Ari's Portfolio
Market Value
US$1.02k
Holdings (4)
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Portfolio Summary
Ari's Portfolio is a USD portfolio that has returned 13.59% annually since inception.
Portfolio Snowflake
Fundamentals
An overvalued Portfolio with concerning outlook.
Actions
Returns since Inception
44.33%
Capital Gain
US$372.80
4.07%
Dividend Income
US$34.24
48.40%
Total Return
US$407.04
News
The latest Simply Wall St News coverage
Simply Wall St News
11 hours ago | Simply Wall St
Alphabet (GOOGL) Valuation Check As Shares Trade Near US$301 After Strong Multi Year Returns1 day ago | Simply Wall St
Alphabet Weighs AI Growth Against Clean Energy And Carbon Goals2 days ago | Simply Wall St
Alphabet’s Health100 Push Links Gemini AI To Regulated Healthcare WorkflowsReturns
Portfolio volatility and the main contributors to returns
1.009
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
6.02x
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
15.84%
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$12 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Vanguard Index Funds - Vanguard S&P 500 ETF | 1.2% | US$12 |