Rakuten
Market Value
US$455.05m
Holdings (7)
Portfolio Summary
Rakuten is a USD portfolio that has returned -22.94% since inception.
Portfolio Snowflake
Fundamentals
An undervalued Portfolio with good growth potential.
Returns since Inception
-23.56%
Capital Gain
-US$139.17m
0.02%
Dividend Income
US$119.71k
0.61%
Currency Gain
US$3.58m
-22.94%
Total Return
-US$135.47m
News
The latest Simply Wall St News coverage
Simply Wall St News
1 week ago | Simply Wall St
Lyft (NasdaqGS:LYFT) Announces Partnership With StackAdapt For In-App Advertising2 weeks ago | Simply Wall St
Investors Can Find Comfort In JADE GROUPInc's (TSE:3558) Earnings Quality3 weeks ago | Simply Wall St
JADE GROUPInc Full Year 2025 Earnings: EPS: JP¥49.63 (vs JP¥91.71 in FY 2024)Returns
Portfolio volatility and the main contributors to returns
2.046
Portfolio Beta / Volatility
Portfolio Volatility vs Market
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
231.05x
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
40.00%
Expected Annual Earnings Growth
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
128.56%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
0.03%
Equivalent to US$135,227 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| KantsuLtd | 2.9% | US$15,505 |
| LIFULLLtd | 0.5% | US$119,722 |