Budny TechEnergy

Watchlist Analysis

Holdings (6)

IPGPUS$238.71
IPG Photonics
9.6%7 Day
100.5%1 year

Portfolio Summary

Budny TechEnergy is a USD watchlist that has returned 108.61% in the past year.

Portfolio Snowflake

Fundamentals

A past performer with growth potential.

Actions


1 Year Returns

105.86%

Capital Gain

1.03%

Dividend Income

1.72%

Currency Gain

108.61%

Total Return

Returns

Portfolio volatility and the main contributors to returns

1.165

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

185.41x

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

15.70%

Expected Annual Earnings Growth


Future Annual Growth Analysis

Past Peformance

The average performance ratios and growth over the past 5 years

12.24%

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

13.89%

Portfolio Debt to Equity


Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

0.61%

Estimated Dividend Yield


List of Dividend Payers

CompanyAnnual Yield
Cisco Systems2.8%
Kainos Group0.8%
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