Persistent Value Portfolio
Value-focused investment strategy with long-term growth potential
Last updated: --
Portfolio Performance Details
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📊 Benchmarks
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📊Portfolio Allocation
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Portfolio Fundamentals
| Ticker | Value | Growth | Financial Strength | Quality | Momentum |
|---|---|---|---|---|---|
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Portfolio Aggregated Metrics
| Stat | Value | Growth | Financial Strength | Quality | Momentum |
|---|---|---|---|---|---|
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Portfolio Quality Radar Charts
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Portfolio Trends
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📊 Portfolio Input
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Enter your portfolio holdings below (max 30 positions)
| # | Stock Symbol | Cost Basis ($) | Number of Shares |
|---|---|---|---|
| 0 | SPMO | $97.40 | 12158 |
| 1 | ASML | $660.32 | 1057 |
| 2 | MNST | $50.00 | 9017 |
| 3 | MSCI | $595.23 | 1518 |
| 4 | COST | $655.21 | 770 |
| 5 | AVGO | $138.00 | 6647 |
| 6 | MA | $418.76 | 1793 |
| 7 | FICO | $1850.00 | 910 |
| 8 | SPGI | $427.93 | 2014 |
| 9 | IDXX | $378.01 | 1978 |
| 10 | ISRG | $322.50 | 2181 |
| 11 | QCOM | $158.00 | 5153 |
| 12 | CAT | $287.70 | 1065 |
| 13 | ORLY | $91.00 | 9478 |
| 14 | HEI | $172.00 | 2026 |
| 15 | NFLX | $80.82 | 20525 |
| 16 | WM | $177.77 | 2956 |
| 17 | TSLA | $270.00 | 5656 |
| 18 | AAPL | $181.40 | 3659 |
| 19 | LRCX | $73.24 | 14699 |
| 20 | TSM | $99.61 | 6215 |
SPMO
$97.4012158 shares
ASML
$660.321057 shares
MNST
$50.009017 shares
MSCI
$595.231518 shares
COST
$655.21770 shares
AVGO
$138.006647 shares
MA
$418.761793 shares
FICO
$1850.00910 shares
SPGI
$427.932014 shares
IDXX
$378.011978 shares
ISRG
$322.502181 shares
QCOM
$158.005153 shares
CAT
$287.701065 shares
ORLY
$91.009478 shares
HEI
$172.002026 shares
NFLX
$80.8220525 shares
WM
$177.772956 shares
TSLA
$270.005656 shares
AAPL
$181.403659 shares
LRCX
$73.2414699 shares
TSM
$99.616215 shares