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.
1-year return (weighted)
-0.3%
SPY +15.8%
Volatility (1 yr)
18%
SPY 13%
Holdings
28
largest 18%
Top 5 weight
63%
concentrated
Sector mix
Overlap with Coteau models
Quality Growth
Shared: FICO
7%Momentum Top 15No shared holdings
0%Momentum BlendShared: MSGS
0%New Highs GrowthNo shared holdings
0%Conviction 20No shared holdings
0%Holdings
GOOGL 17.5% · Communication Services+33% 1Y
TKO 16.1% · Communication Services-2% 1Y
FICO 10.3% · Information Technology · in Quality Growth-51% 1Y
TMO 9.8% · Health Care+27% 1YDISDIS 9.5% · Communication Services+1% 1Y
INTU 6.6% · Information Technology-49% 1Y
MDLZ 5.6% · Consumer Staples+6% 1Y
PEP 5.3% · Consumer Staples-9% 1Y
PYPL 5.2% · Financials-17% 1Y
EBAY 4.7% · Consumer Discretionary+28% 1Y
MANU 2.4% · sector n/a+12% 1Y
KKR 2.3% · Financials-25% 1Y
BF-A 2.2% · Consumer Defensive+4% 1Y
BF-B 1.4% · Consumer Staples+1% 1YVV 0.1% · Financials+19% 1Y
SPGI 0.1% · Financials-2% 1Y
CP 0.1% · sector n/a+15% 1Y
AXP 0.1% · Financials-8% 1Y
EFX 0.1% · Industrials-23% 1Y
VRSK 0.1% · Industrials-18% 1Y
CME 0.1% · Financials+15% 1YADBEADBE 0.1% · Information Technology-25% 1Y
WMG 0.1% · Communication Services-3% 1Y
ORCL 0.1% · Information Technology-52% 1Y
EL 0.0% · Consumer Staples+5% 1Y
MSGS 0.0% · Communication Services · in Momentum Blend+86% 1Y
KO 0.0% · Consumer Staples+40% 1YNKENKE 0.0% · Consumer Discretionary-42% 1YPrice returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. Not investment advice.
coteauCoteau 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.