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)
+9.7%
SPY +15.8%
Volatility (1 yr)
18%
SPY 13%
Holdings
30
largest 22%
Top 5 weight
72%
concentrated
Sector mix
Overlap with Coteau models
Conviction 20
Shared: TSM
2%New Highs GrowthShared: JNJ
1%Quality GrowthNo shared holdings
0%Momentum Top 15No shared holdings
0%Momentum BlendNo shared holdings
0%Holdings
ORLA 21.6% · Basic Materials– 1Y
EGO 16.2% · Basic Materials+23% 1Y
KHC 12.8% · Consumer Staples-1% 1YUAAUAA 11.0% · Consumer Discretionary+3% 1Y
CVS 10.6% · Health Care+19% 1Y
CLF 5.3% · Materials-16% 1Y
UA 5.2% · Consumer Discretionary+4% 1Y
TAP 2.9% · Consumer Defensive-10% 1Y
ATS 2.7% · Industrials-30% 1Y
WEN 2.5% · Consumer Discretionary-22% 1Y
TSM 1.7% · Technology · in Conviction 20+44% 1Y
HP 1.5% · Energy+67% 1Y
BNS 1.2% · Financial Services+48% 1Y
GM 1.1% · Consumer Discretionary+34% 1Y
PFE 1.0% · Health Care+31% 1Y
MRK 0.8% · Health Care+77% 1Y
JNJ 0.7% · Health Care · in New Highs Growth+37% 1Y
KSPI 0.3% · Technology+33% 1Y
RCI 0.2% · Communication Services-9% 1Y
GTX 0.1% · Consumer Cyclical+92% 1Y
CNI 0.1% · sector n/a+29% 1Y
CIGI 0.1% · Real Estate-41% 1Y
DPZ 0.1% · Consumer Discretionary-24% 1Y
CPRI 0.1% · Consumer Cyclical-23% 1Y
LULU 0.1% · Consumer Discretionary-42% 1Y
PENN 0.0% · Consumer Discretionary-12% 1Y
BRK-A 0.0% · Financial Services+9% 1Y
BRSL 0.0% · Consumer Cyclical-40% 1Y
CPAC 0.0% · Basic Materials+74% 1YMXMX 0.0% · Technology-15% 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.