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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)
+30.7%
SPY +15.8%
Volatility (1 yr)
18%
SPY 13%
Holdings
42
largest 13%
Top 5 weight
44%
diversified

Sector mix

Health Care47%
Financials15%
Consumer Discretionary10%
Information Technology9%
Unknown6%
Communication Services4%
Industrials4%
Healthcare3%
Materials1%
Technology1%
Energy0%
Consumer Defensive0%

Overlap with Coteau models

Conviction 20
Shared: AMZN
6%Momentum Top 15
Shared: AMD
4%Quality Growth
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

GPN 12.9% · Financials-1% 1YCVS 10.0% · Health Care+19% 1YTHC 8.4% · Health Care+35% 1YTMO 6.3% · Health Care+27% 1YAMZN 6.1% · Consumer Discretionary · in Conviction 20+21% 1YA 5.2% · Health Care+22% 1YDHR 4.4% · Health Care+8% 1YMETA 4.0% · Communication Services-5% 1YAMD 3.5% · Information Technology · in Momentum Top 15+122% 1YTEVA 3.4% · Healthcare+110% 1YVTRS 3.1% · Health Care+87% 1YUBERUBER 2.6% · Industrials-26% 1YCNC 2.4% · Health Care+99% 1YBFLY 2.4% · sector n/a+210% 1YCI 2.3% · Health Care+2% 1YHUM 2.0% · Health Care+52% 1YXYZ 1.8% · Financials+2% 1YDKS 1.8% · Consumer Discretionary-35% 1YGENI 1.6% · sector n/a-43% 1YONTO 1.6% · Information Technology+62% 1YLLY 1.4% · Health Care+60% 1YUAL 1.3% · Industrials-3% 1YEYE 1.2% · Consumer Discretionary-30% 1YCSCO 1.0% · Information Technology+54% 1YESI 0.9% · Materials+38% 1YAMAT 0.9% · Information Technology+79% 1YMKSI 0.9% · Information Technology+50% 1YFUNFUN 0.9% · Consumer Discretionary-64% 1YSTM 0.8% · Technology+53% 1YABBVABBV 0.7% · Health Care+28% 1YAZN 0.7% · sector n/a+2% 1YBLCO 0.6% · sector n/a+7% 1YBKR 0.5% · Energy+22% 1YELV 0.5% · Health Care+27% 1YMCHP 0.5% · Information Technology+16% 1YBRKR 0.3% · Health Care+47% 1YNVS 0.3% · sector n/a+20% 1YDOCNDOCN 0.3% · Information Technology+142% 1YPRMB 0.2% · Consumer Defensive-8% 1YBSX 0.1% · Health Care-55% 1YCAH 0.1% · Health Care+65% 1YTECH 0.1% · Health Care+17% 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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