Investment portfolio "$1000 MaxDividends"
Portfolio $1000 MaxDividends
Current Balance
29 922,84 USD
Capital Gains
-7 245,41 USD (-19,49%)
Regular Income
Monthly
125.44 USD
Annually
1 505.32 USD
Dividend Yield on Cost
+4.05%
All Time
603.90 USD
1 year
1 Y
3 years
3 Y
5 years
5 Y
10 years
10 Y
14.04.2025 - 21.04.2025
About Portfolio
Active from 11th September 2024
Portfolio Beta 0.55
Dividend Yield on Cost
+4.05%
Total Returns Annually
-20.15%
Price Returns
6 months
-19.07%
12 months
-18.37%
All Time
-19.36%
Price Returns Annually
-24.20%
Best Deal
Abbott Laboratories (ABT)
Date of the first transaction
19 Dec 2024
Price Returns
+14.04
%
Diversification
Sectors
Industries
Assets
Portfolio Structure
Total Amount
29 971,03 USD
Market Cap
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
PAYX
Paychex, Inc
MDT
Medtronic plc
CVX
Chevron Corpora...
GPC
Genuine Parts C...
HRL
Hormel Foods Co...
NKE
NIKE, Inc
ABT
Abbott Laborato...
SNA
Snap-on Incorpo...
TSCO
Tractor Supply...
ITW
Illinois Tool W...
SYY
Sysco Corporati...
WSM
Williams-Sonoma...
BF-B
Brown-Forman Co...
DHI
D.R. Horton, In...
LRCX
Lam Research Co...
JNJ
Johnson & Johns...
MCHP
Microchip Techn...
POOL
Pool Corporatio...
LMT
Lockheed Martin...
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...
NXST
Nexstar Media G...
IPG
The Interpublic...
SWKS
Skyworks Soluti...
BC
Brunswick Corpo...
TTC
Toro Co
OZK
Bank OZK
Assets with capitalization 300 000 001 USD - 2 000 000 000 USD
ETD
Ethan Allen Int...
CIX
CompX Internati...
PII
Polaris Inc
PZZA
Papa John's Int...
VRTS
Virtus Investme...
PEBO
Peoples Bancorp...
WGO
Winnebago Indus...
SJW
SJW Group
Assets with capitalization up to 300 000 000 USD
MPX
Marine Products...
RGP
Resources Conne...
CNS
Cohen & Steers,...
Diversification by Sectors
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, 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 IncPAYX
Paychex, IncVRTS
Virtus Investment Partners IncIPG
The Interpublic Group of Companies, IncMDT
Medtronic plcCVX
Chevron CorporationGPC
Genuine Parts CompanySWKS
Skyworks Solutions, IncPEBO
Peoples Bancorp IncHRL
Hormel Foods CorporationNKE
NIKE, IncABT
Abbott LaboratoriesCNS
Cohen & Steers, IncSNA
Snap-on IncorporatedWGO
Winnebago Industries IncTSCO
Tractor Supply CoITW
Illinois Tool Works IncBC
Brunswick CorporationSYY
Sysco CorporationWSM
Williams-Sonoma, IncBF-B
Brown-Forman Corporation Class BDHI
D.R. Horton, IncLRCX
Lam Research CorporationJNJ
Johnson & JohnsonTTC
Toro CoSJW
SJW GroupOZK
Bank OZKMCHP
Microchip Technology IncorporatedPOOL
Pool CorporationLMT
Lockheed Martin CorporationProfit Margin
Operating Margin ttm
ROA ttm
ROE ttm
Revenue/Share ttm
Enterprise Value / Ebitda
6.35
%
8.14
%
7.11
33.96
106.52
8.48
2.23
%
4.91
%
7.29
31.63
192.97
7.04
9.76
%
11.55
%
6.24
12.86
24.53
6.74
-0.3
%
-0.47
%
3.18
1.06
89.91
2.38
29.61
%
32.86
%
11.41
19.65
31.84
5.62
13.02
%
16.71
%
7.2
26.83
35.14
11.3
3.82
%
6.29
%
4.45
10.78
116.76
7.55
11.37
%
12.7
%
6.07
10.53
11.85
12.47
7.55
%
6.88
%
6.21
12.73
6.82
11.31
8.03
%
16.71
%
3.37
9.02
33.97
11.83
30.68
%
34.86
%
9.85
28.4
17.15
18.71
4.34
%
4.66
%
5.15
16.96
56.46
13.11
1.52
%
3.69
%
3.29
8.19
128.73
6.68
13.35
%
30.13
%
7
29.82
167.34
4.92
2.11
%
1.58
%
2.33
7.59
173.84
8.2
9.73
%
11.44
%
9.78
-
31.9
16.83
12.99
%
21.23
%
5.05
18.47
31.96
7.43
16.96
%
22.32
%
6.56
20.02
13.52
16.15
-19.28
%
-3.31
%
1.02
-31.18
16.86
9.29
10.43
%
10.64
%
8.99
52.3
66.9
13.88
4.05
%
8.06
%
13.82
-
62.95
8.63
31.99
%
45.85
%
11.64
44.25
15.11
20.59
13.42
%
22.45
%
2.91
15.38
128.06
6.74
7.51
%
23.48
%
4.77
17.99
24.49
7.15
12.83
%
21.95
%
4.66
8.44
25.63
14.4
9.03
%
11.39
%
5.62
11.27
108.05
5.78
3.85
%
5.28
%
5.18
20.62
168.72
12.55
13.02
%
17.1
%
5.25
8.34
25.25
7.62
20.73
%
16.09
%
1.27
10.83
16.26
-
6.35
%
7.96
%
4.91
9.52
21.71
14.36
9.43
%
6.99
%
8.26
31.93
32.04
14.6
31.89
%
16.86
%
6.06
30.91
24.35
21.71
2.03
%
5.93
%
0.99
2.81
0.05
40.28
20.14
%
25.28
%
10.83
19.54
96.57
10.63
-97.41
%
-78.17
%
-2.74
-5.41
-
-87.89
7.4
%
8.44
%
9.66
49.83
27.72
16.63
21.94
%
26.3
%
17.54
110.21
53.57
14.66
2.48
%
2.93
%
4.56
7.5
77.93
8.29
2.4
%
3.85
%
8.85
86.51
162.91
11.35
14.59
%
20.18
%
16.95
52.7
61.09
10.44
24.45
%
29.86
%
8.96
27.99
8.56
12.46
12.15
%
13.21
%
9.84
17.65
109.69
7.62
26.49
%
30.48
%
15.59
50.42
12.47
14.91
24.42
%
28.62
%
8.13
20.06
37.13
19.81
8.89
%
9.83
%
8.99
26.98
44.43
11.25
12.56
%
24.26
%
2.47
7.23
22.89
12.73
47.88
%
60.37
%
1.9
12.85
13.11
-
6.49
%
3.35
%
2.52
4.71
8.85
18.9
8.18
%
6.14
%
11.35
33.59
139.74
19.23
7.51
%
3.78
%
8.31
81.04
298.12
14.37
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