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George Soros (Soros Fund)

Market Value
US$3.49b

Portfolio Summary

George Soros (Soros Fund) is a USD portfolio that has returned -6.27% since inception.

Portfolio Snowflake

Fundamentals

A value Portfolio with a great track record and pays a dividend.


Returns since Inception

-8.37%
Capital Gain
-US$319.00m
2.10%
Dividend Income
US$79.93m
-6.27%
Total Return
-US$239.06m

Returns

Portfolio volatility and the main contributors to returns

0.926
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

19.19x
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

12.50%
Expected Annual Earnings Growth

Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

6.51%
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

125.57%
Portfolio Debt to Equity

Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

3.29%
Equivalent to US$114,832,724 per year

List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
AGNC Investment13.9%US$2,540,997
Liberty Broadband12.2%US$32,588,426
VICI Properties5.9%US$11,076,725
TransDigm Group5.8%US$12,992,400
Truist Financial4.6%US$1,037,235
SPDR Series Trust - SPDR Portfolio Short Term Bond ETF4.6%US$1,552,142
U.S. Bancorp4.4%US$1,277,730
iShares Trust - iShares 1-5 Year Investment Grade Bond ETF4.4%US$6,727,632
iShares Trust - iShares iBoxx $ Investment Grade Bond ETF4.3%US$6,617,969
PNC Financial Services Group3.7%US$1,477,461
American Tower3.6%US$248,510
Darden Restaurants3.4%US$5,288,477
iShares Trust - iShares National Muni Bond ETF3.1%US$804,648
Grifols2.9%US$657,328
Morgan Stanley2.5%US$2,329,089
Equitable Holdings2.4%US$493,375
Citigroup2.4%US$1,236,731
MGIC Investment2.1%US$809,465
Bank of America2.1%US$1,330,869
Wells Fargo2.1%US$1,373,107
Goldman Sachs Group2.0%US$1,931,879
T-Mobile US2.0%US$5,934,724
Gen Digital1.9%US$2,401,546
Bank of New York Mellon1.9%US$1,751,581
JPMorgan Chase1.9%US$1,549,552
Otis Worldwide1.8%US$2,037,332
Select Sector SPDR Trust - The Financial Select Sector SPDR Fund1.4%US$287,432
D.R. Horton1.2%US$3,233,052
Aramark1.1%US$693,161
PennyMac Financial Services1.0%US$457,921
PG&E0.6%US$1,178,424
RenaissanceRe Holdings0.6%US$94,976
Alcon0.4%US$219,315
LPL Financial Holdings0.3%US$573,893
Alphabet0.3%US$27,619