Luxury Goods
Holdings (30)
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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.
Actions
1 Year Returns
-98.52%
Capital Gain
0.042%
Dividend Income
0.085%
Currency Gain
-98.40%
Total Return
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Is There Now An Opportunity In Kering SA (EPA:KER)?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
| Company | Annual Yield |
|---|---|
| Carter's | 9.8% |
| Mercedes-Benz Group | 8.3% |
| Macy's | 5.9% |
| Bayerische Motoren Werke | 5.5% |
| Dr. Ing. h.c. F. Porsche | 5.4% |
| Pernod Ricard | 5.2% |
| Chow Tai Fook Jewellery Group | 4.2% |
| Diageo | 3.8% |
| Industria de Diseño Textil | 3.4% |
| Kering | 3.3% |
| Swatch Group | 3.2% |
| Christian Dior | 2.9% |
| Prada | 2.9% |
| LVMH Moët Hennessy - Louis Vuitton Société Européenne | 2.7% |
| NIKE | 2.5% |
| Interparfums | 2.3% |
| Estée Lauder Companies | 2.0% |
| Compagnie Financière Richemont | 2.0% |
| L'Oréal | 1.8% |
| EssilorLuxottica Société anonyme | 1.6% |
| Davide Campari-Milano | 1.1% |
| Hermès International Société en commandite par actions | 1.1% |
| Ferrari | 0.7% |