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

2 days ago | Simply Wall St

Is Now An Opportune Moment To Examine Vonovia SE (ETR:VNA)?

3 weeks ago | Simply Wall St

Calculating The Intrinsic Value Of Vonovia SE (ETR:VNA)

4 weeks ago | Simply Wall St

Aroundtown (ETR:AT1 investor five-year losses grow to 57% as the stock sheds €195m this past week

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