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Analysis updated

Performance vs market

US$349,684

Total Value• 15 holdings

US$258,257

Total Returns117.2%

23.1%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$192,19687.2%
Realized Returns
US$52,59123.9%
Dividends
US$14,4226.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,952/yr
1.4% Yield

Portfolio Snowflake

A past performer with good growth potential

15 holdings

Holdings

15
Fair Value
1Y chart
GEV

GE Vernova

US$1,127.56

30.9% overvalued intrinsic discount

14.4%+US$3,541
249.6%+US$20,152
US$28,189US$8,075
8.1%25
US$323.00
CRWD

CrowdStrike Holdings

US$466.68

4.7% undervalued intrinsic discount

13.5%+US$2,776
64.3%+US$11,639
US$23,334US$13,100
6.7%50
US$262.00
UNH

UnitedHealth Group

US$353.52

3.0% undervalued intrinsic discount

12.6%+US$789
-13.4%-US$1,204
US$7,070US$8,960
2.0%20
US$448.00
PLS

PLS Group

AU$5.92

2.1% overvalued intrinsic discount

9.8%+US$379
59.4%+US$1,580
US$4,238US$2,658
1.2%1000
AU$4.15
PLTR

Palantir Technologies

US$152.62

17.8% undervalued intrinsic discount

7.4%+US$1,047
797.8%+US$13,562
US$15,262US$1,700
4.4%100
US$17.00
AMZN

Amazon.com

US$255.36

9.2% undervalued intrinsic discount

2.8%+US$391
82.7%+US$6,869
US$14,556US$7,775
4.2%57
US$136.41
JPM

JPMorgan Chase

US$313.02

7.3% undervalued intrinsic discount

2.3%+US$355
57.0%+US$5,986
US$15,651US$10,500
4.5%50
US$210.00
NVDA

NVIDIA

US$202.50

33.7% undervalued intrinsic discount

1.8%+US$145
926.6%+US$16,078
US$8,100US$1,443
2.3%40
US$36.06
META

Meta Platforms

US$674.72

16.3% overvalued intrinsic discount

0.5%+US$267
297.1%+US$47,113
US$57,351US$13,830
16.4%85
US$162.71
XOM

Exxon Mobil

US$149.50

8.9% undervalued intrinsic discount

0.3%+US$100
164.7%+US$21,380
US$30,648US$12,897
8.8%205
US$62.91
IREN

IREN

US$48.39

36.4% undervalued intrinsic discount

-0.9%-US$215
642.2%+US$20,935
US$24,195US$3,260
6.9%500
US$6.52
TSLA

Tesla

US$387.51

1.2k% overvalued intrinsic discount

-1.1%-US$444
75.3%+US$16,651
US$38,751US$22,100
11.1%100
US$221.00
BATS

British American Tobacco

UK£41.43

30.3% undervalued intrinsic discount

-1.3%-US$529
43.1%+US$16,619
US$39,162US$26,990
11.2%700
UK£30.00
BAC

Bank of America

US$53.12

12.1% undervalued intrinsic discount

-2.2%-US$720
82.7%+US$15,796
US$31,872US$19,100
9.1%600
US$31.83
JNJ

Johnson & Johnson

US$226.10

6.3% undervalued intrinsic discount

-5.3%-US$629
138.5%+US$7,064
US$11,305US$5,100
3.2%50
US$102.00

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