Passive Income Investment Portfolio
Holdings (14)
Portfolio Summary
Passive Income Investment Portfolio is a USD portfolio that has returned 7.79% annually since inception.
Portfolio Snowflake
Fundamentals
A proven past performer which is rather undervalued.
Actions
Returns since Inception
News
The latest Simply Wall St News coverage
Simply Wall St News
11 hours ago | Simply Wall St
What Is Tesla (TSLA) Telling Investors With Its 3 Million Vehicle China Recall?13 hours ago | Simply Wall St
Apple (AAPL) Is Cutting Over 200 Siri And Vision Pro Roles13 hours ago | Simply Wall St
Netflix (NFLX) Stock Looks Below Fair Value On Cash Flow And EarningsReturns
Portfolio volatility and the main contributors to returns
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
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
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
Return on Equity
Return on Assets
Return on Capital Employed
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Global X Funds - Global X NASDAQ 100 Covered Call ETF | 10.6% | US$206 |
| J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF | 7.9% | US$405 |
| Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF | 3.0% | US$38 |
| Apple | 0.3% | US$2 |