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George Soros (Soros Fund)

Market Value
US$3.43b

Portfolio Summary

George Soros (Soros Fund) is a USD portfolio that has returned 1.51% since inception.

Portfolio Snowflake

Fundamentals

A value Portfolio which also pays a dividend.


Returns since Inception

-0.85%
Capital Gain
-US$29.52m
2.36%
Dividend Income
US$81.87m
1.51%
Total Return
US$52.35m

Returns

Portfolio volatility and the main contributors to returns

0.911
Portfolio Beta / Volatility

Portfolio Volatility vs Market


Historical Portfolio Value

No data


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

74.56x
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

13.80%
Expected Annual Earnings Growth

Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

3.66%
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

125.38%
Portfolio Debt to Equity

Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

3.48%
Equivalent to US$119,441,438 per year

List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
AGNC Investment13.8%US$2,541,000
Liberty Broadband12.1%US$32,588,558
TransDigm Group7.5%US$15,590,807
VICI Properties6.4%US$11,076,628
iShares Trust - iShares 1-5 Year Investment Grade Bond ETF4.5%US$6,941,956
iShares Trust - iShares iBoxx $ Investment Grade Bond ETF4.5%US$6,825,531
SPDR Series Trust - State Street SPDR Portfolio Short Term Bond ETF4.4%US$1,485,756
Truist Financial4.2%US$1,037,220
American Tower3.8%US$260,777
U.S. Bancorp3.7%US$1,277,740
Grifols3.4%US$742,190
iShares Trust - iShares National Muni Bond ETF3.2%US$817,890
Darden Restaurants3.1%US$5,288,459
PNC Financial Services Group3.1%US$1,477,470
Equitable Holdings2.9%US$493,374
Gen Digital2.8%US$2,401,633
Morgan Stanley2.3%US$2,329,005
MGIC Investment2.2%US$809,457
Bank of America2.1%US$1,330,840
Wells Fargo2.1%US$1,373,056
Otis Worldwide2.1%US$2,037,372
T-Mobile US2.1%US$5,934,719
Goldman Sachs Group2.0%US$2,173,393
JPMorgan Chase1.9%US$1,549,515
Citigroup1.9%US$1,236,715
Bank of New York Mellon1.7%US$1,751,621
Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF1.4%US$287,424
PennyMac Financial Services1.3%US$457,923
D.R. Horton1.3%US$3,232,880
Aramark1.1%US$792,174
PG&E1.1%US$2,356,717
RenaissanceRe Holdings0.5%US$94,976
Alcon0.4%US$245,124
LPL Financial Holdings0.4%US$573,921
Alphabet0.3%US$27,617