The Cohorts · Quarterly vintage
Inception 2026-04-01 · 0.4 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
+17.8%
CAGR 43.9% annualised
S&P 500 · since inception
+16.9%
CAGR 41.7% annualised
Spread
+0.8%
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 | ADBE | $241.37 | $1,660.86 | +532.9% | $252.23 | +4.5% | +0.4% | Read → |
| 2 | BAC | $48.77 | $291.06 | +503.2% | $62.69 | +28.6% | +2.9% | Read → |
| 3 | OXY | $61.66 | $367.64 | +470.8% | $61.46 | -0.3% | -0.0% | Read → |
| 4 | META | $578.69 | $3,110.93 | +444.3% | $648.03 | +12.0% | +1.2% | Read → |
| 5 | GOOGL | $297.02 | $1,095.24 | +281.3% | $338.50 | +14.0% | +1.4% | Read → |
| 6 | ORCL | $144.22 | $517.62 | +258.5% | $150.28 | +4.2% | +0.4% | Read → |
| 7 | UNH | $272.42 | $947.26 | +252.1% | $379.09 | +39.2% | +3.9% | Read → |
| 8 | MSFT | $367.88 | $1,140.34 | +209.3% | $495.63 | +34.7% | +3.5% | Read → |
| 9 | V | $297.34 | $917.57 | +204.8% | $370.45 | +24.6% | +2.5% | Read → |
| 10 | MA | $489.99 | $1,384.31 | +178.0% | $569.19 | +16.2% | +1.6% | Read → |
Biggest contributors
Where the cohort earned its keep.
- UNH · $272.42 → $379.09+39.2%
- MSFT · $367.88 → $495.63+34.7%
- BAC · $48.77 → $62.69+28.6%
Biggest detractors
Where the protocol got it wrong.
- OXY · $61.66 → $61.46-0.3%