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Analysis updated

Performance vs market

US$310,544

Total Value• 15 holdings

US$224,722

Total Returns101.9%

21.5%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$158,67372.0%
Realized Returns
US$52,59123.9%
Dividends
US$14,4096.5%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,892/yr
1.6% Yield

Portfolio Snowflake

A value Portfolio with a solid track record

15 holdings

Holdings

15
Fair Value
1Y chart
PLS

PLS Group

AU$5.12

11.7% undervalued intrinsic discount

12.8%+US$398
32.1%+US$854
US$3,512US$2,658
1.1%1000
AU$4.15
XOM

Exxon Mobil

US$171.47

13.2% overvalued intrinsic discount

3.7%+US$1,248
196.5%+US$25,512
US$35,151US$12,897
11.3%205
US$62.91
JNJ

Johnson & Johnson

US$242.49

0.6% overvalued intrinsic discount

3.1%+US$361
156.5%+US$7,981
US$12,125US$5,100
3.9%50
US$102.00
BATS

British American Tobacco

UK£43.71

4.7% undervalued intrinsic discount

0.9%+US$360
46.2%+US$17,798
US$40,341US$26,990
13.0%700
UK£30.00
CRWD

CrowdStrike Holdings

US$390.41

20.4% undervalued intrinsic discount

-0.7%-US$129
43.2%+US$7,826
US$19,521US$13,100
6.3%50
US$262.00
BAC

Bank of America

US$47.23

23.5% undervalued intrinsic discount

-1.9%-US$546
69.0%+US$13,174
US$28,338US$19,100
9.1%600
US$31.83
JPM

JPMorgan Chase

US$283.77

9.9% undervalued intrinsic discount

-3.0%-US$432
48.0%+US$5,043
US$14,189US$10,500
4.6%50
US$210.00
TSLA

Tesla

US$371.56

11.8% undervalued intrinsic discount

-3.0%-US$1,147
68.1%+US$15,056
US$37,156US$22,100
12.0%100
US$221.00
AMZN

Amazon.com

US$200.95

28.4% undervalued intrinsic discount

-3.0%-US$359
45.4%+US$3,768
US$11,454US$7,775
3.7%57
US$136.41
UNH

UnitedHealth Group

US$261.79

28.2% undervalued intrinsic discount

-3.9%-US$210
-32.0%-US$2,863
US$5,236US$8,960
1.7%20
US$448.00
NVDA

NVIDIA

US$165.17

38.7% undervalued intrinsic discount

-5.7%-US$401
861.9%+US$14,955
US$6,607US$1,443
2.1%40
US$36.06
META

Meta Platforms

US$536.38

35.8% undervalued intrinsic discount

-9.5%-US$4,806
242.1%+US$38,393
US$45,592US$13,830
14.7%85
US$162.71
GEV

GE Vernova

US$817.35

10.1% undervalued intrinsic discount

-10.1%-US$2,302
153.4%+US$12,384
US$20,434US$8,075
6.6%25
US$323.00
PLTR

Palantir Technologies

US$137.55

25.9% undervalued intrinsic discount

-11.1%-US$1,723
760.5%+US$12,928
US$13,755US$1,700
4.4%100
US$17.00
IREN

IREN

US$34.27

56.8% undervalued intrinsic discount

-16.7%-US$3,425
425.6%+US$13,875
US$17,135US$3,260
5.5%500
US$6.52

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