The Cohorts · Quarterly vintage
Inception 2025-01-01 · 1.7 years held
Q1 2025 · Top 5.
On 2025-01-01, 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 2025 · Top 5 · since inception
+57.5%
CAGR 30.4% annualised
S&P 500 · since inception
+32.5%
CAGR 17.9% annualised
Spread
+25.0%
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 | BAC | $42.28 | $456.09 | +978.8% | $57.73 | +36.6% | +7.3% | Read → |
| 2 | OXY | $47.68 | $422.93 | +787.1% | $58.84 | +23.4% | +4.7% | Read → |
| 3 | CAT | $355.19 | $2,414.88 | +579.9% | $808.99 | +127.8% | +25.6% | Read → |
| 4 | GOOGL | $188.20 | $870.26 | +362.4% | $349.54 | +85.7% | +17.1% | Read → |
| 5 | META | $582.63 | $2,581.82 | +343.1% | $665.75 | +14.3% | +2.9% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $355.19 → $808.99+127.8%
- GOOGL · $188.20 → $349.54+85.7%
- BAC · $42.28 → $57.73+36.6%