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Analysis updated

Performance vs market

US$319,022

Total Value• 15 holdings

US$227,482

Total Returns103.2%

21.7%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$161,43473.2%
Realized Returns
US$52,59123.9%
Dividends
US$14,4096.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,918/yr
1.5% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
PLS

PLS Group

AU$5.30

8.6% undervalued intrinsic discount

7.7%+US$264
38.0%+US$1,010
US$3,680US$2,658
1.2%1000
AU$4.15
CRWD

CrowdStrike Holdings

US$393.31

14.5% undervalued intrinsic discount

1.9%+US$373
44.0%+US$7,971
US$19,666US$13,100
6.2%50
US$262.00
JNJ

Johnson & Johnson

US$244.12

1.3% overvalued intrinsic discount

1.7%+US$210
156.2%+US$7,965
US$12,206US$5,100
3.8%50
US$102.00
UNH

UnitedHealth Group

US$273.98

24.9% undervalued intrinsic discount

1.3%+US$68.60
-31.2%-US$2,795
US$5,480US$8,960
1.7%20
US$448.00
BAC

Bank of America

US$49.27

20.2% undervalued intrinsic discount

1.1%+US$312
70.6%+US$13,486
US$29,562US$19,100
9.3%600
US$31.83
JPM

JPMorgan Chase

US$295.38

6.3% undervalued intrinsic discount

-0.01%-US$2.00
48.6%+US$5,104
US$14,769US$10,500
4.6%50
US$210.00
AMZN

Amazon.com

US$210.57

24.9% undervalued intrinsic discount

-0.5%-US$64.98
52.0%+US$4,316
US$12,002US$7,775
3.8%57
US$136.41
BATS

British American Tobacco

UK£43.13

5.9% undervalued intrinsic discount

-1.1%-US$467
45.7%+US$17,611
US$40,243US$26,990
12.6%700
UK£30.00
TSLA

Tesla

US$381.26

9.5% undervalued intrinsic discount

-1.2%-US$469
72.5%+US$16,026
US$38,126US$22,100
12.0%100
US$221.00
XOM

Exxon Mobil

US$160.78

6.2% overvalued intrinsic discount

-1.5%-US$508
182.5%+US$23,692
US$32,960US$12,897
10.3%205
US$62.91
NVDA

NVIDIA

US$175.75

34.7% undervalued intrinsic discount

-1.6%-US$117
864.9%+US$15,008
US$7,030US$1,443
2.2%40
US$36.06
META

Meta Platforms

US$579.23

30.7% undervalued intrinsic discount

-2.6%-US$1,331
245.9%+US$38,996
US$49,235US$13,830
15.4%85
US$162.71
GEV

GE Vernova

US$894.78

1.6% undervalued intrinsic discount

-3.1%-US$723
177.3%+US$14,320
US$22,370US$8,075
7.0%25
US$323.00
PLTR

Palantir Technologies

US$146.49

21.1% undervalued intrinsic discount

-5.5%-US$847
761.7%+US$12,949
US$14,649US$1,700
4.6%100
US$17.00
IREN

IREN

US$34.09

55.2% undervalued intrinsic discount

-17.7%-US$3,670
422.9%+US$13,785
US$17,045US$3,260
5.3%500
US$6.52

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