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Analysis updated

Performance vs market

US$344,160

Total Value• 15 holdings

US$252,734

Total Returns114.6%

22.8%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$186,67284.7%
Realized Returns
US$52,59123.9%
Dividends
US$14,4226.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,946/yr
1.4% Yield

Portfolio Snowflake

A value Portfolio with a solid track record

15 holdings

Holdings

15
Fair Value
1Y chart
UNH

UnitedHealth Group

US$370.74

4.0% undervalued intrinsic discount

4.9%+US$344
-9.6%-US$860
US$7,415US$8,960
2.2%20
US$448.00
XOM

Exxon Mobil

US$154.67

5.8% undervalued intrinsic discount

3.5%+US$1,060
172.9%+US$22,439
US$31,707US$12,897
9.2%205
US$62.91
NVDA

NVIDIA

US$209.35

31.4% undervalued intrinsic discount

3.4%+US$274
942.4%+US$16,352
US$8,374US$1,443
2.4%40
US$36.06
AMZN

Amazon.com

US$263.30

6.4% undervalued intrinsic discount

3.1%+US$453
88.2%+US$7,322
US$15,008US$7,775
4.4%57
US$136.41
BATS

British American Tobacco

UK£42.59

7.8% undervalued intrinsic discount

2.8%+US$1,094
45.7%+US$17,634
US$40,177US$26,990
11.7%700
UK£30.00
PLS

PLS Group

AU$5.98

25.0% overvalued intrinsic discount

1.0%+US$42.70
60.1%+US$1,598
US$4,256US$2,658
1.2%1000
AU$4.15
JNJ

Johnson & Johnson

US$227.35

9.9% undervalued intrinsic discount

0.6%+US$62.50
139.7%+US$7,127
US$11,368US$5,100
3.3%50
US$102.00
BAC

Bank of America

US$52.88

15.7% undervalued intrinsic discount

-0.5%-US$144
81.9%+US$15,652
US$31,728US$19,100
9.2%600
US$31.83
META

Meta Platforms

US$669.91

15.5% overvalued intrinsic discount

-0.7%-US$409
294.5%+US$46,704
US$56,942US$13,830
16.5%85
US$162.71
JPM

JPMorgan Chase

US$309.25

8.4% undervalued intrinsic discount

-1.2%-US$189
55.2%+US$5,798
US$15,463US$10,500
4.5%50
US$210.00
CRWD

CrowdStrike Holdings

US$452.42

7.6% undervalued intrinsic discount

-3.1%-US$713
60.4%+US$10,926
US$22,621US$13,100
6.6%50
US$262.00
TSLA

Tesla

US$372.80

1.1k% overvalued intrinsic discount

-3.8%-US$1,471
68.7%+US$15,180
US$37,280US$22,100
10.8%100
US$221.00
GEV

GE Vernova

US$1,063.11

4.6% undervalued intrinsic discount

-5.7%-US$1,611
229.6%+US$18,540
US$26,578US$8,075
7.7%25
US$323.00
PLTR

Palantir Technologies

US$137.99

25.7% undervalued intrinsic discount

-9.6%-US$1,463
711.7%+US$12,099
US$13,799US$1,700
4.0%100
US$17.00
IREN

IREN

US$42.89

55.2% undervalued intrinsic discount

-11.4%-US$2,750
557.8%+US$18,185
US$21,445US$3,260
6.2%500
US$6.52

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