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My Portfolio
Holdings (13)
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 Forecasts1 day ago | Simply Wall St
With 73% institutional ownership, Microsoft Corporation (NASDAQ:MSFT) is a favorite amongst the big gunsReturns
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
Company | Annual Yield |
---|---|
STAG Industrial | 3.7% |
JPMorgan Chase | 2.1% |
Delta Air Lines | 1.5% |
Anheuser-Busch InBev | 1.4% |
Lam Research | 0.9% |
Applied Materials | 0.8% |
Microsoft | 0.7% |
Alphabet | 0.5% |
Apple | 0.4% |