The Cohorts · Quarterly vintage
Inception 2024-10-01 · 1.7 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
+68.7%
CAGR 35.6% annualised
S&P 500 · since inception
+34.0%
CAGR 18.6% annualised
Spread
+34.6%
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 | $199.59 | $3,265.91 | +1506.7% | $325.22 | +62.9% | +12.6% | Read → |
| 2 | OXY | $51.38 | $669.15 | +1245.4% | $51.82 | +0.8% | +0.2% | Read → |
| 3 | CAT | $383.54 | $3,597.70 | +841.1% | $985.82 | +157.0% | +31.4% | Read → |
| 4 | GOOGL | $165.93 | $1,376.74 | +735.4% | $368.03 | +121.8% | +24.4% | Read → |
| 5 | META | $573.17 | $3,847.61 | +576.0% | $577.22 | +0.7% | +0.1% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $383.54 → $985.82+157.0%
- GOOGL · $165.93 → $368.03+121.8%
- JPM · $199.59 → $325.22+62.9%