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Analysis updated

Performance vs market

US$324,763

Total Value• 15 holdings

US$233,111

Total Returns105.7%

22.1%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$167,27575.9%
Realized Returns
US$52,59123.9%
Dividends
US$14,1966.4%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,922/yr
1.5% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
GEV

GE Vernova

US$877.39

7.0% overvalued intrinsic discount

5.4%+US$1,132
171.9%+US$13,885
US$21,935US$8,075
6.8%25
US$323.00
XOM

Exxon Mobil

US$158.16

4.5% overvalued intrinsic discount

3.0%+US$949
178.4%+US$23,155
US$32,423US$12,897
10.0%205
US$62.91
JPM

JPMorgan Chase

US$287.97

16.5% undervalued intrinsic discount

1.8%+US$254
45.1%+US$4,734
US$14,399US$10,500
4.4%50
US$210.00
PLTR

Palantir Technologies

US$155.68

16.2% undervalued intrinsic discount

1.4%+US$218
815.8%+US$13,868
US$15,568US$1,700
4.8%100
US$17.00
UNH

UnitedHealth Group

US$280.44

23.1% undervalued intrinsic discount

1.2%+US$67.80
-29.8%-US$2,666
US$5,609US$8,960
1.7%20
US$448.00
IREN

IREN

US$41.66

47.5% undervalued intrinsic discount

0.7%+US$145
539.0%+US$17,570
US$20,830US$3,260
6.4%500
US$6.52
BAC

Bank of America

US$47.01

24.4% undervalued intrinsic discount

-0.3%-US$72.00
62.6%+US$11,962
US$28,206US$19,100
8.7%600
US$31.83
AMZN

Amazon.com

US$208.77

25.6% undervalued intrinsic discount

-0.4%-US$43.32
50.8%+US$4,213
US$11,900US$7,775
3.7%57
US$136.41
JNJ

Johnson & Johnson

US$237.60

0.1% overvalued intrinsic discount

-1.8%-US$222
149.8%+US$7,639
US$11,880US$5,100
3.7%50
US$102.00
BATS

British American Tobacco

UK£43.55

4.9% undervalued intrinsic discount

-2.1%-US$874
47.7%+US$18,399
US$40,943US$26,990
12.6%700
UK£30.00
NVDA

NVIDIA

US$178.56

29.4% undervalued intrinsic discount

-2.5%-US$183
871.4%+US$15,120
US$7,142US$1,443
2.2%40
US$36.06
CRWD

CrowdStrike Holdings

US$428.18

12.7% undervalued intrinsic discount

-3.0%-US$668
53.7%+US$9,714
US$21,409US$13,100
6.6%50
US$262.00
TSLA

Tesla

US$380.24

9.8% undervalued intrinsic discount

-3.7%-US$1,477
72.1%+US$15,924
US$38,024US$22,100
11.7%100
US$221.00
META

Meta Platforms

US$606.70

27.4% undervalued intrinsic discount

-4.9%-US$2,676
260.3%+US$41,286
US$51,570US$13,830
15.9%85
US$162.71
PLS

PLS Group

AU$4.13

28.8% undervalued intrinsic discount

-13.6%-US$461
10.1%+US$268
US$2,926US$2,658
0.9%1000
AU$4.15

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