Old School Luxury
Holdings (6)
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Portfolio Summary
Old School Luxury is a USD watchlist that has returned 35.67% in the past year.
Portfolio Snowflake
Fundamentals
An established income Portfolio with limited growth.
Actions
1 Year Returns
24.31%
Capital Gain
2.37%
Dividend Income
8.98%
Currency Gain
35.67%
Total Return
News
The latest Simply Wall St News coverage
Simply Wall St News
16 hours ago | Simply Wall St
Evaluating Kering (ENXTPA:KER): Is Recent Share Price Momentum Reflected in Its Valuation?1 day ago | Simply Wall St
What Estée Lauder Companies (EL)'s Strong Quarter and XINÚ Investment Mean for Emerging Markets Strategy2 days ago | Simply Wall St
Estée Lauder (EL): Evaluating Valuation After Recent Share Price FluctuationsReturns
Portfolio volatility and the main contributors to returns
1.088
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
37.02x
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
19.70%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
7.01%
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
60.57%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.79%
Estimated Dividend Yield
List of Dividend Payers
| Company | Annual Yield |
|---|---|
| Christian Dior | 2.3% |
| LVMH Moët Hennessy - Louis Vuitton Société Européenne | 2.0% |
| Kering | 1.9% |
| Compagnie Financière Richemont | 1.7% |
| Estée Lauder Companies | 1.6% |
| Hermès International Société en commandite par actions | 1.2% |