Passive Income Investment Portfolio
Market Value
US$9.62k
Holdings (14)
Portfolio Summary
Passive Income Investment Portfolio is a USD portfolio that has returned 5.08% annually since inception.
Portfolio Snowflake
Fundamentals
A growth Portfolio with a great track record.
Actions
Returns since Inception
-3.98%
Capital Gain
-US$398.43
14.99%
Dividend Income
US$1.50k
11.02%
Total Return
US$1.10k
News
The latest Simply Wall St News coverage
Simply Wall St News
6 minutes ago | Simply Wall St
Are Investors Undervaluing Amazon.com, Inc. (NASDAQ:AMZN) By 22%?36 minutes ago | Simply Wall St
Is It Time To Consider Buying Microsoft Corporation (NASDAQ:MSFT)?3 days ago | Simply Wall St
W. P. Carey (NYSE:WPC) shareholders have endured a 1.2% loss from investing in the stock five years agoReturns
Portfolio volatility and the main contributors to returns
1.177
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
58.49x
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
19.60%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
9.01%
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
51.92%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
0.014%
Equivalent to US$1 per year
List of Dividend Payers
Company | Annual Yield | Annual Contribution |
---|---|---|
Apple | 0.5% | US$1 |