Covacoro-Wikifolio
Market Value
€150.61k
Holdings (19)
Portfolio Summary
Covacoro-Wikifolio is a EUR portfolio that has returned 6.61% annually since inception.
Portfolio Snowflake
Fundamentals
A value Portfolio which also pays a dividend.
Actions
Returns since Inception
12.75%
Capital Gain
€39.29k
6.71%
Dividend Income
€20.69k
0.37%
Currency Gain
€1.14k
19.83%
Total Return
€61.11k
News
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Portfolio volatility and the main contributors to returns
1.199
Portfolio Beta / Volatility
Portfolio Volatility vs Market
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
17.3x
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
0.40%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
9.17%
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
49.79%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
5.32%
Equivalent to €8,006 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| MPC Container Ships | 48.1% | €3,181 |
| MPC Münchmeyer Petersen Capital | 8.1% | €540 |
| TAKKT | 7.8% | €520 |
| Wacker Neuson | 6.8% | €575 |
| Mutares SE KGaA | 5.5% | €675 |
| Maschinenfabrik Berthold Hermle | 5.0% | €365 |
| Amadeus FiRe | 4.3% | €300 |
| Mensch und Maschine Software | 3.3% | €231 |
| AlzChem Group | 2.7% | €480 |
| Dermapharm Holding | 2.7% | €147 |
| Kontron | 2.6% | €190 |
| AT & S Austria Technologie & Systemtechnik | 2.2% | €120 |
| Nabaltec | 2.1% | €123 |
| Jungheinrich | 2.0% | €180 |
| Einhell Germany | 1.8% | €130 |
| BE Semiconductor Industries | 1.5% | €150 |
| Frequentis | 0.9% | €65 |
| flatexDEGIRO | 0.4% | €33 |