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Analysis updated

Performance vs market

US$315,896

Total Value• 15 holdings

US$224,289

Total Returns101.7%

21.5%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$158,40871.9%
Realized Returns
US$52,59123.9%
Dividends
US$14,2416.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,915/yr
1.6% Yield

Portfolio Snowflake

A value Portfolio with a solid track record

15 holdings

Holdings

15
Fair Value
1Y chart
PLS

PLS Group

AU$4.97

14.3% undervalued intrinsic discount

17.5%+US$509
28.6%+US$761
US$3,419US$2,658
1.1%1000
AU$4.15
XOM

Exxon Mobil

US$165.43

9.3% overvalued intrinsic discount

3.6%+US$1,181
189.9%+US$24,645
US$33,913US$12,897
10.7%205
US$62.91
GEV

GE Vernova

US$873.12

1.3% overvalued intrinsic discount

2.6%+US$551
170.6%+US$13,778
US$21,828US$8,075
6.9%25
US$323.00
BAC

Bank of America

US$48.24

21.9% undervalued intrinsic discount

2.3%+US$648
66.5%+US$12,700
US$28,944US$19,100
9.2%600
US$31.83
JPM

JPMorgan Chase

US$291.66

15.4% undervalued intrinsic discount

1.8%+US$255
46.8%+US$4,918
US$14,583US$10,500
4.6%50
US$210.00
JNJ

Johnson & Johnson

US$239.24

0.8% undervalued intrinsic discount

1.6%+US$194
151.4%+US$7,721
US$11,962US$5,100
3.8%50
US$102.00
TSLA

Tesla

US$372.11

11.7% undervalued intrinsic discount

1.1%+US$415
68.4%+US$15,111
US$37,211US$22,100
11.8%100
US$221.00
AMZN

Amazon.com

US$207.54

26.0% undervalued intrinsic discount

1.1%+US$124
49.9%+US$4,143
US$11,830US$7,775
3.7%57
US$136.41
BATS

British American Tobacco

UK£43.29

5.6% undervalued intrinsic discount

0.4%+US$168
46.2%+US$17,800
US$40,343US$26,990
12.8%700
UK£30.00
NVDA

NVIDIA

US$171.24

36.4% undervalued intrinsic discount

-0.8%-US$58.40
854.5%+US$14,827
US$6,850US$1,443
2.2%40
US$36.06
PLTR

Palantir Technologies

US$147.56

20.5% undervalued intrinsic discount

-2.1%-US$312
768.0%+US$13,056
US$14,756US$1,700
4.7%100
US$17.00
UNH

UnitedHealth Group

US$268.05

26.5% undervalued intrinsic discount

-2.7%-US$151
-32.5%-US$2,914
US$5,361US$8,960
1.7%20
US$448.00
CRWD

CrowdStrike Holdings

US$392.62

20.0% undervalued intrinsic discount

-4.0%-US$819
43.8%+US$7,936
US$19,631US$13,100
6.2%50
US$262.00
META

Meta Platforms

US$547.54

34.5% undervalued intrinsic discount

-7.8%-US$3,920
228.9%+US$36,302
US$46,541US$13,830
14.7%85
US$162.71
IREN

IREN

US$37.45

52.8% undervalued intrinsic discount

-9.3%-US$1,920
474.4%+US$15,465
US$18,725US$3,260
5.9%500
US$6.52

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