Covacoro-Wikifolio
Market Value
€150.92k
Holdings (19)
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.
Actions
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
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Discovering Three Undiscovered Gems in GermanyReturns
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
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| MPC Container Ships | 18.8% | €2,129 |
| Wacker Neuson | 8.4% | €575 |
| Mutares SE KGaA | 7.9% | €675 |
| Maschinenfabrik Berthold Hermle | 7.6% | €527 |
| Sixt | 6.3% | €575 |
| MPC Münchmeyer Petersen Capital | 6.2% | €540 |
| Amadeus FiRe | 5.4% | €450 |
| KSB SE KGaA | 4.1% | €342 |
| Kontron | 3.1% | €210 |
| Mensch und Maschine Software | 2.9% | €231 |
| Jungheinrich | 2.9% | €180 |
| Gesco | 2.9% | €160 |
| AlzChem Group | 2.8% | €300 |
| Dermapharm Holding | 2.7% | €176 |
| Nabaltec | 1.9% | €140 |
| BE Semiconductor Industries | 1.9% | €118 |
| Einhell Germany | 1.6% | €131 |
| Frequentis | 0.9% | €65 |
| flatexDEGIRO | 0.3% | €33 |