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Analysis updated

Performance vs market

US$321,036

Total Value• 15 holdings

US$229,597

Total Returns104.1%

21.7%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$163,54874.2%
Realized Returns
US$52,59123.9%
Dividends
US$14,4096.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,908/yr
1.5% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
UNH

UnitedHealth Group

US$281.36

22.8% undervalued intrinsic discount

13.7%+US$743
-23.7%-US$2,120
US$6,155US$8,960
1.9%20
US$448.00
CRWD

CrowdStrike Holdings

US$423.23

13.6% undervalued intrinsic discount

8.4%+US$1,641
52.3%+US$9,467
US$21,162US$13,100
6.6%50
US$262.00
GEV

GE Vernova

US$897.36

1.3% undervalued intrinsic discount

4.3%+US$946
182.3%+US$14,719
US$22,769US$8,075
7.1%25
US$323.00
IREN

IREN

US$35.74

53.1% undervalued intrinsic discount

4.3%+US$730
448.2%+US$14,610
US$17,870US$3,260
5.6%500
US$6.52
BAC

Bank of America

US$50.28

18.6% undervalued intrinsic discount

3.1%+US$918
73.8%+US$14,092
US$30,168US$19,100
9.4%600
US$31.83
AMZN

Amazon.com

US$212.79

24.3% undervalued intrinsic discount

2.6%+US$314
54.2%+US$4,498
US$12,185US$7,775
3.8%57
US$136.41
PLTR

Palantir Technologies

US$150.07

19.2% undervalued intrinsic discount

2.6%+US$379
782.8%+US$13,307
US$15,007US$1,700
4.7%100
US$17.00
NVDA

NVIDIA

US$177.64

33.8% undervalued intrinsic discount

2.1%+US$149
870.4%+US$15,103
US$7,125US$1,443
2.2%40
US$36.06
PLS

PLS Group

AU$5.19

10.5% undervalued intrinsic discount

1.4%+US$48.59
35.5%+US$945
US$3,603US$2,658
1.1%1000
AU$4.15
BATS

British American Tobacco

UK£44.30

25.5% undervalued intrinsic discount

1.3%+US$547
48.0%+US$18,514
US$41,058US$26,990
12.8%700
UK£30.00
JPM

JPMorgan Chase

US$297.40

11.4% undervalued intrinsic discount

1.1%+US$162
49.6%+US$5,205
US$14,870US$10,500
4.6%50
US$210.00
META

Meta Platforms

US$575.05

31.2% undervalued intrinsic discount

0.5%+US$248
243.7%+US$38,641
US$48,879US$13,830
15.2%85
US$162.71
JNJ

Johnson & Johnson

US$238.41

1.1% undervalued intrinsic discount

-2.5%-US$302
150.6%+US$7,680
US$11,921US$5,100
3.7%50
US$102.00
XOM

Exxon Mobil

US$163.91

2.3% overvalued intrinsic discount

-3.4%-US$1,179
187.5%+US$24,334
US$33,602US$12,897
10.5%205
US$62.91
TSLA

Tesla

US$346.65

1.1k% overvalued intrinsic discount

-6.8%-US$2,510
56.9%+US$12,565
US$34,665US$22,100
10.8%100
US$221.00

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