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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)
+23.9%
SPY +16.6%
Volatility (1 yr)
12%
SPY 13%
Holdings
29
largest 22%
Top 5 weight
69%
concentrated

Sector mix

Financials35%
Information Technology23%
Communication Services15%
Consumer Staples14%
Energy9%
Health Care2%
Industrials2%
Consumer Discretionary1%
Materials0%
Consumer Cyclical0%

Overlap with Coteau models

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

Holdings

AAPL 22.0% · Information Technology+36% 1YAXP 17.1% · Financials-8% 1YKO 10.9% · Consumer Staples+40% 1YGOOGL 9.4% · Communication Services+36% 1YBAC 9.2% · Financials+0% 1YCVX 4.7% · Energy+52% 1YOXY 4.3% · Energy+56% 1YCB 3.9% · Financials+34% 1YMCO 3.7% · Financials+3% 1YGOOG 3.2% · Communication Services+34% 1YKHC 2.6% · Consumer Staples-3% 1YDVA 2.1% · Health Care+49% 1YDAL 1.8% · Industrials+26% 1YSIRI 1.2% · Communication Services+31% 1YVRSN 0.8% · Information Technology+17% 1YKRKR 0.7% · Consumer Staples-7% 1YALLYALLY 0.4% · Financials-3% 1YLEN 0.4% · Consumer Discretionary-38% 1YLLYVK 0.4% · Communication Services+7% 1YNYT 0.4% · Communication Services+23% 1YCOF 0.2% · Financials-4% 1YLLYVA 0.2% · Communication Services+7% 1YLPX 0.1% · Industrials-20% 1YNUE 0.1% · Materials+100% 1YM 0.1% · Consumer Discretionary+37% 1YNVR 0.0% · Consumer Discretionary-24% 1YLEN-B 0.0% · Consumer Cyclical-34% 1YJEF 0.0% · Financials-13% 1YDHIDHI 0.0% · Consumer Discretionary-11% 1Y

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

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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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