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Analysis updated

Performance vs market

US$343,825

Total Value• 15 holdings

US$252,473

Total Returns114.5%

22.7%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$186,33784.5%
Realized Returns
US$52,59123.9%
Dividends
US$14,4976.6%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,970/yr
1.4% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
PLS

PLS Group

AU$6.14

8.4% undervalued intrinsic discount

6.4%+US$267
66.4%+US$1,766
US$4,424US$2,658
1.3%1000
AU$4.15
UNH

UnitedHealth Group

US$368.78

4.5% undervalued intrinsic discount

3.9%+US$277
-10.0%-US$899
US$7,376US$8,960
2.1%20
US$448.00
TSLA

Tesla

US$390.82

5.9% undervalued intrinsic discount

3.9%+US$1,452
76.8%+US$16,982
US$39,082US$22,100
11.4%100
US$221.00
XOM

Exxon Mobil

US$152.75

6.9% undervalued intrinsic discount

2.6%+US$787
169.8%+US$22,046
US$31,314US$12,897
9.1%205
US$62.91
BAC

Bank of America

US$53.24

15.1% undervalued intrinsic discount

2.3%+US$714
83.1%+US$15,868
US$31,944US$19,100
9.3%600
US$31.83
AMZN

Amazon.com

US$268.42

4.5% undervalued intrinsic discount

1.7%+US$253
91.7%+US$7,613
US$15,300US$7,775
4.4%57
US$136.41
CRWD

CrowdStrike Holdings

US$455.64

7.0% undervalued intrinsic discount

1.7%+US$376
61.3%+US$11,087
US$22,782US$13,100
6.6%50
US$262.00
JPM

JPMorgan Chase

US$312.47

7.5% undervalued intrinsic discount

1.4%+US$210
57.5%+US$6,034
US$15,624US$10,500
4.5%50
US$210.00
PLTR

Palantir Technologies

US$144.07

22.4% undervalued intrinsic discount

0.7%+US$98.00
747.5%+US$12,707
US$14,407US$1,700
4.2%100
US$17.00
BATS

British American Tobacco

UK£43.29

6.3% undervalued intrinsic discount

0.6%+US$257
48.2%+US$18,587
US$41,131US$26,990
12.0%700
UK£30.00
JNJ

Johnson & Johnson

US$227.19

10.0% undervalued intrinsic discount

-0.1%-US$15.50
139.6%+US$7,119
US$11,360US$5,100
3.3%50
US$102.00
NVDA

NVIDIA

US$198.39

35.0% undervalued intrinsic discount

-4.7%-US$395
917.1%+US$15,914
US$7,936US$1,443
2.3%40
US$36.06
GEV

GE Vernova

US$1,062.95

4.6% undervalued intrinsic discount

-7.5%-US$2,156
229.6%+US$18,536
US$26,574US$8,075
7.7%25
US$323.00
META

Meta Platforms

US$608.75

5.0% overvalued intrinsic discount

-9.8%-US$5,634
261.7%+US$41,505
US$51,743US$13,830
15.0%85
US$162.71
IREN

IREN

US$45.66

52.3% undervalued intrinsic discount

-9.8%-US$2,490
600.3%+US$19,570
US$22,830US$3,260
6.6%500
US$6.52

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