Covacoro-Wikifolio
Market Value
€191.94k
Holdings (18)
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Portfolio Summary
Covacoro-Wikifolio is a EUR portfolio that has returned 8.49% annually since inception.
Portfolio Snowflake
Fundamentals
A value Portfolio with a great track record and pays a dividend.
Actions
Returns since Inception
22.05%
Capital Gain
€88.33k
8.04%
Dividend Income
€32.20k
0.31%
Currency Gain
€1.25k
30.40%
Total Return
€121.78k
News
The latest Simply Wall St News coverage
Simply Wall St News
1 day ago | Simply Wall St
Improved Revenues Required Before SMA Solar Technology AG (ETR:S92) Stock's 26% Jump Looks Justified1 day ago | Simply Wall St
PVA TePla AG's (ETR:TPE) 26% Share Price Surge Not Quite Adding Up2 days ago | Simply Wall St
Is AlzChem Group AG's (ETR:ACT) Latest Stock Performance A Reflection Of Its Financial Health?Returns
Portfolio volatility and the main contributors to returns
0.997
Portfolio Beta / Volatility
Portfolio Volatility vs Market
Contributors to Returns
Diversification
The Portfolio diversification across companies and industries
Diversification By Company
Diversification Across Industries
Valuation
The value of the Portfolio based on future cash flows (where available) and price relative to the market
21.57x
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
16.10%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
6.64%
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
48.53%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
4.37%
Equivalent to €8,383 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Höegh Autoliners | 33.5% | €2,547 |
| MPC Container Ships | 20.1% | €1,390 |
| Maschinenfabrik Berthold Hermle | 6.1% | €553 |
| Mutares SE KGaA | 5.8% | €700 |
| Villeroy & Boch | 5.0% | €432 |
| Mensch und Maschine Software | 3.4% | €296 |
| Sixt | 3.2% | €354 |
| Dürr | 3.1% | €224 |
| KSB SE KGaA | 3.0% | €393 |
| Kontron | 2.4% | €252 |
| Einhell Germany | 2.0% | €202 |
| SMA Solar Technology | 2.0% | €255 |
| Jungheinrich | 2.0% | €240 |
| Nabaltec | 2.0% | €171 |
| AlzChem Group | 1.3% | €216 |
| 2G Energy | 0.6% | €72 |
| Frequentis | 0.5% | €62 |
| flatexDEGIRO | 0.2% | €24 |