Luxury Goods
Holdings (30)
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Portfolio Summary
Luxury Goods is a USD watchlist that has returned 4.01% in the past year.
Portfolio Snowflake
Fundamentals
Primarily an income Portfolio with limited growth.
Actions
1 Year Returns
-3.67%
Capital Gain
2.24%
Dividend Income
5.44%
Currency Gain
4.01%
Total Return
News
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Evaluating Kering (ENXTPA:KER): Is Recent Share Price Momentum Reflected in Its Valuation?Returns
Portfolio volatility and the main contributors to returns
1.117
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
43.37x
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
22.90%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
5.00%
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
66.36%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
2.23%
Estimated Dividend Yield
List of Dividend Payers
| Company | Annual Yield |
|---|---|
| Mercedes-Benz Group | 7.2% |
| Pernod Ricard | 5.7% |
| Dr. Ing. h.c. F. Porsche | 5.0% |
| Bayerische Motoren Werke | 4.8% |
| Diageo | 4.4% |
| Interparfums | 3.7% |
| Macy's | 3.6% |
| Chow Tai Fook Jewellery Group | 3.5% |
| Industria de Diseño Textil | 3.4% |
| Prada | 3.1% |
| Carter's | 3.1% |
| Swatch Group | 2.6% |
| NIKE | 2.5% |
| Christian Dior | 2.3% |
| LVMH Moët Hennessy - Louis Vuitton Société Européenne | 2.0% |
| L'Oréal | 1.9% |
| Kering | 1.9% |
| Compagnie Financière Richemont | 1.7% |
| Estée Lauder Companies | 1.6% |
| EssilorLuxottica Société anonyme | 1.2% |
| Hermès International Société en commandite par actions | 1.2% |
| Davide Campari-Milano | 1.1% |
| Ferrari | 0.8% |