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Analysis updated

Performance vs market

US$330,568

Total Value• 15 holdings

US$238,872

Total Returns108.4%

22.4%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$173,08078.5%
Realized Returns
US$52,59123.9%
Dividends
US$14,1526.4%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,904/yr
1.5% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
IREN

IREN

US$44.94

43.3% undervalued intrinsic discount

17.9%+US$3,410
589.3%+US$19,210
US$22,470US$3,260
6.8%500
US$6.52
XOM

Exxon Mobil

US$157.23

9.0% overvalued intrinsic discount

6.1%+US$1,866
176.9%+US$22,964
US$32,232US$12,897
9.8%205
US$62.91
BATS

British American Tobacco

UK£45.72

0.2% undervalued intrinsic discount

3.4%+US$1,409
52.1%+US$20,107
US$42,650US$26,990
12.9%700
UK£30.00
PLS

PLS Group

AU$4.76

17.9% undervalued intrinsic discount

1.9%+US$63.65
26.7%+US$708
US$3,366US$2,658
1.0%1000
AU$4.15
UNH

UnitedHealth Group

US$285.49

21.7% undervalued intrinsic discount

1.1%+US$63.00
-29.1%-US$2,609
US$5,710US$8,960
1.7%20
US$448.00
PLTR

Palantir Technologies

US$152.72

17.8% undervalued intrinsic discount

1.0%+US$158
798.4%+US$13,572
US$15,272US$1,700
4.6%100
US$17.00
JNJ

Johnson & Johnson

US$243.19

2.5% overvalued intrinsic discount

-0.2%-US$26.00
155.3%+US$7,919
US$12,160US$5,100
3.7%50
US$102.00
NVDA

NVIDIA

US$183.22

27.6% undervalued intrinsic discount

-0.8%-US$62.00
882.1%+US$15,306
US$7,329US$1,443
2.2%40
US$36.06
JPM

JPMorgan Chase

US$286.16

12.8% undervalued intrinsic discount

-0.9%-US$129
44.2%+US$4,643
US$14,308US$10,500
4.3%50
US$210.00
TSLA

Tesla

US$395.56

6.2% undervalued intrinsic discount

-0.9%-US$368
79.0%+US$17,456
US$39,556US$22,100
12.0%100
US$221.00
AMZN

Amazon.com

US$211.74

24.5% undervalued intrinsic discount

-1.2%-US$148
52.8%+US$4,383
US$12,069US$7,775
3.7%57
US$136.41
GEV

GE Vernova

US$827.37

0.9% overvalued intrinsic discount

-1.4%-US$296
156.5%+US$12,634
US$20,684US$8,075
6.3%25
US$323.00
CRWD

CrowdStrike Holdings

US$423.84

22.5% undervalued intrinsic discount

-2.9%-US$625
52.5%+US$9,497
US$21,192US$13,100
6.4%50
US$262.00
BAC

Bank of America

US$47.06

24.3% undervalued intrinsic discount

-3.1%-US$900
62.8%+US$11,992
US$28,236US$19,100
8.5%600
US$31.83
META

Meta Platforms

US$627.45

24.9% undervalued intrinsic discount

-4.1%-US$2,263
271.5%+US$43,050
US$53,333US$13,830
16.1%85
US$162.71

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