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Analysis updated

Performance vs market

US$345,480

Total Value• 15 holdings

US$255,078

Total Returns115.7%

22.8%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$188,94285.7%
Realized Returns
US$52,59123.9%
Dividends
US$14,4976.6%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,962/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$368.78

4.5% undervalued intrinsic discount

4.0%+US$282
-9.6%-US$860
US$7,376US$8,960
2.1%20
US$448.00
CRWD

CrowdStrike Holdings

US$455.64

7.0% undervalued intrinsic discount

3.2%+US$732
65.0%+US$11,767
US$23,462US$13,100
6.8%50
US$262.00
TSLA

Tesla

US$390.82

5.9% undervalued intrinsic discount

3.2%+US$1,215
77.6%+US$17,157
US$39,082US$22,100
11.3%100
US$221.00
XOM

Exxon Mobil

US$152.75

7.8% undervalued intrinsic discount

3.1%+US$935
171.3%+US$22,239
US$31,314US$12,897
9.1%205
US$62.91
AMZN

Amazon.com

US$268.26

12.8% undervalued intrinsic discount

2.7%+US$407
94.2%+US$7,822
US$15,291US$7,775
4.4%57
US$136.41
IREN

IREN

US$45.66

52.3% undervalued intrinsic discount

2.3%+US$565
659.0%+US$21,485
US$24,745US$3,260
7.2%500
US$6.52
BATS

British American Tobacco

UK£43.29

6.3% undervalued intrinsic discount

2.2%+US$881
47.9%+US$18,464
US$41,007US$26,990
11.9%700
UK£30.00
PLS

PLS Group

AU$6.05

9.7% undervalued intrinsic discount

2.0%+US$86.02
63.2%+US$1,679
US$4,337US$2,658
1.3%1000
AU$4.15
JNJ

Johnson & Johnson

US$227.19

7.8% undervalued intrinsic discount

0.8%+US$92.50
136.6%+US$6,969
US$11,360US$5,100
3.3%50
US$102.00
PLTR

Palantir Technologies

US$144.07

22.4% undervalued intrinsic discount

0.7%+US$97.00
759.2%+US$12,907
US$14,407US$1,700
4.2%100
US$17.00
BAC

Bank of America

US$53.24

15.1% undervalued intrinsic discount

-0.8%-US$264
79.8%+US$15,238
US$31,314US$19,100
9.1%600
US$31.83
JPM

JPMorgan Chase

US$312.47

7.5% undervalued intrinsic discount

-1.3%-US$199
55.2%+US$5,793
US$15,383US$10,500
4.5%50
US$210.00
GEV

GE Vernova

US$1,062.95

4.6% undervalued intrinsic discount

-5.1%-US$1,432
233.0%+US$18,811
US$26,574US$8,075
7.7%25
US$323.00
NVDA

NVIDIA

US$198.45

35.0% undervalued intrinsic discount

-8.3%-US$723
917.5%+US$15,920
US$7,942US$1,443
2.3%40
US$36.06
META

Meta Platforms

US$608.75

17.7% undervalued intrinsic discount

-10.0%-US$5,793
262.6%+US$41,651
US$51,889US$13,830
15.0%85
US$162.71

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