Luxury Goods
Holdings (30)
Portfolio Summary
Luxury Goods is a USD watchlist that has returned -99.89% in the past year.
Portfolio Snowflake
Fundamentals
Primarily an income Portfolio with some value.
Actions
1 Year Returns
-99.90%
Capital Gain
0.0028%
Dividend Income
0.0041%
Currency Gain
-99.89%
Total Return
News
The latest Simply Wall St News coverage
Simply Wall St News
55 minutes ago | Simply Wall St
Chow Tai Fook Jewellery Group (HKG:1929) Is Very Good At Capital Allocation12 hours ago | Simply Wall St
Earnings Not Telling The Story For Ferrari N.V. (NYSE:RACE)15 hours ago | Simply Wall St
Some Investors May Be Worried About Kering's (EPA:KER) Returns On CapitalReturns
Portfolio volatility and the main contributors to returns
1.277
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
27.38x
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
16.70%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
5.97%
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
65.92%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
2.73%
Estimated Dividend Yield
List of Dividend Payers
| Company | Annual Yield |
|---|---|
| Burberry Group | 8.8% |
| Mercedes-Benz Group | 8.5% |
| Chow Tai Fook Jewellery Group | 8.3% |
| Bayerische Motoren Werke | 7.1% |
| Kering | 5.4% |
| Carter's | 4.6% |
| Macy's | 4.5% |
| Pernod Ricard | 3.9% |
| Swatch Group | 3.6% |
| Dr. Ing. h.c. F. Porsche | 3.3% |
| Industria de Diseño Textil | 3.1% |
| Diageo | 3.1% |
| Estée Lauder Companies | 2.8% |
| Inter Parfums | 2.4% |
| Prada | 2.2% |
| Christian Dior | 2.1% |
| LVMH Moët Hennessy - Louis Vuitton Société Européenne | 1.9% |
| Compagnie Financière Richemont | 1.9% |
| EssilorLuxottica Société anonyme | 1.9% |
| NIKE | 1.7% |
| L'Oréal | 1.7% |
| Davide Campari-Milano | 0.8% |
| Hermès International Société en commandite par actions | 0.7% |
| Ferrari | 0.6% |