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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, Appaloosa, Baupost Group, Berkshire Hathaway
1-year return (weighted)
+68.1%
SPY +16.6%
Volatility (1 yr)
31%
SPY 13%
Holdings
25
largest 16%
Top 5 weight
58%
diversified

Sector mix

Information Technology24%
Consumer Discretionary17%
Communication Services16%
Unknown13%
Industrials12%
Technology11%
Utilities8%

Overlap with Coteau models

Quality Growth
Shared: MU, NVDA
11%Momentum Top 15
Shared: AMD, MU
8%Momentum Blend
No shared holdings
0%

Holdings

AMZN 16.0% · Consumer Discretionary+23% 1YMU 15.1% · Information Technology · in Momentum Top 15, Quality Growth+348% 1YTSM 10.5% · Technology+44% 1YGOOG 8.7% · Communication Services+34% 1YUBERUBER 7.4% · Industrials-24% 1YEWY 6.6% · sector n/a+81% 1YMETA 5.1% · Communication Services-1% 1YVST 4.7% · Utilities-25% 1YNVDA 4.1% · Information Technology · in Quality Growth+19% 1YNRG 3.4% · Utilities-40% 1YBABA 2.6% · sector n/a-34% 1YBABA 2.3% · Industrials-10% 1YLRCX 2.2% · Information Technology+93% 1YBIDU 2.0% · Communication Services-34% 1YAAL 1.8% · Industrials-2% 1YAMD 1.5% · Information Technology · in Momentum Top 15+131% 1YCRWV 1.4% · sector n/a-55% 1YASML 1.3% · sector n/a+61% 1YAVGO 0.8% · Information Technology-4% 1YQCOMQCOM 0.6% · Information Technology+8% 1YSPCX 0.5% · sector n/a– 1YETET 0.4% · sector n/a+31% 1YMPLX 0.4% · sector n/a+29% 1YWHR 0.4% · Consumer Discretionary-63% 1YGT 0.1% · Consumer Discretionary-40% 1Y

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

coteau
Hypothetical research for education, not investment advice. Data: Yahoo Finance (via yfinance, delayed), SEC EDGAR.
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