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Analysis updated

Performance vs market

US$343,026

Total Value• 15 holdings

US$251,599

Total Returns114.1%

22.7%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$185,53884.2%
Realized Returns
US$52,59123.9%
Dividends
US$14,4226.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,975/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$6.02

25.8% overvalued intrinsic discount

6.0%+US$245
63.1%+US$1,676
US$4,334US$2,658
1.3%1000
AU$4.15
UNH

UnitedHealth Group

US$370.48

4.0% undervalued intrinsic discount

4.5%+US$318
-9.7%-US$865
US$7,410US$8,960
2.2%20
US$448.00
AMZN

Amazon.com

US$265.06

5.7% undervalued intrinsic discount

3.9%+US$569
89.4%+US$7,422
US$15,108US$7,775
4.4%57
US$136.41
BATS

British American Tobacco

UK£43.23

6.4% undervalued intrinsic discount

2.8%+US$1,114
48.3%+US$18,624
US$41,167US$26,990
12.0%700
UK£30.00
XOM

Exxon Mobil

US$154.33

6.0% undervalued intrinsic discount

2.5%+US$779
172.3%+US$22,370
US$31,638US$12,897
9.2%205
US$62.91
TSLA

Tesla

US$381.63

1.2k% overvalued intrinsic discount

2.1%+US$791
72.7%+US$16,063
US$38,163US$22,100
11.1%100
US$221.00
BAC

Bank of America

US$53.46

14.8% undervalued intrinsic discount

1.9%+US$594
83.8%+US$16,000
US$32,076US$19,100
9.4%600
US$31.83
JPM

JPMorgan Chase

US$313.23

7.3% undervalued intrinsic discount

0.5%+US$77.00
57.1%+US$5,997
US$15,662US$10,500
4.6%50
US$210.00
CRWD

CrowdStrike Holdings

US$445.75

9.0% undervalued intrinsic discount

0.08%+US$18.00
58.5%+US$10,593
US$22,288US$13,100
6.5%50
US$262.00
NVDA

NVIDIA

US$199.53

34.6% undervalued intrinsic discount

-0.05%-US$4.36
919.7%+US$15,959
US$7,981US$1,443
2.3%40
US$36.06
JNJ

Johnson & Johnson

US$229.85

8.9% undervalued intrinsic discount

-0.3%-US$40.00
142.2%+US$7,252
US$11,493US$5,100
3.4%50
US$102.00
PLTR

Palantir Technologies

US$139.11

25.1% undervalued intrinsic discount

-1.7%-US$246
718.3%+US$12,211
US$13,911US$1,700
4.1%100
US$17.00
GEV

GE Vernova

US$1,083.46

2.8% undervalued intrinsic discount

-5.7%-US$1,652
235.9%+US$19,049
US$27,087US$8,075
7.9%25
US$323.00
META

Meta Platforms

US$611.23

5.4% overvalued intrinsic discount

-7.3%-US$4,073
263.0%+US$41,716
US$51,955US$13,830
15.1%85
US$162.71
IREN

IREN

US$45.51

52.5% undervalued intrinsic discount

-12.5%-US$3,255
598.0%+US$19,495
US$22,755US$3,260
6.6%500
US$6.52

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