US$293,898
US$186,695
19.8%
US$129,276
US$46,631
US$11,515
-US$726
US$4,783
/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$304.01 64.9% undervalued intrinsic discount | 21.2% +US$1,062 | -26.0% -US$2,327 | US$6,080 US$8,960 | 2.1% 20 | US$448.00 | ||
AMZN Amazon.com | US$231.03 16.3% undervalued intrinsic discount | 3.7% +US$475 | 66.0% +US$5,482 | US$13,169 US$7,775 | 4.5% 57 | US$136.41 | ||
META Meta Platforms | US$785.23 25.6% undervalued intrinsic discount | 2.1% +US$1,354 | 355.5% +US$56,372 | US$66,745 US$13,830 | 22.7% 85 | US$162.71 | ||
BAC Bank of America | US$46.94 23.2% undervalued intrinsic discount | 2.0% +US$558 | 60.6% +US$11,584 | US$28,164 US$19,100 | 9.6% 600 | US$31.83 | ||
JNJ Johnson & Johnson | US$176.64 27.4% undervalued intrinsic discount | 1.9% +US$166 | 86.2% +US$4,396 | US$8,832 US$5,100 | 3.0% 50 | US$102.00 | ||
CRWD CrowdStrike Holdings | US$427.90 2.4% undervalued intrinsic discount | 0.8% +US$171 | 53.6% +US$9,700 | US$21,395 US$13,100 | 7.3% 50 | US$262.00 | ||
JPM JPMorgan Chase | US$290.49 17.3% undervalued intrinsic discount | 0.6% +US$86.50 | 44.9% +US$4,710 | US$14,525 US$10,500 | 4.9% 50 | US$210.00 | ||
OKTA Okta | US$92.02 29.1% undervalued intrinsic discount | 0.5% +US$37.60 | -54.0% -US$8,638 | US$7,362 US$16,000 | 2.5% 80 | US$200.00 | ||
TSLA Tesla | US$330.56 162.7% overvalued intrinsic discount | 0.3% +US$91.00 | 49.6% +US$10,956 | US$33,056 US$22,100 | 11.2% 100 | US$221.00 | ||
XOM Exxon Mobil | US$106.49 56.5% undervalued intrinsic discount | -0.3% -US$63.55 | 92.0% +US$11,937 | US$21,830 US$12,897 | 7.4% 205 | US$62.91 | ||
BATS British American Tobacco | UK£41.98 33.7% undervalued intrinsic discount | -0.7% -US$285 | 41.9% +US$16,163 | US$39,834 US$26,990 | 13.6% 700 | UK£30.00 | ||
TLX Telix Pharmaceuticals | AU$17.50 70.6% undervalued intrinsic discount | -0.8% -US$63.78 | 86.8% +US$6,359 | US$7,973 US$5,128 | 2.7% 700 | AU$11.00 | ||
NVDA NVIDIA | US$180.45 56.2% overvalued intrinsic discount | -1.2% -US$90.00 | 875.7% +US$15,195 | US$7,218 US$1,443 | 2.5% 40 | US$36.06 | ||
PLTR Palantir Technologies | US$177.17 133.2% overvalued intrinsic discount | -5.2% -US$979 | 942.2% +US$16,017 | US$17,717 US$1,700 | 6.0% 100 | US$17.00 |
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