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Analysis updated

Performance vs market

US$342,621

Total Value• 15 holdings

US$251,195

Total Returns113.9%

22.8%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$185,13384.0%
Realized Returns
US$52,59123.9%
Dividends
US$14,4226.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,959/yr
1.4% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
IREN

IREN

US$47.37

50.5% undervalued intrinsic discount

32.6%+US$5,995
648.8%+US$21,150
US$24,410US$3,260
7.1%500
US$6.52
TSLA

Tesla

US$364.20

1.1k% overvalued intrinsic discount

14.2%+US$4,879
77.4%+US$17,104
US$39,204US$22,100
11.4%100
US$221.00
AMZN

Amazon.com

US$249.02

11.5% undervalued intrinsic discount

12.3%+US$1,548
78.0%+US$6,473
US$14,160US$7,775
4.1%57
US$136.41
META

Meta Platforms

US$671.58

19.6% undervalued intrinsic discount

9.7%+US$5,029
295.4%+US$46,846
US$57,084US$13,830
16.7%85
US$162.71
NVDA

NVIDIA

US$196.51

35.6% undervalued intrinsic discount

9.2%+US$672
918.2%+US$15,933
US$7,955US$1,443
2.3%40
US$36.06
GEV

GE Vernova

US$985.92

14.4% overvalued intrinsic discount

5.3%+US$1,246
205.7%+US$16,611
US$24,648US$8,075
7.2%25
US$323.00
BAC

Bank of America

US$54.32

10.1% undervalued intrinsic discount

4.7%+US$1,464
86.5%+US$16,516
US$32,592US$19,100
9.5%600
US$31.83
UNH

UnitedHealth Group

US$314.19

13.8% undervalued intrinsic discount

2.6%+US$161
-22.3%-US$1,994
US$6,281US$8,960
1.8%20
US$448.00
PLS

PLS Group

AU$5.39

7.1% undervalued intrinsic discount

2.1%+US$78.77
45.2%+US$1,202
US$3,860US$2,658
1.1%1000
AU$4.15
PLTR

Palantir Technologies

US$135.70

26.9% undervalued intrinsic discount

1.0%+US$139
736.2%+US$12,515
US$14,215US$1,700
4.1%100
US$17.00
JPM

JPMorgan Chase

US$305.93

9.4% undervalued intrinsic discount

-0.7%-US$102
53.6%+US$5,632
US$15,297US$10,500
4.5%50
US$210.00
JNJ

Johnson & Johnson

US$238.67

1.1% undervalued intrinsic discount

-1.1%-US$132
150.8%+US$7,693
US$11,934US$5,100
3.5%50
US$102.00
CRWD

CrowdStrike Holdings

US$411.16

16.1% undervalued intrinsic discount

-3.6%-US$768
49.0%+US$8,863
US$20,558US$13,100
6.0%50
US$262.00
XOM

Exxon Mobil

US$149.24

6.8% undervalued intrinsic discount

-4.6%-US$1,478
163.9%+US$21,279
US$30,547US$12,897
8.9%205
US$62.91
BATS

British American Tobacco

UK£41.99

29.4% undervalued intrinsic discount

-5.1%-US$2,137
45.0%+US$17,335
US$39,878US$26,990
11.6%700
UK£30.00

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