Passive Income Investment Portfolio
Market Value
US$10.14k
Holdings (14)
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Portfolio Summary
Passive Income Investment Portfolio is a USD portfolio that has returned 6.54% annually since inception.
Portfolio Snowflake
Fundamentals
A value Portfolio with a great track record.
Actions
Returns since Inception
1.24%
Capital Gain
US$124.50
27.75%
Dividend Income
US$2.78k
29.00%
Total Return
US$2.91k
News
The latest Simply Wall St News coverage
Simply Wall St News
4 hours ago | Simply Wall St
Is Amazon.com (AMZN) Still Attractive After Recent Share Price Weakness?4 hours ago | Simply Wall St
Costco Wholesale (COST) Valuation In Focus After Sustained Share Price Momentum4 hours ago | Simply Wall St
Should Tesla's China EV Rebound and UK Power License Shift the TSLA Investment Narrative?Returns
Portfolio volatility and the main contributors to returns
1.367
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
29.47x
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
14.70%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
13.03%
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
33.32%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
6.69%
Equivalent to US$678 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Global X Funds - Global X NASDAQ 100 Covered Call ETF | 11.7% | US$217 |
| J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF | 8.3% | US$422 |
| Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF | 3.4% | US$38 |
| Apple | 0.4% | US$1 |