Ari's Portfolio
Market Value
US$612.26
Holdings (4)
Portfolio Summary
Ari's Portfolio is a USD portfolio that has returned -3.83% since inception.
Portfolio Snowflake
Fundamentals
An overvalued Portfolio with concerning outlook.
Actions
Returns since Inception
-3.83%
Capital Gain
-US$32.21
0%
Dividend Income
US$0
-3.83%
Total Return
-US$32.21
News
The latest Simply Wall St News coverage
Simply Wall St News
1 week ago | Simply Wall St
An Intrinsic Calculation For Chindata Group Holdings Limited (NASDAQ:CD) Suggests It's 24% Undervalued2 weeks ago | Simply Wall St
Alphabet (NASDAQ:GOOGL) stock performs better than its underlying earnings growth over last five years1 month ago | Simply Wall St
Alphabet Inc.'s (NASDAQ:GOOGL) Intrinsic Value Is Potentially 51% Above Its Share PriceReturns
Portfolio volatility and the main contributors to returns
1.007
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
1.15x
Price Based on Value of Assets (PB)
Intrinsic Value based on Free Cash Flows
No data
Price Based on Earnings
No data
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
1.65%
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
Portfolio Debt Level
No data
Dividends
The average annual dividend yield and top payers
1.65%
Equivalent to US$10 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Vanguard Index Funds - Vanguard S&P 500 ETF | 1.7% | US$10 |