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Analysis updated

Performance vs market

US$307,116

Total Value• 15 holdings

US$215,634

Total Returns97.8%

21.0%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$149,58667.9%
Realized Returns
US$52,59123.9%
Dividends
US$14,4096.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,895/yr
1.6% Yield

Portfolio Snowflake

A value Portfolio with a solid track record

15 holdings

Holdings

15
Fair Value
1Y chart
PLS

PLS Group

AU$5.12

11.7% undervalued intrinsic discount

12.8%+US$397
32.1%+US$854
US$3,509US$2,658
1.1%1000
AU$4.15
XOM

Exxon Mobil

US$171.47

13.2% overvalued intrinsic discount

3.7%+US$1,248
199.4%+US$25,883
US$35,151US$12,897
11.4%205
US$62.91
JNJ

Johnson & Johnson

US$242.49

0.6% overvalued intrinsic discount

3.1%+US$361
154.6%+US$7,884
US$12,125US$5,100
3.9%50
US$102.00
BATS

British American Tobacco

UK£43.71

4.7% undervalued intrinsic discount

0.9%+US$360
46.2%+US$17,798
US$40,386US$26,990
13.2%700
UK£30.00
BAC

Bank of America

US$47.23

23.5% undervalued intrinsic discount

-1.9%-US$546
64.2%+US$12,262
US$28,338US$19,100
9.2%600
US$31.83
JPM

JPMorgan Chase

US$283.77

9.9% undervalued intrinsic discount

-3.0%-US$432
43.1%+US$4,524
US$14,189US$10,500
4.6%50
US$210.00
AMZN

Amazon.com

US$200.95

28.4% undervalued intrinsic discount

-3.0%-US$359
45.4%+US$3,768
US$11,454US$7,775
3.7%57
US$136.41
CRWD

CrowdStrike Holdings

US$380.06

22.5% undervalued intrinsic discount

-3.3%-US$647
40.4%+US$7,308
US$19,003US$13,100
6.2%50
US$262.00
UNH

UnitedHealth Group

US$261.79

28.2% undervalued intrinsic discount

-3.9%-US$210
-33.9%-US$3,039
US$5,236US$8,960
1.7%20
US$448.00
NVDA

NVIDIA

US$165.17

38.7% undervalued intrinsic discount

-5.7%-US$401
840.5%+US$14,584
US$6,607US$1,443
2.2%40
US$36.06
TSLA

Tesla

US$355.28

15.7% undervalued intrinsic discount

-7.2%-US$2,775
60.8%+US$13,428
US$35,528US$22,100
11.6%100
US$221.00
META

Meta Platforms

US$536.38

35.8% undervalued intrinsic discount

-9.5%-US$4,806
222.9%+US$35,354
US$45,592US$13,830
14.8%85
US$162.71
GEV

GE Vernova

US$817.35

10.1% undervalued intrinsic discount

-10.1%-US$2,302
153.4%+US$12,384
US$20,434US$8,075
6.7%25
US$323.00
PLTR

Palantir Technologies

US$137.55

25.9% undervalued intrinsic discount

-11.1%-US$1,723
709.1%+US$12,055
US$13,755US$1,700
4.5%100
US$17.00
IREN

IREN

US$31.62

60.1% undervalued intrinsic discount

-23.1%-US$4,750
385.0%+US$12,550
US$15,810US$3,260
5.1%500
US$6.52

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