The Cohorts · Quarterly vintage
Inception 2024-10-01 · 2.0 years held
Q4 2024 · Top 5.
On 2024-10-01, these 5 businesses were the 5most-undervalued names in our coverage universe by Mr. Market's protocol. We've held them, equal-weighted, since.
Q4 2024 · Top 5 · since inception
+65.9%
CAGR 29.4% annualised
S&P 500 · since inception
+37.0%
CAGR 17.4% annualised
Spread
+28.8%
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 | $198.69 | $2,101.25 | +938.4% | $349.67 | +76.0% | +15.2% | Read → |
| 2 | OXY | $51.15 | $437.24 | +783.2% | $58.84 | +15.0% | +3.0% | Read → |
| 3 | CAT | $382.83 | $2,312.73 | +506.1% | $808.99 | +111.3% | +22.3% | Read → |
| 4 | GOOGL | $165.83 | $885.02 | +437.4% | $349.54 | +110.8% | +22.2% | Read → |
| 5 | META | $573.17 | $2,474.43 | +334.7% | $665.75 | +16.2% | +3.2% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $382.83 → $808.99+111.3%
- GOOGL · $165.83 → $349.54+110.8%
- JPM · $198.69 → $349.67+76.0%