My Portfolio
Holdings (13)
Portfolio Summary
My Portfolio is a USD watchlist that has returned 6.80% in the past year.
Portfolio Snowflake
Fundamentals
A past performer with some value.
Actions
1 Year Returns
6.19%
Capital Gain
0.96%
Dividend Income
-0.35%
Currency Gain
6.80%
Total Return
News
The latest Simply Wall St News coverage
Simply Wall St News
13 hours ago | Simply Wall St
Advanced Micro Devices (NasdaqGS:AMD) Engages In Talks To Sell Data Center Plants Valued At US$4 Billion2 days ago | Simply Wall St
Latest News In Cloud AI - Adswerve Drives Growth Through Google Cloud AI Innovations2 days ago | Simply Wall St
AI Chips Today - Micron Powers AI On Samsung Galaxy S25 SeriesReturns
Portfolio volatility and the main contributors to returns
1.292
Portfolio Beta / Volatility
Portfolio Volatility vs Market
Contributors to Returns
Diversification
The Portfolio diversification across companies and industries
Diversification Across Industries
Valuation
The value of the Portfolio based on future cash flows (where available) and price relative to the market
40.53x
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
9.20%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
11.78%
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
51.80%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.03%
Estimated Dividend Yield
List of Dividend Payers
| Company | Annual Yield |
|---|---|
| STAG Industrial | 4.2% |
| JPMorgan Chase | 1.9% |
| Anheuser-Busch InBev | 1.6% |
| Lam Research | 1.1% |
| Delta Air Lines | 1.0% |
| Vanguard Funds - Vanguard S&P 500 UCITS ETF | 1.0% |
| Applied Materials | 0.9% |
| Microsoft | 0.8% |
| Alphabet | 0.4% |
| Apple | 0.4% |