Ari's Portfolio
Market Value
US$1.16k
Holdings (4)
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Portfolio Summary
Ari's Portfolio is a USD portfolio that has returned 16.76% annually since inception.
Portfolio Snowflake
Fundamentals
An overvalued Portfolio with concerning outlook.
Actions
Returns since Inception
61.51%
Capital Gain
US$517.24
4.45%
Dividend Income
US$37.43
65.96%
Total Return
US$554.67
News
The latest Simply Wall St News coverage
Simply Wall St News
10 hours ago | Simply Wall St
Is It Too Late To Consider Alphabet (GOOGL) After Its 131.5% One-Year Surge?1 day ago | Simply Wall St
Alphabet And Blackstone Venture Opens New Path To Google AI Compute2 days ago | Simply Wall St
Latest News In Cloud AI - LaunchDarkly's AgentControl Revolutionizes AI Agent ManagementReturns
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
6.87x
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
1.04%
Equivalent to US$12 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Vanguard Index Funds - Vanguard S&P 500 ETF | 1.0% | US$12 |