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)
+15.7%
SPY +15.8%
Volatility (1 yr)
16%
SPY 13%
Holdings
23
largest 14%
Top 5 weight
49%
diversified
Sector mix
Overlap with Coteau models
Conviction 20
Shared: AMZN, APH, NVDA, VST
18%Quality GrowthShared: APH, NVDA
13%New Highs GrowthShared: APH
4%Momentum Top 15No shared holdings
0%Momentum BlendNo shared holdings
0%Holdings
VV 14.1% · Financials+19% 1Y
GOOG 11.2% · Communication Services+31% 1Y
APH 8.3% · Information Technology · in Quality Growth, New Highs Growth, Conviction 20+25% 1Y
AMZN 8.2% · Consumer Discretionary · in Conviction 20+21% 1Y
MCO 7.5% · Financials+1% 1Y
NVDA 6.6% · Information Technology · in Quality Growth, Conviction 20+19% 1Y
MDLN 6.3% · Healthcare– 1Y
VMC 5.6% · Materials-11% 1Y
CRH 4.5% · Materials-27% 1Y
AMAT 3.6% · Information Technology+79% 1Y
IBKR 3.5% · Financials+24% 1Y
DVN 3.0% · Energy+62% 1Y
FERG 2.3% · Industrials-5% 1Y
EFX 2.3% · Industrials-23% 1Y
EMBJ 2.1% · Industrials+20% 1Y
MA 1.8% · Financials+10% 1YLAMRLAMR 1.6% · Real Estate+34% 1YUBERUBER 1.6% · Industrials-26% 1YLINLIN 1.5% · Materials+13% 1YAWIAWI 1.4% · Industrials-15% 1Y
SPGI 1.4% · Financials-2% 1Y
VST 0.7% · Utilities · in Conviction 20-22% 1Y
RIOT 0.7% · Financial Services-37% 1Y
GOOG 11.2% · Communication Services+31% 1YAPH 8.3% · Information Technology · in Quality Growth, New Highs Growth, Conviction 20+25% 1YAMZN 8.2% · Consumer Discretionary · in Conviction 20+21% 1YMCO 7.5% · Financials+1% 1YNVDA 6.6% · Information Technology · in Quality Growth, Conviction 20+19% 1YMDLN 6.3% · Healthcare– 1YVMC 5.6% · Materials-11% 1YCRH 4.5% · Materials-27% 1YAMAT 3.6% · Information Technology+79% 1YIBKR 3.5% · Financials+24% 1YDVN 3.0% · Energy+62% 1YFERG 2.3% · Industrials-5% 1YEFX 2.3% · Industrials-23% 1YEMBJ 2.1% · Industrials+20% 1YMA 1.8% · Financials+10% 1YLAMRLAMR 1.6% · Real Estate+34% 1YUBERUBER 1.6% · Industrials-26% 1YLINLIN 1.5% · Materials+13% 1YAWIAWI 1.4% · Industrials-15% 1YSPGI 1.4% · Financials-2% 1YVST 0.7% · Utilities · in Conviction 20-22% 1YRIOT 0.7% · Financial Services-37% 1YPrice 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.