Portfolio "Подобранный портфель" ($)

Dividends
835 $
Coupons
0 $
Replenishment
0 $
Withdrawn
0 $
80K$80K$60K$60K$40K$40K$20K$20K$0$0$JulyJulyAugustAugustSeptemberSeptemberOctoberOctoberNovemberNovemberDecemberDecemberJanuaryJanuaryFebruaryFebruaryMarchMarchAprilAprilMayMayJuneJune
Portfolio return comparison
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Portfolio
S&P 500
en.porti.ru150.00150.00120.00120.0090.0090.0060.0060.0030.0030.000.000.00Jul '24Jul '24Aug '24Aug '24Sep '24Sep '24Oct '24Oct '24Nov '24Nov '24Dec '24Dec '2420252025Feb '25Feb '25Mar '25Mar '25Apr '25Apr '25May '25May '25
Portfolio profitability by category
Group by
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5,349.54 $ ( 10.4%)
1515121299663300-3-3Jul '24Jul '24Aug '24Aug '24Sep '24Sep '24Oct '24Oct '24Nov '24Nov '24Dec '24Dec '2420252025Feb '25Feb '25Mar '25Mar '25Apr '25Apr '25May '25May '25Jun '25Jun '25
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Dynamics of the most profitable companies
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Altria Group
American Express
Bank of America
State Street
Universal Corporation
160.00160.00140.00140.00120.00120.00100.00100.0080.0080.00Jul '24Jul '24Aug '24Aug '24Sep '24Sep '24Oct '24Oct '24Nov '24Nov '24Dec '24Dec '2420252025Feb '25Feb '25Mar '25Mar '25Apr '25Apr '25May '25May '25Jun '25Jun '25
Dynamics of the least profitable companies
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Chevron
Flowers Foods
PepsiCo
Verizon
Walgreens Boots Alliance
120.00120.00110.00110.00100.00100.0090.0090.0080.0080.0070.0070.0060.0060.00Jul '24Jul '24Aug '24Aug '24Sep '24Sep '24Oct '24Oct '24Nov '24Nov '24Dec '24Dec '2420252025Feb '25Feb '25Mar '25Mar '25Apr '25Apr '25May '25May '25Jun '25Jun '25
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Yield by dates
+10K %+10K %+8K %+8K %+6K %+6K %+4K %+4K %+2K %+2K %0 %0 %2K %2K %-0.5463 %+7.92 %+2.14 %+4.36 %-98.97 %-11.56 %+12.93 %+9286.67 %-4.95 %-7.94 %-0.9333 %+1.53 %JulyJulyAugustAugustSeptemberSeptemberOctoberOctoberNovemberNovemberDecemberDecemberJanuaryJanuaryFebruaryFebruaryMarchMarchAprilAprilMayMayJuneJune
Yield by company
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State Street: +42.85 %American Express: +35.11 %Altria Group: +29.65 %Universal Corporation: +26.66 %Bank of America: +19.36 %Northwest Natural Holding Company: +12.89 %Coca-Cola: +8.95 %Ares Capital: +7.12 %Johnson & Johnson: +4.44 %Verizon: +3.18 %Walgreens Boots Alliance: -7.22 %Chevron: -8.37 %PepsiCo: -23 %Flowers Foods: -27.43 %+60 %+60 %+40 %+40 %+20 %+20 %0 %0 %-20 %-20 %-40 %-40 %
Yield by category
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Financials: +22.28 %Consumer Staples: +13.54 %Utilities: +12.89 %Consumer Discretionary: +4.82 %Healthcare: +4.44 %Telecom: +3.18 %Energy: -8.37 %+24 %+24 %+16 %+16 %+8 %+8 %0 %0 %-8 %-8 %-16 %-16 %