Passive Income Investment Portfolio
Market Value
US$7.44k
Holdings (9)
Portfolio Summary
Passive Income Investment Portfolio is a USD portfolio that has returned -6.91% since inception.
Portfolio Snowflake
Fundamentals
An established income Portfolio with a solid track record.
Actions
Returns since Inception
-6.91%
Capital Gain
-US$552.03
0%
Dividend Income
US$0
-6.91%
Total Return
-US$552.03
News
The latest Simply Wall St News coverage
Simply Wall St News
1 day ago | Simply Wall St
Amazon's (NASDAQ:AMZN) Next Wave of Growth Might Surprisingly be in Brick-and-Mortar Operations2 days ago | Simply Wall St
Costco Wholesale's (NASDAQ:COST) five-year total shareholder returns outpace the underlying earnings growth4 days ago | Simply Wall St
Microsoft's (NASDAQ:MSFT) Gigantic Acquisition is Fueling the K-shaped Tech PerformanceReturns
Portfolio volatility and the main contributors to returns
0.808
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
27.33x
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
7.80%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
9.54%
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
47.22%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.05%
Equivalent to US$78 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| W. P. Carey | 5.6% | US$26 |
| Walgreens Boots Alliance | 3.6% | US$35 |
| Raymond James Financial | 1.4% | US$6 |
| Microsoft | 0.8% | US$8 |
| Costco Wholesale | 0.7% | US$3 |