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 | 14301 |
| 1 | ASML | $660.32 | 1042 |
| 2 | MNST | $50.00 | 8234 |
| 3 | MSCI | $595.23 | 2016 |
| 4 | COST | $655.21 | 798 |
| 5 | AVGO | $138.00 | 6088 |
| 6 | MA | $418.76 | 1389 |
| 7 | FICO | $1850.00 | 778 |
| 8 | SPGI | $427.93 | 1554 |
| 9 | IDXX | $378.01 | 1570 |
| 10 | ISRG | $322.50 | 2769 |
| 11 | V | $276.65 | 2338 |
| 12 | CAT | $287.70 | 1356 |
| 13 | ORLY | $91.00 | 4696 |
| 14 | HEI | $172.00 | 1804 |
| 15 | NFLX | $80.82 | 10083 |
| 16 | WM | $177.77 | 5000 |
| 17 | TSLA | $270.00 | 5022 |
| 18 | AAPL | $181.40 | 2865 |
| 19 | LRCX | $73.24 | 18667 |
| 20 | TSM | $99.61 | 5850 |
SPMO
$97.4014301 shares
ASML
$660.321042 shares
MNST
$50.008234 shares
MSCI
$595.232016 shares
COST
$655.21798 shares
AVGO
$138.006088 shares
MA
$418.761389 shares
FICO
$1850.00778 shares
SPGI
$427.931554 shares
IDXX
$378.011570 shares
ISRG
$322.502769 shares
V
$276.652338 shares
CAT
$287.701356 shares
ORLY
$91.004696 shares
HEI
$172.001804 shares
NFLX
$80.8210083 shares
WM
$177.775000 shares
TSLA
$270.005022 shares
AAPL
$181.402865 shares
LRCX
$73.2418667 shares
TSM
$99.615850 shares