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Best European REITs

Market Value
US$55.34k

Portfolio Summary

Best European REITs is a USD portfolio that has returned -0.52% since inception.

Portfolio Snowflake

Fundamentals

A slightly overvalued Portfolio which pays an unreliable dividend.

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Returns since Inception

-9.45%
Capital Gain
-US$5.39k
2.35%
Dividend Income
US$1.34k
6.59%
Currency Gain
US$3.76k
-0.52%
Total Return
-US$293.66

Returns

Portfolio volatility and the main contributors to returns

1.19
Portfolio Beta / Volatility

Portfolio Volatility vs Market


Contributors to Returns

Diversification

The Portfolio diversification across companies and industries


Diversification By Company


Diversification Across Industries

Valuation

The value of the Portfolio based on future cash flows (where available) and price relative to the market

24.86x
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

11.30%
Expected Annual Earnings Growth

Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

3.60%
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

83.62%
Portfolio Debt to Equity

Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

2.68%
Equivalent to US$1,482 per year

List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
Vonovia4.5%US$568
SEGRO4.2%US$399
Shurgard Self Storage3.5%US$303
Castellum2.2%US$213