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Copy a portfolio

Turn any model or portfolio into a share-by-share shopping list for your own account, or see the trades to rebalance what you already hold.

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Shopping list · Momentum Blend (model)

CORT 5.4% · $112.10 4 sh
$448
DRH 5.4% · $13.46 40 sh
$538
DELL 5.4% · $455.44 1 sh
$455
HZO 5.4% · $52.01 10 sh
$520
FTNT 5.4% · $171.50 3 sh
$514
ZBRA 5.4% · $375.77 1 sh
$376
PAYC 5.4% · $253.00 2 sh
$506
NEO 5.4% · $16.42 32 sh
$525
MRNA 5.4% · $226.89 2 sh
$454
OKTAOKTA 5.4% · $189.93 2 sh
$380
OGN 5.4% · $13.75 39 sh
$536
MSGS 4.7% · $400.00 1 sh
$400
TGTTGT 4.6% · $153.29 2 sh
$307
UFCSUFCS 4.5% · $56.11 8 sh
$449
NHC 4.3% · $239.24 1 sh
$239
MATX 3.9% · $231.78 1 sh
$232
ECPG 3.9% · $100.62 3 sh
$302
VLO 3.8% · $433.31 0 sh
$0
AAMI 3.8% · $93.20 4 sh
$373
INSW 3.6% · $104.83 3 sh
$314
DGII 3.5% · $73.22 4 sh
$293
Invested
$8,162
Left in cash
$1,838
Prices as of
2026-10-19

Uses the latest daily closes, so real fill prices will differ. Copying a portfolio means doing the trades yourself in your own brokerage account; we never place trades. Not investment advice.

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coteau
Coteau Systematic StrategiesSystematic equity research and model portfolios.
Coteau Systematic Strategies publishes research, model portfolios and tools. It does not manage money or offer investment advice. Model results are hypothetical. Data: Yahoo Finance (delayed), SEC EDGAR.