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Analysis updated

Performance vs market

US$326,143

Total Value• 15 holdings

US$234,491

Total Returns106.4%

22.1%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$168,65576.5%
Realized Returns
US$52,59123.9%
Dividends
US$14,1966.4%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,904/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$4.97

14.3% undervalued intrinsic discount

20.3%+US$584
29.9%+US$795
US$3,453US$2,658
1.1%1000
AU$4.15
GEV

GE Vernova

US$923.69

7.2% overvalued intrinsic discount

5.3%+US$1,158
186.3%+US$15,042
US$23,092US$8,075
7.1%25
US$323.00
BAC

Bank of America

US$48.75

21.1% undervalued intrinsic discount

3.7%+US$1,044
68.1%+US$13,006
US$29,250US$19,100
9.0%600
US$31.83
XOM

Exxon Mobil

US$163.26

7.8% overvalued intrinsic discount

3.2%+US$1,046
186.4%+US$24,200
US$33,468US$12,897
10.3%205
US$62.91
JPM

JPMorgan Chase

US$295.42

14.3% undervalued intrinsic discount

2.6%+US$373
48.6%+US$5,106
US$14,771US$10,500
4.5%50
US$210.00
TSLA

Tesla

US$385.95

8.5% undervalued intrinsic discount

1.5%+US$565
74.6%+US$16,495
US$38,595US$22,100
11.8%100
US$221.00
AMZN

Amazon.com

US$211.71

24.5% undervalued intrinsic discount

1.4%+US$168
52.8%+US$4,381
US$12,067US$7,775
3.7%57
US$136.41
JNJ

Johnson & Johnson

US$239.93

0.5% undervalued intrinsic discount

1.0%+US$117
152.1%+US$7,756
US$11,997US$5,100
3.7%50
US$102.00
BATS

British American Tobacco

UK£43.63

4.8% undervalued intrinsic discount

0.2%+US$74.85
47.4%+US$18,279
US$40,822US$26,990
12.5%700
UK£30.00
NVDA

NVIDIA

US$178.68

33.6% undervalued intrinsic discount

0.07%+US$4.80
871.6%+US$15,125
US$7,147US$1,443
2.2%40
US$36.06
PLTR

Palantir Technologies

US$154.96

16.6% undervalued intrinsic discount

-0.5%-US$72.00
811.5%+US$13,796
US$15,496US$1,700
4.8%100
US$17.00
IREN

IREN

US$41.43

47.8% undervalued intrinsic discount

-0.6%-US$115
535.4%+US$17,455
US$20,715US$3,260
6.4%500
US$6.52
META

Meta Platforms

US$594.89

28.8% undervalued intrinsic discount

-1.9%-US$1,004
254.0%+US$40,283
US$50,566US$13,830
15.5%85
US$162.71
UNH

UnitedHealth Group

US$270.55

25.8% undervalued intrinsic discount

-3.5%-US$198
-32.0%-US$2,864
US$5,411US$8,960
1.7%20
US$448.00
CRWD

CrowdStrike Holdings

US$385.86

21.3% undervalued intrinsic discount

-9.9%-US$2,116
42.0%+US$7,598
US$19,293US$13,100
5.9%50
US$262.00

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