Example US Portfolio
Market Value
US$126.45k
Holdings
7
Data Sources
Market Data + Simply Wall St
Executive Summary
Example US Portfolio is a USD portfolio that has returned 14.50% annually since inception.
Portfolio Snowflake
Fundamentals
A past performer with growth potential.
Returns since Inception
112.24%
Capital Gain
US$76.14k
14.68%
Dividend Income
US$9.96k
126.92%
Total Return
US$86.11k
Holdings (7)
News
The latest Simply Wall St News coverage
Simply Wall St News
11 hours ago | Simply Wall St
Have Insiders Sold International Business Machines Corporation (NYSE:IBM) Shares Recently?12 hours ago | Simply Wall St
Why You Should Leave Johnson & Johnson (NYSE:JNJ)'s Upcoming Dividend On The Shelf4 days ago | Simply Wall St
Facebook, Inc. (NASDAQ:FB): Does The Earnings Decline Make It An Underperformer?Returns
Portfolio volatility and the main contributors to returns
1.001
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
30.97x
Price Based on Earnings (PE)
Intrinsic Value based on Free Cash Flows
Price Based on Earnings
| PE Ratio | |
|---|---|
| portfolio | 31x |
| market | 18.3x |
Price Based on Expected Growth
| PEG Ratio | |
|---|---|
| portfolio | 2.8x |
| market | 1.6x |
Price Based on Value of Assets
| PB Ratio | |
|---|---|
| portfolio | 11.3x |
| market | 1.8x |
Future Growth
The expected growth in revenue and earnings over the next 1 to 3 years
12.20%
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
13.98%
Historical Annual Earnings Growth
Return on Equity
| ROE | |
|---|---|
| portfolio | 35.9% |
| market | 10.5% |
Return on Assets
| ROA | |
|---|---|
| portfolio | 14.0% |
| market | 4.2% |
Return on Capital Employed
| ROCE | |
|---|---|
| portfolio | 22.5% |
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
72.05%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.22%
Equivalent to US$1,544 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| International Business Machines | 4.3% | US$324 |
| Verizon Communications | 4.2% | US$246 |
| Johnson & Johnson | 2.5% | US$380 |
| Microsoft | 1.1% | US$204 |
| Apple | 1.0% | US$151 |
| Visa | 0.6% | US$240 |