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Analysis updated

Performance vs market

US$325,744

Total Value• 15 holdings

US$234,431

Total Returns106.3%

24.5%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$168,59576.5%
Realized Returns
US$52,59123.9%
Dividends
US$14,1966.4%
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
GEV

GE Vernova

US$923.69

7.2% overvalued intrinsic discount

7.6%+US$1,631
186.3%+US$15,042
US$23,092US$8,075
7.1%25
US$323.00
PLS

PLS Group

AU$4.92

15.2% undervalued intrinsic discount

7.2%+US$230
28.8%+US$765
US$3,423US$2,658
1.1%1000
AU$4.15
XOM

Exxon Mobil

US$165.38

9.2% overvalued intrinsic discount

4.9%+US$1,597
186.4%+US$24,200
US$33,903US$12,897
10.4%205
US$62.91
BAC

Bank of America

US$48.75

21.6% undervalued intrinsic discount

4.1%+US$1,152
68.1%+US$13,006
US$29,250US$19,100
9.0%600
US$31.83
JPM

JPMorgan Chase

US$292.40

15.2% undervalued intrinsic discount

1.6%+US$233
48.6%+US$5,106
US$14,620US$10,500
4.5%50
US$210.00
PLTR

Palantir Technologies

US$154.78

16.7% undervalued intrinsic discount

1.3%+US$201
811.4%+US$13,793
US$15,478US$1,700
4.8%100
US$17.00
JNJ

Johnson & Johnson

US$239.93

0.5% undervalued intrinsic discount

1.1%+US$133
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

-0.4%-US$178
47.4%+US$18,295
US$40,838US$26,990
12.5%700
UK£30.00
AMZN

Amazon.com

US$207.24

26.1% undervalued intrinsic discount

-1.3%-US$150
52.8%+US$4,381
US$11,813US$7,775
3.6%57
US$136.41
TSLA

Tesla

US$383.03

9.2% undervalued intrinsic discount

-2.5%-US$975
74.6%+US$16,495
US$38,303US$22,100
11.8%100
US$221.00
IREN

IREN

US$41.12

48.2% undervalued intrinsic discount

-2.6%-US$545
535.4%+US$17,455
US$20,560US$3,260
6.3%500
US$6.52
NVDA

NVIDIA

US$175.20

34.9% undervalued intrinsic discount

-2.9%-US$208
871.6%+US$15,124
US$7,008US$1,443
2.2%40
US$36.06
META

Meta Platforms

US$592.92

29.0% undervalued intrinsic discount

-3.7%-US$1,935
253.7%+US$40,238
US$50,398US$13,830
15.5%85
US$162.71
UNH

UnitedHealth Group

US$270.55

25.8% undervalued intrinsic discount

-4.8%-US$276
-32.0%-US$2,864
US$5,411US$8,960
1.7%20
US$448.00
CRWD

CrowdStrike Holdings

US$392.99

19.9% undervalued intrinsic discount

-9.8%-US$2,141
42.0%+US$7,598
US$19,650US$13,100
6.0%50
US$262.00

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