Jiri Kuban
Market Value
US$23.35t
Holdings (8)
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Portfolio Summary
Jiri Kuban is a USD portfolio that has returned 16.73% annually since inception.
Portfolio Snowflake
Fundamentals
A value Portfolio with an acceptable track record.
Actions
Returns since Inception
406.47%
Capital Gain
US$18.74t
0.30%
Dividend Income
US$13.95b
-0.11%
Currency Gain
-US$5.08b
406.66%
Total Return
US$18.75t
News
The latest Simply Wall St News coverage
Simply Wall St News
1 day ago | Simply Wall St
MONETA Money Bank, a.s. (SEP:MONET) Just Released Its Half-Year Results And Analysts Are Updating Their Estimates2 days ago | Simply Wall St
FTI Consulting (FCN) Adds Senior Hires, Is The Stock Fairly Valued?5 days ago | Simply Wall St
Should New Senior Hires in Risk and Energy Advisory Require Action From FTI Consulting (FCN) Investors?Returns
Portfolio volatility and the main contributors to returns
-0.0427
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
18.9x
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
10.60%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
8.22%
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
45.46%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
0.004%
Equivalent to US$926,485,101 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Komercní banka | 9.3% | US$4,008,265 |
| MONETA Money Bank | 8.2% | US$27,611,474 |
| CEZ a. s | 3.1% | US$894,865,362 |