Best European REITs
Market Value
US$49.27k
Holdings (5)
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Portfolio Summary
Best European REITs is a USD portfolio that has returned -8.01% since inception.
Portfolio Snowflake
Fundamentals
Primarily an income Portfolio but slightly overvalued.
Actions
Returns since Inception
-8.38%
Capital Gain
-US$4.64k
3.00%
Dividend Income
US$1.66k
-2.63%
Currency Gain
-US$1.46k
-8.01%
Total Return
-US$4.43k
News
The latest Simply Wall St News coverage
Simply Wall St News
2 weeks ago | Simply Wall St
Aroundtown (XTRA:AT1) Launches New Bond As Fair Value Debate Stays In Focus2 weeks ago | Simply Wall St
3 Stocks For Investors Hunting Value After The Tech Bubble Reset3 weeks ago | Simply Wall St
Vonovia (XTRA:VNA) Could Be 29% Below Fair Value Following Debt Refinancing MoveReturns
Portfolio volatility and the main contributors to returns
1.274
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
13.51x
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
6.60%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
4.08%
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
75.39%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
3.34%
Equivalent to US$1,644 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Vonovia | 6.0% | US$569 |
| Shurgard Self Storage | 4.6% | US$296 |
| Aroundtown | 3.8% | US$364 |
| SEGRO | 3.2% | US$415 |