Example US Portfolio is a USD portfolio that has returned 14.27% annually since inception.
A past performer with limited growth.
Returns since Inception
The latest Simply Wall St News coverage
Simply Wall St News
2 days ago | Simply Wall StIs International Business Machines Corporation's (NYSE:IBM) 5.2% Dividend Worth Your Time?
3 days ago | Simply Wall StDoes Microsoft (NASDAQ:MSFT) Have A Healthy Balance Sheet?
6 days ago | Simply Wall StIs There An Opportunity With Johnson & Johnson's (NYSE:JNJ) 30% Undervaluation?
Portfolio volatility and the main contributors to returns
Portfolio Beta / Volatility
Portfolio Volatility vs Market
Historical Portfolio Value
Contributors to Returns
The Portfolio diversification across companies and industries
Diversification By Company
Diversification Across Industries
The value of the Portfolio based on future cash flows (where available) and price relative to the market
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
The expected growth in revenue and earnings over the next 1 to 3 years
Expected Annual Earnings Growth
Future Annual Growth Analysis
The average performance ratios and growth over the past 5 years
Historical Annual Earnings Growth
Return on Equity
Return on Assets
Return on Capital Employed
The average Portfolio debt to equity ratio ignoring financial institutions
Portfolio Debt to Equity
Portfolio Debt Level
The average annual dividend yield and top payers
Equivalent to US$1,600 per year
List of Dividend Payers
|Company||Annual Yield||Annual Contribution|
|International Business Machines||5.7%||US$326|
|Johnson & Johnson||2.8%||US$404|