Best European REITs
Market Value
US$47.83k
Holdings (5)
Portfolio Summary
Best European REITs is a USD portfolio that has returned 11.80% annually since inception.
Portfolio Snowflake
Fundamentals
A growth Portfolio with some value.
Actions
Returns since Inception
12.33%
Capital Gain
US$5.34k
1.54%
Dividend Income
US$665.69
-2.03%
Currency Gain
-US$881.18
11.83%
Total Return
US$5.13k
News
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1 week ago | Simply Wall St
Is There An Opportunity With Vonovia SE's (ETR:VNA) 46% Undervaluation?3 weeks ago | Simply Wall St
Aroundtown Full Year 2023 Earnings: EPS Misses ExpectationsReturns
Portfolio volatility and the main contributors to returns
0.985
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
6.96x
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
64.10%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
3.28%
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
79.62%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
2.09%
Equivalent to US$999 per year
List of Dividend Payers
Company | Annual Yield | Annual Contribution |
---|---|---|
Vonovia | 3.6% | US$385 |
SEGRO | 3.3% | US$346 |
Shurgard Self Storage | 3.1% | US$269 |