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Analysis updated

Performance vs market

US$326,083

Total Value• 15 holdings

US$234,409

Total Returns106.3%

24.5%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$168,57376.5%
Realized Returns
US$52,59123.9%
Dividends
US$14,1966.4%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,905/yr
1.5% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
GEV

GE Vernova

US$923.69

7.2% overvalued intrinsic discount

7.6%+US$1,631
186.3%+US$15,042
US$23,092US$8,075
7.1%25
US$323.00
PLS

PLS Group

AU$4.92

15.2% undervalued intrinsic discount

7.2%+US$230
28.6%+US$760
US$3,423US$2,658
1.0%1000
AU$4.15
BAC

Bank of America

US$48.75

21.6% undervalued intrinsic discount

4.1%+US$1,152
68.1%+US$13,006
US$29,250US$19,100
9.0%600
US$31.83
XOM

Exxon Mobil

US$163.26

7.8% overvalued intrinsic discount

3.6%+US$1,162
186.4%+US$24,200
US$33,468US$12,897
10.3%205
US$62.91
JPM

JPMorgan Chase

US$295.42

14.3% undervalued intrinsic discount

2.7%+US$384
48.6%+US$5,106
US$14,771US$10,500
4.5%50
US$210.00
PLTR

Palantir Technologies

US$154.93

16.6% undervalued intrinsic discount

1.4%+US$216
811.4%+US$13,793
US$15,493US$1,700
4.8%100
US$17.00
JNJ

Johnson & Johnson

US$239.93

0.5% undervalued intrinsic discount

1.1%+US$133
152.1%+US$7,756
US$11,997US$5,100
3.7%50
US$102.00
AMZN

Amazon.com

US$211.71

24.5% undervalued intrinsic discount

0.9%+US$105
52.8%+US$4,381
US$12,067US$7,775
3.7%57
US$136.41
BATS

British American Tobacco

UK£43.63

4.8% undervalued intrinsic discount

-0.4%-US$178
47.4%+US$18,279
US$40,838US$26,990
12.5%700
UK£30.00
NVDA

NVIDIA

US$178.67

33.6% undervalued intrinsic discount

-1.0%-US$69.40
871.6%+US$15,124
US$7,147US$1,443
2.2%40
US$36.06
TSLA

Tesla

US$385.95

8.5% undervalued intrinsic discount

-1.7%-US$683
74.6%+US$16,495
US$38,595US$22,100
11.8%100
US$221.00
IREN

IREN

US$41.43

47.8% undervalued intrinsic discount

-1.8%-US$390
535.4%+US$17,455
US$20,715US$3,260
6.4%500
US$6.52
META

Meta Platforms

US$594.37

28.9% undervalued intrinsic discount

-3.5%-US$1,811
253.7%+US$40,238
US$50,521US$13,830
15.5%85
US$162.71
UNH

UnitedHealth Group

US$270.55

25.8% undervalued intrinsic discount

-4.8%-US$276
-32.0%-US$2,864
US$5,411US$8,960
1.7%20
US$448.00
CRWD

CrowdStrike Holdings

US$385.86

21.3% undervalued intrinsic discount

-11.5%-US$2,498
42.0%+US$7,598
US$19,293US$13,100
5.9%50
US$262.00

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