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Analysis updated

Performance vs market

US$331,489

Total Value• 15 holdings

US$239,131

Total Returns108.5%

22.5%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$173,34078.6%
Realized Returns
US$52,59123.9%
Dividends
US$14,1526.4%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,907/yr
1.5% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
IREN

IREN

US$42.96

45.8% undervalued intrinsic discount

12.7%+US$2,420
558.9%+US$18,220
US$21,480US$3,260
6.5%500
US$6.52
XOM

Exxon Mobil

US$158.81

10.1% overvalued intrinsic discount

7.2%+US$2,189
179.4%+US$23,288
US$32,556US$12,897
9.8%205
US$62.91
BATS

British American Tobacco

UK£45.44

0.8% undervalued intrinsic discount

2.8%+US$1,149
51.6%+US$19,899
US$42,442US$26,990
12.8%700
UK£30.00
PLTR

Palantir Technologies

US$155.08

16.5% undervalued intrinsic discount

2.6%+US$394
812.2%+US$13,808
US$15,508US$1,700
4.7%100
US$17.00
UNH

UnitedHealth Group

US$287.57

21.1% undervalued intrinsic discount

1.9%+US$105
-28.7%-US$2,568
US$5,751US$8,960
1.7%20
US$448.00
GEV

GE Vernova

US$844.05

2.9% overvalued intrinsic discount

0.6%+US$121
161.6%+US$13,051
US$21,101US$8,075
6.4%25
US$323.00
AMZN

Amazon.com

US$215.20

23.3% undervalued intrinsic discount

0.4%+US$49.59
55.2%+US$4,580
US$12,266US$7,775
3.7%57
US$136.41
TSLA

Tesla

US$399.27

5.3% undervalued intrinsic discount

0.009%+US$3.50
80.7%+US$17,827
US$39,927US$22,100
12.0%100
US$221.00
JNJ

Johnson & Johnson

US$238.11

0.3% overvalued intrinsic discount

-0.2%-US$26.00
150.3%+US$7,665
US$12,160US$5,100
3.7%50
US$102.00
JPM

JPMorgan Chase

US$286.89

12.6% undervalued intrinsic discount

-0.6%-US$92.00
44.6%+US$4,680
US$14,345US$10,500
4.3%50
US$210.00
CRWD

CrowdStrike Holdings

US$433.20

20.8% undervalued intrinsic discount

-0.7%-US$157
55.1%+US$9,965
US$21,660US$13,100
6.5%50
US$262.00
NVDA

NVIDIA

US$181.94

28.1% undervalued intrinsic discount

-1.5%-US$113
879.2%+US$15,255
US$7,278US$1,443
2.2%40
US$36.06
BAC

Bank of America

US$47.28

24.0% undervalued intrinsic discount

-2.6%-US$768
63.5%+US$12,124
US$28,368US$19,100
8.6%600
US$31.83
META

Meta Platforms

US$622.66

25.5% undervalued intrinsic discount

-4.1%-US$2,263
268.9%+US$42,643
US$53,333US$13,830
16.1%85
US$162.71
PLS

PLS Group

AU$4.67

19.5% undervalued intrinsic discount

n/aUS$0
24.7%+US$656
US$3,314US$2,658
1.0%1000
AU$4.15

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