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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)
+13.6%
SPY +15.8%
Volatility (1 yr)
14%
SPY 13%
Holdings
18
largest 41%
Top 5 weight
89%
concentrated

Sector mix

Information Technology49%
Financials24%
Consumer Cyclical10%
Consumer Discretionary7%
Communication Services4%
Energy3%
Technology1%
Health Care1%
Unknown0%

Overlap with Coteau models

Quality Growth
Shared: NVDA, PLTR
7%Conviction 20
Shared: NVDA
6%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

AAPL 41.1% · Information Technology+30% 1YBRK-B 24.2% · Financials+9% 1YPDD 10.0% · Consumer Cyclical-38% 1YTSLA 7.4% · Consumer Discretionary-16% 1YNVDA 6.6% · Information Technology · in Quality Growth, Conviction 20+19% 1YGOOG 3.6% · Communication Services+31% 1YOXY 2.6% · Energy+56% 1YMSFT 1.5% · Information Technology+4% 1YCRDO 1.0% · Technology+13% 1YUNHUNH 0.9% · Health Care+18% 1YDISDIS 0.9% · Communication Services+1% 1YBABA 0.2% · Consumer Cyclical-37% 1YCRCL 0.1% · sector n/a-34% 1YPLTR 0.0% · Information Technology · in Quality Growth+6% 1YSNPS 0.0% · Information Technology-1% 1YSNOW 0.0% · sector n/a+30% 1YTEM 0.0% · sector n/a-28% 1YINOD 0.0% · sector n/a-27% 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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