Example US Portfolio
Market Value
US$81.04k
Executive Summary
Example US Portfolio is a USD portfolio that has returned 14.79% annually since inception.
Portfolio Snowflake
Fundamentals
A past performer with growth potential.
Returns since Inception
138.24%
Capital Gain
US$52.96k
20.61%
Dividend Income
US$7.90k
158.85%
Total Return
US$60.86k
Holdings (8)
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Investor plan
115
- Institutional Quality Data
- Global Markets
- Unlimited Company Reports
- Unlimited Companies per Portfolio
- Unlimited Total Portfolios
- Stock Screener
- Stock Idea Views
News
The latest Simply Wall St News coverage
Simply Wall St News
2 days ago | Simply Wall St
Is There More To The Story Than Verizon Communications's (NYSE:VZ) Earnings Growth?2 days ago | Simply Wall St
Benign Growth For Verizon Communications Inc. (NYSE:VZ) Underpins Its Share Price3 days ago | Simply Wall St
Is Facebook, Inc.'s (NASDAQ:FB) Latest Stock Performance A Reflection Of Its Financial Health?Returns
Portfolio volatility and the main contributors to returns
0.820
Portfolio Beta / Volatility
Portfolio Volatility vs Market
Historical Portfolio Value
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
33.12x
Price Based on Earnings (PE)
Intrinsic Value based on Free Cash Flows
Price Based on Earnings
| PE Ratio | |
|---|---|
| portfolio | 33.1x |
| market | 19.1x |
Price Based on Expected Growth
| PEG Ratio | |
|---|---|
| portfolio | 2.6x |
| market | 1.3x |
Price Based on Value of Assets
| PB Ratio | |
|---|---|
| portfolio | 11.6x |
| market | 1.8x |
Future Growth
The expected growth in revenue and earnings over the next 1 to 3 years
13.90%
Expected Annual Earnings Growth
Future Annual Growth Analysis
earnings growth
revenue growth
Past Peformance
The average performance ratios and growth over the past 5 years
13.43%
Historical Annual Earnings Growth
Return on Equity
| ROE | |
|---|---|
| portfolio | 32.4% |
| market | 9.4% |
Return on Assets
| ROA | |
|---|---|
| portfolio | 13.4% |
| market | 3.7% |
Return on Capital Employed
| ROCE | |
|---|---|
| portfolio | 21.8% |
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
63.71%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.35%
Equivalent to US$1,094 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Verizon Communications | 4.2% | US$246 |
| Johnson & Johnson | 2.7% | US$404 |
| Microsoft | 1.0% | US$204 |
| Visa | 0.6% | US$240 |