The Cohorts · Quarterly vintage
Inception 2026-01-01 · 0.7 years held
Q1 2026 · Top 5.
On 2026-01-01, 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 2026 · Top 5 · since inception
+11.3%
CAGR 16.1% annualised
S&P 500 · since inception
+12.6%
CAGR 18.0% annualised
Spread
-1.3%
This cohort has trailed 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 | OXY | $40.55 | $373.46 | +821.0% | $58.84 | +45.1% | +9.0% | Read → |
| 2 | ADBE | $349.99 | $1,326.50 | +314.4% | $248.92 | -28.9% | -5.8% | Read → |
| 3 | META | $658.91 | $2,312.22 | +250.9% | $665.75 | +1.0% | +0.2% | Read → |
| 4 | UNH | $323.71 | $991.73 | +206.4% | $376.90 | +16.4% | +3.3% | Read → |
| 5 | UNP | $227.87 | $625.21 | +174.4% | $279.37 | +22.6% | +4.5% | Read → |
Biggest contributors
Where the cohort earned its keep.
- OXY · $40.55 → $58.84+45.1%
- UNP · $227.87 → $279.37+22.6%
- UNH · $323.71 → $376.90+16.4%
Biggest detractors
Where the protocol got it wrong.
- ADBE · $349.99 → $248.92-28.9%