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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)
+7.2%
SPY +15.8%
Volatility (1 yr)
12%
SPY 13%
Holdings
80
largest 12%
Top 5 weight
51%
diversified

Sector mix

Communication Services17%
Consumer Defensive16%
Financials15%
Financial Services12%
Consumer Staples10%
Industrials9%
Consumer Cyclical9%
Materials5%
Healthcare4%
Consumer Discretionary3%
Energy0%
Health Care0%
Information Technology0%
Real Estate0%
Unknown0%

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
Shared: JNJ
0%Conviction 20
Shared: AMZN
0%

Holdings

GOOG 12.2% · Communication Services+31% 1YBRK-A 12.1% · Financial Services+9% 1YPM 9.3% · Consumer Staples+31% 1YMA 8.9% · Financials+10% 1YCFRHF 8.8% · Consumer Cyclical+7% 1YHKHHF 7.6% · Consumer Defensive+17% 1YNSRGY 6.1% · Consumer Defensive-1% 1YBRK-B 6.1% · Financials+9% 1YSUNB 4.9% · Industrials– 1YNFLX 4.6% · Communication Services-45% 1YMLM 4.6% · Materials-19% 1YUBERUBER 4.1% · Industrials-26% 1YERFSF 3.6% · Healthcare+18% 1YDASH 2.5% · Consumer Discretionary-28% 1YPDRDF 1.9% · Consumer Defensive-24% 1YCMCSA 0.6% · Communication Services-15% 1YBF-A 0.5% · Consumer Defensive+4% 1YVV 0.3% · Financials+19% 1YXOMXOM 0.3% · Energy+62% 1YBF-B 0.2% · Consumer Staples+1% 1YBUDFF 0.2% · Consumer Defensive+34% 1YMO 0.1% · Consumer Staples+24% 1YCR 0.1% · Industrials+8% 1YMKL 0.1% · Financial Services-1% 1YJPM 0.1% · Financials+13% 1YUNP 0.1% · Industrials+29% 1YDOV 0.0% · Industrials+18% 1YGOOGL 0.0% · Communication Services+33% 1YCOST 0.0% · Consumer Staples+7% 1YABBVABBV 0.0% · Health Care+28% 1YWRBYWRBY 0.0% · Consumer Discretionary+18% 1YVMC 0.0% · Materials-11% 1YLEVI 0.0% · Consumer Cyclical+3% 1YAKBLF 0.0% · Healthcare+10% 1YMKC 0.0% · Consumer Staples-27% 1YDELHDELHF 0.0% · Consumer Cyclical+25% 1YCOCXF 0.0% · Consumer Defensive+32% 1YSSPPF 0.0% · Consumer Cyclical+17% 1YAXP 0.0% · Financials-8% 1YWILLF 0.0% · Healthcare+47% 1YLRLCF 0.0% · Consumer Defensive+3% 1YFLMNF 0.0% · Healthcare-27% 1YKNCRF 0.0% · Industrials-58% 1YRTLLF 0.0% · Industrials-16% 1YFLUIF 0.0% · Consumer Cyclical-16% 1YLTSSLTSSF 0.0% · Consumer Defensive+59% 1YMSFT 0.0% · Information Technology+4% 1YAAPL 0.0% · Information Technology+30% 1YCABJF 0.0% · Consumer Defensive+20% 1YHINKF 0.0% · Consumer Defensive+6% 1YPUIGPUIGF 0.0% · Consumer Defensive+25% 1YPEP 0.0% · Consumer Staples-9% 1YDVDCF 0.0% · Consumer Defensive+13% 1YYETI 0.0% · Consumer Discretionary+25% 1YNSRGF 0.0% · Consumer Defensive-3% 1YHMRZF 0.0% · Consumer Cyclical-2% 1YFULT 0.0% · Financials+33% 1YJBTM 0.0% · Industrials-20% 1YABT 0.0% · Health Care-19% 1YECTXF 0.0% · Industrials-20% 1YKO 0.0% · Consumer Staples+40% 1YPG 0.0% · Consumer Staples+8% 1YWMT 0.0% · Consumer Staples+11% 1YHRI 0.0% · Industrials-0% 1YLAMRLAMR 0.0% · Real Estate+34% 1YZLDSF 0.0% · Consumer Cyclical-24% 1YFBLA 0.0% · Financial Services+40% 1YWFC 0.0% · Financials-2% 1YSWZ 0.0% · sector n/a-3% 1YHRL 0.0% · Consumer Staples-10% 1YOUT 0.0% · Real Estate+79% 1YCVX 0.0% · Energy+52% 1YORCL 0.0% · Information Technology-52% 1YUNM 0.0% · Financials+26% 1YJNJ 0.0% · Health Care · in New Highs Growth+37% 1YCAT 0.0% · Industrials+37% 1YMCDMCD 0.0% · Consumer Discretionary-18% 1YDISDIS 0.0% · Communication Services+1% 1YAMZN 0.0% · Consumer Discretionary · in Conviction 20+21% 1YMRK 0.0% · Health Care+77% 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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