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Updated

Performance vs market

US$281,913

Total Value 14 holdings

US$174,087

Total Returns79.7%

19.3%

Annualised (IRR)

US$117,295

Unrealised53.7%

US$46,631

Realised21.3%

US$10,887

Dividends5.0%

-US$726

Currency-0.3%

US$4,745

/yr

Est. Dividends• 1.7% Yield

Holdings

US Market

Portfolio Snowflake

A past performer with good growth potential

14 holdings

Holdings

14

Symbol
Price Vs Fair Value
7D ReturnTotal ReturnValue & CostWeight & SharesAvg. Price1Y chart
PLTR

Palantir Technologies

US$139.12

105.3% overvalued intrinsic discount

6.5%

+US$844

718.4%

+US$12,212

US$13,912

US$1,700

4.9%

100

US$17.00

BATS

British American Tobacco

UK£35.63

43.3% undervalued intrinsic discount

4.2%

+US$1,384

25.3%

+US$9,771

US$33,999

US$26,990

12.1%

700

UK£30.00

NVDA

NVIDIA

US$158.24

32.9% overvalued intrinsic discount

3.2%

+US$198

824.5%

+US$14,306

US$6,330

US$1,443

2.2%

40

US$36.06

CRWD

CrowdStrike Holdings

US$505.46

3.8% overvalued intrinsic discount

2.7%

+US$670

75.0%

+US$13,578

US$25,273

US$13,100

9.0%

50

US$262.00

XOM

Exxon Mobil

US$111.11

67.4% undervalued intrinsic discount

1.7%

+US$383

99.3%

+US$12,884

US$22,778

US$12,897

8.1%

205

US$62.91

AMZN

Amazon.com

US$223.47

35.5% undervalued intrinsic discount

1.4%

+US$172

60.8%

+US$5,051

US$12,738

US$7,775

4.5%

57

US$136.41

BAC

Bank of America

US$48.66

25.4% undervalued intrinsic discount

1.1%

+US$306

66.1%

+US$12,616

US$29,196

US$19,100

10.4%

600

US$31.83

JPM

JPMorgan Chase

US$291.97

19.0% undervalued intrinsic discount

0.5%

+US$78.00

44.9%

+US$4,714

US$14,599

US$10,500

5.2%

50

US$210.00

META

Meta Platforms

US$718.35

2.2% undervalued intrinsic discount

-0.1%

-US$73.95

319.6%

+US$50,687

US$61,060

US$13,830

21.7%

85

US$162.71

TLX

Telix Pharmaceuticals

AU$24.04

62.8% undervalued intrinsic discount

-0.1%

-US$13.73

128.3%

+US$9,397

US$11,006

US$5,128

3.9%

700

AU$11.00

JNJ

Johnson & Johnson

US$155.27

53.5% undervalued intrinsic discount

-0.4%

-US$32.50

65.2%

+US$3,328

US$7,764

US$5,100

2.8%

50

US$102.00

OKTA

Okta

US$97.40

36.5% undervalued intrinsic discount

-1.2%

-US$92.00

-51.3%

-US$8,208

US$7,792

US$16,000

2.8%

80

US$200.00

TSLA

Tesla

US$293.94

57.9% overvalued intrinsic discount

-2.3%

-US$677

33.0%

+US$7,294

US$29,394

US$22,100

10.4%

100

US$221.00

UNH

UnitedHealth Group

US$303.71

75.6% undervalued intrinsic discount

-6.9%

-US$449

-26.0%

-US$2,333

US$6,074

US$8,960

2.2%

20

US$448.00

Frequently Asked Questions

Is Simply Wall St's portfolio tracker free to use?

Yes! You can create and manage your investment portfolio for free on Simply Wall St—up to 10 holdings. Free users can add stocks, view insights, and receive updates. Paid plans allow you to track more holdings, create multiple portfolios, and unlock advanced features.

How can I create a portfolio on Simply Wall St?

There are three easy ways to get started:

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  • Add your holdings manually: Quickly enter stocks, number of shares, and average cost for basic tracking of unrealised gains.
  • Import your full transaction history: Upload with our AI import or paste your buy and sell transactions for detailed performance tracking, including realised and unrealised gains, dividends, currency impact, and annualised return (IRR).

What are the benefits of using Simply Wall St's portfolio tracker?

Simply Wall St goes far beyond price tracking. You'll be able to:

  • Receive relevant updates on your companies, including earnings, analyst forecasts, insider activity, and risks.
  • Assign a narrative from our analysts or the community to understand the story behind each stock.
  • Set and track your own valuation for each holding.
  • Measure diversification by sector and geographic revenue exposure.
  • Benchmark your portfolio against the market using key financial metrics.
  • Track detailed returns over any time frame. With transactions added, you get a breakdown of realised gains, unrealised gains, dividends, currency effects, and your annualised return (IRR).

Can I track dividends in my portfolio?

Yes. We track both historical dividends you've received and forecasted income from your current holdings. We also assess dividend quality, so you can avoid unreliable payers and protect your future income stream.

Why is Simply Wall St better than other portfolio tools?

Most brokers and portfolio trackers only show prices and unrealised gains, with little context and lots of noisy news. Simply Wall St offers:

  • Detailed return tracking, including all components of your real performance.
  • Access to investment narratives to help you understand the companies you hold.
  • A full research platform to analyse fundamentals like valuation, growth, and financial health.
  • An advanced stock screener to help you discover new investment opportunities.

In short, Simply Wall St is more than a tracker — it's a complete investing platform for monitoring, analysing, and growing your portfolio.

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