David Tepper
Market Value
US$14.32b
Holdings (34)
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Portfolio Summary
David Tepper is a USD portfolio that has returned 96.74% since inception.
Portfolio Snowflake
Fundamentals
A past performer with good growth potential.
Returns since Inception
95.50%
Capital Gain
US$6.99b
1.24%
Dividend Income
US$90.81m
96.74%
Total Return
US$7.09b
News
The latest Simply Wall St News coverage
Simply Wall St News
41 minutes ago | Simply Wall St
QUALCOMM (QCOM) Stock May Be Cheap On Earnings Yet Fair On Cash Flow46 minutes ago | Simply Wall St
US Utilities Stocks With Predictable Cash Flows As Tariffs Rise1 hour ago | Simply Wall St
Visa (V) Stock Looks Above Fair Value As Its 53% Run ContinuesReturns
Portfolio volatility and the main contributors to returns
1.672
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
20.87x
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
24.10%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
27.78%
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
41.19%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
0.68%
Equivalent to US$96,874,893 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Western Midstream Partners | 7.8% | US$4,000,578 |
| ALPS ETF Trust - Alerian MLP ETF | 7.3% | US$4,494,348 |
| Energy Transfer | 6.6% | US$20,411,990 |
| Altria Group | 5.8% | US$6,571,983 |
| AT&T | 4.6% | US$10,075,729 |
| Tsakos Energy Navigation | 4.1% | US$1,759,994 |
| Sysco | 2.6% | US$4,125,009 |
| Wells Fargo | 2.3% | US$3,799,953 |
| T-Mobile US | 2.3% | US$6,323,905 |
| QUALCOMM | 2.2% | US$1,897,050 |
| UnitedHealth Group | 2.1% | US$1,193,423 |
| Walt Disney | 1.6% | US$1,799,949 |
| Emerson Electric | 1.5% | US$3,107,983 |
| PG&E | 1.1% | US$1,788,655 |
| Salesforce | 1.1% | US$880,000 |
| PayPal Holdings | 1.0% | US$487,186 |
| Microsoft | 1.0% | US$1,010,070 |
| Alibaba Group Holding | 0.9% | US$3,535,690 |
| Humana | 0.9% | US$49,561 |
| HCA Healthcare | 0.8% | US$3,275,808 |
| Visa | 0.8% | US$2,251,322 |
| Broadcom | 0.7% | US$520,022 |
| Mastercard | 0.6% | US$1,896,746 |
| Vistra | 0.6% | US$1,021,426 |
| Meta Platforms | 0.4% | US$4,688,921 |
| Alphabet | 0.3% | US$293,297 |
| Micron Technology | 0.07% | US$5,614,295 |