My Portfolio
Market Value
US$35.94k
Holdings (29)
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Portfolio Summary
My Portfolio is a USD portfolio that has returned 20.24% annually since inception.
Portfolio Snowflake
Fundamentals
A past performer with some value.
Actions
Returns since Inception
18.84%
Capital Gain
US$5.70k
1.53%
Dividend Income
US$461.56
-0.00094%
Currency Gain
-US$0.28
20.36%
Total Return
US$6.16k
News
The latest Simply Wall St News coverage
Simply Wall St News
1 hour ago | Simply Wall St
What Is Berkshire Hathaway (BRK.B) Signaling With Its Biggest Buyback Since 2021?1 hour ago | Simply Wall St
Intel (INTC) Unveils $15 Billion Stock Offering As AI Buildout Accelerates1 hour ago | Simply Wall St
ExxonMobil (XOM) Stock Still Looks Below Fair Value TodayReturns
Portfolio volatility and the main contributors to returns
0.920
Portfolio Beta / Volatility
Portfolio Volatility vs Market
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
26.98x
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
8.50%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
14.95%
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
52.54%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.44%
Equivalent to US$517 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Arbor Realty Trust | 12.7% | US$33 |
| VICI Properties | 6.7% | US$79 |
| Pfizer | 6.4% | US$22 |
| Realty Income | 5.2% | US$127 |
| BP | 4.9% | US$9 |
| AGNT | 4.6% | US$3 |
| BASF | 4.4% | US$5 |
| Essential Properties Realty Trust | 4.2% | US$18 |
| Bristol-Myers Squibb | 3.9% | US$33 |
| Warner Music Group | 3.0% | US$4 |
| Devon Energy | 3.0% | US$8 |
| AbbVie | 2.8% | US$14 |
| ExxonMobil Holdings | 2.7% | US$12 |
| Coca-Cola | 2.4% | US$32 |
| Abbott Laboratories | 2.3% | US$13 |
| United Microelectronics | 2.2% | US$5 |
| Johnson & Johnson | 2.1% | US$44 |
| PayPal Holdings | 0.9% | US$1 |
| Walmart | 0.9% | US$5 |
| Microsoft | 0.7% | US$22 |
| Meta Platforms | 0.4% | US$6 |
| Apple | 0.3% | US$11 |
| Alphabet | 0.2% | US$12 |