Passive Income Investment Portfolio
Market Value
US$10.16k
Holdings (14)
Portfolio Summary
Passive Income Investment Portfolio is a USD portfolio that has returned 7.02% annually since inception.
Portfolio Snowflake
Fundamentals
A proven past performer with growth potential.
Actions
Returns since Inception
1.40%
Capital Gain
US$140.66
20.03%
Dividend Income
US$2.01k
21.43%
Total Return
US$2.15k
News
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Why We're Not Concerned About Apple Inc.'s (NASDAQ:AAPL) Share PriceReturns
Portfolio volatility and the main contributors to returns
1.154
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
44.59x
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
17.30%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
10.95%
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
51.35%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
6.43%
Equivalent to US$653 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Global X Funds - Global X NASDAQ 100 Covered Call ETF | 12.5% | US$242 |
| J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF | 7.3% | US$373 |
| Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF | 3.6% | US$36 |
| Apple | 0.4% | US$1 |