coteau Get App

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)
+60.8%
SPY +15.8%
Volatility (1 yr)
33%
SPY 13%
Holdings
64
largest 9%
Top 5 weight
37%
diversified

Sector mix

Information Technology36%
Industrials14%
Technology12%
Communication Services11%
Unknown8%
Consumer Discretionary6%
Financial Services4%
Real Estate3%
Utilities2%
Healthcare2%
Health Care1%
Consumer Staples0%
Financials0%
Consumer Cyclical0%
Consumer Defensive0%

Overlap with Coteau models

Conviction 20
Shared: AMZN, AVGO, CEG, MU, NVDA, SPCX, TSM
28%Quality Growth
Shared: APP, FIX, MU, NVDA
10%Momentum Top 15
Shared: AMD, INTC, MU
10%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

TSM 8.8% · Technology · in Conviction 20+44% 1YLRCX 8.4% · Information Technology+84% 1YMU 7.5% · Information Technology · in Quality Growth, Momentum Top 15, Conviction 20+334% 1YSPCX 6.5% · sector n/a · in Conviction 20– 1YAMAT 6.3% · Information Technology+79% 1YGEV 6.2% · Industrials+50% 1YAMZN 5.8% · Consumer Discretionary · in Conviction 20+21% 1YAVGO 4.5% · Information Technology · in Conviction 20-4% 1YETN 4.4% · Industrials+2% 1YGOOGL 3.6% · Communication Services+33% 1YINTC 3.5% · Information Technology · in Momentum Top 15+141% 1YCBRS 3.2% · Technology– 1YMETA 2.9% · Communication Services-5% 1YEQIX 2.7% · Real Estate+22% 1YNVDA 2.5% · Information Technology · in Quality Growth, Conviction 20+19% 1YCEGCEG 2.4% · Utilities · in Conviction 20-30% 1YFPS 2.4% · Industrials– 1YHUT 2.3% · Financial Services+38% 1YMSFT 2.3% · Information Technology+4% 1YNTRA 1.4% · Healthcare+115% 1YAPP 1.2% · Communication Services · in Quality Growth-52% 1YSPOT 1.2% · Communication Services-22% 1YASML 1.2% · sector n/a+58% 1YRDDT 1.0% · Communication Services-23% 1YNU 0.8% · Financial Services-2% 1YNFLX 0.7% · Communication Services-45% 1YGOOG 0.7% · Communication Services+31% 1YISRG 0.6% · Health Care-4% 1YFCNCA 0.6% · Financial Services+22% 1YVRT 0.6% · Industrials+16% 1YQCOMQCOM 0.5% · Information Technology+7% 1YCVNA 0.4% · Consumer Discretionary-11% 1YMTZ 0.4% · Industrials-9% 1YCAI 0.4% · Healthcare-1% 1YSNPS 0.3% · Information Technology-1% 1YGNRC 0.2% · Industrials-1% 1YSFM 0.2% · Consumer Staples-41% 1YDASH 0.2% · Consumer Discretionary-28% 1YENPH 0.2% · Information Technology-14% 1YBAHBAH 0.1% · Industrials-24% 1YAMD 0.1% · Information Technology · in Momentum Top 15+122% 1YPYPL 0.1% · Financials-17% 1YNVAXNVAX 0.1% · Healthcare+30% 1YFIX 0.1% · Industrials · in Quality Growth+67% 1YQSQS 0.1% · Consumer Cyclical-75% 1YUPST 0.1% · Financial Services-53% 1YAGX 0.1% · Industrials+21% 1YTSLA 0.1% · Consumer Discretionary-16% 1YPINS 0.1% · Communication Services-30% 1YTTDTTD 0.1% · Communication Services-76% 1YZZ 0.0% · Communication Services-57% 1YABRABR 0.0% · Financials-72% 1YPATH 0.0% · Information Technology-16% 1YMPT 0.0% · Real Estate-43% 1YRNG 0.0% · Information Technology+197% 1YPTON 0.0% · Consumer Discretionary-27% 1YZG 0.0% · Communication Services-53% 1YPLUG 0.0% · Industrials-59% 1YSFIX 0.0% · Consumer Cyclical-37% 1YLCIDLCID 0.0% · Consumer Cyclical-84% 1YCHPT 0.0% · Consumer Cyclical-29% 1YAMCAMC 0.0% · Communication Services+11% 1YHTZ 0.0% · Industrials-62% 1YBYND 0.0% · Consumer Defensive-85% 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.

How it worksDisclaimerTermsPrivacyData status