The Cohorts · Quarterly vintage
Inception 2025-04-01 · 1.4 years held
Q2 2025 · Top 5.
On 2025-04-01, these 5 businesses were the 5most-undervalued names in our coverage universe by Mr. Market's protocol. We've held them, equal-weighted, since.
Q2 2025 · Top 5 · since inception
+72.9%
CAGR 45.9% annualised
S&P 500 · since inception
+38.2%
CAGR 25.0% annualised
Spread
+34.7%
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 | $47.71 | $439.67 | +818.4% | $61.46 | +28.8% | +5.8% | Read → |
| 2 | CAT | $324.86 | $2,317.15 | +614.9% | $818.57 | +152.0% | +30.4% | Read → |
| 3 | BAC | $40.16 | $240.24 | +494.7% | $62.69 | +56.1% | +11.2% | Read → |
| 4 | GOOGL | $156.33 | $895.02 | +481.5% | $338.50 | +116.5% | +23.3% | Read → |
| 5 | META | $583.64 | $2,624.13 | +357.1% | $648.03 | +11.0% | +2.2% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $324.86 → $818.57+152.0%
- GOOGL · $156.33 → $338.50+116.5%
- BAC · $40.16 → $62.69+56.1%