The Cohorts · Quarterly vintage
Inception 2025-01-01 · 1.6 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
+62.3%
CAGR 35.6% annualised
S&P 500 · since inception
+33.9%
CAGR 20.1% annualised
Spread
+28.4%
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 | BAC | $42.49 | $480.50 | +1030.8% | $62.90 | +48.0% | +9.6% | Read → |
| 2 | OXY | $47.90 | $444.91 | +828.9% | $55.09 | +15.0% | +3.0% | Read → |
| 3 | CAT | $355.19 | $2,546.25 | +616.9% | $876.54 | +146.8% | +29.4% | Read → |
| 4 | GOOGL | $188.32 | $917.60 | +387.3% | $377.65 | +100.5% | +20.1% | Read → |
| 5 | META | $582.63 | $2,721.99 | +367.2% | $587.94 | +0.9% | +0.2% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $355.19 → $876.54+146.8%
- GOOGL · $188.32 → $377.65+100.5%
- BAC · $42.49 → $62.90+48.0%