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Old School Luxury

Portfolio Summary

Old School Luxury is a USD watchlist that has returned -5.95% in the past year.

Portfolio Snowflake

Fundamentals

An established income Portfolio with limited growth.

Actions


1 Year Returns

-11.83%
Capital Gain
2.00%
Dividend Income
3.88%
Currency Gain
-5.95%
Total Return

Returns

Portfolio volatility and the main contributors to returns

1.067
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

30.54x
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

19.10%
Expected Annual Earnings Growth

Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

6.88%
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

60.65%
Portfolio Debt to Equity

Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

2.17%
Estimated Dividend Yield

List of Dividend Payers

CompanyAnnual Yield
Christian Dior2.8%
Kering2.6%
LVMH Moët Hennessy - Louis Vuitton Société Européenne2.6%
Compagnie Financière Richemont2.1%
Estée Lauder Companies1.6%
Hermès International Société en commandite par actions1.2%