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Analysis updated

Performance vs market

US$354,448

Total Value• 15 holdings

US$263,103

Total Returns119.3%

23.2%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$196,96789.3%
Realized Returns
US$52,59123.9%
Dividends
US$14,4976.6%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$5,017/yr
1.4% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
IREN

IREN

US$60.98

13.4% undervalued intrinsic discount

34.0%+US$7,735
835.3%+US$27,230
US$30,490US$3,260
8.6%500
US$6.52
CRWD

CrowdStrike Holdings

US$468.07

4.4% undervalued intrinsic discount

5.0%+US$1,116
64.7%+US$11,709
US$23,404US$13,100
6.6%50
US$262.00
TSLA

Tesla

US$398.73

4.0% undervalued intrinsic discount

4.5%+US$1,710
80.4%+US$17,773
US$39,873US$22,100
11.2%100
US$221.00
NVDA

NVIDIA

US$207.83

31.9% undervalued intrinsic discount

4.1%+US$324
938.9%+US$16,291
US$8,307US$1,443
2.3%40
US$36.06
AMZN

Amazon.com

US$274.99

10.7% undervalued intrinsic discount

3.7%+US$566
96.2%+US$7,988
US$15,674US$7,775
4.4%57
US$136.41
PLS

PLS Group

AU$6.24

6.9% undervalued intrinsic discount

3.7%+US$159
69.9%+US$1,859
US$4,517US$2,658
1.3%1000
AU$4.15
GEV

GE Vernova

US$1,118.96

29.9% overvalued intrinsic discount

3.3%+US$888
246.9%+US$19,937
US$27,974US$8,075
7.9%25
US$323.00
BATS

British American Tobacco

UK£43.90

5.0% undervalued intrinsic discount

1.5%+US$638
49.9%+US$19,229
US$41,773US$26,990
11.8%700
UK£30.00
JPM

JPMorgan Chase

US$314.90

6.8% undervalued intrinsic discount

0.5%+US$83.50
58.6%+US$6,155
US$15,745US$10,500
4.4%50
US$210.00
BAC

Bank of America

US$53.60

14.5% undervalued intrinsic discount

0.3%+US$84.00
84.2%+US$16,084
US$32,160US$19,100
9.1%600
US$31.83
META

Meta Platforms

US$612.88

17.2% undervalued intrinsic discount

0.2%+US$82.45
263.9%+US$41,856
US$52,095US$13,830
14.7%85
US$162.71
UNH

UnitedHealth Group

US$367.28

4.9% undervalued intrinsic discount

-0.9%-US$64.00
-10.4%-US$929
US$7,346US$8,960
2.1%20
US$448.00
JNJ

Johnson & Johnson

US$224.62

11.0% undervalued intrinsic discount

-2.3%-US$262
137.1%+US$6,990
US$11,231US$5,100
3.2%50
US$102.00
XOM

Exxon Mobil

US$148.69

10.2% undervalued intrinsic discount

-3.7%-US$1,156
163.4%+US$21,214
US$30,481US$12,897
8.6%205
US$62.91
PLTR

Palantir Technologies

US$133.79

28.0% undervalued intrinsic discount

-3.8%-US$532
687.0%+US$11,679
US$13,379US$1,700
3.8%100
US$17.00

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