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Analysis updated

Performance vs market

US$346,232

Total Value• 15 holdings

US$254,821

Total Returns115.6%

22.9%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$188,76085.6%
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 value Portfolio with a solid track record

15 holdings

Holdings

15
Fair Value
1Y chart
GEV

GE Vernova

US$1,088.93

26.4% overvalued intrinsic discount

9.8%+US$2,441
237.6%+US$19,186
US$27,223US$8,075
7.9%25
US$323.00
NVDA

NVIDIA

US$213.07

30.2% undervalued intrinsic discount

6.6%+US$528
950.9%+US$16,501
US$8,523US$1,443
2.5%40
US$36.06
UNH

UnitedHealth Group

US$366.77

5.0% undervalued intrinsic discount

6.0%+US$415
-10.5%-US$939
US$7,335US$8,960
2.1%20
US$448.00
BATS

British American Tobacco

UK£43.12

6.7% undervalued intrinsic discount

4.9%+US$1,901
47.3%+US$18,255
US$40,783US$26,990
11.8%700
UK£30.00
AMZN

Amazon.com

US$259.70

7.6% undervalued intrinsic discount

3.9%+US$558
85.7%+US$7,116
US$14,803US$7,775
4.3%57
US$136.41
PLS

PLS Group

AU$6.11

27.7% overvalued intrinsic discount

3.7%+US$158
65.0%+US$1,729
US$4,387US$2,658
1.3%1000
AU$4.15
XOM

Exxon Mobil

US$150.56

8.3% undervalued intrinsic discount

1.5%+US$451
166.4%+US$21,597
US$30,865US$12,897
8.9%205
US$62.91
CRWD

CrowdStrike Holdings

US$454.99

7.1% undervalued intrinsic discount

1.2%+US$269
61.1%+US$11,055
US$22,750US$13,100
6.6%50
US$262.00
JNJ

Johnson & Johnson

US$227.79

5.6% undervalued intrinsic discount

0.7%+US$81.50
140.2%+US$7,149
US$11,390US$5,100
3.3%50
US$102.00
META

Meta Platforms

US$671.34

15.7% overvalued intrinsic discount

0.4%+US$213
295.3%+US$46,825
US$57,064US$13,830
16.5%85
US$162.71
JPM

JPMorgan Chase

US$311.45

7.8% undervalued intrinsic discount

-0.5%-US$77.50
56.3%+US$5,908
US$15,573US$10,500
4.5%50
US$210.00
BAC

Bank of America

US$52.66

16.0% undervalued intrinsic discount

-1.5%-US$492
81.3%+US$15,520
US$31,596US$19,100
9.1%600
US$31.83
IREN

IREN

US$44.45

53.6% undervalued intrinsic discount

-1.6%-US$363
581.7%+US$18,963
US$22,223US$3,260
6.4%500
US$6.52
TSLA

Tesla

US$376.02

1.2k% overvalued intrinsic discount

-2.7%-US$1,040
70.1%+US$15,502
US$37,602US$22,100
10.9%100
US$221.00
PLTR

Palantir Technologies

US$141.18

24.0% undervalued intrinsic discount

-3.3%-US$479
730.5%+US$12,418
US$14,118US$1,700
4.1%100
US$17.00

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