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Analysis updated

Performance vs market

US$331,166

Total Value• 15 holdings

US$239,740

Total Returns108.8%

22.2%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$173,69178.8%
Realized Returns
US$52,59123.9%
Dividends
US$14,4096.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,960/yr
1.5% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
IREN

IREN

US$43.07

55.0% undervalued intrinsic discount

20.5%+US$3,665
560.6%+US$18,275
US$21,535US$3,260
6.5%500
US$6.52
AMZN

Amazon.com

US$239.89

14.7% undervalued intrinsic discount

12.2%+US$1,489
72.1%+US$5,987
US$13,674US$7,775
4.1%57
US$136.41
META

Meta Platforms

US$634.53

24.1% undervalued intrinsic discount

10.3%+US$5,056
275.5%+US$43,697
US$53,935US$13,830
16.3%85
US$162.71
GEV

GE Vernova

US$991.12

15.0% overvalued intrinsic discount

8.8%+US$2,009
207.2%+US$16,728
US$24,778US$8,075
7.5%25
US$323.00
NVDA

NVIDIA

US$189.31

29.4% undervalued intrinsic discount

6.3%+US$448
896.2%+US$15,550
US$7,572US$1,443
2.3%40
US$36.06
BAC

Bank of America

US$53.35

11.7% undervalued intrinsic discount

6.1%+US$1,842
83.4%+US$15,934
US$32,010US$19,100
9.7%600
US$31.83
JPM

JPMorgan Chase

US$313.68

7.1% undervalued intrinsic discount

5.5%+US$814
57.3%+US$6,019
US$15,684US$10,500
4.7%50
US$210.00
PLS

PLS Group

AU$5.40

6.9% undervalued intrinsic discount

4.0%+US$150
44.9%+US$1,194
US$3,845US$2,658
1.2%1000
AU$4.15
UNH

UnitedHealth Group

US$313.00

14.2% undervalued intrinsic discount

1.7%+US$105
-22.5%-US$2,015
US$6,260US$8,960
1.9%20
US$448.00
TSLA

Tesla

US$352.42

1.1k% overvalued intrinsic discount

1.7%+US$577
59.5%+US$13,142
US$35,242US$22,100
10.6%100
US$221.00
JNJ

Johnson & Johnson

US$237.96

1.4% undervalued intrinsic discount

-0.2%-US$22.50
150.1%+US$7,657
US$11,898US$5,100
3.6%50
US$102.00
BATS

British American Tobacco

UK£42.24

29.0% undervalued intrinsic discount

-4.7%-US$1,955
45.5%+US$17,555
US$40,093US$26,990
12.1%700
UK£30.00
CRWD

CrowdStrike Holdings

US$402.24

17.9% undervalued intrinsic discount

-5.0%-US$1,050
46.5%+US$8,417
US$20,112US$13,100
6.1%50
US$262.00
XOM

Exxon Mobil

US$152.64

4.7% undervalued intrinsic discount

-6.9%-US$2,310
169.7%+US$22,023
US$31,291US$12,897
9.4%205
US$62.91
PLTR

Palantir Technologies

US$132.37

28.7% undervalued intrinsic discount

-11.8%-US$1,770
678.6%+US$11,537
US$13,237US$1,700
4.0%100
US$17.00

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