Portfolio Summary

Best European REITs is a USD portfolio that has returned -7.53% since inception.

Portfolio Snowflake

Fundamentals

A growth Portfolio with some value.

Actions


Returns since Inception

-4.17%

Capital Gain

-US$2.17k

1.74%

Dividend Income

US$905.11

-5.10%

Currency Gain

-US$2.65k

-7.53%

Total Return

-US$3.92k

News

The latest Simply Wall St News coverage


Simply Wall St News

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

8.56x

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

76.60%

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

85.24%

Portfolio Debt to Equity


Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

2.07%

Equivalent to US$976 per year


List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
SEGRO4.0%US$345
Shurgard Self Storage3.3%US$261
Vonovia3.2%US$370