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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)
+7.6%
SPY +15.8%
Volatility (1 yr)
13%
SPY 13%
Holdings
51
largest 7%
Top 5 weight
29%
diversified

Sector mix

Financials26%
Communication Services19%
Consumer Discretionary16%
Industrials14%
Unknown8%
Health Care8%
Information Technology6%
Financial Services2%
Materials1%
Technology0%

Overlap with Coteau models

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

Holdings

GOOG 7.2% · Communication Services+31% 1YHEI-A 6.4% · sector n/a-6% 1YMETA 5.7% · Communication Services-5% 1YSCHW 5.2% · Financials-3% 1YADP 4.9% · Industrials+6% 1YAME 4.9% · Industrials+33% 1YMEDP 4.5% · Health Care+14% 1YVV 4.5% · Financials+19% 1YBRK-B 4.2% · Financials+9% 1YPGR 4.0% · Financials+8% 1YGOOGL 3.7% · Communication Services+33% 1YFIVE 3.6% · Consumer Discretionary+43% 1YBKNG 3.1% · Consumer Discretionary-20% 1YIBP 3.1% · Consumer Discretionary-26% 1YNVR 3.0% · Consumer Discretionary-22% 1YKNSL 2.7% · Financials-16% 1YBFAM 2.6% · Consumer Discretionary-32% 1YRMD 2.5% · Health Care-9% 1YOZK 2.1% · Financials+4% 1YMKL 2.0% · Financial Services-1% 1YANETANET 1.9% · Information Technology+24% 1YKEYS 1.7% · Information Technology+103% 1YDISDIS 1.7% · Communication Services+1% 1YBRO 1.6% · Financials-18% 1YADIADI 1.2% · Information Technology+63% 1YNYT 1.1% · Communication Services+26% 1YLFUS 1.1% · Information Technology · in New Highs Growth+43% 1YMSA 1.0% · Industrials+11% 1YWSOWSO 0.9% · Industrials-17% 1YAAON 0.9% · Industrials-26% 1YGLD 0.8% · sector n/a-6% 1YSUNB 0.7% · Industrials– 1YVEEV 0.6% · Health Care+11% 1YAXP 0.5% · Financials-8% 1YTWFG 0.5% · sector n/a+2% 1YJPM 0.5% · Financials+13% 1YMA 0.5% · Financials+10% 1YLULU 0.5% · Consumer Discretionary-42% 1YFND 0.5% · Consumer Discretionary-37% 1YHWKN 0.5% · Materials-19% 1YFERG 0.3% · Industrials-5% 1YBLDR 0.3% · sector n/a-56% 1YBRK-A 0.2% · Financial Services+9% 1YAAPL 0.1% · Information Technology+30% 1YTSM 0.1% · Technology · in Conviction 20+44% 1YSPY 0.1% · sector n/a+16% 1YYUMC 0.0% · sector n/a+2% 1YITB 0.0% · sector n/a-15% 1YMSFT 0.0% · Information Technology+4% 1YQQQQQQ 0.0% · sector n/a+18% 1YCPRT 0.0% · Industrials-38% 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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