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Ari's Portfolio

Market Value
US$965.95

Holdings (4)

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Portfolio Summary

Ari's Portfolio is a USD portfolio that has returned 15.73% annually since inception.

Portfolio Snowflake

Fundamentals

An overvalued Portfolio with concerning outlook.

Actions


Returns since Inception

38.23%
Capital Gain
US$321.47
3.36%
Dividend Income
US$28.27
41.59%
Total Return
US$349.74

Returns

Portfolio volatility and the main contributors to returns

1.01
Portfolio Beta / Volatility

Portfolio Volatility vs Market


Historical Portfolio Value


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

6.3x
Price Based on Earnings (PE)

Intrinsic Value based on Free Cash Flows

No data


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


Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

18.83%
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


Portfolio Debt Level

No data

Dividends

The average annual dividend yield and top payers

1.18%
Equivalent to US$11 per year

List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
Vanguard Index Funds - Vanguard S&P 500 ETF1.2%US$11