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Analysis updated

Performance vs market

US$344,040

Total Value• 15 holdings

US$252,613

Total Returns114.6%

22.7%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$186,55284.6%
Realized Returns
US$52,59123.9%
Dividends
US$14,4226.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,950/yr
1.4% Yield

Portfolio Snowflake

A value Portfolio with a solid track record

15 holdings

Holdings

15
Fair Value
1Y chart
PLS

PLS Group

AU$6.02

25.8% overvalued intrinsic discount

6.0%+US$242
61.2%+US$1,627
US$4,285US$2,658
1.2%1000
AU$4.15
NVDA

NVIDIA

US$209.25

31.4% undervalued intrinsic discount

4.8%+US$384
942.1%+US$16,348
US$8,370US$1,443
2.4%40
US$36.06
UNH

UnitedHealth Group

US$370.74

4.0% undervalued intrinsic discount

4.6%+US$324
-9.6%-US$860
US$7,415US$8,960
2.2%20
US$448.00
AMZN

Amazon.com

US$263.04

6.5% undervalued intrinsic discount

3.1%+US$454
88.0%+US$7,307
US$14,993US$7,775
4.4%57
US$136.41
XOM

Exxon Mobil

US$154.67

5.8% undervalued intrinsic discount

2.8%+US$849
172.9%+US$22,439
US$31,707US$12,897
9.2%205
US$62.91
CRWD

CrowdStrike Holdings

US$452.38

7.7% undervalued intrinsic discount

1.6%+US$350
60.4%+US$10,924
US$22,619US$13,100
6.6%50
US$262.00
META

Meta Platforms

US$669.12

15.4% overvalued intrinsic discount

1.5%+US$847
294.1%+US$46,637
US$56,875US$13,830
16.5%85
US$162.71
BATS

British American Tobacco

UK£42.59

7.8% undervalued intrinsic discount

1.3%+US$499
45.6%+US$17,589
US$40,132US$26,990
11.7%700
UK£30.00
BAC

Bank of America

US$52.88

15.7% undervalued intrinsic discount

0.8%+US$246
81.9%+US$15,652
US$31,728US$19,100
9.2%600
US$31.83
TSLA

Tesla

US$372.80

1.1k% overvalued intrinsic discount

-0.2%-US$92.00
68.7%+US$15,180
US$37,280US$22,100
10.8%100
US$221.00
JPM

JPMorgan Chase

US$309.25

8.4% undervalued intrinsic discount

-0.8%-US$122
55.2%+US$5,798
US$15,463US$10,500
4.5%50
US$210.00
JNJ

Johnson & Johnson

US$227.35

9.9% undervalued intrinsic discount

-1.4%-US$165
139.7%+US$7,127
US$11,368US$5,100
3.3%50
US$102.00
PLTR

Palantir Technologies

US$137.97

25.7% undervalued intrinsic discount

-2.5%-US$360
711.6%+US$12,097
US$13,797US$1,700
4.0%100
US$17.00
GEV

GE Vernova

US$1,063.11

4.6% undervalued intrinsic discount

-7.5%-US$2,161
229.6%+US$18,540
US$26,578US$8,075
7.7%25
US$323.00
IREN

IREN

US$42.86

55.2% undervalued intrinsic discount

-17.6%-US$4,580
557.4%+US$18,170
US$21,430US$3,260
6.2%500
US$6.52

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