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My Portfolio

Holdings (13)

AMDUS$154.98
Advanced Micro Devices
4.32%7 Day
51.6%1 year
DALUS$41.38
Delta Air Lines
3.06%7 Day
0.3%1 year
STAGUS$40.45
STAG Industrial
2.82%7 Day
15.2%1 year
JPMUS$218.31
JPMorgan Chase
2.03%7 Day
51.5%1 year
BRK.AUS$680.3k
Berkshire Hathaway
1.98%7 Day
26.0%1 year
TSLAUS$220.32
Tesla
1.94%7 Day
-7.7%1 year
GOOGLUS$165.62
Alphabet
1.63%7 Day
27.7%1 year
AAPLUS$226.84
Apple
0.35%7 Day
27.6%1 year
ABI€55.16
Anheuser-Busch InBev
0.22%7 Day
10.8%1 year
MSFTUS$416.79
Microsoft
-0.40%7 Day
29.7%1 year
VUSAUK£80.86
Vanguard Funds - Vanguard S&P 500 UCITS ETF
-0.78%7 Day
29.9%1 year
AMATUS$202.67
Applied Materials
-2.52%7 Day
41.1%1 year
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Portfolio Summary

My Portfolio is a USD watchlist that has returned 23.22% in the past year.

Portfolio Snowflake

Fundamentals

A past performer with some value.

Actions

1 Year Returns

21.30%

Capital Gain

1.08%

Dividend Income

0.84%

Currency Gain

23.22%

Total Return

News

The latest Simply Wall St News coverage

Simply Wall St News

11 hours ago | Simply Wall St

Are Investors Undervaluing Alphabet Inc. (NASDAQ:GOOGL) By 35%?

13 hours ago | Simply Wall St

Earnings Update: Applied Materials, Inc. (NASDAQ:AMAT) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

1 day ago | Simply Wall St

With 73% institutional ownership, Microsoft Corporation (NASDAQ:MSFT) is a favorite amongst the big guns

Returns

Portfolio volatility and the main contributors to returns

1.3

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

39.6x

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

8.40%

Expected Annual Earnings Growth

Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

12.11%

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

55.95%

Portfolio Debt to Equity

Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

0.91%

Estimated Dividend Yield

List of Dividend Payers

CompanyAnnual Yield
STAG Industrial3.7%
JPMorgan Chase2.1%
Delta Air Lines1.5%
Anheuser-Busch InBev1.4%
Lam Research0.9%
Applied Materials0.8%
Microsoft0.7%
Alphabet0.5%
Apple0.4%
Simply Wall St™
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Level 7, 320 Pitt Street, Sydney
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Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.