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Covacoro-Wikifolio

Market Value

€150.92k

Portfolio Summary

Covacoro-Wikifolio is a EUR portfolio that has returned 5.63% annually since inception.

Portfolio Snowflake

Fundamentals

A value Portfolio which also pays a dividend.

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Returns since Inception

9.49%

Capital Gain

€32.41k

7.73%

Dividend Income

€26.41k

0.37%

Currency Gain

€1.28k

17.60%

Total Return

€60.10k

News

The latest Simply Wall St News coverage


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Returns

Portfolio volatility and the main contributors to returns

1.158

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

14.41x

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

2.80%

Expected Annual Earnings Growth


Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

8.63%

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

53.73%

Portfolio Debt to Equity


Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

5.01%

Equivalent to €7,557 per year


List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
MPC Container Ships18.8%€2,129
Wacker Neuson8.4%€575
Mutares SE KGaA7.9%€675
Maschinenfabrik Berthold Hermle7.6%€527
Sixt6.3%€575
MPC Münchmeyer Petersen Capital6.2%€540
Amadeus FiRe5.4%€450
KSB SE KGaA4.1%€342
Kontron3.1%€210
Mensch und Maschine Software2.9%€231
Jungheinrich2.9%€180
Gesco2.9%€160
AlzChem Group2.8%€300
Dermapharm Holding2.7%€176
Nabaltec1.9%€140
BE Semiconductor Industries1.9%€118
Einhell Germany1.6%€131
Frequentis0.9%€65
flatexDEGIRO0.3%€33
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