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Joel Greenblatt
Holdings (50)
Portfolio Summary
Joel Greenblatt is a USD portfolio that has returned 19.45% since inception.
Portfolio Snowflake
Fundamentals
A past performer with some value.
Returns since Inception
News
The latest Simply Wall St News coverage
Simply Wall St News
18 hours ago | Simply Wall St
Merck (MRK) And Daiichi Sankyo's R-DXd Receives FDA Breakthrough Therapy Designation18 hours ago | Simply Wall St
Medtronic (MDT) Launches Global Study On Novel Heart Failure Treatment22 hours ago | Simply Wall St
How the Bretisilocin Acquisition Could Shift AbbVie’s 2025 Valuation DebateReturns
Portfolio volatility and the main contributors to returns
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
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
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
Return on Equity
Return on Assets
Return on Capital Employed
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Pfizer | 7.2% | US$1,601,926 |
| Bristol-Myers Squibb | 5.4% | US$892,868 |
| Target | 5.1% | US$545,007 |
| Dominion Energy | 4.4% | US$527,278 |
| Chevron | 4.3% | US$2,155,146 |
| Kinder Morgan | 4.3% | US$1,225,862 |
| Merck | 4.0% | US$875,335 |
| AT&T | 3.7% | US$800,560 |
| Phillips 66 | 3.7% | US$1,152,986 |
| ConocoPhillips | 3.4% | US$1,668,225 |
| Paychex | 3.3% | US$904,197 |
| Coca-Cola | 3.1% | US$741,029 |
| Medtronic | 3.0% | US$947,816 |
| AbbVie | 3.0% | US$1,309,817 |
| Johnson & Johnson | 2.9% | US$1,038,107 |
| Lockheed Martin | 2.8% | US$630,361 |
| Procter & Gamble | 2.7% | US$581,400 |
| International Business Machines | 2.6% | US$877,585 |
| Colgate-Palmolive | 2.5% | US$377,489 |
| Cisco Systems | 2.4% | US$806,581 |
| McDonald's | 2.3% | US$563,526 |
| Southwest Airlines | 2.3% | US$306,079 |
| Dollar General | 2.3% | US$175,741 |
| Elevance Health | 2.2% | US$344,892 |
| Home Depot | 2.2% | US$588,423 |
| Honeywell International | 2.1% | US$608,412 |
| DuPont de Nemours | 2.1% | US$428,170 |
| Automatic Data Processing | 2.1% | US$784,894 |
| Norfolk Southern | 1.9% | US$435,897 |
| Lowe's Companies | 1.8% | US$622,869 |
| Gen Digital | 1.7% | US$402,683 |
| Masco | 1.7% | US$394,893 |
| eBay | 1.3% | US$456,930 |
| Linde | 1.3% | US$400,688 |
| NRG Energy | 1.1% | US$764,473 |
| Walmart | 0.9% | US$227,366 |
| Walt Disney | 0.9% | US$120,725 |
| Visa | 0.7% | US$216,419 |
| Booking Holdings | 0.7% | US$346,461 |
| Oracle | 0.7% | US$1,202,797 |
| Microsoft | 0.6% | US$1,054,044 |
| Apple | 0.4% | US$808,855 |
| Alphabet | 0.3% | US$26,891 |
| Meta Platforms | 0.3% | US$361,662 |
| Howmet Aerospace | 0.3% | US$420,386 |