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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)
+39.4%
SPY +15.8%
Volatility (1 yr)
36%
SPY 13%
Holdings
34
largest 7%
Top 5 weight
31%
diversified

Sector mix

Information Technology23%
Unknown13%
Industrials12%
Financial Services12%
Communication Services11%
Consumer Discretionary10%
Consumer Staples7%
Healthcare5%
Materials5%
Technology1%
Financials1%
Energy0%
Consumer Cyclical0%
Health Care0%

Overlap with Coteau models

Quality Growth
Shared: APP, STX, TER
14%Momentum Top 15
Shared: STX, TER
10%Conviction 20
Shared: NBIS, TSM
3%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

NBIS 7.2% · Communication Services · in Conviction 20+57% 1YASML 6.9% · sector n/a+58% 1YSTX 5.9% · Information Technology · in Quality Growth, Momentum Top 15+217% 1YHD 5.6% · Consumer Discretionary-17% 1YAMAT 5.3% · Information Technology+79% 1YMDLN 5.1% · Healthcare– 1YLINLIN 4.9% · Materials+13% 1YTER 4.4% · Information Technology · in Quality Growth, Momentum Top 15+142% 1YGLW 4.3% · Information Technology+56% 1YCVNA 4.2% · Consumer Discretionary-11% 1YHUT 4.1% · Financial Services+38% 1YPFGCPFGC 4.0% · Consumer Staples-4% 1YNU 3.9% · Financial Services-2% 1YWULF 3.6% · Financial Services-13% 1YCRS 3.6% · Industrials+54% 1YMTZ 3.4% · Industrials-9% 1YAPP 3.3% · Communication Services · in Quality Growth-52% 1YTTMI 3.1% · Information Technology+65% 1YSTRLSTRL 3.1% · Industrials+12% 1YUSFD 3.1% · Consumer Staples+35% 1YONONONON 2.9% · sector n/a-15% 1YLPLA 2.1% · sector n/a-5% 1YAGX 1.8% · Industrials+21% 1YBTDR 0.7% · Technology-69% 1YSHAZ 0.6% · sector n/a– 1YGOOGL 0.5% · Communication Services+33% 1YKGS 0.4% · Energy+40% 1YVV 0.3% · Financials+19% 1YIBKR 0.3% · Financials+24% 1YTSM 0.3% · Technology · in Conviction 20+44% 1YSE 0.3% · Consumer Cyclical-51% 1YMCK 0.3% · Health Care+31% 1YTDGTDG 0.2% · Industrials-12% 1YBN 0.2% · Financial Services-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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