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Analysis updated

Performance vs market

US$325,248

Total Value• 15 holdings

US$233,967

Total Returns106.1%

22.2%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$168,17676.3%
Realized Returns
US$52,59123.9%
Dividends
US$14,1526.4%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,889/yr
1.5% Yield

Portfolio Snowflake

A value Portfolio with a solid track record

15 holdings

Holdings

15
Fair Value
1Y chart
IREN

IREN

US$41.58

47.6% undervalued intrinsic discount

13.3%+US$2,440
537.7%+US$17,530
US$20,790US$3,260
6.4%500
US$6.52
BATS

British American Tobacco

UK£45.19

1.3% undervalued intrinsic discount

5.5%+US$2,196
50.1%+US$19,335
US$41,878US$26,990
12.9%700
UK£30.00
NVDA

NVIDIA

US$180.25

28.8% undervalued intrinsic discount

3.0%+US$213
875.3%+US$15,188
US$7,326US$1,443
2.3%40
US$36.06
CRWD

CrowdStrike Holdings

US$441.78

19.2% undervalued intrinsic discount

3.0%+US$640
57.4%+US$10,394
US$22,089US$13,100
6.8%50
US$262.00
PLS

PLS Group

AU$4.89

15.7% undervalued intrinsic discount

2.7%+US$91.11
28.9%+US$769
US$3,427US$2,658
1.1%1000
AU$4.15
GEV

GE Vernova

US$805.02

1.8% undervalued intrinsic discount

2.0%+US$395
149.5%+US$12,076
US$20,126US$8,075
6.2%25
US$323.00
XOM

Exxon Mobil

US$156.12

8.2% overvalued intrinsic discount

1.5%+US$476
175.2%+US$22,737
US$31,474US$12,897
9.7%205
US$62.91
JNJ

Johnson & Johnson

US$241.52

1.8% overvalued intrinsic discount

0.5%+US$56.00
153.6%+US$7,835
US$12,076US$5,100
3.7%50
US$102.00
TSLA

Tesla

US$391.20

41.2% undervalued intrinsic discount

-1.4%-US$553
77.0%+US$17,020
US$39,120US$22,100
12.0%100
US$221.00
UNH

UnitedHealth Group

US$282.09

22.6% undervalued intrinsic discount

-1.5%-US$87.80
-29.9%-US$2,677
US$5,642US$8,960
1.7%20
US$448.00
JPM

JPMorgan Chase

US$283.44

13.6% undervalued intrinsic discount

-2.1%-US$302
42.9%+US$4,507
US$14,172US$10,500
4.4%50
US$210.00
AMZN

Amazon.com

US$207.67

26.0% undervalued intrinsic discount

-2.6%-US$316
50.0%+US$4,151
US$11,837US$7,775
3.6%57
US$136.41
BAC

Bank of America

US$46.72

24.9% undervalued intrinsic discount

-3.9%-US$1,152
61.7%+US$11,788
US$28,032US$19,100
8.6%600
US$31.83
PLTR

Palantir Technologies

US$150.95

18.7% undervalued intrinsic discount

-4.0%-US$621
787.9%+US$13,395
US$15,095US$1,700
4.6%100
US$17.00
META

Meta Platforms

US$613.71

26.5% undervalued intrinsic discount

-4.8%-US$2,648
264.1%+US$41,882
US$52,165US$13,830
16.0%85
US$162.71

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