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Analysis updated

Performance vs market

US$318,340

Total Value• 15 holdings

US$226,901

Total Returns102.9%

21.6%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$160,85273.0%
Realized Returns
US$52,59123.9%
Dividends
US$14,4096.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,907/yr
1.5% Yield

Portfolio Snowflake

A value Portfolio with a solid track record

15 holdings

Holdings

15
Fair Value
1Y chart
UNH

UnitedHealth Group

US$281.36

22.8% undervalued intrinsic discount

4.0%+US$215
-29.5%-US$2,648
US$5,627US$8,960
1.8%20
US$448.00
GEV

GE Vernova

US$897.36

1.3% undervalued intrinsic discount

2.8%+US$612
178.1%+US$14,384
US$22,434US$8,075
7.0%25
US$323.00
BAC

Bank of America

US$50.06

19.0% undervalued intrinsic discount

2.7%+US$786
73.1%+US$13,960
US$30,036US$19,100
9.4%600
US$31.83
IREN

IREN

US$35.13

53.9% undervalued intrinsic discount

2.5%+US$425
438.8%+US$14,305
US$17,565US$3,260
5.5%500
US$6.52
AMZN

Amazon.com

US$212.79

24.3% undervalued intrinsic discount

2.2%+US$258
53.5%+US$4,443
US$12,129US$7,775
3.8%57
US$136.41
CRWD

CrowdStrike Holdings

US$398.61

18.6% undervalued intrinsic discount

2.1%+US$410
45.5%+US$8,236
US$19,931US$13,100
6.3%50
US$262.00
NVDA

NVIDIA

US$177.64

33.8% undervalued intrinsic discount

1.9%+US$130
869.3%+US$15,084
US$7,106US$1,443
2.2%40
US$36.06
PLS

PLS Group

AU$5.19

10.5% undervalued intrinsic discount

1.4%+US$48.44
35.1%+US$933
US$3,591US$2,658
1.1%1000
AU$4.15
PLTR

Palantir Technologies

US$147.93

20.3% undervalued intrinsic discount

1.1%+US$165
770.2%+US$13,093
US$14,793US$1,700
4.6%100
US$17.00
BATS

British American Tobacco

UK£44.07

25.9% undervalued intrinsic discount

0.8%+US$334
47.4%+US$18,284
US$40,827US$26,990
12.8%700
UK£30.00
JPM

JPMorgan Chase

US$295.45

6.2% undervalued intrinsic discount

0.4%+US$64.50
48.6%+US$5,108
US$14,773US$10,500
4.6%50
US$210.00
META

Meta Platforms

US$573.02

31.4% undervalued intrinsic discount

0.2%+US$75.65
242.6%+US$38,468
US$48,707US$13,830
15.3%85
US$162.71
JNJ

Johnson & Johnson

US$240.97

0.05% undervalued intrinsic discount

-1.4%-US$174
153.1%+US$7,808
US$12,049US$5,100
3.8%50
US$102.00
XOM

Exxon Mobil

US$163.37

2.0% overvalued intrinsic discount

-3.7%-US$1,289
186.6%+US$24,223
US$33,491US$12,897
10.5%205
US$62.91
TSLA

Tesla

US$352.82

1.1k% overvalued intrinsic discount

-5.1%-US$1,893
59.6%+US$13,182
US$35,282US$22,100
11.1%100
US$221.00

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