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Analysis updated

Performance vs market

US$327,088

Total Value• 15 holdings

US$238,783

Total Returns108.3%

22.5%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$172,99278.5%
Realized Returns
US$52,59123.9%
Dividends
US$14,1526.4%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,900/yr
1.5% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
PLS

PLS Group

AU$4.76

17.9% undervalued intrinsic discount

7.2%+US$226
26.3%+US$699
US$3,357US$2,658
1.0%1000
AU$4.15
IREN

IREN

US$41.58

47.6% undervalued intrinsic discount

7.1%+US$1,370
589.3%+US$19,210
US$20,790US$3,260
6.4%500
US$6.52
BATS

British American Tobacco

UK£45.72

0.2% undervalued intrinsic discount

6.1%+US$2,449
51.9%+US$20,030
US$42,573US$26,990
13.0%700
UK£30.00
XOM

Exxon Mobil

US$157.23

9.0% overvalued intrinsic discount

4.5%+US$1,392
176.9%+US$22,964
US$32,232US$12,897
9.9%205
US$62.91
CRWD

CrowdStrike Holdings

US$441.78

19.2% undervalued intrinsic discount

1.8%+US$383
52.5%+US$9,497
US$22,089US$13,100
6.8%50
US$262.00
JNJ

Johnson & Johnson

US$241.52

1.8% overvalued intrinsic discount

-0.4%-US$53.50
155.3%+US$7,919
US$12,076US$5,100
3.7%50
US$102.00
TSLA

Tesla

US$395.56

6.2% undervalued intrinsic discount

-0.8%-US$312
79.0%+US$17,456
US$39,556US$22,100
12.1%100
US$221.00
UNH

UnitedHealth Group

US$282.09

22.6% undervalued intrinsic discount

-1.1%-US$61.60
-29.1%-US$2,609
US$5,642US$8,960
1.7%20
US$448.00
JPM

JPMorgan Chase

US$286.16

12.8% undervalued intrinsic discount

-1.3%-US$188
44.2%+US$4,643
US$14,308US$10,500
4.4%50
US$210.00
NVDA

NVIDIA

US$180.25

28.8% undervalued intrinsic discount

-1.3%-US$96.00
882.0%+US$15,305
US$7,210US$1,443
2.2%40
US$36.06
BAC

Bank of America

US$46.72

24.9% undervalued intrinsic discount

-2.5%-US$708
62.8%+US$11,992
US$28,032US$19,100
8.6%600
US$31.83
AMZN

Amazon.com

US$207.67

26.0% undervalued intrinsic discount

-2.7%-US$332
52.8%+US$4,383
US$11,837US$7,775
3.6%57
US$136.41
GEV

GE Vernova

US$805.02

1.8% undervalued intrinsic discount

-3.0%-US$627
156.5%+US$12,634
US$20,126US$8,075
6.2%25
US$323.00
PLTR

Palantir Technologies

US$150.95

18.7% undervalued intrinsic discount

-3.5%-US$548
798.4%+US$13,572
US$15,095US$1,700
4.6%100
US$17.00
META

Meta Platforms

US$613.71

26.5% undervalued intrinsic discount

-5.2%-US$2,863
271.5%+US$43,050
US$52,165US$13,830
15.9%85
US$162.71

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