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Analysis updated

Performance vs market

US$348,015

Total Value• 15 holdings

US$258,194

Total Returns117.1%

23.1%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$192,13387.2%
Realized Returns
US$52,59123.9%
Dividends
US$14,4226.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,954/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$1,149.19

33.4% overvalued intrinsic discount

14.6%+US$3,661
256.3%+US$20,692
US$28,730US$8,075
8.3%25
US$323.00
UNH

UnitedHealth Group

US$354.92

2.7% undervalued intrinsic discount

9.2%+US$599
-13.1%-US$1,176
US$7,091US$8,960
2.0%20
US$448.00
CRWD

CrowdStrike Holdings

US$448.13

8.5% undervalued intrinsic discount

5.7%+US$1,209
59.2%+US$10,712
US$22,407US$13,100
6.4%50
US$262.00
IREN

IREN

US$50.64

47.1% undervalued intrinsic discount

5.2%+US$1,260
676.7%+US$22,060
US$25,320US$3,260
7.3%500
US$6.52
BATS

British American Tobacco

UK£43.02

27.6% undervalued intrinsic discount

3.9%+US$1,514
47.1%+US$18,157
US$40,700US$26,990
11.7%700
UK£30.00
XOM

Exxon Mobil

US$148.91

9.3% undervalued intrinsic discount

2.8%+US$838
163.8%+US$21,259
US$30,859US$12,897
8.9%205
US$62.91
AMZN

Amazon.com

US$255.08

9.3% undervalued intrinsic discount

1.8%+US$258
88.6%+US$7,358
US$14,540US$7,775
4.2%57
US$136.41
JPM

JPMorgan Chase

US$308.28

8.7% undervalued intrinsic discount

0.5%+US$70.00
54.8%+US$5,749
US$15,585US$10,500
4.5%50
US$210.00
NVDA

NVIDIA

US$199.64

34.6% undervalued intrinsic discount

-1.0%-US$81.60
939.9%+US$16,308
US$7,986US$1,443
2.3%40
US$36.06
BAC

Bank of America

US$52.05

17.0% undervalued intrinsic discount

-2.7%-US$864
79.3%+US$15,154
US$31,482US$19,100
9.0%600
US$31.83
JNJ

Johnson & Johnson

US$230.65

4.4% undervalued intrinsic discount

-2.9%-US$334
139.9%+US$7,134
US$11,375US$5,100
3.3%50
US$102.00
PLTR

Palantir Technologies

US$143.09

22.9% undervalued intrinsic discount

-3.3%-US$482
741.7%+US$12,609
US$14,157US$1,700
4.1%100
US$17.00
META

Meta Platforms

US$675.05

16.4% overvalued intrinsic discount

-4.3%-US$2,499
297.3%+US$47,141
US$56,028US$13,830
16.1%85
US$162.71
PLS

PLS Group

AU$5.77

119.2% overvalued intrinsic discount

-4.5%-US$193
55.3%+US$1,470
US$4,128US$2,658
1.2%1000
AU$4.15
TSLA

Tesla

US$376.30

1.2k% overvalued intrinsic discount

-6.1%-US$2,432
70.3%+US$15,530
US$37,630US$22,100
10.8%100
US$221.00

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