Investment portfolio "MaxDividends"
Portfolio MaxDividends
Current Balance
90 535,62 USD
Capital gains
+695,07 USD (+0,79%)
Regular income
Monthly
372.15 USD
Annually
4 465.80 USD
Dividend Yield on Cost
+4.97%
All time
974.44 USD
1 year
1 Y
3 years
3 Y
5 years
5 Y
10 years
10 Y
15.11.2024 - 22.11.2024
About
Active from 3rd May 2024
Portfolio Beta 0.34
Dividend Yield
+5.57 %
Portfolio Price Perfomance
6 months
+0.35%
12 months
+0.66%
All time
+0.77%
Best Deal
Central Pacific Financial Corp (CPF)
Date of the first transaction
20 Jun 2024
Income
+52.5
%
Diversification
By sectors
By industries
By assets
Portfolio Structure
Total amount
90 535,62 USD
Market Cap
Assets with capitalization 10 000 000 001 USD and higher
UPS
United Parcel S...
JNJ
Johnson & Johns...
BBY
Best Buy Co., I...
ABBV
AbbVie Inc
GIS
General Mills,...
VZ
Verizon Communi...
KEY
KeyCorp
CPF
Central Pacific...
TXN
Texas Instrumen...
GPC
Genuine Parts C...
HSY
The Hershey Com...
ADM
Archer Daniels...
CSCO
Cisco Systems,...
PEP
PepsiCo, Inc
SLF
Sun Life Financ...
IPG
The Interpublic...
TROW
T. Rowe Price G...
CVX
Chevron Corpora...
SWKS
Skyworks Soluti...
Assets with capitalization 2 000 000 001 USD - 10 000 000 000 USD
BKE
Buckle Inc
FMC
FMC Corporation
GEF-B
Greif Inc
NXST
Nexstar Media G...
TX
Ternium SA ADR
RHI
Robert Half Int...
PII
Polaris Inc
GEF
Greif, Inc
Assets with capitalization 300 000 001 USD - 2 000 000 000 USD
MPX
Marine Products...
HVT
Haverty Furnitu...
JOUT
Johnson Outdoor...
CRI
Carter’s Inc
CIX
CompX Internati...
MGIC
Magic Software...
PZZA
Papa John's Int...
SMP
Standard Motor...
VRTS
Virtus Investme...
PEBO
Peoples Bancorp...
UVV
Universal Corpo...
Assets with capitalization up to 300 000 000 USD
RGP
Resources Conne...
Distribution of stocks by sector
Large holdings manufactured goods
-
Intel (MMM)23.03%
-
Texas instrumental (AMAT)7.11%
-
Tractor supply (CMI)8.25%
-
Pool (POOL)3.03%
-
ZM company (ROCK)5.24%
Assets Diversification
My Assets
Large assets of type
Company
UPS
United Parcel Service, IncMPX
Marine Products CorporationJNJ
Johnson & JohnsonRGP
Resources Connection IncHVT
Haverty Furniture Companies IncBKE
Buckle IncBBY
Best Buy Co., IncJOUT
Johnson Outdoors IncCRI
Carter’s IncCIX
CompX International IncABBV
AbbVie IncMGIC
Magic Software Enterprises LtdFMC
FMC CorporationGEF-B
Greif IncGIS
General Mills, IncNXST
Nexstar Media Group, IncVZ
Verizon Communications IncKEY
KeyCorpCPF
Central Pacific Financial CorpPZZA
Papa John's International IncTX
Ternium SA ADRSMP
Standard Motor Products IncTXN
Texas Instruments IncorporatedGPC
Genuine Parts CompanyRHI
Robert Half International IncHSY
The Hershey CompanyADM
Archer Daniels Midland CompanyCSCO
Cisco Systems, IncPEP
PepsiCo, IncPII
Polaris IncGEF
Greif, IncSLF
Sun Life Financial IncIPG
The Interpublic Group of Companies, IncVRTS
Virtus Investment Partners IncPEBO
Peoples Bancorp IncTROW
T. Rowe Price Group, IncCVX
Chevron CorporationSWKS
Skyworks Solutions, IncUVV
Universal CorporationProfit Margin
Operating Margin ttm
ROA ttm
ROE ttm
Revenue/Share ttm
Enterprise Value / Ebitda
6.25
%
9.22
%
7.63
31.42
105.94
11.28
7.32
%
7.3
%
6.94
13.63
7.5
12.09
16.74
%
24.52
%
8.4
20.89
36.43
14.96
2.04
%
0.22
%
3.12
2.96
17.93
6.78
3.57
%
2.83
%
2.64
8.57
46.02
9.67
16.69
%
17.09
%
17.43
45.9
24.74
8.84
2.96
%
4.05
%
7.22
42.41
196.57
8.27
-1.42
%
-0.3
%
-2.1
-1.62
57.14
32.05
8.11
%
10.16
%
8.18
28.55
79.59
7.25
12.46
%
9.95
%
7.15
12.09
12.24
12.23
9.22
%
28.93
%
7.72
56.41
31.4
19.76
6.83
%
11.27
%
6.73
14.38
10.66
6.44
34.93
%
14.85
%
2.83
38.45
33.35
23.47
4.99
%
8.86
%
4.45
13.73
113.63
9.3
12.14
%
17.5
%
7.25
24.17
34.8
11.97
11.37
%
24.96
%
6.1
24.07
158.15
5.8
7.3
%
23.93
%
4.98
10.43
31.83
8.87
3.05
%
-86.05
%
0.08
0.97
5.19
-
-
-
-
-
-
8.39
4.51
%
13.93
%
14.15
-
64.28
10.36
0.42
%
3.92
%
4.63
2.38
95.28
2.6
2.56
%
10.06
%
6.59
9.62
64.7
7.39
31.6
%
37.34
%
10.24
29.29
17.25
24.9
4.67
%
6.33
%
5.6
24.42
167.12
11.45
4.84
%
4.13
%
5.08
18.64
56.96
20.79
16.17
%
22.03
%
12.75
43.41
53.92
14.95
2.93
%
2.22
%
3.42
10.75
171.2
8.73
17.73
%
17.04
%
6.28
20.76
13.16
14.7
10.18
%
18.01
%
8.72
48.82
66.91
15.67
2.61
%
3.79
%
4.04
15.2
137.74
8.58
4.99
%
8.86
%
4.45
13.73
113.63
9.3
11.18
%
20.68
%
0.89
15.06
55.99
-
8.65
%
16.19
%
5.39
21.79
24.74
7.74
13.43
%
22.58
%
2.82
15.5
124.66
7.7
28.95
%
41.36
%
1.37
11.72
12.33
-
30.35
%
33.61
%
10.13
20.5
30.97
8.34
8.7
%
10.91
%
5.37
10.35
104.6
7.35
17.85
%
18.76
%
6.36
12.78
27.32
11.62
4.31
%
2.89
%
4.89
9.47
113.75
8.32
BeatStart