MaxDividends App

Portfolio $500 MaxDividends

Current Balance

23 832,35 USD

Total Balance

-133,40 USD (+1,01%)

Dividend Income

Monthly

66.81 USD

Деньги
Annually

801.71 USD

Деньги
Dividend Yield On Cost

+3.40%

Total Paid

465.09 USD

Деньги
Current Dividend Income & Forecast
1 Y 1 Y
3 Y 3 Y
5 Y 5 Y
10 Y 10 Y
05.07.2025 - 12.07.2025
Total Balance
+1.01%
Items
50
Market Value
23 832.35 USD
Daily Income
0.00 USD

About Portfolio

Active Since: 11th September 2024 Portfolio Beta: 0.65 Dividend Yield On Cost: +3.40% Annual Total Return: +2.86%

Price Returns

6 months: +5.17% 12 months: -1.47% All Time: -0.55% Annual Price Return: -0.54%

Best Deal

Top Performer: Magic Software Enterprises Ltd (MGIC) First Bought: 17 Jul 2024 Price Return: +93.60 %

Diversification

Your strategy’s breakdown by sectors, industries, and assets - this shows how you’re spreading your bets across the market.

Sectors

Industries

Assets

Strategy Breakdown

Here’s the full picture of where your money’s working - every holding in your strategy, along with how much weight each one has.

Total Strategy Value

23 832,35 USD

Top Holdings (by % of Strategy)

Market Cap Breakdown

The big dogs. These are the $10 billion and up giants.
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
SWKS Skyworks Soluti...
PPG PPG Industries,...
HRL Hormel Foods Co...
JNJ Johnson & Johns...
ABT Abbott Laborato...
TSCO Tractor Supply...
NKE NIKE, Inc
ITW Illinois Tool W...
TXN Texas Instrumen...
LRCX Lam Research Co...
BF-B Brown-Forman Co...
SNA Snap-on Incorpo...
CMI Cummins Inc.
ADP Automatic Data...
HSY The Hershey Com...
LMT Lockheed Martin...
WSM Williams-Sonoma...
These are solid, well-established companies, usually worth between $2 billion and $10 billion. Big enough to weather storms but still with room to grow.
TX Ternium SA ADR
FMC FMC Corporation
PII Polaris Inc
GEF Greif, Inc
RHI Robert Half Int...
NXST Nexstar Media G...
IPG The Interpublic...
BC Brunswick Corpo...
TTC Toro Co
OZK Bank OZK
PRI Primerica Inc
Mid-size players with market caps between $300 million and $2 billion. They’re growing, but they can be a bit more volatile.
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...
NRIM Northrim BanCor...
KFRC Kforce Inc.
SCVL Shoe Carnival I...

Strategy Breakdown – By Sector

Here’s where your money’s working across different industries. A good mix of sectors helps smooth out risk - some pay steady dividends, others offer growth potential.

Top Holdings in manufactured goods

  1. Intel (MMM)
    23.03%
  2. Texas instrumental (AMAT)
    7.11%
  3. Tractor supply (CMI)
    8.25%
  4. Pool (POOL)
    3.03%
  5. ZM company (ROCK)
    5.24%

Your Asset Mix

Here’s the breakdown of what you own

My Holdings

Top Positions in Your Strategy

Large Assets of Type

Company
UPS
United Parcel Service, Inc
CIX
CompX International Inc
CPF
Central Pacific Financial Corp
TROW
T. Rowe Price Group, Inc
VZ
Verizon Communications Inc
BBY
Best Buy Co., Inc
PZZA
Papa John's International Inc
MGIC
Magic Software Enterprises Ltd
HVT
Haverty Furniture Companies Inc
TX
Ternium SA ADR
FMC
FMC Corporation
GPC
Genuine Parts Company
ADM
Archer Daniels Midland Company
CSCO
Cisco Systems, Inc
PII
Polaris Inc
GEF
Greif, Inc
GIS
General Mills, Inc
RHI
Robert Half International Inc
PAYX
Paychex, Inc
NXST
Nexstar Media Group, Inc
PEBO
Peoples Bancorp Inc
VRTS
Virtus Investment Partners Inc
MDT
Medtronic plc
UVV
Universal Corporation
IPG
The Interpublic Group of Companies, Inc
SWKS
Skyworks Solutions, Inc
PPG
PPG Industries, Inc.
HRL
Hormel Foods Corporation
JNJ
Johnson & Johnson
ABT
Abbott Laboratories
WGO
Winnebago Industries Inc
BC
Brunswick Corporation
TSCO
Tractor Supply Co
NKE
NIKE, Inc
ITW
Illinois Tool Works Inc
TXN
Texas Instruments Incorporated
LRCX
Lam Research Corporation
BF-B
Brown-Forman Corporation Class B
TTC
Toro Co
OZK
Bank OZK
SNA
Snap-on Incorporated
CMI
Cummins Inc.
ADP
Automatic Data Processing, Inc
PRI
Primerica Inc
HSY
The Hershey Company
LMT
Lockheed Martin Corporation
NRIM
Northrim BanCorp Inc
KFRC
Kforce Inc.
SCVL
Shoe Carnival Inc
WSM
Williams-Sonoma, Inc
Profit Margin
Operating Margin ttm
ROA ttm
ROE ttm
Revenue/Share ttm
Enterprise Value / Ebitda
6.44 % 8.32 % 7.34 35.91 106.51 8.9
12.12 % 14.57 % 6.97 11.35 12.03 12.12
- - - - - 8.96
28.38 % 33.81 % 10.99 18.45 31.95 6.69
13.14 % 24.67 % 5.15 18.42 32.06 7.1
2.13 % 3.74 % 7.51 30.21 193.55 8.8
3.78 % 5.22 % 12.8 - 63.02 11.58
6.6 % 10.69 % 7.21 15.25 11.59 12.35
2.96 % 2.14 % 2.15 6.97 44.16 10.43
-2.07 % 3.35 % 1.71 -1.03 85.6 4.02
7.97 % 9.6 % 3.13 8.81 32.95 13.92
3.61 % 6.11 % 4.86 19.13 169.5 13.91
1.63 % 1.23 % 1.79 5.89 173.08 10.63
17.6 % 23.3 % 6.2 21.36 13.94 18.89
0.57 % -2.32 % 2.44 3.11 125.18 9.44
3.86 % 10.72 % 4.51 10.63 116.87 8.19
11.78 % 13.49 % 6.52 24.59 35.14 10.91
3.62 % 4.13 % 5.74 14.49 55.67 12.8
29.75 % 37.55 % 10.81 41.8 15.47 22.09
12.23 % 18.48 % 6.77 26.67 169.62 5.53
19.95 % 34.1 % 1.21 10.18 16.12 -
13.35 % 16.79 % 3.14 14.21 128.23 7.94
13.9 % 17.09 % 4.41 9.51 26.09 14.62
3.23 % 6.09 % 5.13 7.6 118.14 7.79
5.49 % 7.96 % 5.12 13.58 24.09 9.15
10.43 % 12.26 % 4.81 6.7 24.74 11.72
6.95 % 13.3 % 6.3 17.65 67.62 13.01
6.27 % 8.61 % 4.75 9.37 21.71 15.07
24.42 % 29.41 % 7.77 29.45 37.11 11.27
31.89 % 18.09 % 6.38 30.65 24.34 21.32
-97.41 % -78.17 % -2.74 -5.41 - -87.89
1.62 % 4.76 % 3.69 5.16 76.4 11.36
7.24 % 7.19 % 9.11 49.62 27.96 18.78
6.95 % 2.89 % 6.2 23.29 31.19 30.26
21.37 % 25.06 % 16.54 107.58 53.35 16.97
30.36 % 32.47 % 10.04 29.19 17.6 27.22
27.19 % 33.09 % 17.29 53.14 13.24 21.92
21.86 % 25.62 % 8.91 23.14 8.41 12.44
8.77 % 13.69 % 8.57 25.5 44.61 12.42
47.88 % 60.37 % 1.9 12.85 13.1 -
20.14 % 25.28 % 10.83 19.54 96.57 11.14
8.2 % 12.48 % 7.73 26.19 246.75 10.06
19.79 % 29.55 % 5.57 76.29 49.53 20.2
15.58 % 29.53 % 4.46 33.35 95.41 -
15.32 % 13.91 % 10.96 37.48 53.09 15.5
7.66 % 12.69 % 8.32 82.55 303.35 14.03
25.56 % 39.64 % 1.43 16.22 29.9 -
3.44 % 3.52 % 11.17 31.45 75.05 12.55
5.58 % 4.31 % 4.49 10.52 43.42 7.15
14.09 % 16.8 % 17.06 50.15 62.29 13.36

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