | 0.0% | 81% | 97 | 100 | 15.0% |
| NICE | NICE | 2100.00 | $162.40 | $341,040.00 | 7.2% | 12.1% | 20.6 | 0.0% | 98% | 83 | 97 | 22.1% |
| Novo Nordisk | NVO | 2500.00 | $78.69 | $196,725.00 | 4.2% | 17.3% | 22.7 | 1.3% | 99% | 100 | 96 | 16.6% |
| Regeneron Pharma | REGN | 200.00 | $681.58 | $136,316.00 | 2.9% | 6.5% | 18.5 | 0.0% | 99% | 58 | 76 | 13.3% |
| ServisFirst* | SFBS | 5600.00 | $89.02 | $498,512.00 | 10.6% | 15.3% | 17.0 | 1.5% | 93% | 88 | 98 | 13.1% |
| Sysco Corp. | SYY | 3500.00 | $73.07 | $255,745.00 | 5.4% | 8.0% | 15.1 | 2.1% | 52% | 92 | 95 | 11.9% |
| Taiwan Semi | TSM | 2575.00 | $211.50 | $544,612.50 | 11.6% | 12.7% | 25.6 | 1.3% | 99% | 97 | 100 | 13.1% |