Investment portfolio "MaxDividends $1000"
Investment portfolio MaxDividends $1000
Current Balance
8 393,37 USD
Total Income
+405,80 USD (+5,08%)
Daily Income
0,00 USD (0,00%)
19.08.2024 - 26.08.2024
Week
Month
Year
Your portfolio
+6.18%
S&P 500
+6.18%
BeatGuru
+8.21%
19.08.2024 - 26.08.2024
About
Active from 3rd July 2024
Portfolio Beta 0.36
Dividend Yield
+5.12 %
Portfolio Price Perfomance
6 months
+2.44%
12 months
+2.44%
All time
+5.08%
Best Deal
Starbucks Corporation (SBUX)
Date of the first transaction
7 Aug 2024
Income
+24.74
%
Diversification
By sectors
By industries
By assets
Portfolio structure
Total amount
8 393,37 USD
Distribution of assets by capitalization
Assets with capitalization 10 000 000 001 USD and higher
TROW
T. Rowe Price G...
UPS
United Parcel S...
BBY
Best Buy Co., I...
GIS
General Mills,...
TXN
Texas Instrumen...
ADM
Archer Daniels...
SBUX
Starbucks Corpo...
CSCO
Cisco Systems,...
VZ
Verizon Communi...
Assets with capitalization 2 000 000 001 USD - 10 000 000 000 USD
TX
Ternium SA ADR
GEF
Greif, Inc
FMC
FMC Corporation
RHI
Robert Half Int...
PII
Polaris Inc
NXST
Nexstar Media G...
Assets with capitalization 300 000 001 USD - 2 000 000 000 USD
ETD
Ethan Allen Int...
CIX
CompX Internati...
MPX
Marine Products...
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%
Placement of assets
My Assets
Large assets of type
Company
TROW
T. Rowe Price Group, IncUPS
United Parcel Service, IncBBY
Best Buy Co., IncETD
Ethan Allen Interiors IncTX
Ternium SA ADRGIS
General Mills, IncGEF
Greif, IncCIX
CompX International IncFMC
FMC CorporationMPX
Marine Products CorporationTXN
Texas Instruments IncorporatedRHI
Robert Half International IncPII
Polaris IncNXST
Nexstar Media Group, IncADM
Archer Daniels Midland CompanySBUX
Starbucks CorporationCSCO
Cisco Systems, IncVZ
Verizon Communications IncRGP
Resources Connection IncProfit Margin
Operating Margin ttm
ROA ttm
ROE ttm
Revenue/Share ttm
Enterprise Value / Ebitda
28.66
%
32.58
%
10.26
18.72
30.4
7.91
5.87
%
9.77
%
7.27
28.33
104.5
11.74
2.9
%
3.7
%
7.44
42.31
197.36
8.43
9.88
%
13.07
%
6.53
13.38
25.2
7.46
-3.56
%
8.21
%
11.55
-3.16
98.87
4.29
12.57
%
19.33
%
7.49
24.76
34.5
12.83
5.17
%
7.68
%
4.88
14.31
111.2
9.33
13.38
%
14.16
%
7.84
12.66
12.78
9.59
33.97
%
15.16
%
2.57
36.83
32.69
28.31
9.05
%
8.27
%
10.12
19.06
8.32
9.2
33.01
%
32.55
%
11.02
32.04
17.68
24.94
5.26
%
5.13
%
6.8
20.27
57.48
14.81
3.94
%
6.03
%
5.62
25.28
146.59
8.49
8.66
%
19.46
%
4.77
15.69
147.79
6.7
2.93
%
2.22
%
3.42
10.75
171.2
7.97
11.16
%
15.84
%
11.71
-
32.09
17.12
19.18
%
20.05
%
7.18
22.98
13.31
13.81
8.38
%
23.13
%
4.98
12.1
31.85
8.45
3.32
%
5.24
%
3.65
5.05
18.92
6.62
BeatStart