Investment portfolio "$1000 MaxDividends"
Portfolio $1000 MaxDividends
Current Balance
11 037,61 USD
Capital gains
+733,93 USD (+7,12%)
Regular income
Monthly
44.51 USD
Annually
534.16 USD
Dividend Yield on Cost
+5.18%
All time
110.11 USD
3 years
5 years
10 years
11.09.2024 - 18.09.2024
About
Active from 11th September 2024
Portfolio Beta 0.38
Dividend Yield
+5.87 %
Portfolio Price Perfomance
6 months
+6.92%
12 months
+6.92%
All time
+7.12%
Best Deal
Starbucks Corporation (SBUX)
Date of the first transaction
7 Aug 2024
Income
+27.96
%
Diversification
By sectors
By industries
By assets
Portfolio structure
Total amount
11 037,61 USD
Distribution of assets by capitalization
Assets with capitalization 10 000 000 001 USD and higher
UPS
United Parcel S...
BBY
Best Buy Co., I...
TROW
T. Rowe Price G...
GIS
General Mills,...
TXN
Texas Instrumen...
ADM
Archer Daniels...
SBUX
Starbucks Corpo...
VZ
Verizon Communi...
CSCO
Cisco Systems,...
PEP
PepsiCo, Inc
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...
PZZA
Papa John's Int...
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, IncBBY
Best Buy Co., IncETD
Ethan Allen Interiors IncTX
Ternium SA ADRTROW
T. Rowe Price Group, IncGIS
General Mills, IncGEF
Greif, IncCIX
CompX International IncMPX
Marine Products CorporationFMC
FMC CorporationTXN
Texas Instruments IncorporatedRHI
Robert Half International IncPII
Polaris IncNXST
Nexstar Media Group, IncADM
Archer Daniels Midland CompanySBUX
Starbucks CorporationVZ
Verizon Communications IncCSCO
Cisco Systems, IncRGP
Resources Connection IncPEP
PepsiCo, IncPZZA
Papa John's International 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
2.96
%
4.05
%
7.22
42.41
196.57
9.22
9.88
%
13.07
%
6.53
13.38
25.32
7.39
-3.56
%
8.21
%
11.55
-3.16
98.87
4.29
28.66
%
32.58
%
10.26
18.72
30.4
7.5
12.57
%
19.33
%
7.49
24.76
34.5
13.35
4.99
%
8.86
%
4.45
13.73
113.63
8.77
13.38
%
14.16
%
7.84
12.66
12.78
10.05
9.05
%
8.27
%
10.12
19.06
8.32
9.13
33.97
%
15.16
%
2.57
36.83
32.69
27.71
33.01
%
32.55
%
11.02
32.04
17.68
23.78
5.26
%
5.13
%
6.8
20.27
57.48
14.68
3.94
%
6.03
%
5.62
25.28
146.59
8.15
8.66
%
19.46
%
4.77
15.69
147.79
6.62
2.93
%
2.22
%
3.42
10.75
171.2
7.96
11.16
%
15.84
%
11.71
-
32.09
17.81
8.38
%
23.13
%
4.98
12.1
31.85
8.84
19.18
%
20.03
%
7.22
22.98
13.31
13.45
3.32
%
5.24
%
3.65
5.05
18.92
6.4
10.34
%
18.52
%
8.92
51.26
66.97
17.22
3.25
%
7.55
%
11.82
-
64.92
12.44
BeatStart