The Cohorts · Annual vintage
Inception 2024-01-01 · 2.6 years held
2024 · Top 5.
On 2024-01-01, these 5 businesses were the 5most-undervalued names in our coverage universe by Mr. Market's protocol. We've held them, equal-weighted, since.
2024 · Top 5 · since inception
+85.9%
CAGR 27.0% annualised
S&P 500 · since inception
+68.1%
CAGR 22.2% annualised
Spread
+17.7%
This cohort has beaten the index.
Other cohorts at the same inception
The constituents.
Ranked, on the inception date, by Δ% to intrinsic value. Each holding is equal-weighted at 20.0% of the portfolio.
| Rank | Ticker | Entry price | Entry IV | Entry Δ% | Current price | Return | Contribution | |
|---|---|---|---|---|---|---|---|---|
| 1 | JPM | $162.28 | $5,661.57 | +2787.4% | $357.52 | +120.3% | +24.1% | Read → |
| 2 | BAC | $31.96 | $368.47 | +864.1% | $62.90 | +96.8% | +19.4% | Read → |
| 3 | CAT | $282.08 | $2,013.41 | +529.7% | $876.54 | +210.7% | +42.1% | Read → |
| 4 | OXY | $57.28 | $399.68 | +528.9% | $55.09 | -3.8% | -0.8% | Read → |
| 5 | LOW | $207.13 | $1,213.01 | +446.2% | $218.08 | +5.3% | +1.1% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $282.08 → $876.54+210.7%
- JPM · $162.28 → $357.52+120.3%
- BAC · $31.96 → $62.90+96.8%
Biggest detractors
Where the protocol got it wrong.
- OXY · $57.28 → $55.09-3.8%