Old School Luxury
Holdings (6)
Portfolio Summary
Old School Luxury is a USD watchlist that has returned -17.55% in the past year.
Portfolio Snowflake
Fundamentals
Primarily an income Portfolio with a great track record.
Actions
1 Year Returns
-21.82%
Capital Gain
2.14%
Dividend Income
2.14%
Currency Gain
-17.55%
Total Return
News
The latest Simply Wall St News coverage
Simply Wall St News
10 hours ago | Simply Wall St
Estée Lauder Companies (NYSE:EL) Has Affirmed Its Dividend Of $0.661 day ago | Simply Wall St
Private companies are LVMH Moët Hennessy - Louis Vuitton, Société Européenne's (EPA:MC) biggest owners and were rewarded after market cap rose by €22b last week3 days ago | Simply Wall St
US Exchange Cadence Design Systems And 2 Other Stocks Estimated To Be UndervaluedReturns
Portfolio volatility and the main contributors to returns
0.996
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
35.22x
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
12.90%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
8.88%
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
59.23%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
2.47%
Estimated Dividend Yield
List of Dividend Payers
Company | Annual Yield |
---|---|
Kering | 5.4% |
Estée Lauder Companies | 2.9% |
Christian Dior | 2.1% |
Compagnie Financière Richemont | 1.9% |
LVMH Moët Hennessy - Louis Vuitton Société Européenne | 1.9% |
Hermès International Société en commandite par actions | 0.7% |