Covacoro-Wikifolio
Market Value
€164.94k
Holdings (20)
Portfolio Summary
Covacoro-Wikifolio is a EUR portfolio that has returned 21.08% annually since inception.
Portfolio Snowflake
Fundamentals
A past performer with some value and pays a dividend.
Actions
Returns since Inception
30.98%
Capital Gain
€63.39k
2.84%
Dividend Income
€5.82k
0.28%
Currency Gain
€570.41
34.10%
Total Return
€69.77k
News
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Portfolio volatility and the main contributors to returns
1.313
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
18.88x
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
7.70%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
9.70%
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
59.47%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
2.19%
Equivalent to €3,608 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Bilfinger | 6.0% | €489 |
| Deutsche Grundstücksauktionen | 5.4% | €452 |
| Mutares SE KGaA | 4.2% | €340 |
| Baader Bank | 3.9% | €275 |
| TAKKT | 3.6% | €286 |
| AlzChem Group | 3.4% | €277 |
| Derichebourg | 2.7% | €256 |
| Wacker Neuson | 2.4% | €192 |
| HELMA Eigenheimbau | 2.2% | €200 |
| S&T | 2.1% | €102 |
| BE Semiconductor Industries | 1.9% | €204 |
| Matas | 1.7% | €133 |
| Kulicke and Soffa Industries | 1.1% | €107 |
| Einhell Germany | 1.0% | €88 |
| AT & S Austria Technologie & Systemtechnik | 0.9% | €83 |
| Stratec | 0.7% | €57 |
| Frequentis | 0.5% | €40 |
| adesso | 0.3% | €26 |