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Analysis updated

Performance vs market

US$321,869

Total Value• 15 holdings

US$227,422

Total Returns103.2%

21.8%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$161,58673.3%
Realized Returns
US$52,59123.9%
Dividends
US$14,1966.4%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,898/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$851.07

3.8% overvalued intrinsic discount

5.7%+US$1,151
163.8%+US$13,227
US$21,277US$8,075
6.6%25
US$323.00
PLTR

Palantir Technologies

US$155.68

16.2% undervalued intrinsic discount

3.1%+US$473
786.4%+US$13,368
US$15,568US$1,700
4.8%100
US$17.00
XOM

Exxon Mobil

US$158.16

4.5% overvalued intrinsic discount

1.3%+US$418
180.8%+US$23,464
US$32,423US$12,897
10.1%205
US$62.91
JPM

JPMorgan Chase

US$286.56

16.9% undervalued intrinsic discount

1.1%+US$156
44.4%+US$4,663
US$14,328US$10,500
4.5%50
US$210.00
BAC

Bank of America

US$47.01

24.4% undervalued intrinsic discount

0.6%+US$174
63.1%+US$12,052
US$28,206US$19,100
8.8%600
US$31.83
AMZN

Amazon.com

US$208.76

25.6% undervalued intrinsic discount

0.5%+US$62.13
48.4%+US$4,020
US$11,899US$7,775
3.7%57
US$136.41
UNH

UnitedHealth Group

US$280.44

23.1% undervalued intrinsic discount

-0.6%-US$33.00
-30.8%-US$2,763
US$5,609US$8,960
1.7%20
US$448.00
IREN

IREN

US$41.29

47.9% undervalued intrinsic discount

-0.7%-US$145
533.3%+US$17,385
US$20,645US$3,260
6.4%500
US$6.52
NVDA

NVIDIA

US$178.56

29.4% undervalued intrinsic discount

-0.9%-US$67.60
858.4%+US$14,895
US$7,142US$1,443
2.2%40
US$36.06
META

Meta Platforms

US$606.70

27.4% undervalued intrinsic discount

-1.1%-US$596
253.3%+US$40,178
US$51,570US$13,830
16.0%85
US$162.71
JNJ

Johnson & Johnson

US$237.60

0.1% overvalued intrinsic discount

-1.6%-US$196
147.6%+US$7,528
US$11,880US$5,100
3.7%50
US$102.00
CRWD

CrowdStrike Holdings

US$428.18

12.7% undervalued intrinsic discount

-3.1%-US$680
48.4%+US$8,755
US$21,409US$13,100
6.7%50
US$262.00
BATS

British American Tobacco

UK£43.11

5.9% undervalued intrinsic discount

-4.6%-US$1,937
45.6%+US$17,598
US$40,141US$26,990
12.5%700
UK£30.00
TSLA

Tesla

US$367.96

12.7% undervalued intrinsic discount

-5.9%-US$2,324
66.5%+US$14,696
US$36,796US$22,100
11.4%100
US$221.00
PLS

PLS Group

AU$4.23

27.1% undervalued intrinsic discount

-13.5%-US$464
12.0%+US$319
US$2,977US$2,658
0.9%1000
AU$4.15

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