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Portfolio X-ray

Paste your holdings to see sector mix, concentration, risk, and how much you overlap with each Coteau model.

Or start from: Momentum Top 15, Quality Growth, Momentum Blend, ARK Invest, Abrams Capital, Akre Capital
1-year return (weighted)
-14.8%
SPY +16.6%
Volatility (1 yr)
27%
SPY 13%
Holdings
11
largest 47%
Top 5 weight
86%
concentrated

Sector mix

Unknown51%
Consumer Discretionary29%
Communication Services12%
Consumer Cyclical4%
Financials3%
Healthcare0%

Overlap with Coteau models

Momentum Top 15
No shared holdings
0%Quality Growth
No shared holdings
0%Momentum Blend
No shared holdings
0%

Holdings

LOAR 47.2% · sector n/a-22% 1YLAD 13.2% · Consumer Discretionary-5% 1YGOOGL 8.9% · Communication Services+36% 1YSGI 8.3% · Consumer Discretionary-25% 1YABGABG 7.9% · Consumer Discretionary-30% 1YCPNG 4.1% · Consumer Cyclical-54% 1YWTW 3.4% · Financials-3% 1YUHAL-B 3.4% · sector n/a-1% 1YMETA 3.3% · Communication Services-1% 1YNUVB 0.1% · Healthcare+31% 1YUHAL 0.0% · sector n/a+0% 1Y

Price returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. Not investment advice.

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.
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