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Analysis updated

Performance vs market

US$330,566

Total Value• 15 holdings

US$238,870

Total Returns108.4%

22.5%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$173,07878.5%
Realized Returns
US$52,59123.9%
Dividends
US$14,1526.4%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,905/yr
1.5% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
IREN

IREN

US$44.94

43.3% undervalued intrinsic discount

15.7%+US$3,050
589.3%+US$19,210
US$22,470US$3,260
6.8%500
US$6.52
PLS

PLS Group

AU$4.76

17.9% undervalued intrinsic discount

7.2%+US$226
26.7%+US$708
US$3,366US$2,658
1.0%1000
AU$4.15
BATS

British American Tobacco

UK£45.72

0.2% undervalued intrinsic discount

6.1%+US$2,453
52.1%+US$20,107
US$42,650US$26,990
12.9%700
UK£30.00
XOM

Exxon Mobil

US$157.23

9.0% overvalued intrinsic discount

4.5%+US$1,392
176.9%+US$22,964
US$32,232US$12,897
9.8%205
US$62.91
NVDA

NVIDIA

US$183.19

27.6% undervalued intrinsic discount

0.3%+US$21.47
882.0%+US$15,305
US$7,327US$1,443
2.2%40
US$36.06
JNJ

Johnson & Johnson

US$243.19

2.5% overvalued intrinsic discount

0.2%+US$30.00
155.3%+US$7,919
US$12,160US$5,100
3.7%50
US$102.00
UNH

UnitedHealth Group

US$285.49

21.7% undervalued intrinsic discount

0.1%+US$6.40
-29.1%-US$2,609
US$5,710US$8,960
1.7%20
US$448.00
GEV

GE Vernova

US$827.37

0.9% overvalued intrinsic discount

-0.3%-US$68.25
156.5%+US$12,634
US$20,684US$8,075
6.3%25
US$323.00
TSLA

Tesla

US$395.56

6.2% undervalued intrinsic discount

-0.8%-US$312
79.0%+US$17,456
US$39,556US$22,100
12.0%100
US$221.00
AMZN

Amazon.com

US$211.74

24.5% undervalued intrinsic discount

-0.8%-US$99.75
52.8%+US$4,383
US$12,069US$7,775
3.7%57
US$136.41
JPM

JPMorgan Chase

US$286.16

12.8% undervalued intrinsic discount

-1.3%-US$188
44.2%+US$4,643
US$14,308US$10,500
4.3%50
US$210.00
BAC

Bank of America

US$47.06

24.3% undervalued intrinsic discount

-1.8%-US$504
62.8%+US$11,992
US$28,236US$19,100
8.5%600
US$31.83
CRWD

CrowdStrike Holdings

US$423.84

22.5% undervalued intrinsic discount

-2.4%-US$515
52.5%+US$9,497
US$21,192US$13,100
6.4%50
US$262.00
PLTR

Palantir Technologies

US$152.72

17.8% undervalued intrinsic discount

-2.4%-US$371
798.4%+US$13,572
US$15,272US$1,700
4.6%100
US$17.00
META

Meta Platforms

US$627.45

24.9% undervalued intrinsic discount

-3.1%-US$1,695
271.5%+US$43,050
US$53,333US$13,830
16.1%85
US$162.71

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