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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)
+57.3%
SPY +15.8%
Volatility (1 yr)
19%
SPY 13%
Holdings
17
largest 28%
Top 5 weight
81%
concentrated

Sector mix

Energy36%
Basic Materials29%
Information Technology11%
Communication Services9%
Industrials9%
Consumer Discretionary5%
Consumer Staples1%
Real Estate1%
Financial Services0%
Technology0%

Overlap with Coteau models

Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%Conviction 20
No shared holdings
0%

Holdings

TFPM 27.9% · Basic Materials-3% 1YPSX 22.8% · Energy+130% 1YSU 11.1% · Energy+109% 1YHPE 10.2% · Information Technology+150% 1YLUV 8.7% · Industrials+17% 1YUNIT 4.7% · Communication Services-2% 1YPINS 4.1% · Communication Services-30% 1YETSYETSY 2.6% · Consumer Discretionary+23% 1YNCLH 2.2% · Consumer Discretionary-33% 1YPEP 1.2% · Consumer Staples-9% 1YSDRL 1.2% · Energy+58% 1YEQIX 1.1% · Real Estate+22% 1YSNPS 0.7% · Information Technology-1% 1YOR 0.7% · Basic Materials-7% 1YRIG 0.5% · Energy+77% 1YHDB 0.1% · Financial Services-37% 1YQNT 0.1% · Technology– 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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