Investment portfolio "$500 MaxDividends"
Portfolio $500 MaxDividends
Current Balance
11 158,14 USD
Capital Gains
-420,82 USD (-3,63%)
Regular Income
Monthly
48.38 USD
Annually
580.58 USD
Dividend Yield on Cost
+5.01%
All Time
135.72 USD
1 year
1 Y
3 years
3 Y
5 years
5 Y
10 years
10 Y
19.12.2024 - 26.12.2024
About
Active from 11th September 2024
Portfolio Beta 0.34
Dividend Yield
+5.71 %
Portfolio Price Perfomance
6 months
-3.63%
12 months
-3.63%
All Time
-3.63%
Best Deal
Central Pacific Financial Corp (CPF)
Date of the first transaction
3 Jul 2024
Income
+36.49
%
Diversification
By sectors
By industries
By assets
Portfolio Structure
Total Amount
11 158,14 USD
Market Cap
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,...
PAYX
Paychex, Inc
MDT
Medtronic plc
IPG
The Interpublic...
SWKS
Skyworks Soluti...
PPG
PPG Industries,...
HRL
Hormel Foods Co...
JNJ
Johnson & Johns...
ABT
Abbott Laborato...
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...
NXST
Nexstar Media G...
BC
Brunswick Corpo...
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...
PEBO
Peoples Bancorp...
VRTS
Virtus Investme...
UVV
Universal Corpo...
WGO
Winnebago Indus...
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, 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 IncPAYX
Paychex, IncNXST
Nexstar Media Group, IncPEBO
Peoples Bancorp IncVRTS
Virtus Investment Partners IncMDT
Medtronic plcUVV
Universal CorporationIPG
The Interpublic Group of Companies, IncSWKS
Skyworks Solutions, IncPPG
PPG Industries, Inc.HRL
Hormel Foods CorporationJNJ
Johnson & JohnsonABT
Abbott LaboratoriesWGO
Winnebago Industries IncBC
Brunswick 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
10.82
12.46
%
9.95
%
7.15
12.09
12.24
12.55
-
-
-
-
-
8.38
30.35
%
33.61
%
10.13
20.5
30.97
8.23
7.3
%
23.93
%
4.98
10.43
31.83
8.63
2.96
%
4.05
%
7.22
42.41
196.57
8.53
4.51
%
13.93
%
14.15
-
64.28
9.26
6.83
%
11.27
%
6.73
14.38
10.66
6.95
3.57
%
2.83
%
2.64
8.57
46.02
9.41
0.42
%
3.92
%
4.63
2.38
95.28
2.14
34.93
%
14.85
%
2.83
38.45
33.35
21.85
4.67
%
6.33
%
5.6
24.42
167.12
11.12
2.93
%
2.22
%
3.42
10.75
171.2
8.37
17.73
%
17.04
%
6.28
20.76
13.16
17.4
2.61
%
3.79
%
4.04
15.2
137.74
7.81
4.99
%
8.86
%
4.45
13.73
113.63
8.24
12.14
%
17.5
%
7.25
24.17
34.8
11.45
4.84
%
4.13
%
5.08
18.64
56.96
20.29
2.04
%
0.22
%
3.12
2.96
17.93
6.56
31.98
%
41.46
%
12.03
45.67
14.75
20.53
11.37
%
24.96
%
6.1
24.07
158.15
5.67
28.95
%
41.36
%
1.37
11.72
12.33
-
13.43
%
22.58
%
2.82
15.5
124.66
7.48
12.06
%
17.51
%
4.42
7.95
24.71
14.57
4.31
%
2.89
%
4.89
9.47
113.75
8.28
8.65
%
16.19
%
5.39
21.79
24.74
7.89
17.85
%
18.76
%
6.36
12.78
27.32
12.6
8.24
%
13.31
%
6.68
19.15
76.76
11.96
6.52
%
8.94
%
5.16
10.01
21.88
14.13
16.74
%
24.52
%
8.4
20.89
36.43
14.22
13.99
%
18.75
%
6.49
14.84
23.68
19.41
-97.41
%
-78.17
%
-2.74
-5.41
-
-87.89
5.02
%
8.69
%
5.45
14.15
80.39
8.7
BeatStart