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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.

Or start from: Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth, Conviction 20, ARK Invest
1-year return (weighted)
+81.5%
SPY +15.8%
Volatility (1 yr)
35%
SPY 13%
Holdings
46
largest 42%
Top 5 weight
64%
concentrated

Sector mix

Unknown44%
Information Technology23%
Technology21%
Consumer Discretionary4%
Communication Services4%
Consumer Cyclical1%
Financial Services1%
Real Estate1%
Financials0%
Industrials0%
Healthcare0%
Utilities0%

Overlap with Coteau models

Momentum Top 15
Shared: CIEN, COHR, INTC, MU, TWLO
14%Conviction 20
Shared: AMZN, APH, MU, NBIS, NVDA, SPCX
12%Quality Growth
Shared: APH, MU, NVDA
10%New Highs Growth
Shared: APH, PANW
4%Momentum Blend
No shared holdings
0%

Holdings

SPCX 41.9% · sector n/a · in Conviction 20– 1YMU 7.4% · Information Technology · in Quality Growth, Momentum Top 15, Conviction 20+334% 1YCBRS 6.2% · Technology– 1YALAB 5.3% · Technology+82% 1YCIEN 3.0% · Information Technology · in Momentum Top 15+98% 1YCRDO 2.8% · Technology+13% 1YPANW 2.7% · Information Technology · in New Highs Growth+61% 1YU 2.6% · Technology+14% 1YCOHRCOHR 2.3% · Information Technology · in Momentum Top 15+93% 1YNVDA 2.2% · Information Technology · in Quality Growth, Conviction 20+19% 1YAMZN 2.1% · Consumer Discretionary · in Conviction 20+21% 1YMETA 2.0% · Communication Services-5% 1YCRWV 1.9% · sector n/a-51% 1YGOOGL 1.6% · Communication Services+33% 1YTWLOTWLO 1.3% · Information Technology · in Momentum Top 15+137% 1YAPH 1.0% · Information Technology · in Quality Growth, New Highs Growth, Conviction 20+25% 1YAKAM 1.0% · Information Technology+21% 1YAFRM 0.9% · Financial Services+2% 1YGTLB 0.9% · Technology+17% 1YINTC 0.8% · Information Technology · in Momentum Top 15+141% 1YSMTC 0.8% · Information Technology+99% 1YCIFR 0.8% · Technology-55% 1YTSLA 0.8% · Consumer Discretionary-16% 1YDKS 0.8% · Consumer Discretionary-35% 1YW 0.7% · Consumer Cyclical+37% 1YAMBQ 0.7% · Technology+60% 1YIOTIOT 0.7% · Technology+14% 1YACVA 0.6% · Consumer Cyclical+21% 1YCOMP 0.6% · Real Estate+27% 1YWIX 0.6% · Technology-43% 1YMA 0.4% · Financials+10% 1YPDFS 0.4% · Information Technology+46% 1YTTAN 0.3% · Technology-14% 1YFERG 0.3% · Industrials-5% 1YNOKNOK 0.3% · Technology+58% 1YROG 0.3% · Information Technology+59% 1YNTRA 0.3% · Healthcare+115% 1YWRBYWRBY 0.2% · Consumer Discretionary+18% 1YVECO 0.2% · Information Technology+51% 1YNBIS 0.2% · Communication Services · in Conviction 20+57% 1YINIO 0.1% · Industrials– 1YEQPT 0.0% · Industrials– 1YTBLA 0.0% · Communication Services+11% 1YQNT 0.0% · Technology– 1YFRVO 0.0% · Utilities– 1YBTGO 0.0% · Financial Services– 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 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.

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