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Analysis updated

Performance vs market

US$341,231

Total Value• 15 holdings

US$250,226

Total Returns113.5%

22.7%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$184,16483.5%
Realized Returns
US$52,59123.9%
Dividends
US$14,4226.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,947/yr
1.4% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
UNH

UnitedHealth Group

US$346.01

5.1% undervalued intrinsic discount

10.1%+US$636
-15.1%-US$1,355
US$6,920US$8,960
2.0%20
US$448.00
PLS

PLS Group

AU$5.89

1.6% overvalued intrinsic discount

9.1%+US$351
58.6%+US$1,559
US$4,217US$2,658
1.2%1000
AU$4.15
CRWD

CrowdStrike Holdings

US$433.15

5.8% undervalued intrinsic discount

8.7%+US$1,733
59.6%+US$10,786
US$21,658US$13,100
6.3%50
US$262.00
PLTR

Palantir Technologies

US$145.97

21.4% undervalued intrinsic discount

7.6%+US$1,027
758.6%+US$12,897
US$14,597US$1,700
4.3%100
US$17.00
TSLA

Tesla

US$386.39

1.2k% overvalued intrinsic discount

6.1%+US$2,219
74.8%+US$16,539
US$38,639US$22,100
11.3%100
US$221.00
NVDA

NVIDIA

US$202.06

33.8% undervalued intrinsic discount

2.8%+US$222
920.5%+US$15,973
US$8,082US$1,443
2.4%40
US$36.06
JPM

JPMorgan Chase

US$316.99

6.1% undervalued intrinsic discount

1.9%+US$294
57.0%+US$5,985
US$15,850US$10,500
4.6%50
US$210.00
BAC

Bank of America

US$53.95

10.7% undervalued intrinsic discount

1.1%+US$360
83.8%+US$16,012
US$32,370US$19,100
9.5%600
US$31.83
META

Meta Platforms

US$668.84

15.3% overvalued intrinsic discount

1.0%+US$540
293.9%+US$46,613
US$56,851US$13,830
16.7%85
US$162.71
AMZN

Amazon.com

US$249.91

11.1% undervalued intrinsic discount

0.4%+US$50.73
79.0%+US$6,558
US$14,245US$7,775
4.2%57
US$136.41
GEV

GE Vernova

US$990.18

14.9% overvalued intrinsic discount

0.3%+US$67.00
207.4%+US$16,745
US$24,755US$8,075
7.3%25
US$323.00
XOM

Exxon Mobil

US$147.68

10.0% undervalued intrinsic discount

-1.0%-US$320
162.9%+US$21,146
US$30,274US$12,897
8.9%205
US$62.91
BATS

British American Tobacco

UK£41.11

30.9% undervalued intrinsic discount

-2.7%-US$1,069
42.4%+US$16,336
US$38,880US$26,990
11.4%700
UK£30.00
IREN

IREN

US$45.17

40.7% undervalued intrinsic discount

-4.6%-US$1,100
592.8%+US$19,325
US$22,585US$3,260
6.6%500
US$6.52
JNJ

Johnson & Johnson

US$226.16

6.3% undervalued intrinsic discount

-5.8%-US$697
138.6%+US$7,067
US$11,308US$5,100
3.3%50
US$102.00

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