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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)
+21.9%
SPY +15.8%
Volatility (1 yr)
13%
SPY 13%
Holdings
24
largest 21%
Top 5 weight
83%
concentrated

Sector mix

Industrials46%
Financials21%
Unknown21%
Materials4%
Consumer Staples3%
Consumer Discretionary1%
Health Care1%
Communication Services1%
Consumer Cyclical0%

Overlap with Coteau models

Momentum Blend
Shared: MSGS
1%Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%New Highs Growth
No shared holdings
0%Conviction 20
No shared holdings
0%

Holdings

BRK-B 21.3% · Financials+9% 1YCAT 19.6% · Industrials+37% 1YCNI 17.9% · sector n/a+29% 1YWM 17.2% · Industrials+9% 1YDE 6.6% · Industrials+38% 1YECL 4.2% · Materials+4% 1YWMT 2.8% · Consumer Staples+11% 1YFDX 2.2% · Industrials+57% 1YKOF 1.9% · sector n/a+45% 1YHD 1.0% · Consumer Discretionary-17% 1YWCN 1.0% · sector n/a-2% 1YMSGS 0.7% · Communication Services · in Momentum Blend+86% 1YFDXF 0.5% · Industrials– 1YCPNG 0.5% · Consumer Cyclical-55% 1YWST 0.5% · Health Care+42% 1YBUD 0.4% · sector n/a+36% 1YPCARPCAR 0.3% · Industrials+16% 1YSDGR 0.3% · Health Care+6% 1YMCDMCD 0.3% · Consumer Discretionary-18% 1YDHR 0.2% · Health Care+8% 1YKHC 0.2% · Consumer Staples-1% 1YHRL 0.2% · Consumer Staples-10% 1YONONONON 0.1% · sector n/a-15% 1YVLTO 0.0% · Industrials-2% 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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