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Analysis updated

Performance vs market

US$347,441

Total Value• 15 holdings

US$255,927

Total Returns116.1%

23.0%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$189,86586.1%
Realized Returns
US$52,59123.9%
Dividends
US$14,4226.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,950/yr
1.4% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
GEV

GE Vernova

US$1,149.53

33.4% overvalued intrinsic discount

17.5%+US$4,280
256.4%+US$20,701
US$28,738US$8,075
8.3%25
US$323.00
UNH

UnitedHealth Group

US$354.56

19.4% undervalued intrinsic discount

12.1%+US$763
-13.2%-US$1,184
US$7,091US$8,960
2.0%20
US$448.00
IREN

IREN

US$52.02

45.7% undervalued intrinsic discount

9.1%+US$2,160
697.9%+US$22,750
US$26,010US$3,260
7.5%500
US$6.52
CRWD

CrowdStrike Holdings

US$445.39

9.1% undervalued intrinsic discount

6.5%+US$1,360
58.4%+US$10,575
US$22,270US$13,100
6.4%50
US$262.00
AMZN

Amazon.com

US$255.09

9.3% undervalued intrinsic discount

2.2%+US$307
82.6%+US$6,854
US$14,540US$7,775
4.2%57
US$136.41
BATS

British American Tobacco

UK£42.06

29.3% undervalued intrinsic discount

1.3%+US$510
44.4%+US$17,108
US$39,727US$26,990
11.4%700
UK£30.00
NVDA

NVIDIA

US$199.67

34.6% undervalued intrinsic discount

0.7%+US$52.80
920.1%+US$15,965
US$7,987US$1,443
2.3%40
US$36.06
JPM

JPMorgan Chase

US$311.69

7.7% undervalued intrinsic discount

0.6%+US$87.00
56.4%+US$5,920
US$15,585US$10,500
4.5%50
US$210.00
PLS

PLS Group

AU$5.68

2.1% undervalued intrinsic discount

-0.5%-US$21.46
52.4%+US$1,393
US$4,064US$2,658
1.2%1000
AU$4.15
PLTR

Palantir Technologies

US$152.62

17.8% undervalued intrinsic discount

-0.8%-US$119
732.8%+US$12,457
US$14,157US$1,700
4.1%100
US$17.00
XOM

Exxon Mobil

US$150.53

8.3% undervalued intrinsic discount

-1.0%-US$297
166.3%+US$21,591
US$30,859US$12,897
8.9%205
US$62.91
JNJ

Johnson & Johnson

US$230.65

4.4% undervalued intrinsic discount

-1.7%-US$195
143.0%+US$7,292
US$11,533US$5,100
3.3%50
US$102.00
BAC

Bank of America

US$52.47

13.2% undervalued intrinsic discount

-1.9%-US$624
80.7%+US$15,406
US$31,482US$19,100
9.1%600
US$31.83
META

Meta Platforms

US$659.15

13.6% overvalued intrinsic discount

-2.6%-US$1,506
288.7%+US$45,789
US$56,028US$13,830
16.1%85
US$162.71
TSLA

Tesla

US$373.72

1.1k% overvalued intrinsic discount

-3.9%-US$1,518
69.1%+US$15,272
US$37,372US$22,100
10.8%100
US$221.00

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