Passive Income Investment Portfolio
Market Value
US$10.57k
Holdings (14)
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Portfolio Summary
Passive Income Investment Portfolio is a USD portfolio that has returned 7.23% annually since inception.
Portfolio Snowflake
Fundamentals
A proven past performer with some value.
Actions
Returns since Inception
5.52%
Capital Gain
US$553.23
29.81%
Dividend Income
US$2.99k
35.33%
Total Return
US$3.54k
News
The latest Simply Wall St News coverage
Simply Wall St News
1 hour ago | Simply Wall St
Is Netflix (NFLX) Quietly Redefining Its Ad Moat With Omnicom’s AI Data Integration?7 hours ago | Simply Wall St
Microsoft (MSFT) Stock Looks Like A Bargain Following Its 21% Slump8 hours ago | Simply Wall St
Is Tesla (TSLA) Trading At Too High A Premium After Q2 Deliveries?Returns
Portfolio volatility and the main contributors to returns
1.396
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
30.23x
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
15.00%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
13.89%
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
38.54%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
6.31%
Equivalent to US$667 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Global X Funds - Global X NASDAQ 100 Covered Call ETF | 11.6% | US$223 |
| J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF | 8.1% | US$405 |
| Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF | 3.2% | US$38 |
| Apple | 0.3% | US$1 |