The Cohorts · Quarterly vintage
Inception 2026-04-01 · 0.3 years held
Q2 2026 · Top 10.
On 2026-04-01, these 10 businesses were the 10most-undervalued names in our coverage universe by Mr. Market's protocol. We've held them, equal-weighted, since.
Q2 2026 · Top 10 · since inception
+18.3%
CAGR 62.9% annualised
S&P 500 · since inception
+18.0%
CAGR 61.7% annualised
Spread
+0.3%
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 10.0% of the portfolio.
| Rank | Ticker | Entry price | Entry IV | Entry Δ% | Current price | Return | Contribution | |
|---|---|---|---|---|---|---|---|---|
| 1 | JPM | $292.56 | $3,772.50 | +1194.8% | $357.52 | +22.2% | +2.2% | Read → |
| 2 | ADBE | $241.37 | $1,714.15 | +553.2% | $257.49 | +6.7% | +0.7% | Read → |
| 3 | BAC | $49.02 | $300.21 | +519.0% | $62.90 | +28.3% | +2.8% | Read → |
| 4 | OXY | $61.94 | $379.10 | +485.9% | $55.09 | -11.1% | -1.1% | Read → |
| 5 | META | $578.69 | $3,211.65 | +461.9% | $587.94 | +1.6% | +0.2% | Read → |
| 6 | GOOGL | $297.21 | $1,130.89 | +293.5% | $377.65 | +27.1% | +2.7% | Read → |
| 7 | ORCL | $144.22 | $534.40 | +270.1% | $145.74 | +1.1% | +0.1% | Read → |
| 8 | UNH | $272.42 | $976.80 | +263.1% | $407.55 | +49.6% | +5.0% | Read → |
| 9 | MSFT | $368.57 | $1,176.98 | +218.6% | $492.81 | +33.7% | +3.4% | Read → |
| 10 | V | $297.89 | $947.09 | +214.0% | $369.59 | +24.1% | +2.4% | Read → |
Biggest contributors
Where the cohort earned its keep.
- UNH · $272.42 → $407.55+49.6%
- MSFT · $368.57 → $492.81+33.7%
- BAC · $49.02 → $62.90+28.3%
Biggest detractors
Where the protocol got it wrong.
- OXY · $61.94 → $55.09-11.1%