The Cohorts · Annual vintage
Inception 2024-01-01 · 2.7 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
+93.9%
CAGR 27.6% annualised
S&P 500 · since inception
+66.4%
CAGR 20.6% annualised
Spread
+27.4%
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 | $5,369.79 | +2638.6% | $349.67 | +115.5% | +23.1% | Read → |
| 2 | BAC | $31.80 | $349.95 | +820.3% | $57.73 | +81.5% | +16.3% | Read → |
| 3 | OXY | $57.02 | $416.91 | +593.2% | $58.84 | +3.2% | +0.6% | Read → |
| 4 | CAT | $282.08 | $1,909.53 | +497.2% | $808.99 | +186.8% | +37.4% | Read → |
| 5 | JNJ | $148.07 | $708.75 | +414.8% | $269.99 | +82.3% | +16.5% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $282.08 → $808.99+186.8%
- JPM · $162.28 → $349.67+115.5%
- JNJ · $148.07 → $269.99+82.3%