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Analysis updated

Performance vs market

US$345,515

Total Value• 15 holdings

US$254,088

Total Returns115.3%

22.9%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$188,02785.3%
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
IREN

IREN

US$48.12

36.8% undervalued intrinsic discount

22.4%+US$4,400
638.0%+US$20,800
US$24,060US$3,260
7.0%500
US$6.52
TSLA

Tesla

US$400.62

1.2k% overvalued intrinsic discount

14.8%+US$5,167
81.3%+US$17,962
US$40,062US$22,100
11.6%100
US$221.00
PLTR

Palantir Technologies

US$146.39

21.2% undervalued intrinsic discount

14.3%+US$1,833
761.1%+US$12,939
US$14,639US$1,700
4.2%100
US$17.00
PLS

PLS Group

AU$6.04

4.1% overvalued intrinsic discount

12.7%+US$488
62.9%+US$1,673
US$4,331US$2,658
1.3%1000
AU$4.15
CRWD

CrowdStrike Holdings

US$423.95

7.8% undervalued intrinsic discount

11.9%+US$2,247
52.5%+US$9,503
US$21,198US$13,100
6.1%50
US$262.00
META

Meta Platforms

US$688.55

17.6% undervalued intrinsic discount

9.3%+US$4,989
304.5%+US$48,288
US$58,527US$13,830
16.9%85
US$162.71
NVDA

NVIDIA

US$201.68

33.9% undervalued intrinsic discount

6.9%+US$522
924.7%+US$16,045
US$8,067US$1,443
2.3%40
US$36.06
UNH

UnitedHealth Group

US$324.63

11.0% undervalued intrinsic discount

6.7%+US$406
-19.9%-US$1,782
US$6,493US$8,960
1.9%20
US$448.00
AMZN

Amazon.com

US$250.56

10.9% undervalued intrinsic discount

5.1%+US$694
79.4%+US$6,595
US$14,282US$7,775
4.1%57
US$136.41
BAC

Bank of America

US$53.91

10.8% undervalued intrinsic discount

2.6%+US$822
85.2%+US$16,270
US$32,346US$19,100
9.4%600
US$31.83
GEV

GE Vernova

US$1,002.75

16.4% overvalued intrinsic discount

1.2%+US$286
210.9%+US$17,031
US$25,069US$8,075
7.3%25
US$323.00
JPM

JPMorgan Chase

US$310.29

8.1% undervalued intrinsic discount

0.1%+US$21.00
55.7%+US$5,850
US$15,515US$10,500
4.5%50
US$210.00
JNJ

Johnson & Johnson

US$234.18

3.0% undervalued intrinsic discount

-1.8%-US$214
146.4%+US$7,468
US$11,709US$5,100
3.4%50
US$102.00
XOM

Exxon Mobil

US$146.44

10.8% undervalued intrinsic discount

-4.0%-US$1,244
159.9%+US$20,752
US$30,020US$12,897
8.7%205
US$62.91
BATS

British American Tobacco

UK£41.42

30.3% undervalued intrinsic discount

-4.8%-US$1,978
43.2%+US$16,655
US$39,198US$26,990
11.3%700
UK£30.00

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