David Tepper
Market Value
US$8.89b
Holdings (34)
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Portfolio Summary
David Tepper is a USD portfolio that has returned 38.95% since inception.
Portfolio Snowflake
Fundamentals
A past performer which is rather undervalued.
Returns since Inception
37.57%
Capital Gain
US$2.43b
1.38%
Dividend Income
US$89.34m
38.95%
Total Return
US$2.52b
News
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AI Chips Today - NVIDIA AI Chips Power Next-Gen Industrial RoboticsReturns
Portfolio volatility and the main contributors to returns
1.177
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
26.99x
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
14.40%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
13.33%
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
65.89%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.06%
Equivalent to US$94,247,631 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Western Midstream Partners | 9.3% | US$3,914,547 |
| ALPS ETF Trust - Alerian MLP ETF | 8.4% | US$4,393,760 |
| Energy Transfer | 8.2% | US$20,109,699 |
| Altria Group | 7.4% | US$6,571,990 |
| Tsakos Energy Navigation | 7.1% | US$1,759,997 |
| AT&T | 4.5% | US$10,075,597 |
| Sysco | 2.9% | US$4,050,035 |
| UnitedHealth Group | 2.7% | US$1,193,393 |
| QUALCOMM | 2.0% | US$1,835,183 |
| T-Mobile US | 2.0% | US$6,324,153 |
| Wells Fargo | 1.9% | US$3,420,063 |
| Emerson Electric | 1.6% | US$3,107,922 |
| Humana | 1.4% | US$49,560 |
| Walt Disney | 1.3% | US$1,800,017 |
| PG&E | 1.3% | US$1,788,688 |
| PayPal Holdings | 0.9% | US$487,200 |
| Visa | 0.8% | US$2,251,112 |
| Microsoft | 0.7% | US$1,010,039 |
| Broadcom | 0.7% | US$520,026 |
| Alibaba Group Holding | 0.7% | US$3,543,748 |
| Salesforce | 0.6% | US$832,032 |
| HCA Healthcare | 0.6% | US$3,023,955 |
| Mastercard | 0.6% | US$1,896,556 |
| Vistra | 0.6% | US$1,016,891 |
| Meta Platforms | 0.3% | US$4,689,247 |
| Alphabet | 0.3% | US$281,822 |
| Micron Technology | 0.2% | US$4,300,400 |