Portfolio Summary

Jim Cramer's COVID-19 Stocks is a USD watchlist that has returned 1.81% in the past year.

Portfolio Snowflake

Fundamentals

A value Portfolio with an acceptable track record.


1 Year Returns

0.58%

Capital Gain

1.23%

Dividend Income

1.81%

Total Return

Returns

Portfolio volatility and the main contributors to returns

0.910

Portfolio Beta / Volatility


Portfolio Volatility vs Market


Historical Portfolio Value

No data


Contributors to Returns

Diversification

The Portfolio diversification across companies and industries


Diversification Across Industries

Valuation

The value of the Portfolio based on future cash flows (where available) and price relative to the market

162.46x

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

20.30%

Expected Annual Earnings Growth


Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

4.41%

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

149.80%

Portfolio Debt to Equity


Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

1.25%

Estimated Dividend Yield


List of Dividend Payers

CompanyAnnual Yield
Verizon Communications6.3%
Pfizer6.1%
Crown Castle5.9%
Dominion Energy5.4%
Conagra Brands4.7%
Gilead Sciences4.2%
Sanofi4.1%
Sempra3.5%
American Tower3.4%
Perrigo3.4%
AbbVie3.4%
General Mills3.4%
J. M. Smucker3.4%
Campbell Soup3.3%
Hormel Foods3.2%
Clorox3.1%
Johnson & Johnson3.0%
Prologis2.9%
PepsiCo2.9%
Newmont2.8%
Target2.5%
Mondelez International2.4%
Barrick Gold2.4%
Home Depot2.3%
Procter & Gamble2.3%
Colgate-Palmolive2.2%
McCormick2.2%
Equinix2.1%
eBay2.0%
Kroger2.0%
UnitedHealth Group1.5%
Dollar General1.5%
Walmart1.4%
MarketAxess Holdings1.4%
Logitech International1.3%
Domino's Pizza1.2%
Activision Blizzard1.0%
Zoetis1.0%
ResMed1.0%
Microsoft0.7%
Eli Lilly0.7%
Electronic Arts0.6%
Apple0.6%
Costco Wholesale0.6%
Salesforce0.5%
Danaher0.4%
Tradeweb Markets0.4%
Marvell Technology0.3%
Thermo Fisher Scientific0.3%
Wingstop0.2%
NVIDIA0.02%
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