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Analysis updated

Performance vs market

US$349,684

Total Value• 15 holdings

US$258,212

Total Returns117.1%

23.1%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$192,15187.2%
Realized Returns
US$52,59123.9%
Dividends
US$14,4226.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,952/yr
1.4% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
GEV

GE Vernova

US$1,127.56

30.9% overvalued intrinsic discount

15.3%+US$3,731
249.6%+US$20,152
US$28,189US$8,075
8.1%25
US$323.00
UNH

UnitedHealth Group

US$353.52

19.7% undervalued intrinsic discount

11.7%+US$742
-13.4%-US$1,204
US$7,070US$8,960
2.0%20
US$448.00
CRWD

CrowdStrike Holdings

US$466.68

4.7% undervalued intrinsic discount

11.6%+US$2,424
64.3%+US$11,639
US$23,334US$13,100
6.7%50
US$262.00
PLTR

Palantir Technologies

US$152.62

17.8% undervalued intrinsic discount

6.9%+US$986
797.8%+US$13,562
US$15,262US$1,700
4.4%100
US$17.00
PLS

PLS Group

AU$5.92

2.1% overvalued intrinsic discount

3.7%+US$150
59.2%+US$1,573
US$4,238US$2,658
1.2%1000
AU$4.15
AMZN

Amazon.com

US$255.36

9.2% undervalued intrinsic discount

2.3%+US$323
82.7%+US$6,869
US$14,556US$7,775
4.2%57
US$136.41
NVDA

NVIDIA

US$202.50

33.7% undervalued intrinsic discount

2.1%+US$166
926.6%+US$16,078
US$8,100US$1,443
2.3%40
US$36.06
IREN

IREN

US$48.39

49.5% undervalued intrinsic discount

1.4%+US$345
642.2%+US$20,935
US$24,195US$3,260
6.9%500
US$6.52
JPM

JPMorgan Chase

US$313.02

7.3% undervalued intrinsic discount

1.0%+US$154
57.0%+US$5,986
US$15,651US$10,500
4.5%50
US$210.00
BATS

British American Tobacco

UK£41.43

30.3% undervalued intrinsic discount

-0.2%-US$85.07
43.0%+US$16,581
US$39,162US$26,990
11.2%700
UK£30.00
META

Meta Platforms

US$674.72

16.3% overvalued intrinsic discount

-0.3%-US$183
297.1%+US$47,113
US$57,351US$13,830
16.4%85
US$162.71
TSLA

Tesla

US$387.51

1.2k% overvalued intrinsic discount

-0.4%-US$139
75.3%+US$16,651
US$38,751US$22,100
11.1%100
US$221.00
BAC

Bank of America

US$53.12

12.1% undervalued intrinsic discount

-0.7%-US$234
82.7%+US$15,796
US$31,872US$19,100
9.1%600
US$31.83
XOM

Exxon Mobil

US$149.50

8.9% undervalued intrinsic discount

-1.6%-US$508
164.7%+US$21,380
US$30,648US$12,897
8.8%205
US$62.91
JNJ

Johnson & Johnson

US$226.10

6.3% undervalued intrinsic discount

-3.6%-US$422
138.5%+US$7,064
US$11,305US$5,100
3.2%50
US$102.00

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