Willamette Valley Vineyards Inc Strategic Asset Allocation Index
Willamette Valley Vineyards Inc strategic asset allocation index. Willamette Valley Vineyards Inc (WVVI) has a Strategic Asset Allocation Index of 89.1% as of June 2023. Strategic assets (PP&E of $62.64 Million plus long-term investments of $-) total $62.64 Million, measured against net assets of $70.28 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Willamette Valley Vineyards Inc's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Willamette Valley Vineyards Inc (2000–2022)
Strategic asset allocation index of Willamette Valley Vineyards Inc from 2000 to 2022. This chart shows how Willamette Valley Vineyards Inc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2022. As of June 2023, the index stands at 89.1%, representing strategic assets of $62.64 Million against net assets of $70.28 Million USD. Check WVVI tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Willamette Valley Vineyards Inc Strategic Asset Allocation Index by Year (2000–2022)
Willamette Valley Vineyards Inc strategic asset allocation index by year from 2000 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Willamette Valley Vineyards Inc from 2000 to 2022, covering 23 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Willamette Valley Vineyards Inc market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 88.7% | $62.44 Million | $62.44 Million | $- | $70.36 Million | ▲ +16.6 pp |
| 2021 | 72.1% | $46.85 Million | $46.85 Million | $- | $64.96 Million | ▲ +10.2 pp |
| 2020 | 61.9% | $36.43 Million | $36.43 Million | $- | $58.82 Million | ▲ +3.5 pp |
| 2019 | 58.4% | $28.65 Million | $28.65 Million | $- | $49.05 Million | ▲ +4.2 pp |
| 2018 | 54.2% | $25.78 Million | $25.78 Million | $0.00 | $47.56 Million | ▲ +2.4 pp |
| 2017 | 51.9% | $23.20 Million | $23.20 Million | $0.00 | $44.74 Million | ▼ -6.6 pp |
| 2016 | 58.5% | $20.26 Million | $20.20 Million | $59.19K | $34.63 Million | ▼ -3.3 pp |
| 2015 | 61.8% | $16.79 Million | $16.73 Million | $60.00K | $27.17 Million | ▼ -9.2 pp |
| 2014 | 71.0% | $15.04 Million | $15.04 Million | $- | $21.19 Million | ▼ -1.5 pp |
| 2013 | 72.4% | $13.66 Million | $13.66 Million | $- | $18.86 Million | ▲ +15.5 pp |
| 2012 | 56.9% | $9.87 Million | $9.87 Million | $- | $17.34 Million | ▲ +2.5 pp |
| 2011 | 54.4% | $8.95 Million | $8.95 Million | $- | $16.43 Million | ▲ +3.6 pp |
| 2010 | 50.8% | $7.91 Million | $7.91 Million | $- | $15.57 Million | ▼ -1.6 pp |
| 2009 | 52.3% | $7.92 Million | $7.92 Million | $- | $15.14 Million | ▼ -1.9 pp |
| 2008 | 54.2% | $7.76 Million | $7.76 Million | $- | $14.32 Million | ▲ +10.7 pp |
| 2007 | 43.6% | $5.89 Million | $5.89 Million | $- | $13.52 Million | ▼ -5.1 pp |
| 2006 | 48.7% | $5.52 Million | $5.52 Million | $- | $11.34 Million | ▼ -8.5 pp |
| 2005 | 57.2% | $5.56 Million | $5.56 Million | $- | $9.73 Million | ▼ -13.3 pp |
| 2004 | 70.5% | $5.74 Million | $5.74 Million | $- | $8.14 Million | ▼ -12.8 pp |
| 2003 | 83.3% | $6.40 Million | $6.40 Million | $- | $7.68 Million | ▼ -6.4 pp |
| 2002 | 89.7% | $6.75 Million | $6.75 Million | $- | $7.53 Million | ▼ -9.9 pp |
| 2001 | 99.6% | $7.35 Million | $7.35 Million | $- | $7.38 Million | ▼ -9.0 pp |
| 2000 | 108.6% | $7.60 Million | $7.60 Million | $- | $6.99 Million | — |