Public Dashboard: Williams, Virginia

09/16/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
YNDX 4164.06
Averages $1,059,094.75 12.7% 26.8 0.6% 86% 80 90.6 9.2%
FactSet Research FDS 467.50 $344.43 $161,022.06 15.2% 7.8% 23.0 0.9% 78% 93 83 13.3%
Meta Platforms [Facebook] META 619.20 $764.70 $473,498.42 44.7% 14.4% 25.0 0.4% 97% 80 98 8.2%
Microsoft MSFT 639.36 $515.36 $329,500.05 31.1% 13.6% 31.3 0.8% 82% 91 97 9.4%
Okta OKTA 1045.81 $90.91 $95,074.22 9.0% 9.2% 26.5 0.0% 60% 23 46 5.8%


MIPAR 8.1%  
Sweet Spot 13.1% - 18.1%  
Portfolio Averages
PAR 9.2%
Quality 90.6
Growth 12.7%
P/E Ratio 26.8
Yield 0.6%
Fin Strength 86%
EPS Stability 80