Charlie Munger
Market Value
US$191.12m
Holdings (4)
Portfolio Summary
Charlie Munger is a USD portfolio that has returned 43.75% annually since inception.
Portfolio Snowflake
Fundamentals
A proven income Portfolio with some value.
Returns since Inception
40.52%
Capital Gain
US$55.11m
3.37%
Dividend Income
US$4.59m
43.89%
Total Return
US$59.70m
News
The latest Simply Wall St News coverage
Simply Wall St News
1 day ago | Simply Wall St
Here's Why Shareholders May Want To Be Cautious With Increasing Wells Fargo & Company's (NYSE:WFC) CEO Pay Packet1 week ago | Simply Wall St
Analysts Are Updating Their Bank of America Corporation (NYSE:BAC) Estimates After Its First-Quarter Results2 weeks ago | Simply Wall St
With 77% ownership of the shares, Wells Fargo & Company (NYSE:WFC) is heavily dominated by institutional ownersReturns
Portfolio volatility and the main contributors to returns
1.285
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
12.53x
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
5.00%
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
43.53%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
2.47%
Equivalent to US$4,728,439 per year
List of Dividend Payers
Company | Annual Yield | Annual Contribution |
---|---|---|
U.S. Bancorp | 4.7% | US$274,400 |
POSCO Holdings | 2.5% | US$17,566 |
Bank of America | 2.5% | US$2,207,983 |
Wells Fargo | 2.3% | US$2,228,490 |