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 14.2% vs 9.7% for the Wilshire 5000. (3/31/2024)
04/26/2024 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Cash | $184,991.96 | 4.1% | 4.5% | 4.5% | ||||||||
Averages | $4,478,002.26 | 14.9% | 21.3 | 0.7% | 78% | 76 | 86.9 | 13.2% | ||||
Air Lease* | AL | 7500.00 | $51.66 | $387,450.00 | 8.7% | 9.7% | 9.0 | 2.0% | 28% | 89 | 84 | 12.8% |
Amazon.com | AMZN | 2790.00 | $179.62 | $501,139.80 | 11.2% | 17.1% | 40.0 | 0.0% | 94% | 42 | 71 | 9.3% |
Ardelyx* | ARDX | 22000.00 | $6.42 | $141,240.00 | 3.2% | 66.3% | 30.0 | 0.0% | 28% | 1 | 22 | 44.7% |
Corpay [FleetCor Tech] | CPAY | 500.00 | $303.80 | $151,900.00 | 3.4% | 9.8% | 17.0 | 0.0% | 37% | 94 | 92 | 11.6% |
Gentex | GNTX | 10000.00 | $34.71 | $347,100.00 | 7.8% | 11.1% | 18.0 | 1.3% | 92% | 99 | 100 | 15.4% |
Alphabet (Google) | GOOG | 3100.00 | $173.69 | $538,439.00 | 12.0% | 15.3% | 21.0 | 0.0% | 98% | 97 | 98 | 9.9% |
Green Brick Partners* | GRBK | 4800.00 | $55.59 | $266,832.00 | 6.0% | 15.0% | 8.0 | 0.0% | 77% | 56 | 96 | 12.8% |
Installed Building Products | IBP | 2000.00 | $239.66 | $479,320.00 | 10.7% | 11.7% | 24.0 | 0.5% | 59% | 58 | 80 | 12.1% |
InMode* | INMD | 13000.00 | $17.14 | $222,820.00 | 5.0% | 9.2% | 12.0 | 0.0% | 80% | 88 | 91 | 20.5% |
Lululemon Athletica | LULU | 650.00 | $364.70 | $237,055.00 | 5.3% | 19.8% | 26.0 | 0.0% | 85% | 97 | 100 | 18.8% |
MP Materials | MP | 10000.00 | $16.00 | $160,000.00 | 3.6% | 13.6% | 30.0 | 0.0% | 73% | 42 | 64 | 7.9% |
Novo Nordisk | NVO | 0.00 | $126.85 | $0.00 | 0.0% | 16.9% | 31.0 | 1.3% | 99% | 100 | 96 | 10.0% |
Regeneron Pharma | REGN | 185.00 | $883.20 | $163,392.00 | 3.6% | 11.9% | 18.0 | 0.0% | 98% | 62 | 83 | 9.2% |
ServisFirst* | SFBS | 5600.00 | $60.75 | $340,200.00 | 7.6% | 9.5% | 15.0 | 1.5% | 99% | 89 | 98 | 11.9% |
Sysco Corp. | SYY | 0.00 | $77.07 | $0.00 | 0.0% | 6.8% | 18.0 | 2.1% | 53% | 92 | 93 | 13.9% |
Taiwan Semi | TSM | 2575.00 | $138.30 | $356,122.50 | 8.0% | 13.5% | 23.0 | 1.3% | 100% | 98 | 100 | 13.7% |