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 |