Best European REITs
Market Value
US$51.76k
Holdings (5)
Portfolio Summary
Best European REITs is a USD portfolio that has returned 2.61% since inception.
Portfolio Snowflake
Fundamentals
A value Portfolio with growth potential.
Actions
Returns since Inception
-1.54%
Capital Gain
-US$781.38
0.64%
Dividend Income
US$325.12
3.50%
Currency Gain
US$1.78k
2.61%
Total Return
US$1.32k
News
The latest Simply Wall St News coverage
Simply Wall St News
5 days ago | Simply Wall St
Vonovia First Quarter 2025 Earnings: In Line With Expectations1 week ago | Simply Wall St
What Is Vonovia SE's (ETR:VNA) Share Price Doing?1 week ago | Simply Wall St
Aroundtown's (ETR:AT1 three-year decrease in earnings delivers investors with a 41% lossReturns
Portfolio volatility and the main contributors to returns
1.163
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
27.83x
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
35.50%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
2.55%
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
84.21%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
2.76%
Equivalent to US$1,427 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| SEGRO | 4.4% | US$387 |
| Vonovia | 4.2% | US$543 |
| Shurgard Self Storage | 3.4% | US$294 |
| Castellum | 2.2% | US$204 |