US$282,539
US$174,612
19.3%
US$117,820
US$46,631
US$10,887
-US$726
US$4,705
/yr
Holdings
US Market
A past performer with good growth potential
14 holdings
14
| Symbol | Price Vs Fair Value | 7D Return | Total Return | Value & Cost | Weight & Shares | Avg. Price | 1Y chart | |
|---|---|---|---|---|---|---|---|---|
BATS British American Tobacco | UK£38.18 47.1% undervalued intrinsic discount | 6.1% +US$2,054 | 30.0% +US$11,575 | US$35,803 US$26,990 | 12.7% 700 | UK£30.00 | ||
TSLA Tesla | US$310.78 69.4% overvalued intrinsic discount | 5.0% +US$1,490 | 40.6% +US$8,978 | US$31,078 US$22,100 | 11.0% 100 | US$221.00 | ||
NVDA NVIDIA | US$170.70 44.0% overvalued intrinsic discount | 4.8% +US$313 | 853.2% +US$14,805 | US$6,828 US$1,443 | 2.4% 40 | US$36.06 | ||
PLTR Palantir Technologies | US$148.58 121.2% overvalued intrinsic discount | 3.8% +US$545 | 774.0% +US$13,158 | US$14,858 US$1,700 | 5.3% 100 | US$17.00 | ||
AMZN Amazon.com | US$226.35 34.7% undervalued intrinsic discount | 1.7% +US$217 | 62.8% +US$5,216 | US$12,902 US$7,775 | 4.6% 57 | US$136.41 | ||
JPM JPMorgan Chase | US$286.55 22.5% undervalued intrinsic discount | 1.2% +US$170 | 42.3% +US$4,443 | US$14,328 US$10,500 | 5.1% 50 | US$210.00 | ||
JNJ Johnson & Johnson | US$155.17 53.6% undervalued intrinsic discount | -0.7% -US$55.50 | 65.1% +US$3,323 | US$7,759 US$5,100 | 2.7% 50 | US$102.00 | ||
XOM Exxon Mobil | US$112.91 57.2% undervalued intrinsic discount | -0.8% -US$182 | 102.1% +US$13,253 | US$23,147 US$12,897 | 8.2% 205 | US$62.91 | ||
BAC Bank of America | US$46.15 29.6% undervalued intrinsic discount | -1.5% -US$414 | 58.2% +US$11,110 | US$27,690 US$19,100 | 9.8% 600 | US$31.83 | ||
META Meta Platforms | US$710.39 3.8% undervalued intrinsic discount | -3.1% -US$1,903 | 315.3% +US$50,011 | US$60,383 US$13,830 | 21.4% 85 | US$162.71 | ||
UNH UnitedHealth Group | US$291.71 76.6% undervalued intrinsic discount | -3.7% -US$224 | -28.7% -US$2,573 | US$5,834 US$8,960 | 2.1% 20 | US$448.00 | ||
TLX Telix Pharmaceuticals | AU$24.03 62.8% undervalued intrinsic discount | -5.4% -US$621 | 126.5% +US$9,269 | US$10,978 US$5,128 | 3.9% 700 | AU$11.00 | ||
CRWD CrowdStrike Holdings | US$473.28 1.9% undervalued intrinsic discount | -7.8% -US$2,012 | 66.1% +US$11,969 | US$23,664 US$13,100 | 8.4% 50 | US$262.00 | ||
OKTA Okta | US$91.10 40.3% undervalued intrinsic discount | -8.1% -US$644 | -54.5% -US$8,712 | US$7,288 US$16,000 | 2.6% 80 | US$200.00 | ||
Yes! You can create and manage your investment portfolio for free on Simply Wall St—up to 10 holdings. Free users can add stocks, view insights, and receive updates. Paid plans allow you to track more holdings, create multiple portfolios, and unlock advanced features.
There are three easy ways to get started:
Simply Wall St goes far beyond price tracking. You'll be able to:
Yes. We track both historical dividends you've received and forecasted income from your current holdings. We also assess dividend quality, so you can avoid unreliable payers and protect your future income stream.
Most brokers and portfolio trackers only show prices and unrealised gains, with little context and lots of noisy news. Simply Wall St offers:
In short, Simply Wall St is more than a tracker — it's a complete investing platform for monitoring, analysing, and growing your portfolio.
Have feedback on the portfolio tool?