US$303,428
US$209,104
22.7%
US$145,943
US$52,591
US$11,521
-US$952
US$4,825
/yr
Portfolio
S&P 500 (US)
A past performer with good growth potential
15 holdings
15
| Symbol | Price Vs Fair Value | 7D Return | Total Return | Value & Cost | Weight & Shares | Avg. Price | 1Y chart | |
|---|---|---|---|---|---|---|---|---|
IREN IREN | US$28.21 1.0% overvalued intrinsic discount | 22.4% +US$2,585 | 332.7% +US$10,845 | US$14,105 US$3,260 | 4.6% 500 | US$6.52 | ||
UNH UnitedHealth Group | US$307.88 64.5% undervalued intrinsic discount | 1.8% +US$112 | -25.1% -US$2,250 | US$6,158 US$8,960 | 2.0% 20 | US$448.00 | ||
JNJ Johnson & Johnson | US$178.00 26.9% undervalued intrinsic discount | 1.5% +US$128 | 87.5% +US$4,464 | US$8,900 US$5,100 | 2.9% 50 | US$102.00 | ||
JPM JPMorgan Chase | US$299.51 13.9% undervalued intrinsic discount | -0.5% -US$78.00 | 49.1% +US$5,161 | US$14,976 US$10,500 | 4.9% 50 | US$210.00 | ||
BAC Bank of America | US$50.06 17.3% undervalued intrinsic discount | -0.9% -US$258 | 70.5% +US$13,456 | US$30,036 US$19,100 | 9.9% 600 | US$31.83 | ||
PLS Pilbara Minerals | AU$2.28 610.6% overvalued intrinsic discount | -0.9% -US$13.08 | -43.9% -US$1,167 | US$1,491 US$2,658 | 0.5% 1000 | AU$4.15 | ||
XOM Exxon Mobil | US$111.91 54.1% undervalued intrinsic discount | -1.3% -US$295 | 100.5% +US$13,048 | US$22,942 US$12,897 | 7.6% 205 | US$62.91 | ||
BATS British American Tobacco | UK£40.91 33.4% undervalued intrinsic discount | -1.3% -US$517 | 38.4% +US$14,813 | US$38,483 US$26,990 | 12.7% 700 | UK£30.00 | ||
META Meta Platforms | US$737.05 30.5% undervalued intrinsic discount | -1.9% -US$1,195 | 329.6% +US$52,277 | US$62,649 US$13,830 | 20.6% 85 | US$162.71 | ||
PLTR Palantir Technologies | US$154.90 102.5% overvalued intrinsic discount | -2.0% -US$322 | 811.2% +US$13,790 | US$15,490 US$1,700 | 5.1% 100 | US$17.00 | ||
AMZN Amazon.com | US$225.99 17.5% undervalued intrinsic discount | -2.4% -US$322 | 62.6% +US$5,195 | US$12,879 US$7,775 | 4.2% 57 | US$136.41 | ||
TSLA Tesla | US$334.09 164.7% overvalued intrinsic discount | -3.4% -US$1,189 | 51.2% +US$11,309 | US$33,409 US$22,100 | 11.0% 100 | US$221.00 | ||
NVDA NVIDIA | US$170.62 20.5% overvalued intrinsic discount | -5.3% -US$382 | 853.0% +US$14,802 | US$6,825 US$1,443 | 2.2% 40 | US$36.06 | ||
CRWD CrowdStrike Holdings | US$413.20 31.5% overvalued intrinsic discount | -6.5% -US$1,440 | 49.5% +US$8,965 | US$20,660 US$13,100 | 6.8% 50 | US$262.00 | ||
GEV GE Vernova | US$577.04 10.5% undervalued intrinsic discount | -8.9% -US$1,416 | 78.7% +US$6,357 | US$14,426 US$8,075 | 4.8% 25 | US$323.00 | ||
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