Portfolio Summary

Best European REITs is a USD portfolio that has returned 11.39% annually since inception.

Portfolio Snowflake

Fundamentals

A growth Portfolio with some value.

Actions


Returns since Inception

12.22%

Capital Gain

US$5.40k

1.51%

Dividend Income

US$666.48

-2.30%

Currency Gain

-US$1.02k

11.42%

Total Return

US$5.05k

Returns

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

7.15x

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

65.40%

Expected Annual Earnings Growth


Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

3.27%

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

79.65%

Portfolio Debt to Equity


Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

2.05%

Equivalent to US$997 per year


List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
Vonovia3.5%US$385
SEGRO3.2%US$346
Shurgard Self Storage3.0%US$266
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