Portfolio X-ray
Paste your holdings to see risk and overlap.
How this works
Paste your holdings to see sector mix, concentration, risk, and how much you overlap with each Coteau model.
1-year return (weighted)
+23.0%
SPY +15.8%
Volatility (1 yr)
31%
SPY 13%
Holdings
20
largest 19%
Top 5 weight
56%
diversified
Sector mix
Overlap with Coteau models
Conviction 20
Shared: AMZN, MU, NVDA, SPCX, TSM
23%Quality GrowthShared: MU, NVDA
9%Momentum Top 15Shared: MU
3%Momentum BlendNo shared holdings
0%New Highs GrowthNo shared holdings
0%Holdings
NVDA 19.2% · Information Technology · in Quality Growth, Conviction 20+19% 1Y
CBRS 16.2% · Technology– 1Y
META 7.8% · Communication Services-5% 1Y
TSM 6.9% · Technology · in Conviction 20+44% 1Y
CRWV 6.2% · sector n/a-51% 1Y
ARM 5.9% · Technology+29% 1Y
AMZN 5.9% · Consumer Discretionary · in Conviction 20+21% 1YUBERUBER 5.4% · Industrials-26% 1Y
SNOW 5.0% · sector n/a+30% 1Y
MSFT 4.8% · Information Technology+4% 1YQCOMQCOM 3.5% · Information Technology+7% 1Y
SPCX 3.1% · sector n/a · in Conviction 20– 1Y
MU 2.5% · Information Technology · in Quality Growth, Momentum Top 15, Conviction 20+334% 1Y
AMAT 1.9% · Information Technology+79% 1Y
KLAC 1.8% · Information Technology+41% 1Y
LRCX 1.7% · Information Technology+84% 1Y
HOOD 0.9% · Financials-28% 1Y
GOOGL 0.6% · Communication Services+33% 1Y
SNPS 0.6% · Information Technology-1% 1Y
GRABW 0.0% · sector n/a-97% 1YPrice returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. Not investment advice.
coteauCoteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.