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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)
+13.3%
SPY +15.8%
Volatility (1 yr)
13%
SPY 13%
Holdings
80
largest 8%
Top 5 weight
29%
diversified

Sector mix

Financials28%
Industrials16%
Communication Services12%
Financial Services12%
Consumer Discretionary10%
Information Technology10%
Unknown6%
Consumer Staples3%
Health Care2%
Materials2%
Consumer Cyclical0%
Real Estate0%

Overlap with Coteau models

Conviction 20
Shared: AMZN
4%New Highs Growth
Shared: JNJ
1%Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%

Holdings

GOOG 7.7% · Communication Services+31% 1YBRK-A 6.7% · Financial Services+9% 1YBRK-B 6.1% · Financials+9% 1YDE 4.4% · Industrials+38% 1YBN 4.4% · Financial Services-17% 1YAMZN 3.9% · Consumer Discretionary · in Conviction 20+21% 1YADIADI 3.1% · Information Technology+63% 1YGSGS 2.9% · Financials+18% 1YAAPL 2.8% · Information Technology+30% 1YCAT 2.8% · Industrials+37% 1YVV 2.7% · Financials+19% 1YHD 2.6% · Consumer Discretionary-17% 1YWSOWSO 2.0% · Industrials-17% 1YTXN 1.7% · Information Technology+59% 1YBLKBLK 1.7% · Financials-1% 1YGOOGL 1.7% · Communication Services+33% 1YMSFT 1.6% · Information Technology+4% 1YDISDIS 1.6% · Communication Services+1% 1YAXP 1.4% · Financials-8% 1YLOW 1.4% · Consumer Discretionary-16% 1YPGR 1.4% · Financials+8% 1YFNV 1.3% · sector n/a+18% 1YLPLA 1.3% · sector n/a-5% 1YJNJ 1.3% · Health Care · in New Highs Growth+37% 1YBX 1.1% · Financials-28% 1YRLI 1.1% · Financials+14% 1YGD 1.1% · Industrials+4% 1YNVONVO 1.0% · sector n/a-26% 1YKKR 1.0% · Financials-25% 1YMETA 1.0% · Communication Services-5% 1YSCHW 1.0% · Financials-3% 1YMRSH 1.0% · Financials+3% 1YAPOAPO 0.9% · Financials-10% 1YADM 0.9% · Consumer Staples+31% 1YLINLIN 0.9% · Materials+13% 1YDEODEO 0.8% · sector n/a-2% 1YMA 0.8% · Financials+10% 1YDG 0.8% · Consumer Staples+28% 1YBAM 0.7% · sector n/a-13% 1YHEI-A 0.7% · sector n/a-6% 1YMCO 0.7% · Financials+1% 1YODFL 0.7% · Industrials+35% 1YNSC 0.7% · Industrials+14% 1YITWITW 0.7% · Industrials+12% 1YJPM 0.6% · Financials+13% 1YNVR 0.6% · Consumer Discretionary-22% 1YMSCI 0.6% · Financials+12% 1YROK 0.6% · Industrials+23% 1YECL 0.6% · Materials+4% 1YSUNB 0.6% · Industrials– 1YSBUX 0.5% · Consumer Discretionary+21% 1YROL 0.5% · Industrials-40% 1YTHG 0.5% · Financials+38% 1YITIC 0.4% · Financial Services+12% 1YCGCG 0.4% · Financials-34% 1YTSN 0.4% · Consumer Staples+9% 1YSPGI 0.4% · Financials-2% 1YAON 0.3% · Financials-13% 1YUNP 0.3% · Industrials+29% 1YFERG 0.3% · Industrials-5% 1YRTX 0.3% · Industrials+22% 1YCSCO 0.3% · Information Technology+54% 1YMELI 0.3% · Consumer Cyclical-11% 1YYUM 0.3% · Consumer Discretionary+4% 1YMARMAR 0.3% · Consumer Discretionary+54% 1YALLALL 0.3% · Financials+31% 1YTMO 0.3% · Health Care+27% 1YCOST 0.3% · Consumer Staples+7% 1YHGTYHGTY 0.3% · Financial Services+39% 1YTROW 0.3% · Financials+3% 1YURI 0.3% · Industrials+5% 1YABNB 0.3% · Consumer Discretionary+39% 1YLMTLMT 0.3% · Industrials+11% 1YHCA 0.3% · Health Care+8% 1YSHW 0.2% · Materials+2% 1YFDS 0.2% · Financials+9% 1YLAMRLAMR 0.2% · Real Estate+34% 1YVRSK 0.2% · Industrials-18% 1YCSXCSX 0.2% · Industrials+33% 1YAMAT 0.2% · Information Technology+79% 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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