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Updated

Performance vs market

US$333,661

Total Value• 15 holdings

US$241,693

Total Returns109.6%

22.9%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$176,17779.9%
Realized Returns
US$52,59123.9%
Dividends
US$13,8766.3%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$5,379/yr
1.6% Yield

Portfolio Snowflake

A value Portfolio with a solid track record

15 holdings

Holdings

15
Fair Value
1Y chart
GEV

GE Vernova

US$834.61

1.8% overvalued intrinsic discount

4.0%+US$812
158.7%+US$12,815
US$20,865US$8,075
6.3%25
US$323.00
PLS

PLS Group

AU$4.38

21.8% undervalued intrinsic discount

3.5%+US$106
16.2%+US$432
US$3,090US$2,658
0.9%1000
AU$4.15
AMZN

Amazon.com

US$204.86

28.1% undervalued intrinsic discount

3.1%+US$346
48.1%+US$3,991
US$11,677US$7,775
3.5%57
US$136.41
NVDA

NVIDIA

US$187.90

25.7% undervalued intrinsic discount

2.8%+US$204
892.9%+US$15,494
US$7,516US$1,443
2.3%40
US$36.06
BATS

British American Tobacco

UK£44.73

24.8% undervalued intrinsic discount

2.7%+US$1,121
50.8%+US$19,598
US$42,141US$26,990
12.6%700
UK£30.00
PLTR

Palantir Technologies

US$134.89

27.4% undervalued intrinsic discount

2.6%+US$348
693.5%+US$11,789
US$13,489US$1,700
4.0%100
US$17.00
IREN

IREN

US$43.29

49.0% undervalued intrinsic discount

2.5%+US$535
564.0%+US$18,385
US$21,645US$3,260
6.5%500
US$6.52
JPM

JPMorgan Chase

US$308.05

6.1% undervalued intrinsic discount

1.8%+US$275
54.6%+US$5,738
US$15,403US$10,500
4.6%50
US$210.00
XOM

Exxon Mobil

US$150.97

7.1% overvalued intrinsic discount

1.7%+US$517
165.4%+US$21,470
US$30,949US$12,897
9.3%205
US$62.91
JNJ

Johnson & Johnson

US$246.91

6.8% overvalued intrinsic discount

1.4%+US$173
157.6%+US$8,040
US$12,346US$5,100
3.7%50
US$102.00
META

Meta Platforms

US$644.78

22.8% undervalued intrinsic discount

0.8%+US$426
280.7%+US$44,523
US$54,806US$13,830
16.4%85
US$162.71
BAC

Bank of America

US$52.77

15.2% undervalued intrinsic discount

0.4%+US$132
80.7%+US$15,418
US$31,662US$19,100
9.5%600
US$31.83
UNH

UnitedHealth Group

US$289.93

26.1% undervalued intrinsic discount

-1.1%-US$65.20
-28.1%-US$2,520
US$5,799US$8,960
1.7%20
US$448.00
TSLA

Tesla

US$411.67

38.1% undervalued intrinsic discount

-1.4%-US$577
86.3%+US$19,071
US$41,167US$22,100
12.3%100
US$221.00
CRWD

CrowdStrike Holdings

US$422.14

22.8% undervalued intrinsic discount

-1.7%-US$375
52.0%+US$9,412
US$21,107US$13,100
6.3%50
US$262.00

Frequently Asked Questions

Is Simply Wall St's portfolio tracker free to use?

Yes! You can create and manage your investment portfolio for free on Simply Wall St—up to 10 holdings. Free users can add stocks, view insights, and receive updates. Paid plans allow you to track more holdings, create multiple portfolios, and unlock advanced features.

How can I create a portfolio on Simply Wall St?

There are three easy ways to get started:

  • Link your broker: Securely connect your brokerage account, including Robinhood, Fidelity, Charles Schwab, DEGIRO, and over 1,000 other supported brokers, to automatically import your holdings. Your portfolio refreshes daily with the latest data.
  • Add your holdings manually: Quickly enter stocks, number of shares, and average cost for basic tracking of unrealised gains.
  • Import your full transaction history: Upload with our AI import or paste your buy and sell transactions for detailed performance tracking, including realised and unrealised gains, dividends, currency impact, and annualised return (IRR).

What are the benefits of using Simply Wall St's portfolio tracker?

Simply Wall St goes far beyond price tracking. You'll be able to:

  • Receive relevant updates on your companies, including earnings, analyst forecasts, insider activity, and risks.
  • Assign a narrative from our analysts or the community to understand the story behind each stock.
  • Set and track your own valuation for each holding.
  • Measure diversification by sector and geographic revenue exposure.
  • Benchmark your portfolio against the market using key financial metrics.
  • Track detailed returns over any time frame. With transactions added, you get a breakdown of realised gains, unrealised gains, dividends, currency effects, and your annualised return (IRR).

Can I track dividends in my portfolio?

Yes. We track both historical dividends you've received and forecasted income from your current holdings. We also assess dividend quality, so you can avoid unreliable payers and protect your future income stream.

Why is Simply Wall St better than other portfolio tools?

Most brokers and portfolio trackers only show prices and unrealised gains, with little context and lots of noisy news. Simply Wall St offers:

  • Detailed return tracking, including all components of your real performance.
  • Access to investment narratives to help you understand the companies you hold.
  • A full research platform to analyse fundamentals like valuation, growth, and financial health.
  • An advanced stock screener to help you discover new investment opportunities.

In short, Simply Wall St is more than a tracker — it's a complete investing platform for monitoring, analysing, and growing your portfolio.

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