US$272,156
US$163,852
18.9%
US$107,574
US$46,631
US$10,374
-US$726
US$4,704
/yr
Holdings
US Market
A past performer with good growth potential
14 holdings
14
| Symbol | Price Vs Fair Value | 7D Return | Total Return | Value & Cost | Weight & Shares | Avg. Price | 1Y chart | |
|---|---|---|---|---|---|---|---|---|
PLTR Palantir Technologies | US$132.04 111.3% overvalued intrinsic discount | 7.0% +US$865 | 676.7% +US$11,504 | US$13,204 US$1,700 | 4.9% 100 | US$17.00 | ||
META Meta Platforms | US$670.90 2.7% undervalued intrinsic discount | 4.4% +US$2,429 | 293.9% +US$46,609 | US$57,027 US$13,830 | 21.0% 85 | US$162.71 | ||
UNH UnitedHealth Group | US$304.72 74.4% undervalued intrinsic discount | 3.3% +US$194 | -26.3% -US$2,357 | US$6,094 US$8,960 | 2.2% 20 | US$448.00 | ||
CRWD CrowdStrike Holdings | US$479.17 27.6% overvalued intrinsic discount | 1.5% +US$348 | 67.8% +US$12,264 | US$23,959 US$13,100 | 8.8% 50 | US$262.00 | ||
JNJ Johnson & Johnson | US$155.40 51.9% undervalued intrinsic discount | 1.4% +US$108 | 64.1% +US$3,269 | US$7,770 US$5,100 | 2.9% 50 | US$102.00 | ||
NVDA NVIDIA | US$137.38 22.1% overvalued intrinsic discount | 1.4% +US$75.20 | 776.4% +US$13,472 | US$5,495 US$1,443 | 2.0% 40 | US$36.06 | ||
BATS British American Tobacco | UK£33.42 58.1% undervalued intrinsic discount | 0.7% +US$217 | 19.2% +US$7,401 | US$31,596 US$26,990 | 11.6% 700 | UK£30.00 | ||
AMZN Amazon.com | US$206.65 24.8% undervalued intrinsic discount | 0.3% +US$35.91 | 49.3% +US$4,093 | US$11,779 US$7,775 | 4.3% 57 | US$136.41 | ||
JPM JPMorgan Chase | US$264.66 27.5% undervalued intrinsic discount | -0.2% -US$31.50 | 31.9% +US$3,348 | US$13,233 US$10,500 | 4.9% 50 | US$210.00 | ||
BAC Bank of America | US$44.08 33.2% undervalued intrinsic discount | -0.3% -US$84.00 | 50.8% +US$9,712 | US$26,448 US$19,100 | 9.7% 600 | US$31.83 | ||
XOM Exxon Mobil | US$103.05 68.3% undervalued intrinsic discount | -0.5% -US$96.35 | 85.0% +US$11,029 | US$21,125 US$12,897 | 7.8% 205 | US$62.91 | ||
TLX Telix Pharmaceuticals | AU$26.06 56.8% undervalued intrinsic discount | -0.5% -US$63.28 | 138.9% +US$10,172 | US$11,779 US$5,128 | 4.3% 700 | AU$11.00 | ||
TSLA Tesla | US$342.69 159.7% overvalued intrinsic discount | -5.6% -US$2,020 | 55.1% +US$12,169 | US$34,269 US$22,100 | 12.6% 100 | US$221.00 | ||
OKTA Okta | US$104.73 26.1% undervalued intrinsic discount | -16.5% -US$1,662 | -47.6% -US$7,622 | US$8,378 US$16,000 | 3.1% 80 | US$200.00 | ||
Have feedback on the portfolio tool?