Investment portfolio "Портфель акций Уоррена Баффета"

Investment portfolio Портфель акций Уоррена Баффета

Current Account

48 249,39 USD

Total Income

+5 421,66 USD (+12,66%)

Daily Income

+11,72 USD (+0,02%)

Week
Month
Year
Your portfolio +6.18%
S&P 500 +6.18%
BeatGuru +8.21%
21.03.2024 - 28.03.2024
For some assets, quotes may not be updated due to trading hours or weekend
Items
23
Market Value
48 249.39 USD
Daily Income
+11.72 USD

P/E Portfolio

23.05
Average with the market
0 (0) 100 (92.22)

Portfolio Volatility

0.51
Healthy ratio
Min. risk High. risk

Sharpe Ratio

S&P 500 1
0.47
Average with the market
Sharpe ratio average rating 0.17

Sortino ratio

S&P 500 1.00
0.43
Average with the market
Average portfolio's Sortino ratio 0.19
Company
AAPL
Apple Inc.
AMZN
Amazon.com, Inc
ATVI
Activision Blizzard Inc.
CHTR
Charter Communications, Inc
LSXMK
Liberty Media Corp SiriusXM C
VRSN
VeriSign Inc
ALLY
Ally Financial Inc
AON
Aon PLC
C
Citigroup Inc
CE
Celanese Corporation
CVX
Chevron Corporation
DVA
DaVita Inc
GM
General Motors Company
HP
Helmerich & Payne, Inc
KR
The Kroger Co
MA
Mastercard Incorporated
MCK
McKesson Corporation
MKL
Markel Corporation
OXY
Occidental Petroleum Corporation
STOR
STORE Capital Corporation
USB
U.S. Bancorp
V
VISA Inc.
PARA
PREMARA FINANCIAL
EPS ttm
Price/Earnings ttm
Price/Sales ttm
Price/Book ttm
Dividend/Share
% Forward Dividend Yield
- - 7.06 36.08 - 0.59 %
2.9 62.01 3.25 9.26 - - %
2.73 34.59 8.12 3.21 1.98 1.05 %
30 9.6 0.76 3.75 - - %
0.32 92.22 1.08 0.93 - - %
7.9 23.68 12.64 - - - %
2.99 13.27 1.7 1.04 1.2 3.06 %
12.5 26.7 4.95 89.18 2.41 0.75 %
4.04 15.53 1.7 0.64 2.08 3.35 %
18 9.42 1.73 2.67 2.8 1.65 %
11.37 13.75 1.49 1.8 6.04 4.17 %
7.43 18.2 0.97 11.18 - - %
7.32 6.01 0.3 0.79 0.36 1.09 %
-0.02 - 0.6 1.21 - - %
2.96 19.13 0.27 3.5 1.13 2.06 %
11.85 40.33 17.77 64.35 2.37 0.55 %
22.11 24.39 0.24 5.04 2.32 0.46 %
146.93 10.4 1.27 1.39 - - %
3.9 16.46 2.01 2.59 0.72 1.37 %
1.15 28.01 10.27 1.69 1.57 5.09 %
3.27 13.29 2.63 1.4 1.93 4.5 %
8.67 32.36 17.28 14.31 1.94 0.74 %
-2.06 - 0.27 0.34 0.39 1.71 %