US$293,725
US$186,399
19.8%
US$128,979
US$46,631
US$11,515
-US$726
US$4,777
/yr
Portfolio
S&P 500 (US)
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 | |
---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group | US$308.49 64.4% undervalued intrinsic discount | 17.9% +US$938 | -25.0% -US$2,238 | US$6,170 US$8,960 | 2.1% 20 | US$448.00 | ||
TLX Telix Pharmaceuticals | AU$17.53 70.5% undervalued intrinsic discount | 5.1% +US$386 | 86.2% +US$6,314 | US$7,964 US$5,128 | 2.7% 700 | AU$11.00 | ||
AMZN Amazon.com | US$231.49 16.1% undervalued intrinsic discount | 4.5% +US$571 | 66.4% +US$5,508 | US$13,195 US$7,775 | 4.5% 57 | US$136.41 | ||
OKTA Okta | US$91.38 29.3% undervalued intrinsic discount | 2.3% +US$164 | -54.3% -US$8,690 | US$7,310 US$16,000 | 2.5% 80 | US$200.00 | ||
JNJ Johnson & Johnson | US$176.25 27.6% undervalued intrinsic discount | 2.0% +US$174 | 85.8% +US$4,377 | US$8,813 US$5,100 | 3.0% 50 | US$102.00 | ||
BAC Bank of America | US$47.92 21.5% undervalued intrinsic discount | 0.9% +US$252 | 63.7% +US$12,172 | US$28,752 US$19,100 | 9.8% 600 | US$31.83 | ||
XOM Exxon Mobil | US$106.72 56.4% undervalued intrinsic discount | 0.6% +US$121 | 92.3% +US$11,984 | US$21,878 US$12,897 | 7.4% 205 | US$62.91 | ||
JPM JPMorgan Chase | US$291.53 17.0% undervalued intrinsic discount | -0.5% -US$66.00 | 45.3% +US$4,762 | US$14,577 US$10,500 | 5.0% 50 | US$210.00 | ||
NVDA NVIDIA | US$182.01 57.6% overvalued intrinsic discount | -0.6% -US$46.00 | 879.3% +US$15,257 | US$7,280 US$1,443 | 2.5% 40 | US$36.06 | ||
BATS British American Tobacco | UK£42.60 32.8% undervalued intrinsic discount | -0.7% -US$265 | 43.0% +US$16,567 | US$40,325 US$26,990 | 13.7% 700 | UK£30.00 | ||
TSLA Tesla | US$335.16 166.3% overvalued intrinsic discount | -1.7% -US$568 | 51.7% +US$11,416 | US$33,516 US$22,100 | 11.4% 100 | US$221.00 | ||
CRWD CrowdStrike Holdings | US$426.34 26.0% overvalued intrinsic discount | -2.2% -US$473 | 53.2% +US$9,622 | US$21,317 US$13,100 | 7.3% 50 | US$262.00 | ||
META Meta Platforms | US$767.37 27.3% undervalued intrinsic discount | -2.9% -US$1,924 | 345.9% +US$54,854 | US$65,226 US$13,830 | 22.2% 85 | US$162.71 | ||
PLTR Palantir Technologies | US$174.03 128.9% overvalued intrinsic discount | -6.9% -US$1,294 | 923.7% +US$15,703 | US$17,403 US$1,700 | 5.9% 100 | US$17.00 |
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