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
+59.7%
CAGR 31.8% annualised
S&P 500 · since inception
+32.6%
CAGR 18.1% annualised
Spread
+27.1%
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 | OXY | $47.68 | $431.45 | +804.9% | $61.46 | +28.9% | +5.8% | Read → |
| 2 | CAT | $355.19 | $2,465.82 | +594.2% | $818.57 | +130.5% | +26.1% | Read → |
| 3 | BAC | $42.28 | $240.24 | +494.7% | $62.69 | +48.3% | +9.7% | Read → |
| 4 | GOOGL | $188.20 | $888.62 | +372.2% | $338.50 | +79.9% | +16.0% | Read → |
| 5 | META | $582.63 | $2,636.18 | +352.5% | $648.03 | +11.2% | +2.2% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $355.19 → $818.57+130.5%
- GOOGL · $188.20 → $338.50+79.9%
- BAC · $42.28 → $62.69+48.3%