Investment portfolio "$1000 MaxDividends"
Portfolio $1000 MaxDividends
Current Balance
30 340,48 USD
Capital Gains
-6 827,76 USD (-18,37%)
Regular Income
Monthly
122.16 USD
Annually
1 465.90 USD
Dividend Yield on Cost
+3.94%
All Time
603.90 USD
Current income and forecast
1 year1 Y
3 years3 Y
5 years5 Y
10 years10 Y
11.04.2025 - 18.04.2025
About Portfolio
Active from 11th September 2024Portfolio Beta 0.55Dividend Yield on Cost +3.94% Total Returns Annually -19.26%
Price Returns
6 months -19.13% 12 months -18.44% All Time -18.37% Price Returns Annually -23.20%
Best Deal
Abbott Laboratories (ABT)Date of the first transaction 19 Dec 2024 Price Returns +13.68 %
Diversification
Sectors
Industries
Assets
Portfolio Structure
Total Amount
30 340,48 USD
Market Cap
Assets with capitalization 10 000 000 001 USD and higher
UPSUnited Parcel S...
BBYBest Buy Co., I...
TROWT. Rowe Price G...
GISGeneral Mills,...
TXNTexas Instrumen...
ADMArcher Daniels...
SBUXStarbucks Corpo...
VZVerizon Communi...
CSCOCisco Systems,...
PEPPepsiCo, Inc
PAYXPaychex, Inc
MDTMedtronic plc
CVXChevron Corpora...
GPCGenuine Parts C...
HRLHormel Foods Co...
NKENIKE, Inc
ABTAbbott Laborato...
SNASnap-on Incorpo...
TSCOTractor Supply...
ITWIllinois Tool W...
SYYSysco Corporati...
WSMWilliams-Sonoma...
BF-BBrown-Forman Co...
DHID.R. Horton, In...
LRCXLam Research Co...
JNJJohnson & Johns...
MCHPMicrochip Techn...
POOLPool Corporatio...
LMTLockheed Martin...
Assets with capitalization 2 000 000 001 USD - 10 000 000 000 USD
TXTernium SA ADR
GEFGreif, Inc
FMCFMC Corporation
RHIRobert Half Int...
NXSTNexstar Media G...
IPGThe Interpublic...
SWKSSkyworks Soluti...
BCBrunswick Corpo...
TTCToro Co
OZKBank OZK
Assets with capitalization 300 000 001 USD - 2 000 000 000 USD
ETDEthan Allen Int...
CIXCompX Internati...
PIIPolaris Inc
PZZAPapa John's Int...
VRTSVirtus Investme...
PEBOPeoples Bancorp...
WGOWinnebago Indus...
SJWSJW Group
Assets with capitalization up to 300 000 000 USD
MPXMarine Products...
RGPResources Conne...
CNSCohen & 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 6.82
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 11.16
3.82 % 6.29 % 4.45 10.78 116.76 7.49
11.37 % 12.7 % 6.07 10.53 11.85 12.47
7.55 % 6.88 % 6.21 12.73 6.82 11.01
8.03 % 16.71 % 3.37 9.02 33.97 11.73
30.68 % 34.86 % 9.85 28.4 17.15 18.48
4.34 % 4.66 % 5.15 16.96 56.46 13.11
1.52 % 3.69 % 3.29 8.19 128.73 6.6
13.35 % 30.13 % 7 29.82 167.34 4.92
2.11 % 1.58 % 2.33 7.59 173.84 8
9.73 % 11.44 % 9.78 - 31.9 16.71
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 8.62
31.99 % 45.85 % 11.64 44.25 15.11 20.69
13.42 % 22.45 % 2.91 15.38 128.06 6.74
7.51 % 23.48 % 4.77 17.99 24.49 6.98
12.83 % 21.95 % 4.66 8.44 25.63 14.42
9.03 % 11.39 % 5.62 11.27 108.05 5.68
3.85 % 5.28 % 5.18 20.62 168.72 12.55
13.02 % 17.1 % 5.25 8.34 25.25 7.6
20.73 % 16.09 % 1.27 10.83 16.26 -
6.35 % 7.96 % 4.91 9.52 21.71 14.19
9.43 % 6.99 % 8.26 31.93 32.04 14.03
31.89 % 16.33 % 6.06 30.91 24.35 21.71
2.03 % 5.93 % 0.99 2.81 0.05 40.27
20.44 % 26.05 % 11.29 20.34 97.12 11.4
-97.41 % -78.17 % -2.74 -5.41 - -87.89
7.4 % 8.44 % 9.66 49.83 27.72 16.41
21.94 % 26.3 % 17.54 110.21 53.57 14.66
2.48 % 2.93 % 4.56 7.5 77.93 8.24
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
12.69 % 14.04 % 10.93 19.17 112.35 7.62
26.49 % 30.48 % 15.59 50.42 12.47 14.91
24.42 % 28.62 % 8.13 20.06 37.13 19.37
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 18.95
7.51 % 3.78 % 8.31 81.04 298.12 14.71
Ready to Give It a Try?
Explore BeatMarket
BeatStart