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Luxury Goods

Portfolio Summary

Luxury Goods is a USD watchlist that has returned -98.40% in the past year.

Portfolio Snowflake

Fundamentals

Primarily an income Portfolio but slightly overvalued.

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1 Year Returns

-98.52%
Capital Gain
0.042%
Dividend Income
0.085%
Currency Gain
-98.40%
Total Return

News

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Returns

Portfolio volatility and the main contributors to returns

1.183
Portfolio Beta / Volatility

Portfolio Volatility vs Market


Contributors to Returns

Diversification

The Portfolio diversification across companies and industries


Diversification Across Industries

Valuation

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

30.94x
Price Based on Earnings (PE)

Intrinsic Value based on Free Cash Flows


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

18.60%
Expected Annual Earnings Growth

Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

5.74%
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

67.19%
Portfolio Debt to Equity

Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

2.64%
Estimated Dividend Yield

List of Dividend Payers

CompanyAnnual Yield
Carter's9.8%
Mercedes-Benz Group8.3%
Macy's5.9%
Bayerische Motoren Werke5.5%
Dr. Ing. h.c. F. Porsche5.4%
Pernod Ricard5.2%
Chow Tai Fook Jewellery Group4.2%
Diageo3.8%
Industria de Diseño Textil3.4%
Kering3.3%
Swatch Group3.2%
Christian Dior2.9%
Prada2.9%
LVMH Moët Hennessy - Louis Vuitton Société Européenne2.7%
NIKE2.5%
Interparfums2.3%
Estée Lauder Companies2.0%
Compagnie Financière Richemont2.0%
L'Oréal1.8%
EssilorLuxottica Société anonyme1.6%
Davide Campari-Milano1.1%
Hermès International Société en commandite par actions1.1%
Ferrari0.7%