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Portfolio X-ray

Paste your holdings to see sector mix, concentration, risk, and how much you overlap with each Coteau model.

Or start from: Momentum Top 15, Quality Growth, Momentum Blend, ARK Invest, Abrams Capital, Akre Capital
1-year return (weighted)
-2.0%
SPY +16.6%
Volatility (1 yr)
19%
SPY 13%
Holdings
11
largest 18%
Top 5 weight
78%
concentrated

Sector mix

Financial Services18%
Consumer Discretionary17%
Industrials16%
Information Technology15%
Consumer Cyclical12%
Communication Services12%
Real Estate9%

Overlap with Coteau models

Momentum Top 15
No shared holdings
0%Quality Growth
No shared holdings
0%Momentum Blend
No shared holdings
0%

Holdings

BN 17.6% · Financial Services-17% 1YAMZN 17.4% · Consumer Discretionary+23% 1YUBERUBER 15.7% · Industrials-24% 1YMSFT 15.3% · Information Technology+5% 1YQSR 12.2% · Consumer Cyclical+14% 1YMETA 11.1% · Communication Services-1% 1YHHH 8.7% · Real Estate-16% 1YSEG 0.8% · Real Estate-8% 1YGOOG 0.7% · Communication Services+34% 1YHTZ 0.5% · Industrials-65% 1YGOOGL 0.1% · Communication Services+36% 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 StrategiesSystematic equity research and model portfolios.
Coteau Systematic Strategies publishes research, model portfolios and tools. It does not manage money or offer investment advice. Model results are hypothetical. Data: Yahoo Finance (delayed), SEC EDGAR.
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