Charlie Munger
Market Value
US$190.75m
Holdings (4)
Portfolio Summary
Charlie Munger is a USD portfolio that has returned 49.92% annually since inception.
Portfolio Snowflake
Fundamentals
A proven income Portfolio which is rather undervalued.
Returns since Inception
46.92%
Capital Gain
US$60.91m
3.17%
Dividend Income
US$4.12m
50.09%
Total Return
US$65.03m
News
The latest Simply Wall St News coverage
Simply Wall St News
3 days ago | Simply Wall St
Wells Fargo First Quarter 2024 Earnings: Beats Expectations4 days ago | Simply Wall St
U.S. Bancorp First Quarter 2024 Earnings: In Line With ExpectationsReturns
Portfolio volatility and the main contributors to returns
1.284
Portfolio Beta / Volatility
Portfolio Volatility vs Market
Historical Portfolio Value
Contributors to Returns
Diversification
The Portfolio diversification across companies and industries
Diversification By Company
Diversification Across Industries
Valuation
The value of the Portfolio based on future cash flows (where available) and price relative to the market
12.45x
Price Based on Earnings (PE)
Intrinsic Value based on Free Cash Flows
Price Based on Earnings
Price Based on Expected Growth
Price Based on Value of Assets
Future Growth
The expected growth in revenue and earnings over the next 1 to 3 years
5.10%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
0.81%
Historical Annual Earnings Growth
Return on Equity
Return on Assets
Return on Capital Employed
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
45.94%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
2.48%
Equivalent to US$4,728,637 per year
List of Dividend Payers
Company | Annual Yield | Annual Contribution |
---|---|---|
U.S. Bancorp | 4.7% | US$274,402 |
Bank of America | 2.5% | US$2,207,962 |
POSCO Holdings | 2.5% | US$17,715 |
Wells Fargo | 2.3% | US$2,228,558 |