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Analysis updated

Performance vs market

US$317,969

Total Value• 15 holdings

US$226,707

Total Returns102.8%

21.6%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$160,65872.9%
Realized Returns
US$52,59123.9%
Dividends
US$14,4096.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,892/yr
1.5% Yield

Portfolio Snowflake

A value Portfolio with a solid track record

15 holdings

Holdings

15
Fair Value
1Y chart
PLS

PLS Group

AU$5.12

11.7% undervalued intrinsic discount

12.8%+US$398
32.9%+US$875
US$3,512US$2,658
1.1%1000
AU$4.15
JNJ

Johnson & Johnson

US$244.44

1.4% overvalued intrinsic discount

3.9%+US$459
156.5%+US$7,981
US$12,222US$5,100
3.8%50
US$102.00
XOM

Exxon Mobil

US$169.66

12.0% overvalued intrinsic discount

2.6%+US$877
196.5%+US$25,512
US$34,780US$12,897
10.9%205
US$62.91
BAC

Bank of America

US$48.75

21.1% undervalued intrinsic discount

1.3%+US$366
69.0%+US$13,174
US$29,250US$19,100
9.2%600
US$31.83
BATS

British American Tobacco

UK£43.71

4.7% undervalued intrinsic discount

0.9%+US$360
46.6%+US$17,954
US$40,341US$26,990
12.7%700
UK£30.00
JPM

JPMorgan Chase

US$294.16

6.6% undervalued intrinsic discount

0.6%+US$88.00
48.0%+US$5,043
US$14,708US$10,500
4.6%50
US$210.00
AMZN

Amazon.com

US$208.31

25.7% undervalued intrinsic discount

0.5%+US$60.99
50.4%+US$4,187
US$11,874US$7,775
3.7%57
US$136.41
NVDA

NVIDIA

US$174.45

35.2% undervalued intrinsic discount

-0.4%-US$30.20
861.9%+US$14,955
US$6,978US$1,443
2.2%40
US$36.06
UNH

UnitedHealth Group

US$270.59

25.8% undervalued intrinsic discount

-0.6%-US$33.80
-32.0%-US$2,863
US$5,412US$8,960
1.7%20
US$448.00
CRWD

CrowdStrike Holdings

US$390.41

20.4% undervalued intrinsic discount

-0.7%-US$129
43.2%+US$7,826
US$19,521US$13,100
6.1%50
US$262.00
TSLA

Tesla

US$371.56

11.8% undervalued intrinsic discount

-3.0%-US$1,147
68.1%+US$15,056
US$37,156US$22,100
11.7%100
US$221.00
META

Meta Platforms

US$572.13

31.5% undervalued intrinsic discount

-3.5%-US$1,767
242.1%+US$38,393
US$48,631US$13,830
15.3%85
US$162.71
GEV

GE Vernova

US$872.90

4.0% undervalued intrinsic discount

-4.0%-US$913
170.6%+US$13,773
US$21,823US$8,075
6.9%25
US$323.00
PLTR

Palantir Technologies

US$146.28

21.2% undervalued intrinsic discount

-5.5%-US$850
760.5%+US$12,928
US$14,628US$1,700
4.6%100
US$17.00
IREN

IREN

US$34.27

56.8% undervalued intrinsic discount

-16.7%-US$3,425
425.6%+US$13,875
US$17,135US$3,260
5.4%500
US$6.52

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