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Ari's Portfolio

Market Value

US$816.20

Holdings (4)

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Portfolio Summary

Ari's Portfolio is a USD portfolio that has returned 19.58% annually since inception.

Portfolio Snowflake

Fundamentals

An overvalued Portfolio with concerning outlook.

Actions


Returns since Inception

20.42%

Capital Gain

US$171.72

1.29%

Dividend Income

US$10.82

21.71%

Total Return

US$182.54

Returns

Portfolio volatility and the main contributors to returns

1.005

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

6.1x

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

20.31%

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

1.33%

Equivalent to US$11 per year


List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
Vanguard Index Funds - Vanguard S&P 500 ETF1.3%US$11
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.