My Portfolio
Holdings (13)
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Portfolio Summary
My Portfolio is a USD watchlist that has returned 13.63% in the past year.
Portfolio Snowflake
Fundamentals
A past performer with some value.
Actions
1 Year Returns
11.44%
Capital Gain
1.06%
Dividend Income
1.12%
Currency Gain
13.63%
Total Return
News
The latest Simply Wall St News coverage
Simply Wall St News
15 hours ago | Simply Wall St
Alphabet Second Quarter 2025 Earnings: Beats Expectations16 hours ago | Simply Wall St
Berkshire Hathaway Insiders Sold US$140m Of Shares Suggesting Hesitancy1 day ago | Simply Wall St
Advanced Micro Devices (AMD) Partners With USC ISI To Revolutionize AI Model TrainingReturns
Portfolio volatility and the main contributors to returns
1.347
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
42.91x
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
11.95%
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
49.46%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.04%
Estimated Dividend Yield
List of Dividend Payers
| Company | Annual Yield |
|---|---|
| STAG Industrial | 4.2% |
| JPMorgan Chase | 1.9% |
| Anheuser-Busch InBev | 1.5% |
| Delta Air Lines | 1.4% |
| Vanguard Funds - Vanguard S&P 500 UCITS ETF | 1.0% |
| Applied Materials | 1.0% |
| Lam Research | 0.9% |
| Microsoft | 0.6% |
| Apple | 0.5% |
| Alphabet | 0.4% |