Best European REITs
Market Value
US$56.07k
Holdings (5)
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Portfolio Summary
Best European REITs is a USD portfolio that has returned 7.31% since inception.
Portfolio Snowflake
Fundamentals
A value Portfolio with growth potential and pays a dividend.
Actions
Returns since Inception
-1.58%
Capital Gain
-US$844.23
2.41%
Dividend Income
US$1.29k
6.48%
Currency Gain
US$3.46k
7.31%
Total Return
US$3.91k
News
The latest Simply Wall St News coverage
Simply Wall St News
1 week ago | Simply Wall St
Vonovia SE's (ETR:VNA) largest shareholders are individual investors with 51% ownership, institutions own 35%2 weeks ago | Simply Wall St
Retail investors among Aroundtown SA's (ETR:AT1) largest shareholders, saw gain in holdings value after stock jumped 8.2% last week1 month ago | Simply Wall St
Investors in Vonovia (ETR:VNA) have unfortunately lost 28% over the last five yearsReturns
Portfolio volatility and the main contributors to returns
1.164
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
15.41x
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
27.10%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
2.66%
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
82.97%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
2.64%
Equivalent to US$1,481 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| SEGRO | 4.5% | US$396 |
| Vonovia | 4.3% | US$571 |
| Shurgard Self Storage | 3.2% | US$307 |
| Castellum | 2.1% | US$208 |