Best European REITs
Market Value
US$48.63k
Holdings (5)
Portfolio Summary
Best European REITs is a USD portfolio that has returned -2.65% since inception.
Portfolio Snowflake
Fundamentals
A growth Portfolio with some value.
Actions
Returns since Inception
-1.80%
Capital Gain
-US$917.76
1.80%
Dividend Income
US$916.76
-2.65%
Currency Gain
-US$1.35k
-2.65%
Total Return
-US$1.35k
News
The latest Simply Wall St News coverage
Simply Wall St News
22 hours ago | Simply Wall St
Even after rising 3.4% this past week, Vonovia (ETR:VNA) shareholders are still down 29% over the past five years1 week ago | Simply Wall St
Does Aroundtown (ETR:AT1) Have A Healthy Balance Sheet?3 weeks ago | Simply Wall St
Is Now An Opportune Moment To Examine Vonovia SE (ETR:VNA)?Returns
Portfolio volatility and the main contributors to returns
1.139
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
8.45x
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
70.50%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
3.38%
Historical Annual Revenue Growth
Return on Equity
Return on Assets
Return on Capital Employed
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
85.66%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
2.03%
Equivalent to US$987 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| SEGRO | 4.0% | US$352 |
| Shurgard Self Storage | 3.4% | US$261 |
| Vonovia | 3.1% | US$374 |