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Analysis updated

Performance vs market

US$346,721

Total Value• 15 holdings

US$253,312

Total Returns114.9%

22.9%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$187,25184.9%
Realized Returns
US$52,59123.9%
Dividends
US$14,4226.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,952/yr
1.4% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
TSLA

Tesla

US$392.50

1.2k% overvalued intrinsic discount

13.7%+US$4,820
77.6%+US$17,150
US$40,062US$22,100
11.6%100
US$221.00
PLS

PLS Group

AU$6.04

4.1% overvalued intrinsic discount

13.1%+US$502
63.0%+US$1,674
US$4,332US$2,658
1.2%1000
AU$4.15
IREN

IREN

US$48.72

36.0% undervalued intrinsic discount

11.7%+US$2,525
647.2%+US$21,100
US$24,060US$3,260
6.9%500
US$6.52
PLTR

Palantir Technologies

US$145.89

21.4% undervalued intrinsic discount

10.6%+US$1,402
758.2%+US$12,889
US$14,639US$1,700
4.2%100
US$17.00
META

Meta Platforms

US$670.91

19.7% undervalued intrinsic discount

8.5%+US$4,592
295.0%+US$46,789
US$58,527US$13,830
16.9%85
US$162.71
CRWD

CrowdStrike Holdings

US$433.15

5.8% undervalued intrinsic discount

7.7%+US$1,546
55.0%+US$9,963
US$21,658US$13,100
6.2%50
US$262.00
NVDA

NVIDIA

US$202.06

33.8% undervalued intrinsic discount

6.7%+US$510
925.6%+US$16,060
US$8,082US$1,443
2.3%40
US$36.06
AMZN

Amazon.com

US$248.28

11.7% undervalued intrinsic discount

3.5%+US$478
77.9%+US$6,466
US$14,152US$7,775
4.1%57
US$136.41
UNH

UnitedHealth Group

US$323.48

11.3% undervalued intrinsic discount

3.3%+US$210
-20.1%-US$1,805
US$6,470US$8,960
1.9%20
US$448.00
BAC

Bank of America

US$53.95

10.7% undervalued intrinsic discount

1.1%+US$360
85.3%+US$16,294
US$32,370US$19,100
9.3%600
US$31.83
JPM

JPMorgan Chase

US$316.99

6.1% undervalued intrinsic discount

1.1%+US$166
58.9%+US$6,185
US$15,850US$10,500
4.6%50
US$210.00
GEV

GE Vernova

US$990.18

14.9% overvalued intrinsic discount

-0.09%-US$23.50
207.0%+US$16,717
US$24,755US$8,075
7.1%25
US$323.00
JNJ

Johnson & Johnson

US$230.69

4.4% undervalued intrinsic discount

-1.6%-US$189
143.0%+US$7,294
US$11,709US$5,100
3.4%50
US$102.00
BATS

British American Tobacco

UK£42.24

29.0% undervalued intrinsic discount

-2.9%-US$1,175
45.4%+US$17,493
US$40,036US$26,990
11.5%700
UK£30.00
XOM

Exxon Mobil

US$147.68

10.0% undervalued intrinsic discount

-4.1%-US$1,271
161.8%+US$21,007
US$30,020US$12,897
8.7%205
US$62.91

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