PORTFOLIO REPORT
Example US Portfolio
Portfolio with 7 companies
News
EXPLORE
Stocks
Portfolios
+
New Portfolio
Sign up
Login
Home
PORTFOLIO WITH 7 COMPANIES
Download Lithium Tesla
$100,985
MARKET VALUE
USD
+12.8%
CURRENCY
ANNUAL RETURN
1.43%
+87.6%
AVG YIELD
TOTAL RETURN
Discover stocks based on this Portfolio
Click here to create your own Portfolio like this one.
CAPITAL GAIN
DIVIDENT INCOME
+12.9%
+$8,736
+74.7%
+$50,678
PORTFOLIO SNOWFLAKE DESCTIPTION
A proven past performer with growth potential.
?
TOTAL RETURN
?
+87.6%
+$59,413
?
How are these portfolio returns calculated?
FxCryptoclub Portfolio
HOLDINGS
Sort by:
Snowflake scores:
Hide Liquidated:
Name
Return
Total
Market Value
Value
Future
Dividend
Apple
NasdaqGS:AAPL
Cost: $3,792, Market Value: $10,059
+180.39%
NasdaqGS:FB
Cost: $8,645, Market Value: $19,149
+121.5%
International Business Machines
NYSE:IBM
Cost: $9,213, Value: $6,972
-9.41%
Johnson & Johnson
NYSE:JNJ
Cost: $9,377, Value: $14,039
+68.85%
Microsoft
NasdaqGS:MSFT
Cost: $3,436, Value: $12,989
+301.86%
Verizon Communications
NYSE:VZ
Cost: $4,699, Value: $5,658
+46.91%
Apple
NYSE:V
Cost: $8,826, Value: $32,586
+276.97%
Explore ideas based on this Portfolio
PORTFOLIO PERFORMANCE
PORFOLIO VOLATILITY VS MARKET
?
HISTORICAL PORTFOLIO VALUE
NasdaqGS:MSFT
NYSE:JNJ
NYSE:V
NYSE:VZ
NYSE:XOM
NYSE:RDS.B
NasdaqGS:GILD
NYSE:IBM
NasdaqGS:AAPL
NasdaqGS:FB
CONTRIBUTORS TO RETURNS
A breakdown of the positive and negative contributors to total return. Color represents return:
+10%
0%
-10%
PORTFOLIO DIVERSIFICATION
DIVERSIFICATION BY COMPANY
A breakdown of the portfolio's by holding amount in each company.
!
Visa makes up 32.13% of the total value of the portfolio.
DIVERSIFICATION ACROSS INDUSTRIES
The diversity of the portfolio across different industries and the size of the individual holdings (ETF's and Funds excluded).
!
The Software and Services industry makes up 51.82% of the total value of the portfolio.
Explore companies outside of these industries
VALUE
POSITIVE + : NYSE:VZ
NEGATIVE - : NYSE:V
The value of the portfolio based on future cash flows (where available) and price relative to the market.
PORTFOLIO VALUE BASED ON FUTURE CASH FLOWS
?
Future cash flow value
Current
market value
$106,752
About right
$101,404
Undervalued
PORTFOLIO VALUE RELATIVE TO MARKET
?
VALUE BASED ON PAST EARNINGS
VALUE BASED ON EXPECTED GROWTH
VALUE BASED ON ASSETS
Example US Portfolio
US Market average
US Market average
Example US Portfolio
Example US Portfolio
Explore potentially undervalued companies tailored to this portfolio
FUTURE PERFORMANCE
POSITIVE + : NasdaqGS:FB
NEGATIVE - : NYSE:IBM
The average expected growth in earnings and revenue of the companies in the portfolio, compared to the past annual average.
10.5%
Expected average annual
grouth in earnings.
ANNUAL GROWTH RATES COMPARISON
?
Future Average
Past Average
US Market Average
14.1%
10.5%
12.0%
8.7%
12.3%
7.2%
Earning Growth
Revenue Growth
Explore potentially undervalued companies tailored to this portfolio
PAST PERFORMANCE
POSITIVE + : NYSE:V
NEGATIVE - : NYSE:VZ
US Market average
Example US Portfolio
HEALTH
POSITIVE + : NasdaqGS:FB
NEGATIVE - : NYSE:V
PORTFOLIO DEBT LEVEL
?
Banks and finacial institutions are excluded from this visual.
Explore healthy companies tailored to this portfolio
DIVIDENTS
POSITIVE + : NYSE:JNJ
NEGATIVE - : NYSE:V
10.5%
Average annual dividend yield. Equivalent to $1,442 per year
PORTFOLIO DIVIDEND PAYERS
International Business Machines:
Verizon Communications:
Johnson & Johnson:
Apple:
Microsoft: 1
Visa:
4.503%
4.259%
2.564%
1.429%
1.416%
0.613%
Explore dividend payers tailored to this portfolio
All investments involve risk, and the past performance of a security, industry, sector, market, financial products, trading strategy, or individual’s
trading does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should
be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs.
Any opinions, news, research, analyses, prices, or other information offered by fxcryptoclub.cc is provided as general market commentary and does not constitute investment advice. fxcryptoclub.cc will not accept liability for any loss or damage, including without limitation any loss of profit, which may arise directly or indirectly from the use of or reliance on such information.
Copyright © All Rights Reserved by FxCryptoclub.cc