Introducing Our New Portfolio
Exciting news! Our new portfolio version is here, offering a revamped monitoring experience. While we develop portfolio analysis, support to transactions and more, you can continue using this legacy version. Start building your new portfolio today or wait until we seamlessly transfer your existing portfolio. Learn more
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My Portfolio
Holdings (13)
Portfolio Summary
My Portfolio is a USD watchlist that has returned 24.02% in the past year.
Portfolio Snowflake
Fundamentals
A past performer with some value.
Actions
1 Year Returns
News
The latest Simply Wall St News coverage
Simply Wall St News
1 hour ago | Simply Wall St
Microsoft (MSFT) Valuation: How AI Expansion and Cloud Investments Are Shaping the Future6 hours ago | Simply Wall St
Is Tesla’s 2025 Price Justified After Latest AI and Self-Driving Expansion News?7 hours ago | Simply Wall St
JPMorgan Chase (JPM): Evaluating Whether the Recent Share Price Strength Signals UndervaluationReturns
Portfolio volatility and the main contributors to returns
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
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 |
|---|---|
| STAG Industrial | 3.8% |
| JPMorgan Chase | 1.9% |
| Anheuser-Busch InBev | 1.6% |
| Delta Air Lines | 1.3% |
| Vanguard Funds - Vanguard S&P 500 UCITS ETF | 1.0% |
| Applied Materials | 0.8% |
| Microsoft | 0.7% |
| Lam Research | 0.7% |
| Apple | 0.4% |
| Alphabet | 0.3% |