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Analysis updated

Performance vs market

US$341,665

Total Value• 15 holdings

US$250,238

Total Returns113.5%

22.7%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$184,17783.5%
Realized Returns
US$52,59123.9%
Dividends
US$14,4226.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,949/yr
1.4% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
UNH

UnitedHealth Group

US$346.01

5.1% undervalued intrinsic discount

10.2%+US$639
-15.1%-US$1,355
US$6,920US$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$1,579
US$4,237US$2,658
1.2%1000
AU$4.15
CRWD

CrowdStrike Holdings

US$449.61

8.2% undervalued intrinsic discount

9.4%+US$1,923
59.6%+US$10,786
US$22,481US$13,100
6.6%50
US$262.00
PLTR

Palantir Technologies

US$145.97

21.4% undervalued intrinsic discount

2.7%+US$382
758.6%+US$12,897
US$14,597US$1,700
4.3%100
US$17.00
JPM

JPMorgan Chase

US$313.00

7.3% undervalued intrinsic discount

2.3%+US$354
57.0%+US$5,985
US$15,650US$10,500
4.6%50
US$210.00
AMZN

Amazon.com

US$249.91

11.1% undervalued intrinsic discount

0.6%+US$80.37
79.0%+US$6,558
US$14,245US$7,775
4.2%57
US$136.41
GEV

GE Vernova

US$991.30

15.1% overvalued intrinsic discount

0.5%+US$135
207.4%+US$16,745
US$24,783US$8,075
7.3%25
US$323.00
NVDA

NVIDIA

US$199.88

34.5% undervalued intrinsic discount

0.5%+US$40.40
920.5%+US$15,973
US$7,995US$1,443
2.3%40
US$36.06
META

Meta Platforms

US$668.84

15.3% overvalued intrinsic discount

-0.4%-US$233
293.9%+US$46,613
US$56,851US$13,830
16.6%85
US$162.71
XOM

Exxon Mobil

US$148.36

9.6% undervalued intrinsic discount

-0.4%-US$133
162.9%+US$21,146
US$30,414US$12,897
8.9%205
US$62.91
TSLA

Tesla

US$386.42

1.2k% overvalued intrinsic discount

-1.4%-US$553
74.9%+US$16,542
US$38,642US$22,100
11.3%100
US$221.00
BAC

Bank of America

US$53.48

11.5% undervalued intrinsic discount

-1.5%-US$504
83.8%+US$16,012
US$32,088US$19,100
9.4%600
US$31.83
BATS

British American Tobacco

UK£41.11

30.9% undervalued intrinsic discount

-2.1%-US$832
42.3%+US$16,326
US$38,869US$26,990
11.4%700
UK£30.00
JNJ

Johnson & Johnson

US$226.16

6.3% undervalued intrinsic discount

-5.2%-US$626
138.6%+US$7,067
US$11,308US$5,100
3.3%50
US$102.00
IREN

IREN

US$45.17

40.7% undervalued intrinsic discount

-7.5%-US$1,825
592.8%+US$19,325
US$22,585US$3,260
6.6%500
US$6.52

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