The Cohorts · Quarterly vintage
Inception 2024-01-01 · 2.5 years held
Q1 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.
Q1 2024 · Top 5 · since inception
+72.7%
CAGR 24.8% annualised
S&P 500 · since inception
+62.8%
CAGR 21.8% annualised
Spread
+10.0%
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 | CVX | $134.40 | $1,425.97 | +886.2% | $173.63 | +29.2% | +5.8% | Read → |
| 2 | OXY | $57.28 | $417.03 | +556.2% | $51.82 | -9.5% | -1.9% | Read → |
| 3 | JPM | $163.01 | $1,242.91 | +555.5% | $325.22 | +99.5% | +19.9% | Read → |
| 4 | BAC | $31.96 | $203.41 | +471.0% | $56.20 | +75.8% | +15.2% | Read → |
| 5 | GOOGL | $136.96 | $879.03 | +470.3% | $368.03 | +168.7% | +33.7% | Read → |
Biggest contributors
Where the cohort earned its keep.
- GOOGL · $136.96 → $368.03+168.7%
- JPM · $163.01 → $325.22+99.5%
- BAC · $31.96 → $56.20+75.8%
Biggest detractors
Where the protocol got it wrong.
- OXY · $57.28 → $51.82-9.5%