Portfolio "Подобранный портфель" ($)

Portfolio size dynamics
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29 April 2024 - 28 April 2025-3 608.79 $ (-6.14%)
en.porti.ru80K $80K $60K $60K $40K $40K $20K $20K $0 $0 $May '24May '24Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Sep '24Sep '24Oct '24Oct '24Nov '24Nov '24Dec '24Dec '2420252025Feb '25Feb '25Mar '25Mar '25Apr '25Apr '25
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Portfolio yield dynamics
04-29-2024 - 04-28-2025+2.41%
2020101000-10-10-20-20-30-30May '24May '24Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Sep '24Sep '24Oct '24Oct '24Nov '24Nov '24Dec '24Dec '2420252025Feb '25Feb '25Mar '25Mar '25Apr '25Apr '25
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Portfolio income dynamics
04-29-2024 - 04-28-2025-204.8 $ (-6.93%)
4K $4K $3K $3K $2K $2K $1K $1K $0 $0 $May '24May '24Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Sep '24Sep '24Oct '24Oct '24Nov '24Nov '24Dec '24Dec '2420252025Feb '25Feb '25Mar '25Mar '25Apr '25Apr '25
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Dynamics of portfolio receipts
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Total receipts: 98 258.56 $ Dividends: 98 258.56 $ Coupons: 0 $
Dividends
Coupons
24K $24K $18K $18K $12K $12K $6K $6K $0 $0 $4 June4 June21 June21 June24 June24 June1 July1 July16 July16 July22 July22 July23 July23 July25 July25 July3 September3 September5 September5 September11 September11 September23 September23 September30 September30 September1 October1 October16 October16 October21 October21 October25 October25 October
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Heat map of company profitability
American Express: +9.27%State Street: +7.53%Bank of America: +6.09%Ares Capital: +3.48%Northwest Natural Holding Company: +2.23%Walgreens Boots Alliance: +1.1%Chevron: +0.6238%Altria Group: +0.1719%Universal Corporation: -1.45%Coca-Cola: -1.49%Johnson & Johnson: -1.84%Flowers Foods: -2.25%Verizon: -4.84%PepsiCo: -6.62%
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Assets by class
Stock
Bond
ETF
Currency
Cryptocurrency
Custom asset
Commodity
Futures
99.7%Total54 506.11 $
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Assets by currencies
Доллар
100.0%Total54 506.11 $
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Assets by exchange
New York Stock Exchange
NASDAQ
77.6%22.4%
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Assets by country
United States
100.0%United States54317.01$
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Shares by category
Consumer Staples
Financials
Energy
Consumer Discretionary
Healthcare
Utilities
Telecom
26.8%35.0%6.5%13.8%2.8%5.3%9.8%
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Shares by company
Altria Group
American Express
Ares Capital
Bank of America
Chevron
Coca-Cola
Flowers Foods
Johnson & Johnson
Northwest Natural Holding Company
PepsiCo
State Street
Universal Corporation
Verizon
Walgreens Boots Alliance
7.6%12.2%13.1%8.1%6.5%12.1%2.8%5.3%7.0%10.0%9.8%
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Bonds by type
Bonds by category