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Ari's Portfolio

Market Value


Holdings (4)

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Portfolio Summary

Ari's Portfolio is a USD portfolio that has returned -3.83% since inception.

Portfolio Snowflake


An overvalued Portfolio with concerning outlook.


Returns since Inception


Capital Gain



Dividend Income



Total Return



Portfolio volatility and the main contributors to returns


Portfolio Beta / Volatility

Portfolio Volatility vs Market

Historical Portfolio Value

Contributors to Returns


The Portfolio diversification across companies and industries

Diversification By Company

Diversification Across Industries


The value of the Portfolio based on future cash flows (where available) and price relative to the market


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


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


The average annual dividend yield and top payers


Equivalent to US$10 per year

List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
Vanguard Index Funds - Vanguard S&P 500 ETF1.7%US$10
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.