Investment portfolio "$500 MaxDividends"
Portfolio $500 MaxDividends
Current Balance
5 012,90 USD
Capital gains
+293,29 USD (+6,21%)
Regular income
Monthly
20.84 USD
Annually
250.09 USD
Dividend Yield on Cost
+5.30%
All time
38.35 USD
3 years
5 years
10 years
11.09.2024 - 18.09.2024
About
Active from 11th September 2024
Portfolio Beta 0.46
Dividend Yield
+6.05 %
Portfolio Price Perfomance
6 months
+6.24%
12 months
+6.24%
All time
+6.21%
Best Deal
Central Pacific Financial Corp (CPF)
Date of the first transaction
3 Jul 2024
Income
+34.41
%
Diversification
By sectors
By industries
By assets
Portfolio structure
Total amount
5 012,90 USD
Distribution of assets by capitalization
Assets with capitalization 10 000 000 001 USD and higher
UPS
United Parcel S...
CPF
Central Pacific...
TROW
T. Rowe Price G...
VZ
Verizon Communi...
BBY
Best Buy Co., I...
GPC
Genuine Parts C...
ADM
Archer Daniels...
CSCO
Cisco Systems,...
GIS
General Mills,...
Assets with capitalization 2 000 000 001 USD - 10 000 000 000 USD
TX
Ternium SA ADR
FMC
FMC Corporation
PII
Polaris Inc
GEF
Greif, Inc
RHI
Robert Half Int...
Assets with capitalization 300 000 001 USD - 2 000 000 000 USD
CIX
CompX Internati...
PZZA
Papa John's Int...
MGIC
Magic Software...
HVT
Haverty Furnitu...
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
UPS
United Parcel Service, IncCIX
CompX International IncCPF
Central Pacific Financial CorpTROW
T. Rowe Price Group, IncVZ
Verizon Communications IncBBY
Best Buy Co., IncPZZA
Papa John's International IncMGIC
Magic Software Enterprises LtdHVT
Haverty Furniture Companies IncTX
Ternium SA ADRFMC
FMC CorporationGPC
Genuine Parts CompanyADM
Archer Daniels Midland CompanyCSCO
Cisco Systems, IncPII
Polaris IncGEF
Greif, IncGIS
General Mills, IncRHI
Robert Half International IncRGP
Resources Connection IncProfit Margin
Operating Margin ttm
ROA ttm
ROE ttm
Revenue/Share ttm
Enterprise Value / Ebitda
5.87
%
9.77
%
7.27
28.33
104.5
11.68
13.38
%
14.16
%
7.84
12.66
12.78
10.05
-
-
-
-
-
10.76
28.66
%
32.58
%
10.26
18.72
30.4
7.5
8.38
%
23.13
%
4.98
12.1
31.85
8.84
2.96
%
4.05
%
7.22
42.41
196.57
9.22
3.25
%
7.55
%
11.82
-
64.92
12.44
6.83
%
11.27
%
6.73
14.38
10.66
6.95
4.91
%
2.74
%
4.29
12.73
48.79
8.33
-3.56
%
8.21
%
11.55
-3.16
98.87
4.29
33.97
%
15.16
%
2.57
36.83
32.69
27.71
5.24
%
7.43
%
6.18
28.06
165.74
11.72
2.93
%
2.22
%
3.42
10.75
171.2
7.96
19.18
%
20.03
%
7.22
22.98
13.31
13.45
3.94
%
6.03
%
5.62
25.28
146.59
8.15
4.99
%
8.86
%
4.45
13.73
113.63
8.77
12.57
%
19.33
%
7.49
24.76
34.5
13.35
5.26
%
5.13
%
6.8
20.27
57.48
14.68
3.32
%
5.24
%
3.65
5.05
18.92
6.4
BeatStart