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Analysis updated

Performance vs market

US$318,191

Total Value• 15 holdings

US$226,498

Total Returns102.7%

21.6%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$160,44972.8%
Realized Returns
US$52,59123.9%
Dividends
US$14,4096.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,902/yr
1.5% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
META

Meta Platforms

US$574.46

31.2% undervalued intrinsic discount

5.8%+US$2,694
243.3%+US$38,591
US$49,235US$13,830
15.5%85
US$162.71
NVDA

NVIDIA

US$177.39

34.1% undervalued intrinsic discount

3.6%+US$246
868.7%+US$15,074
US$7,096US$1,443
2.2%40
US$36.06
UNH

UnitedHealth Group

US$277.26

24.0% undervalued intrinsic discount

3.4%+US$184
-30.5%-US$2,730
US$5,545US$8,960
1.7%20
US$448.00
GEV

GE Vernova

US$898.57

1.1% undervalued intrinsic discount

2.9%+US$636
178.5%+US$14,414
US$22,464US$8,075
7.1%25
US$323.00
PLS

PLS Group

AU$5.09

12.2% undervalued intrinsic discount

2.4%+US$82.92
32.3%+US$859
US$3,517US$2,658
1.1%1000
AU$4.15
BAC

Bank of America

US$49.38

20.1% undervalued intrinsic discount

2.1%+US$618
71.0%+US$13,552
US$29,562US$19,100
9.3%600
US$31.83
JNJ

Johnson & Johnson

US$243.04

0.8% overvalued intrinsic discount

2.0%+US$244
155.1%+US$7,911
US$12,206US$5,100
3.8%50
US$102.00
BATS

British American Tobacco

UK£44.07

3.9% undervalued intrinsic discount

1.8%+US$723
47.5%+US$18,296
US$40,839US$26,990
12.8%700
UK£30.00
CRWD

CrowdStrike Holdings

US$399.12

18.5% undervalued intrinsic discount

1.7%+US$325
45.6%+US$8,261
US$19,956US$13,100
6.3%50
US$262.00
JPM

JPMorgan Chase

US$294.60

6.5% undervalued intrinsic discount

1.3%+US$186
48.2%+US$5,065
US$14,769US$10,500
4.6%50
US$210.00
AMZN

Amazon.com

US$209.77

25.2% undervalued intrinsic discount

1.1%+US$127
51.4%+US$4,270
US$11,957US$7,775
3.8%57
US$136.41
PLTR

Palantir Technologies

US$148.46

97.5% undervalued intrinsic discount

-0.7%-US$107
773.3%+US$13,146
US$14,649US$1,700
4.6%100
US$17.00
XOM

Exxon Mobil

US$160.78

6.2% overvalued intrinsic discount

-2.8%-US$953
182.4%+US$23,674
US$32,960US$12,897
10.4%205
US$62.91
TSLA

Tesla

US$360.51

1.1k% overvalued intrinsic discount

-3.1%-US$1,160
63.1%+US$13,951
US$36,051US$22,100
11.3%100
US$221.00
IREN

IREN

US$34.77

54.3% undervalued intrinsic discount

-7.2%-US$1,340
433.3%+US$14,125
US$17,385US$3,260
5.5%500
US$6.52

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